AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
1min chapter
Building A Defensive Tech Portfolio With Beth Kindig (Tech Insider Network)
Investing Experts
Cloud Stocks
Box box actually outperformed. It was positive around 20% last year. Snowflake has been consistent to slightly growing where this is on a gap basis again with stock based compensation being the black sheep, among other things. But it's really easy now to look back and say, Oh, you know, box was the number one cloud stock snowflake struggled quite a bit despite guys like Warren Buffett investing in it.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode