2min chapter

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States vs. Social Media, Adobe Acquires Figma, and Guest Marta Tellado

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CHAPTER

Is Twitter a Buy?

I think they're awful as shit. I think this is arguably one of the biggest strategic errors in the history of modern business. They are totally taking their howitz or cannon of cash and they're going after TikTok. What you have is a company that appears to have a control CEO who has got his head up as asked strategically, makes these big, bold, bad bets. It's also proving to be a business that's hit a wall and it has not, not like that. So how would you play it? Facebook? Yeah. If you look at this, it's not emotionally, which is difficult for me. You don't want to go short Facebook.

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