Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI)
Liberty's Highlights
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Are You Buying Crypto on Credit Cards?
The big fall that we saw in these stocks was kind of set up by what you said, right? About if most of your shareholders are super insensitive to this stuff, what else do these shareholders own. And if all that stuff is going down at the same time elsewhere, they're probably going to be forced to sell there anyway. These are companies worth studying and following. They may not be good businesses, or they may be terrific businesses. That's kind of TBD,. But I thought that was interesting. I didn't know a lot about these companies before studying them.
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