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Chat GPT Into Bing
Munger said Google has the deepest more. Well, he also bought into Alibaba. So I think, and that is also having its own trouble. And this goes to tell the, the staying power that Microsoft has. They have the capacity to suffer almost for decades. The question is sometimes not who has the better technology. It's how will they consume it?
Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Spotify as the newest addition to his portfolio. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Amgen, a value stock with strong downside protection in uncertain times.
IN THIS EPISODE YOU’LL LEARN:
0:00 - Intro
01:24 - Why Hari is bullish on Disney (Ticker: DIS)
34:39 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns
1:00:46 - Why Toby is bull on Amgen (Ticker: AMGN)
1:31:18 - Whether Chatbot GPT will disrupt Google’s wide moat.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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