A Housing Recession (EP.281)
Animal Spirits Podcast
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The Stock Is Down 78%, but It's Not Overthinking It
Spotify is still a tiny business, but here's like my just not overthinking this. I am very bullish on advertising on podcasts. I think that business is going to be a lot bigger in Fives than it is today. Uber reported this morning and I've been like, I don't want to say Baron Uber, but I've beenLike skeptical, especially on like the delivery stuff,. But gross bookings, who's 26% year over year to $29 billion, free cash flow. That's a 14%. Revenue is up 72%, 81% on a constant currency basis. And again, I'd be betting on him more than anything else.
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