3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Toby, I'm Picking Up Meta for Discussion Today

Stegmaier: I see a lot of headwinds for meta in general. The ad share of GDP has been stagnant, it's like some fixed percentage. All these companies are fighting for the same advertising money," he says. "The first losers were newspapers and television channels because these tech companies took away that money from them"

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