The chapter explores the communication hurdles of Boston Omaha, with a focus on their upcoming in-person investor day in Omaha lacking a remote streaming option. Topics include past meeting formats, shareholder input, reconsideration of streaming, Adam Peterson's communication priorities, quarterly investor decks, co-CEOs' roles, future outlook, and the company's progress.
…and it’s not getting from Wiz.
(00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla.
Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team.
Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Matt Frankel
Engineers: Dan Boyd, Tim Sparks
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