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A Housing Recession (EP.281)
Animal Spirits Podcast
Twitter Isn't Over, but It's Not Over
Twitter is always going to be what it is. He can make it worse but not better. We calculated that YouTube would be valued at $300 to $500 billion in separately traded. Google missed every consensus P&L estimate. ROICs are plummeting. And we believe that Google is worth more and pieces not together.
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