Mailbag: How to Read an Earnings Report, TikTok's ATT Challenges, The Net Impact of Social Media, Lessons of a Young Tech Employee
Sharp Tech with Ben Thompson
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How Do You Sort of Digest the Information in These Calls?
Ben: When I listen to earnings calls or spend time going through 10 Ks, I find that I get lost relatively quickly. Andrew: The advantage of this is that if you sort of have a sense of how things work and what your expectations are, then you know how to interpret what you're hearing. Ben: And so an ongoing battle with the way I view the world is always being aware of confirmation bias looking for information that sort of fits my thesis.
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