Discussion on the changes at Boston Omaha, including the departure of a co-CEO, shift in business models, and doubts surrounding investments in broadband and insurance sectors. Insights on the struggles of asset management business and personal investment reflections amidst management skepticism.
…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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