Exploring the impact of secular narratives on companies like Meta, Google, and Microsoft, along with insights on managing cash reserves, stock positions, and productivity improvements through digitization in Raytheon. The chapter also delves into stock investments in Microsoft, Google, Adobe, and Palo Alto Networks, discussing the history of Tesla's stock and its potential in utility grade battery packs despite past controversies.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode