Investing Power Hour #69: Big Tech Earnings; $SPOT Margin Woes; What the Hell Is Worldcoin?

1

Introduction

00:00 • 2min

2

Google's Quarterly Results Look Pretty Good

02:12 • 2min

3

Google Cloud Still Growing 28% Year Over Year

03:52 • 2min

4

Google Cloud's Operating Margin Goes From Negative 62% to 5%

05:40 • 2min

5

Google Cloud Project Is Growing Faster Than Overall Cloud Revenue

07:13 • 2min

6

The Advantages of Alphabet's Google Cloud Project

08:54 • 2min

7

Microsoft's Conference Call on Cloud Market Share

11:04 • 2min

8

The Return on Investment for AI Tools in Search

12:42 • 1min

9

The Importance of Confidence in the Business

14:10 • 2min

10

Spotify's Earnings Were Down Over 10% in the Quarter

15:48 • 3min

11

The Problem With the Company's Operating Expenses

18:49 • 4min

12

AI DJ: The Future of R&D

22:33 • 2min

13

Spotify's Free Cash Flow

24:15 • 3min

14

Spotify's Pricing Power

26:52 • 3min

15

Spotify's Price Increases

30:06 • 2min

16

Spotify's Price Increases Are a Lift to Gross Profit

32:36 • 3min

17

Farfetch: A Fallen Angel

35:20 • 2min

18

Farfetch: The Most Interesting Stock to Buy

37:16 • 2min

19

Meta's Q2 Results

39:19 • 2min

20

The Impossibility of Disrupting Social Media Businesses

40:50 • 2min

21

The Importance of Efficiency in Tech

43:16 • 2min

22

Google and Meta's Shares Outstanding Are Down 37.5%

45:19 • 2min

23

The Apple CFO's Transition to a Chief Investment Officer

47:11 • 2min

24

How to Grow Revenues and Operating Income Fast

49:14 • 2min

25

Visa and Mastercard: The Best Stocks for the Next 20 Years

50:48 • 2min

26

Hershey's Short Report: A Good Business

52:30 • 2min

27

Comcast, Mario IP Strong With the Movie and Super Nintendo World

54:06 • 2min

28

The World Coin Project Is Now Live

56:33 • 4min

29

The Future of Cryptocurrency

01:00:15 • 3min