Meta – the moment the bright star dimmed?
Meta’s collapse on the back of competition, regulation, and maturity (?) might just be the moment the whole New New Thang Bubble popped.
Blain's Morning Porridge
Financial Commentary for Smart People
Blain's Morning Porridge
Financial Commentary for Smart People
Tag New New Thing
Amazon is no longer the New New Thing – Doesn’t it look tired?
Dismiss FOMO and Speculation! The markets will focus on fundamentals in 2022 – which means taking a long hard look at everything we think we know, and figuring out what ain’t necessarily so. Amazon is a case in point – just how deep is its moat, and what might revelations of an internal toxic culture do to its price?