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Welcome to episode #196 of Stock Club by MyWallSt
In today’s episode, Emmet Savage and Mike unpack the shifts in the tech and finance world, beginning with Facebook's remarkable stock ascent and the strategic intricacies of Elliott Management's involvement with Etsy.
They also unravel the potential impact of WhatsApp's revenue strategies and delve into Core & Main's crucial role in upgrading America's water infrastructure.
Emmet and Mike share their foresight on the tech and financial sectors, predicting trends and opportunities that could define the coming years, so make sure you watch till the end!
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(00:00) Preview and Introduction
(03:18) Super Bowl Effect On The Stock Market
(04:34) Facebook's Market Cap Journey
(12:04) Global Usage of Facebook Products
(16:37) Dissecting Meta’s Monetisation Strategies
(20:56) Facebook's Threat to Device Duopoly?
(23:28) Vodafone Business Competition
(25:51) Hertz's Electric Cars Purchase Plan
(29:50) Elliott Management's Stake in Etsy
(36:11) Core & Main's Business Model and Investment Opportunity
(42:55) Closing Remarks and Special Announcement
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