The Biggest Threat to Your Favorite Tech Stock

Josh’s guest on the podcast this week is Byrne Hobart (author of The Diff substack letter) who has just completed a comprehensive series of thought experiments on each of the largest technology stocks. After a conversation with Andrew Walker (Yet Another Value Blogger), Byrne set off to answer the question What could disrupt Amazon, Apple, Microsoft, Google or Facebook enough to knock them off their pedestals? It i...

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source https://thereformedbroker.com/2020/09/04/the-biggest-threat-to-your-favorite-tech-stock/

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