“As a result, I loaded up on the two most punished names, Meta and Microsoft, at what now appears to be the bottom. Since then, my investments have returned 25% and 40% respectively.”

“Someone had set up our Zoom, you know how the little name is on the bottom of your screen, and someone had set it up that said, Robin's Family Zoom”

“Most accounts suggest emergency medicine spend ... is really only somewhere between two and four percent ... now up to six percent on average for plan sponsors”

“Meta can help you get seen and even today, like Meta has gotten way more expensive than it was before. The CPMs are still a lot less expensive than they are on any other most platforms.”

“Microsoft naming everything copilot… this time I think it really burnt them… teams are abandoning the brand because it's so tainted.”