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Should I have kept SNAP?
Didn’t want to hold through earnings, but maybe that was a mistake?
$SNAP's AR/VR will be a cash cow for brands to sell ad space through. The number of discovery shows continue to grow exponentially, allowing them optionality in selecting higher performing shows to put in front of eyeballs, driving up CPMs as more brands compete for less space. I generally like founder-led companies, so long as they now when to pass off the baton. Spiegel isn't going anywhere just yet. Am excited for what the next 5 years have in store for this company.
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