Andrew Freedman, CFA ๐ฆ
@HedgeyeComm
Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco); SpaceX+ Anthropic + OpenAI
NOT Investment Advice
๊ฐ์
December 2018
3.3K ํ๋ก์ ์ค 36.7K ํฌ
Don't do this very often... but given the number of questions we are getting on the topic - we are hosting a flash call today at 12:30pm ET to run through our thoughts and findings re $META and $SHOP
