Episode Details

Eugene Wei – Tech, Media, and Culture - [Invest Like the Best, EP.118]
1/22/2019
Invest Like the Best with Patrick O'Shaughnessy

Key Insights

Bullish:

  • 🟢 $SOCIALMEDIA - The younger generation's shift towards visual communication through smartphones is driving growth in image and video-based social media platforms.
    • We have a younger generation which grew up with smartphones that have a camera in it by default, so they have a camera with them at all times. I think the behavior shift is monumental, and it's something that's just not discussed often enough, which is that young people realize that communicating quickly is most efficiently done by a photograph or video and not by writing text.” - Eugene (25:22)
  • 🟢 $GOOGL - 🔒
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  • 🟢 $EDTECH - 🔒
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Bearish:

  • 🔻 $TRADENT - 🔒
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