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Our advice is you need to be patient because we are at what feels like the beginning of estimate revision cycles across the space.

And it feels like with rates doing what they're doing and the market doing what it's doing,

there's risk to 2023 numbers across the ad space.

Hello and welcome to the Baron StreetWise podcast. I'm Jack Howe.

The voice you just heard is Lloyd Womsley.

He's an analyst at UBS covering internet stocks and he says that the implosion for snap shares this past week

is a sign that advertising budgets could come under pressure.

We'll also hear from a chip analyst who says that the industry could go from a shortage to a glut in a hurry.

Now those are two cautious views but both analysts say that some beat up stocks are worth buying now.

And we'll hear from a money manager about small caps.

He says the ones that are supposed to be expensive have become cheaper than the ones that are supposed to be cheap.

Confused? A little yes, thanks for asking, but we'll get it all sorted out soon.

Listening in is our audio producer Jackson. Hi Jackson. Hi Jack.

Jam packed episode this week. Am I right? I think so.

Maybe I'm over promising. The episode is pretty full, but I am going to waste a little bit of your time.

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