meta_pixel
Tapesearch Logo
Log in
The Compound and Friends

The Biggest Threat to Apple, Amazon, Microsoft, Facebook and Alphabet with Byrne Hobart (The Diff)

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.72.2K Ratings

🗓️ 4 September 2020

⏱️ 48 minutes

🧾️ Download transcript

Summary

Josh's guest on the podcast this week is Byrne Hobart (author of The Diff substack letter, link below) who has just completed a comprehensive series of thought experiments on each of the largest technology stocks. After a conversation with Andrew Walker (Yet Another Value Blogger), Byrne set off to answer the question What could disrupt Amazon, Apple, Microsoft, Google or Facebook enough to knock them off their pedestals? It is historically unlikely that the five largest stocks of 2020 will remain the five largest in ten years' time. So which is most vulnerable? And why? Join Josh and Byrne as they explore the threats to these gigantic companies (and their stock prices).   Make sure to check out Byrne's writing and research at The Diff! https://diff.substack.com/ Subscribe to The Compound Show podcast and be sure to leave a rating and review - they mean a lot! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Hey guys, it's downtown.

0:01.7

Welcome to the final weekend of summer.

0:04.8

It's here.

0:05.9

I just wanted to say thank you to everyone who

0:07.9

listened to the show last week and offered feedback

0:11.0

or shared it with their friends.

0:12.8

I can't believe how many people reached out,

0:17.0

just to tell me they could relate to it or they were inspired by it.

0:20.5

I just can't tell you how much that encouragement means to me. So thank you. I've always

0:26.4

thought about the kind of content that I do as something like an agreement between

0:31.5

you and I. So whether it's on the blog or it's a TV

0:35.0

appearance I'm making or it's a video or it's a podcast episode, I've always

0:40.4

said to myself if the audience is going to exchange some of their time, then I better

0:47.8

earn that time if I want them to come back.

0:50.5

This has always been the guiding principle of how I've thought about doing content and I started the reform broker blog in late 2008.

1:00.0

So it's almost 12 full years that I'm doing this.

1:04.4

And what that means is that I try to deliver something

1:08.3

every time I write or I speak that's either going to help you, teach you something you don't already know,

1:16.1

inspire you to try something new, inform you of something you may not be aware of,

1:21.6

or, and this is not quite a last resort but it's it's definitely

1:26.3

not the priority entertain you and what I've learned is that if I can

1:30.5

accomplish all of those things in one single blog post or in one single

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.