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Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex

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Manage episode 482950538 series 3618933
Content provided by Speedwell Research, LLC, Speedwell Research, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Speedwell Research, LLC, Speedwell Research, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this Dialogue episode of The Synopsis, we give an update on Meta and Coupang after 1Q25 earnings. We also make some comments post Airbnb new summer announcement. Check out our written business updates for $META and $CPNG below!

Meta 1Q25 Update

Coupang 1Q25 Update

Meta Company Deep Dive Podcast Episode (Apple, Spotify)

Coupang Company Deep Dive Podcast Episode (Apple, Spotify)

Last Memo Published: The Invisible Competitor

~*~

For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Airbnb Comments post Announcement

(1:53) — Meta 1Q25 Update

(24:03) — Growth Vectors

(29:26) — Coupang 1Q25 Update

(42:37) — Forex Considerations with Investing

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at [email protected] for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPNG and META. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and META. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

  continue reading

91 episodes

Artwork
iconShare
 
Manage episode 482950538 series 3618933
Content provided by Speedwell Research, LLC, Speedwell Research, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Speedwell Research, LLC, Speedwell Research, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this Dialogue episode of The Synopsis, we give an update on Meta and Coupang after 1Q25 earnings. We also make some comments post Airbnb new summer announcement. Check out our written business updates for $META and $CPNG below!

Meta 1Q25 Update

Coupang 1Q25 Update

Meta Company Deep Dive Podcast Episode (Apple, Spotify)

Coupang Company Deep Dive Podcast Episode (Apple, Spotify)

Last Memo Published: The Invisible Competitor

~*~

For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Airbnb Comments post Announcement

(1:53) — Meta 1Q25 Update

(24:03) — Growth Vectors

(29:26) — Coupang 1Q25 Update

(42:37) — Forex Considerations with Investing

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at [email protected] for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPNG and META. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and META. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

  continue reading

91 episodes

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