David Meier

speaker

189 appearances 3 recordings 1 series first heard Oct 2025 last heard 1 Dec

David Meier’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Dec 2025 with 1.

Appearances

newest first · ▶ plays the moment

Motley Fool Hidden Gems Investing · Reckless Earnings Predictions: ZM, BBY, DE · 24 Nov 2025 podcast

This is not a Rule Breaker turnaround, in my opinion.

So a number of years ago, I was actually very bullish on this company from a valuation standpoint.

I figured they have all sorts of data, all sorts of engagement.

They should be able to continue to turn themselves around and grow.

But man, it just hasn't worked out how I anticipated.

So I'm going with Faker.

And I think the reason is I don't know if they really have enough oomph to handle the substitute products that are out there that can do the job as well, if not in some cases better.

So they haven't made their switching costs high enough for people to stay, in my opinion.

And that...

That hurts them over the longer term.

I was cheering for them.

I was cheering hard for them.

Motley Fool Hidden Gems Investing · AWS Goes AWOL: Are we Too Dependent on the Cloud? · 20 Oct 2025 podcast

To be Frank, I'm surprised it's not happening more.

Really, really think about this.

Like this was an outage.

Something bad happened, there was an outage for a few hours, everything's getting back online, everything's back up and running.

This is a massive system.

The fact that it has the reliability that it does is an engineering marvel.

So, yeah, I get it.

It's disappointing.

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