Michael Batnick
speaker
8,604 appearances
41 recordings
2 series
first heard Apr 2026
last heard 3d ago
Michael Batnick’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 41 in all, peaking in Jun 2026 with 11.
Appearances
So did everybody.
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And I didn't want it at 16 times earnings because the fears, to your point, seemed completely reasonable.
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And I wasn't it I wasn't enticed by evaluation because of the overhang.
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And here we have this game-changing potentially.
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app to hit the app store and I think it's been number one since it popped on or in the top five.
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And it looks like a game changer.
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And I don't know how many tens of billions of dollars of new potential revenue this is, but nobody does.
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And that's why the stock re rates like that.
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are
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against this game?
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Never, never.
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I love the narrative because you're right, Zuckerberg has outperformed literally every step of the way from the time he met Peter Thiel until today.
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But we are never going to stop betting against him because no company
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No company gets the benefit of the doubt.
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Because the stock market is a cold place and it doesn't matter what you've done.
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It matters what you're doing and what investors expect you to do.
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And I d I sort of reject the premise of what we're gonna stop betting against them because
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Six months ago, they were in a shitty place.
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And had we known that news was coming out, then we would have been excited, but we didn't because we couldn't have.
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And they looked like they were going left.
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Showing 321–340 of 8,604 · page 17 of 431
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