Michael Batnick
speaker
8,909 appearances
42 recordings
2 series
first heard Apr 2026
last heard yesterday
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 — 42 in all, peaking in Jun 2026 with 11.
Appearances
So you had the setup of
matched
Really, investors throwing in the towel.
matched
I think Meta was trading at 16 or 17 times forward earnings, which sounds insane.
matched
But guess what?
matched
I had that pitch.
matched
So did everybody.
matched
And I didn't want it at 16 times earnings because the fears, to your point, seemed completely reasonable.
matched
And I wasn't it I wasn't enticed by evaluation because of the overhang.
matched
And here we have this game-changing potentially.
matched
app to hit the app store and I think it's been number one since it popped on or in the top five.
matched
And it looks like a game changer.
matched
And I don't know how many tens of billions of dollars of new potential revenue this is, but nobody does.
matched
And that's why the stock re rates like that.
matched
are
matched
against this game?
matched
Never, never.
matched
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.
matched
But we are never going to stop betting against him because no company
matched
No company gets the benefit of the doubt.
matched
Because the stock market is a cold place and it doesn't matter what you've done.
matched
Showing 621–640 of 8,909 · page 32 of 446
← Previous
Next →