If you’re worried we’re in a bubble, avert your ears. This week, Mike dives into MicroStrategy, the business intelligence stock that last popped during the early 2000s and is now riding the crypto wave to all-time highs. Dubious loans, bitcoin bets, and a cooky CEO, this story has ominous written all over it.
Meanwhile, Anne Marie dives into Google’s latest run-in with the Department of Justice. Will the king of search be forced to sell Chrome and Android or will this latest anti-trust bid fizzle out? Tune in to find out.
Finally, Anne Marie checks in with Vimeo. The video hosting and editing site made a big splash in 2020 but has since drifted away from its target customer. Is this pivot a great idea or act of desperation?
At our Horizon Live event, Emmet picked his desert island stock.
It's high-risk, high-reward, but it is one of those businesses that could truly be world-changing. Luckily, it’s already in Horizon and will be next week’s buy alert.
We have an exclusive offer for out podcast listeners, to grab it, email us at
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00:00 Intro
05:01 Google's Antitrust Troubles
16:16 Microsoft’s Fight with the DOJ in 2001
25:45 Horizon Promo
26:30 MicroStrategy’s Bitcoin Bet
35:04 Leveraged ETFs and Market Madness
39:07 Check in with Vimeo
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