Matthew Harbaugh (@themattharbaugh) 's Twitter Profile
Matthew Harbaugh

@themattharbaugh

Quality GARP Investor | Trying to buy wonderful businesses at fair prices | Sharing my journey at matthewharbaugh.substack.com

ID: 1648503530221883400

linkhttps://linktr.ee/themattharbaugh calendar_today19-04-2023 01:47:45

5,5K Tweet

1,1K Followers

329 Following

Matthew Harbaugh (@themattharbaugh) 's Twitter Profile Photo
Matthew Harbaugh
@themattharbaugh

3 months ago

Drew Cohen of Speedwell Research on $GOOG $GOOGL 3 main risks 1. Product encroachment 2. Form function changes 3. AI changes competitive landscape "AI is like a heat wave: it's not impossible, but it seems unlikely something doesn't catch fire."

Drew Cohen of <a href="/Speedwell_LLC/">Speedwell Research</a> on $GOOG $GOOGL 3 main risks 1. Product encroachment 2. Form function changes 3. AI changes competitive landscape "AI is like a heat wave: it's not impossible, but it seems unlikely something doesn't catch fire."