Zortix
Sign in
SNAPMETANEUTRALBULLISHCore thesis · 5/5

Snap core business undervalued by hardware drain

Snap's core messaging asset and valuable young user base are severely discounted by the market due to capital burn on augmented-reality hardware.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE