Investment Talk

Investment Talk

Share this post

Investment Talk
Investment Talk
Good & Bad Losses, Effective Forecasting, SemiDesign Renaissance, and Instagram Walking Back on Changes
Copy link
Facebook
Email
Notes
More

Good & Bad Losses, Effective Forecasting, SemiDesign Renaissance, and Instagram Walking Back on Changes

Market Talk, Edition 55, July 31st 2022

Conor Mac's avatar
Conor Mac
Jul 31, 2022
∙ Paid
20

Share this post

Investment Talk
Investment Talk
Good & Bad Losses, Effective Forecasting, SemiDesign Renaissance, and Instagram Walking Back on Changes
Copy link
Facebook
Email
Notes
More
6
Share

Market Talk is a bi-weekly Sunday issue, where I curate the best things I have consumed during the last two weeks. Every second Sunday I will share the following segments:

• 6x Must-Reads: The 6 readings I found most insightful, with commentary.

• Other Items of Interest: A collection of other readings I found enjoyable.

• Great Listens: Podcasts, interviews, or videos I enjoyed.

• Something Interesting: A palate cleanser to round off the issue.

AlphaSense: Free Trial to an Expert Transcript Call Network

This edition of Market Talk is brought to you by AlphaSense. Ever wondered what former Apple executives think about ApplePay? Or what Product Managers at Tinder really think about the dating app race? How about what advertising executives at some of the world’s largest brands think about where the greatest ROI lies in the social media space? Expert call networks cater to this curiosity, allowing investors to gather intelligence on companies and themes of interest outside of quarterly earni…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Occasio Capital
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More