On this episode we talk about how investment risks could impact an investment thesis through the lens of Etsy and Meta. We provide a short "timeless" update on both companies as well.  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Important Announcement (0:41) Intro (3:33) Etsy Value Prop, Issues, and Temu Read-through  (16:41) Meta Risks and The One Thing Investors Needed To Be Sure Of  (26:33) How to Gain Clarity with Meta Circa 2022  (34:20) Conclusion -*-*-*-*-*-*-*-*-*-*- Buy Meta Single Research Report  Buy Etsy Single Research Report Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Mentioned Links  The Synopsis Meta Company Podcast (Apple, Spotify) The Synopsis Etsy Company Podcast (Apple, Spotify)  *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at [email protected] for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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