My key takeaway from Berkshire’s AGM 2020
Steady Compounding
All big things come from small beginnings
Excerpts:
Facebook’s Q1’20 Earnings Update
Increased engagement due to shelter-in-place measures but some of this increased engagement will be lost once measures are relaxed in the future. Engagement increased by ~10% YOY across all measurements, compared to ~7% in the previous period. Demonstrating that Facebook's attractiveness as a platform for users to connect with their friends and family.
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