Snap Stock - Threads is a perfect example of why I don’t invest in social media—there’s no moat. Remember when Zuck ripped off $SNAP by adding Stories or TikTok by adding Reels? $FB isn’t innovative. Yes, the stock is up YoY but I ain’t buying.

12:09pm PDT - July 6th, 2023

Threads is a perfect example of why I don’t invest in social media—there’s no moat. Remember when Zuck ripped off $SNAP by adding Stories or TikTok by adding Reels? $FB isn’t innovative. Yes, the stock is up YoY but I ain’t buying.

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Andrew Brink (@ndrew_Brink)