SNAP is a terrible business; the speaker has completely written it off due to its poor quality.
Bearish
“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
The Intrinsic Value PodcastPublished Sep 3 · 1 passage
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I think the only truly terrible business we just completely wrote off Daniel already knows Snapchat we just that was that was so appalling uh it was offensive to all my value investor senses uh to to dig into that business.
What this channel has said about $SNAP
The Intrinsic Value Podcast has only this one call on this stock.
2026-09-03BearishThis one
I think the only truly terrible business we just completely wrote off Daniel already knows Snapchat we just that was that was so appalling uh it was offensive to all my value investor senses uh to to dig into that business.