Laura Landry Forman

Prev. tech columnist @WSJHeard, ex-equity research & sales. @StanfordJourn & @Princeton. Opinions are my own.

[Laura Landry Forman @DoubleLJSquared]

Zuck chooses a different kind of cage match, hitting Musk where it really hurts ⁦@djtgallagher⁩ on Instagram’s Threads launch ⁦@WSJheard⁩ https://t.co/BUbS2gjDDp

[Laura Landry Forman @DoubleLJSquared]

A recession might be coming for America, but America is going on vacation first. ⁦@jdlahart⁩ ⁦@WSJheard⁩ https://t.co/GYog9VDTP5

[Laura Landry Forman @DoubleLJSquared]

Target is trying to bank on “affordable joy” right now. History shows it can’t sell happiness at any price in a recession. ⁦@JinjLee⁩ ⁦@WSJheard⁩ https://t.co/aZlkeGdqA2

[Dan Gallagher @djtgallagher]

Worst job in tech is filled. @DoubleLJSquared and I looked at what a challenge a new Chief Twit would face -- way back in December. Still stands. https://t.co/64v928yN3y

[Laura Landry Forman @DoubleLJSquared]

Disney+ subscribers, coming soon to a TV near you: Less new content, higher prices and Hulu bundles. All in day’s work for Iger, at the less-than-happiest place in the world, says ⁦@djtgallagher⁩ https://t.co/hoGLtqkmnc

[Laura Landry Forman @DoubleLJSquared]

Uber earns abridged: Continues to Eats Lyft with platform advantage; has classy words for rival even as it all but totals it. Freight its own train wreck. More from ⁦@djtgallagher⁩ here for ⁦@WSJheard⁩ https://t.co/uZpMa0BFTb

[Laura Landry Forman @DoubleLJSquared]

Meta print: good - added 37m DAU; bad - no more significant cost cuts likely; ugly - forecasting +$13.7B in losses this year for reality labs. ⁦@djtgallagher⁩ says investors need to decide which of those they’re betting on. https://t.co/a0gnXhlhVF

[Laura Landry Forman @DoubleLJSquared]

More than a million people!! may still be using Netflix the ol’ fashioned way: via DVDs. ⁦@djtgallagher⁩ explains why that is still just a rounding error for the streaming giant. https://t.co/xzdMkYKoWp

[Dan Gallagher @djtgallagher]

Social media's latest push for paid subs isn't really for the masses. @DoubleLJSquared with an insightful look at who $META, $SNAP and this bird app really need to get paying up: https://t.co/XSC2x4N2qe

[Laura Landry Forman @DoubleLJSquared]

I wrote this weekend’s Heard essay on social media’s subscriptions - how they’re already upsetting users, but also how they were inevitable and are also generally misunderstood. For ⁦@WSJheard⁩ $meta $snap $msft https://t.co/2LlZSIkCZa

[The Wall Street Journal @WSJ]

Microsoft plans to use the AI tech behind ChatGPT in its Office software. As @djtgallagher explains, the stakes are high. #WSJWhatsNow https://t.co/PSLJjzwfY5

[Laura Landry Forman @DoubleLJSquared]

@AaronBack False. Yesterday's newsletter hed.

[Laura Landry Forman @DoubleLJSquared]

Animal House taught us "knowledge is good." But when it comes to investing, that movie was dead wrong. @Spencerjakab on how less is more if you want to make money in the stock market. @WSJheard
https://t.co/gGtzS44bdb via @WSJ

[Laura Landry Forman @DoubleLJSquared]

🙌 🐅 https://t.co/1trMgk2D2A

[Laura Landry Forman @DoubleLJSquared]

@nicoleperlroth Protein bar or starve.

[Laura Landry Forman @DoubleLJSquared]

Following the “anti-talent” or the “seer-sucker theory” of investing? @Spencerjakab⁩ says to ditch them both ⁦@WSJheard⁩ https://t.co/2HvoVaLhai

[Laura Landry Forman @DoubleLJSquared]

Re: Meta filing: “Year of Efficiency” is apparently a proper noun. Meta’s data seems to indicate more in person work is better (at least for engineers). Metaverse plans not going anywhere - for better or for worse.

[Aaron Back @AaronBack]

The argument that banks with less than $250 billion of assets can’t be systemically important has just been subjected to a real-life stress test, and failed.

https://t.co/BCo7l79xu4

[Carl Quintanilla @carlquintanilla]

"Hope floats" is a helluva kicker.

(via @WSJ @DoubleLJSquared) $NCLH

https://t.co/7QN2WPqST4

[Laura Landry Forman @DoubleLJSquared]

@carlquintanilla @WSJ Thanks @carlquintanilla