Meta’s Magnificent Moment 2/2/24

Scott Wapner and the Investment Committee are joined by Altimeter
Capital’s Brad Gerstner to discuss Meta’s big move higher. It’s
up 267% since Brad sent his letter to Facebook.  Plus,
Amazon and Apple also on the move, the Committee debate what to
do with those names now. And later, Joe Terranova’s big rebalance
is here, he goes over all the major moves he made in the
JOET. 


Investment Committee Disclosures