Mostly Borrowed Ideas
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
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Imagine you're building a portfolio of stocks for the next 10 years. Let's assume ~30% stocks in S&P 500 will outperform and the rest ~70% will underperform the $SPY total return a...
If you haven't listened to the Charlie Munger podcast episode with @collision, I highly recommend it. Let me briefly share a key takeaway from the episode. I noticed how Munger re...
So I got my Ray-Ban Meta Smart glasses today. Based on my first impressions, hereβs what I think about it. https://t.co/A6Dd1kj2Ul
Next is Google/Alphabet A bit similar to AAPL, but slightly more favorable to the management than AAPL's. If $GOOG beats 75% of S&P 500 companies, management will receive 200% of...
"ads based on first-party data are currently only 18% of revenue ...the measures have the potential to add $18 billion to $25 billion in revenue by 2026. Analysts expect Facebook...
Some wonderful bits from @scuttleblurb "If you're wrestling with both long-term questions and short-term questions, the short-term questions are always going to win." this one i...
Ben Thompson's podcast with Daniel Gross and Nat Friedman is SO good that I had to stop listening after 40 mins as I wanted to take notes. Leaving my notes after the first 30-40 m...
Adobe has ramped up its buyback activity this year, declining ~3% shares outstanding in 2022. ~89% of last year's FCF was used to repurchase its shares. https://t.co/Bj4iP1oJmQ
Given US ARPU is >$200, itβs very difficult to offer subscriptions here, and Meta may need to fight hard to protect targeted ads in the US. As mentioned, just a hot take and can b...
The within-sample probability that a sample stock that reaches one of these multiples will subsequently reach the next (from 5x to 25x, 25x to 125x, and 125x to 625x) is surprising...
Website link: https://t.co/24Yhehlr84 For my followers in the US, Happy Thanksgiving!
When I was modeling DDOG for 2030, I consciously decided to be slightly "generous" in all of these assumptions. In *2030*, I modeled DDOG GP $8.6 Bn Opex $7.2 Bn # of employees ~...