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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"On the upside for Meta, this means the company finally has a product that appeals to the generation that has largely rejected Instagram and Facebook." https://t.co/cOxDEprZYe
"the Recording Industry Association of America is worried that generative engines will be trained on their recording artistsโ music without their consent/compensation." https://t.c...
@Contrary_res will help you with feedback as well as resources to get you up to speed on the businesses you will be studying. https://t.co/qNhecoSuTV
1/8 Thoughts during bear market When equity markets go through a prolonged drawdown, it is easy to find yourself suffering from tunnel vision: where does it bottom? Of course, no...
6/ S said most of her family members now have 3 cups of tea with a slice of bread for their meals. S feels she lives two different lives simultaneously. Whenever she's able to spe...
4/7 What happened then? ADBE retired Freehand, the closest competitor to Illustrator, in 2007. ADBE later said they were mainly interested in Flash. But even Flash was shut down...
3/5 "Amazon dot com took 13 years to offload off of Oracle onto AWS. If that's not switching costs in this industry, I don't know what is."
4/ The narrative has been that many of these companies should not optimize for FCF today, rather should aggressively scale and hire fast to capture the market ASAP to eventually ge...
3/15 Dotdash Meredith "We had hoped to have nearly all the Meredith properties migrated by this point, but weโll finish in Q3 and the benefits will show up more in 2023 than 2022....
6/13 APT is finally being integrated: https://t.co/rHWc890wcU
13/20 Prime "Prime member membership and retention is still strong. I think that change has been above our expectations positively."
16/18 So what is Meta's competitive advantage? โโฆculturally, we focus on moving and learning faster than everyone else. And I think that those are sustainable advantages.โ