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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8/17 Last time, they mentioned 4x YoY growth, so things are picking up on social commerce. Shopify also recently partnered with Twitter and YouTube. โshoppers can round out a gre...
8/13 Music ad CPM was up double digit and impression was up Mid-Single Digit (MSD) One analyst asked whether advertising budget for audio is more experimental. Here's what Daniel...
13/17 Despite the buyback enthusiasm, diluted shares outstanding is going down very gradually (-2.3% YTD). Why? When you look at headcount, you'll get your answer. After adding ~4...
4/8 On Ghost, my cost will scale with growing (or declining) subscriber base which is easier to digest, especially in a recession. Nonetheless, I'll continue to keep an eye on Su...
1/5 "Munger: "You really have to understand the company and its competitive positions...That's not disclosed by the math. Buffett: "I don't know how I would manage money if I had...
2/ Although YouTube shorts are also in the conversation, it is likely the actual battle will be played out between Reels and TikTok. Reels is still at best an okay product. From m...
15/โThe greatest entrepreneurs are risk killers. They think about killing failure paths. They also understand that risk and value can change form. When risk has been killed then va...
4/4 Thoughts on SPOT(continued) Subscribe here: https://t.co/DK8JPKS0Ua https://t.co/9Y3j4zDvJI
6/ The tale of shareholders of $META https://t.co/SOQuFr8LRh
2/6 "unconnected recommendations werenโt historically a core part of the Feed experience. However we did invest heavily in unconnected content discovery on adjacent surfaces"
Podcast gross margin to be GM profitable in 1-2 years. And likely to higher GM than music in 3-5 years. 2022 is the peak of podcast impact on affecting GM.
4/4 I. UK individuals who play games online II. Average time spent gaming in the past week, UK III. Devices used to play games Full report here: https://t.co/u1rkSFkdVm https://...