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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1/17 $SHOP 2Q'22 Update “2022 will be different, more of a transition year in which e-commerce is largely reset to the pre-COVID trend line and is now pressured by persistent high...
1/13 $SPOT 2Q'22 Update “…we believe the Spotify machine is what differentiates us from other tech platforms. It leverages one consumer experience, powered by 3 revenue-generating...
1/17 $GOOG 2Q'22 Update 2022 is the year of tough comps, along with macro uncertainty. The word "uncertainty" was emphasized by CFO Ruth Porat because "the data are complicated"....
1/8 Today, I am migrating from WordPress to Ghost platform: https://t.co/4CPG6ily1P On WordPress, I was managing disparate systems (MemberPress, MailerLite etc.) to manage my cont...
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...
1/ Thread: The losers from TikTok threat In 4Q'21 call, Zuck mentioned TikTok 6 times and perhaps captured attention from investors just how seismic shift short-form video format...
1/ Some scattered thoughts on $META I have been exchanging DMs with a few people in the last few days on META. Just summarizing some of these conversations here. META trades the...
1/4 Deep dive on $PYPL Paywall: https://t.co/Mw2DSSAs7i Earlier deep dives: UBER, ETSY, LULU, ANGI, ANSS, ADSK, CPRT, SHOP, OTIS, CRWD, ROKU, BA, SQ, TRUP, RH, SPOT, PINS, TWLO,...
1/ Thread: Musings in a bear market Today I presented some of my thoughts on this bear market with "Google Value Investment Club". Sharing my slides on twitter.
1/6 Notes from Tom Alison's (head of Facebook) leaked internal memo at $META Facebook (not to confuse with all of Meta) simplified its near-term priorities: I. Make Reels success...
$SPOT monthly churn. Ek mentioned "churn declined 30% over the last four years" https://t.co/L6zoTDHsnM
1/4 Interesting datapoints from Ofcom, UK's TMT regulator Screen time likely has further headroom to increase as age mix shift continues. UK's screen time is dominated by $FB Onl...