Charlie Zvibleman

@CharlieZvible

Hedge Funds last 10 years. Looking to build businesses next 10. Angel investing at Fab 5 Ventures

New York, NY
Vrijeme pridruživanja: listopad 2013.

Medijski sadržaj

  1. 31. sij

    missed Eats bookings in q2, stock tanked 🤦‍♂️ Missed eats booking in q3, stock tanked 😣 Yet still street modeling 550bps acceleration in q4??? 🤢 Where is the pilot

  2. 31. sij

    PYPL metrics continue to be solid. Offline to online transition could 10x their business. Margins should trend from 23% to 30%. Just waiting on some innovation...

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  3. 30. sij

    Why on earth would DoorDash be reluctant to entertain merger talks with Uber

  4. 30. sij

    Ad load full Time spent not growing (mix adjusted) Privacy going the wrong way Either CPMs 🚀 or FB slows

  5. 24. sij
  6. 21. sij

    I thought aapl and dis+ launched this quarter? Nflx on autopilot. Market likes autopilot.

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  7. 21. sij
  8. 21. sij
  9. 13. sij
    Odgovor korisniku/ci

    Wow - you’re right, big ramp in startup lay-off announcements last few months (AlphaSense data).

  10. 10. sij
    Odgovor korisnicima
  11. 8. sij
    Odgovor korisnicima

    I think the argument is that direct customer sourcing leads to step change in GMs and direct sourcing is inflecting but hear you on the decel lapping mkt rollouts

  12. 26. pro 2019.
    Odgovor korisnicima

    Proposals for 3rd class of worker, primarily. IMO, a good compromise I believe AB5 will lose drivers jobs & reduce lower income mobility per nyc precedent (pics below) Respect you engaging and suspect your willingness to hear other opinions will make you a good leader ✌️

  13. 19. pro 2019.

    Shocker. Lorena doesn’t like that leading to job loss for writers bc now visible. Zero doubt will cost drivers jobs as well. Will we amend AB5 for every job type? Clear evidence of job loss in NYC after rideshare regulations (TLC data). Coming to a city near you 👉🏻

  14. 14. pro 2019.
    Odgovor korisniku/ci

    Major implications only if you think Amzn gets leverage. I’m not sure why it’s assumed Amzn will get leverage whereas it’s questioned for the rest of the gig economy. Why does this pic get leverage but delivering food does not.

  15. 11. pro 2019.
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  16. 11. pro 2019.

    Borough growth deceleration from NYC regulations

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  17. 11. pro 2019.

    Barc calcs -0.4 to -0.6 elasticity based on impact of congestion surcharge. Think may even be overstated bc Driver Cap / Shared Ride retreat. I suspect Uber will be a v good stock ~Feb when we lap shared ride pullback, driver cap, congestion surcharge, and NYC mkt reaccelerates

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  18. 11. pro 2019.

    Wow. Outstanding report from Barclay's on Rideshare: detailed examination of NYC market based on TLC data. Rideshare filled a gap left unmet by taxis in outer boroughs. Driver caps/utilization mins will push drivers right back to lower Manhattan.

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  19. 11. pro 2019.

    Alphasense scan for term “cloud” as proxy for cloud adoption (all docs, excluding tech industry). Suggests net adds continue to grow yoy 🚀. DB checks not as rosy 🤷🏻‍♂️.

  20. 11. pro 2019.

    Music-accompanied GIFs and videos sounds a lot like core TikTok. Any chance they’re being forced to push TikTok’s music-related content to a paid app by labels ? Economics of free TikTok app look much diff after big step up in music rights?

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