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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Lyall Taylor‏ @LT3000Lyall Feb 28
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      New from The LT3000 Blog: Dynamic vs. static analysis, and what the US shale and technology sectors have in common Cheers, Lyall https://lt3000.blogspot.com/2020/02/dynamic-vs-static-analysis-and-what-us.html …

      8 replies 9 retweets 53 likes
    2. Jamie Halse‏ @JamieHalse Feb 29
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      Replying to @LT3000Lyall

      Key issue with your argument is that with the “tech” co’s you talk about, ultimately there is likely to be 1-2 players sharing the market after a period of intense competition (cf Meituan and http://Ele.me ). With shale, that’s unlikely to happen.

      3 replies 0 retweets 2 likes
    3. Jamie Halse‏ @JamieHalse Feb 29
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      Replying to @JamieHalse @LT3000Lyall

      If I apply reductio ad absurdism to your argument, no business should ever invest in growth, as competitive response will destroy the economics. There are businesses, and then there are businesses. Some will succeed, some will fail. Facebook and google were loss-making too.

      5 replies 0 retweets 1 like
    4. Lyall Taylor‏ @LT3000Lyall Feb 29
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      Replying to @JamieHalse

      And im not talking about companies like Google, which is a fabulous company. Its profits likely fall when the tech downturn happens as online ad spend significant declines, but they will continue to make a tonne of money in absolute terms.

      1 reply 0 retweets 0 likes
    5. Molson Hart‏ @Molson_Hart Feb 29
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      Replying to @LT3000Lyall @JamieHalse

      Jamie, you are not correct. It depends on market dynamics. For example, social media is winner take all. It’s 2005, orkut, froendster, MySpace, and Facebook all spend to get users. Instead of all having permanently bad returns, 3 die and 1 gets amazing economics.

      1 reply 0 retweets 0 likes
      Molson Hart‏ @Molson_Hart Feb 29
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      Replying to @Molson_Hart @LT3000Lyall @JamieHalse

      Shale and wayfair etc are different. Secondly, if your growth strategy is contrarian it can work, even if it wouldn’t if everyone used it.

      6:32 AM - 29 Feb 2020
      1 reply 0 retweets 0 likes
        1. New conversation
        1. Jamie Halse‏ @JamieHalse Feb 29
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          Replying to @Molson_Hart @LT3000Lyall

          That’s exactly what I said.

          1 reply 0 retweets 0 likes
        2. Molson Hart‏ @Molson_Hart Feb 29
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          Replying to @JamieHalse @LT3000Lyall

          I misunderstood the point you were making, sorry.

          0 replies 0 retweets 2 likes
          3. End of conversation

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