Pat Connolly

@_Pat_Connolly

Applying qualitative analysis on all things markets & encouraging rebuttals to all my trade and investment ideas

Boston, MA
Vrijeme pridruživanja: siječanj 2017.

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  1. prije 9 sati

    An interesting metric to track: software skills listed on resumes Excel Salesforce/ Tableau AutoCAD Primavera Creative Cloud What else?

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  2. 31. sij

    While is one of the most powerful CRM tools it doesn’t have a moat around its top CRM feature - direct messaging a business For an end user what’s the difference between tweeting @ business VS using iMessage/ WhatsApp/ Android to directly reach a business?

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  3. 30. sij

    Collectively we have an insatiable demand for data

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  4. 30. sij

    Anchor already seems to be paying dividends for Sort of a shame as Anchor would be a really nice fit for

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  5. 29. sij

    Barstools audience has a notable proclivity towards gambling Odds are this translates into a retail buying frenzy for Massive opportunity to on board new brokerage accounts for Robinhood

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  6. 23. sij

    First social media used to document you’re at an event? Something to be said for that

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  7. 21. sij

    Backpacks have to be one of the quirkier fashion items Instant utility, constant brand signaling, & a long product lifespan, and yet they have a reasonable ASP but a highly fragmented market of brands/ styles/ use cases Where is the / LVHM equivalent for the mass market?

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  8. 21. sij

    Perspective change on Assumed it was just offering video conferencing, something we’ve all seen before, but it actually has potential to be a platform new companies build on top of

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  9. 20. sij

    Cloud kitchens+delivery could transform every train/bus parking lot into a de facto foodcourt for breakfast food Regimented departure schedules & a predicable # of customers presents a utopian scenario of preplanning for both kitchens/consumers who can now avoid drive thru lines

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  10. 19. sij

    The coming decades present a major catalyst for robotic assisted cataract surgery (Covered by Medicare) 68% of the 80 yr old+ demographic suffers from cataracts (this is the fastest growing age demographic in the US & the baby boomers are only getting older)

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  11. 10. sij

    The year 2020 presents some interesting opportunities for fraud Years of free handing the date as “M/ D/ YY” is no longer safe - anyone following that format now risks having their ‘YY’ altered 20 altered to 2019, 2018, etc... everyone must now be cognizant to write ‘2020’

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  12. 7. sij

    Once again, is (semi) first to market with a transformational technology Frames- Audio sunglasses were hands down the coolest tech I experienced last year & now we're seeing the release of the Echo Frames- IMO they will be a huge hit

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  13. 5. sij

    Quick search and there are >50 Youtube channels with 300K+ subscribers solely dedicated to makeup tutorials... some serious money being made here This is an example of how interesting Instagram Shopping can get

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  14. 5. sij

    Been watching a lot of videos like this recently & pretty enthused about the trend -How long until automakers/ RV companies produce their own vans? -Opportunity to lease out vans? -Opportunity for makers to build custom vans?

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  15. 4. sij

    From latest 10-Q : ONLY 45% of travel expenditures in the US/ Europe occured online Makes some sense as baby boomers are the primary spenders on travel but still seems incredibly low

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  16. 3. sij

    After seeing so many 2020 portfolios I was curious to how people were weighting their holdings Top 5 Holdings Average -- Median 1) 21% --13.3% 2) 10.76% --10.38% 3) 8.75% -- 8.95% 4) 6.90% -- 6.05% 5) 6.24 % -- 6% Thoughts?

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  17. 30. pro 2019.
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  18. 29. pro 2019.

    My health insurance automatically enrolled me into a membership $15/ visit for Family Physician & Dermatologist $10/ visit for therapist, psychologist, psychiatrist Maybe it’s time to start a position in this company, Peter Lynch style

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  19. 29. pro 2019.

    Better return in 2020 or ?

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  20. 27. pro 2019.

    Pretty upset how long I’ve overlooked Apart from the tailwinds from 3D printing & AR/VR their software is set to dramatically increase the efficiency of the major engineering firms as institutional knowledge is now tangible and can be recycled

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