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  1. proslijedio/la je Tweet
    9. ruj 2018.

    My first article with TechCrunch on LendingTree — a 20+ year old fintech company that’s undercovered and overlooked amid the rush of private capital into the fintech vertical.

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  2. prije 2 sata

    “With the Ringer, we’re basically getting the new ESPN,” ...What [Simmons] has accomplished...it’s nothing short of extraordinary...It’s not just his podcast, but his whole network that’s doing really well. He’s a talent magnet.” - Ek

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  3. 4. velj

    "An estimated 1-2% of the nation’s nearly 90M pet dogs and more than 94M pet cats are insured, industry statistics show...The North American Pet Health Insurance Association cited a growth rate of 12-15% in policy holders over each of the last two years"

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  4. 4. velj

    Pet spending trends... "Just under $32B of that (~$75B) will go towards food, but toys, collars and other "supplies" (along with over the counter medicine) will generate $16.44B in sales, per APPA.

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  5. 4. velj

    “$V is adjusting default U.S. interchange rates to optimize acceptance and usage...global card acceptance up 14% in 2019" -CNP rates to increase ~4-5% -Rates on premium tx's over $50 for category incl. supermarkets will drop 33%

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  6. 4. velj

    Serna told TechCrunch that Lightspeed ($LSPD.TO) said during their IPO process that “they were actually doubling their overall take rate by becoming a payment company.”

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  7. 4. velj

    "Foreign investors were net sellers of U.S. commercial real estate last year for the first time since 2012...Chinese were by far the biggest foreign sellers, unloading $20B more than they bought"

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  8. 4. velj

    "The payments market has grown in recent years as commerce has moved online and onto mobile devices and people have become increasingly comfortable using nonbank financial apps and services. Global revs = $1.9T in 2018, up 6% YoY"

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  9. proslijedio/la je Tweet
    4. velj

    The Penn National/Barstool investor presentation is full of interesting nuggets including: - 32% of Barstool’s revenue is related to audio advertising - 31% of Barstool’s revenue is commerce - 62% of “Stoolies” bet on sports

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  10. 4. velj

    Dotdash portfolio...$160M revs, $40M ebitda "We're not rehab people. We have no interest in buying things that are broken...We pay a fair price for real assets. These things work, nice businesses, We think the opportunity here is super scalable.

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  11. 4. velj

    “The sys­tem’s bor­row­ings came to $1.03T. Money flows through 11 re­gional co­op­s, which feed it to 6,800 mem­bers—lenders, thrifts, credit unions and in­sur­ers. Im­plicit gov­’t back­ing means they can bor­row cheaply and pass some of the sav­ings onto their members.”

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  12. 3. velj

    "The LendingClub loans are perfect illustrations of fool’s yield — investors getting seduced by high yields into investing in loans that have a lower return than safer, lower-yielding securities"

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  13. 3. velj

    "In 2019, we each spent $640 on digital subscriptions like streaming video and music services, cloud storage, dating apps and productivity tools. That was up about 7% from $598 in 2017."

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  14. 3. velj

    "National authorities said platforms that didn’t meet regulatory requirements needed to be shut, leading many provinces to say they would close all peer lenders. # of lending platforms has dropped to less than 400 from a peak of more than 3,500"

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  15. proslijedio/la je Tweet
    30. sij

    Nomad’s Nick Sleep 2005 investment thesis for Costco

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  16. 30. sij

    Klarna raising another $200M to launch in Australia "Klarna, which provides a wider suite of services to consumers than traditional BNPL providers like Afterpay, takes a margin of 2.2% from merchants to provide its service. Afterpay charges ~5%"

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  17. 29. sij

    Great profile of and Moynihan... And good bit on multi-relationship customer opportunity at in their attempt to 2x consumer business

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  18. 29. sij

    Sounds like they have to expand outside of 'HENRY's' due to lack of other options "Noto believes he can pull off considerable cross-selling among SoFi's 900K customers (150K=banking customers), in part by promoting its "Member" culture among customers"

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  19. 29. sij

    consumer & wealth opportunity and roadmap from 2020 Investor Day

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  20. proslijedio/la je Tweet

    My conversation with on all things software investing (and building) - how to build with users - avoiding spreadsheet driven mindset - history of software - product, sales, recruiting - open source - investing opportunities A must listen

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  21. proslijedio/la je Tweet
    27. sij

    Kobe and I started a fund and I suggested we name it “Lowercase Mamba.” He replied, “Nah, Lowercase 13.” “Why 13?” “Can you believe they drafted 12 muthafuckas before me?” He had rings & MVPs, but he still obsessed over those early doubters. So, Lowercase 13 it is.

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