mspacey

@mspacey4415

Individual investor. Chicago Booth alum. CFA = Cat Fanciers' Association

Vrijeme pridruživanja: travanj 2014.

Medijski sadržaj

  1. 31. sij
  2. 24. sij

    core to long thesis is cost leadership and continued reduction in cost per unit. unfortunately that has slowed from 20%+ reduction a year to now single digits. it could be due to intro of new product lines that have not rolled down the cost curve yet.

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  3. 15. sij

    I just found out today that engaged in a transaction with APC last September. Very interesting! That would solve the problem if they buy out APC. but then in the presentation it's this:

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  4. 20. pro 2019.
    Odgovor korisniku/ci
  5. 12. pro 2019.

    4/n Good service drives growth/retention. More Autoship customers enhances predictability -> more efficiency (see below discussion) Reinvest that saving into service = closes the loop on right side of diagram.

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  6. 12. pro 2019.

    1/n. Been thinking about Chewy's competitive advantages and reasons why it can beat Amazon, here's the theory I came up with (draft)

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  7. 10. pro 2019.

    Taking a break from stocks. Reading "Joy on Demand" by Chade-Meng Tan and saw this Not sure if this is correct- but it blew my mind

  8. 8. pro 2019.
    Odgovor korisnicima

    yes. also can win by focusing on specific use case/verticals, while wins the broad platform / infrastructure / generic use they're going that direction, perhaps not voluntarily b/c of Amazon that means they have to become a real SaaS company, not merely hosting

  9. 8. pro 2019.

    5/n - d) provide a better whole product via vertical integration this is most threatening as it could please customers in a way that cannot Some evidence this is what Amazon is going for - commentaries from AWS re:Invent a few days ago

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  10. 7. pro 2019.
    Odgovor korisnicima
  11. 26. stu 2019.

    Ancient Greeks had the idea of steam engines but lack the right materials. Taking an idea to implementation can take a long time (as in a thousand yr!!) Timing is underrated for innovations (need complementary tech, infrastructure..etc. societal acceptance requires context)

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  12. 19. stu 2019.

    here are some numbers supporting my assertion that investors in have to consider more than AVOD

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  13. 6. stu 2019.

    here's Telaria's take on the /Dataxu deal (from Telaria's 3Q19 transcript)

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  14. 30. lis 2019.

    this sounds interesting

  15. 30. lis 2019.

    should be able to grow its mDAU and engagement per user here's how these metrics look now.

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  16. 25. lis 2019.
    Odgovor korisniku/ci

    thinks this is what you're referring to. so I think you're right at least in this particular case. Good catch! regardless of monetization setbacks, I believe the thesis of rising engagement remains intact. I added a little today

  17. 22. lis 2019.

    related: the impact of AppNexus being purchased by AT&T in 2018 (from Trade Desk's 2019 investor day)

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  18. 21. lis 2019.

    4/n - Aside from spreading propaganda, 50cents gang tries to silent free speech. They do this by flooding you with insults, so the next time you got something to say about China, you might think it's not worth the trouble. Basically they try to annoy you into self-censorship.

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  19. 16. lis 2019.

    4/n just something to support my diagnosis that 's competitive advantage is infrastructure/architecture, not user interface (from the latest Deutsche Bank Tech conference)

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  20. 15. lis 2019.

    1/x is still best payer. The possibility of a Democrats win is the only reason this thing trading where it is Beneath the news headlines, the shift toward value based care continues.

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