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The power of imagination and thinking big.
$TPL . https://twitter.com/TZHDaniel/status/1222689784079867904 …pic.twitter.com/nv34ukEGkq
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core to
$NVTA 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.pic.twitter.com/FvS6r0emFd
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I just found out today that
$AMEH 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:pic.twitter.com/bXUp83tiu9
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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.pic.twitter.com/KFBFqJ1MMp
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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)
$CHWYpic.twitter.com/FgzJLcD46L
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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 mindpic.twitter.com/7IGZi5c1vz
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yes. also
$ESTC can win by focusing on specific use case/verticals, while$AMZN 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 hostingpic.twitter.com/xV9YNtA1ni
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5/n - d) provide a better whole product via vertical integration this is most threatening as it could please customers in a way that
$ESTC cannot Some evidence this is what Amazon is going for - commentaries from AWS re:Invent a few days agopic.twitter.com/uwT9snyFlq
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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)pic.twitter.com/fNqluNIjY0
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here are some numbers supporting my assertion that investors in
$Roku have to consider more than AVOD https://greytabinvest.blogspot.com/2019/11/why-roku-needs-more-than-avod.html …pic.twitter.com/t32twPC1EK
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here's Telaria's
$TLRA take on the$Roku/Dataxu deal (from Telaria's 3Q19 transcript)pic.twitter.com/BYI0g36RMR
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$TWTR should be able to grow its mDAU and engagement per user here's how these metrics look now. https://greytabinvest.blogspot.com/2019/10/twitters-levers-driving-engagement-and.html …pic.twitter.com/KQhuQGWOjk
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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 todaypic.twitter.com/5HXzt2QiOO
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related: the impact of AppNexus being purchased by AT&T in 2018 (from Trade Desk's 2019 investor day)pic.twitter.com/2av3BEHpI5
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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.pic.twitter.com/ERWUQLOtwN
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4/n just something to support my diagnosis that
$ZM's competitive advantage is infrastructure/architecture, not user interface (from the latest Deutsche Bank Tech conference)pic.twitter.com/FiwFdOqkU0
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1/x
$UNH 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.pic.twitter.com/YLAcHtjOdt
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