⁠Startup Archive
RT @FitzDoud: ‘Job to be done’

You can tell Bezos read Christensen.

Jeff Bezos: “You don’t understand my audience”

When Charlie Rose asks him if the iPad is a “Kindle killer” in this 2012 interview, Jeff gives an incredible response:

“It’s a very different product, and I can give you an example. If I came to you and said: ‘Charlie, I love your show, but we’ve got to sex it up. We need fast cuts and vicious arguments between your guests.’ You would rightly say to me: ‘Jeff, I love you man, but you don’t understand my audience. We have a cerebral conversation here. It’s what we do, and it’s how we’re differentiated.’”

He continues:

“When people come to me and say: ‘You’ve got to have full-motion video and color on the Kindle.” I say: ‘Why? You think Hemingway is going to pop more in color?’… You don’t understand my audience.”

Jeff explains that his vision for the Kindle is a purpose-build device for reading where no tradeoffs have been made—every single design decision is optimized for reading.

And knowing exactly who his audience is gave him conviction in the Kindle team’s design decisions—even when everyone at the time was saying that the iPad would crush them. - Startup Archive
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⁠Librarian Capital
Tobacco $BATS $BTI Spaces discussion in 20 minutes

Apparently people prefer to talk about $PM instead

Please vote
- British American Tobacco
- Philip Morris
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⁠Stock Analysis Compilation
Appalaches Capital on Coupang $CPNG US

Thesis: Coupang’s dominant position in e-commerce, combined with its growing user base and long-term revenue growth potential, makes it a strong investment despite short-term volatility and low profitability.

(Extract from their Q3 letter) https://t.co/QCQqbLEmqU
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⁠App Economy Insights
🔥 Earnings season is heating up!

Catch up with 20 earnings visualized. 📊

Get the full report 👇
https://t.co/LEROzNc3hP

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⁠Librarian Capital
"Philip Morris: Picking Up Speed in Q3; Still Cheap at 20x P/E"

$PM's multi-year compounding will likely continue even after a 54% gain in the past year

cc: $MO $BATS $BTI $IMB
https://t.co/AyU25dmeEk https://t.co/WqqSFnpHAU
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⁠Stock Analysis Compilation
Heartland Advisors on New Gold $NGD US

Thesis: New Gold's improved production efficiency, reduced costs, and strong financial flexibility position it for significant growth, supported by insider buying and attractive valuation.

(Extract from their Q3 letter) https://t.co/cMCUM9aXCg
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⁠Stock Analysis Compilation
Platinium on Shinhan $SHG US

Thesis: Shinhan’s shareholder-friendly reforms, including increased payouts and stock buybacks, make it an attractive investment with a low valuation and strong return potential.

(Extract from their Q3 letter) https://t.co/cvFzu8eeRA
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⁠Stock Analysis Compilation
Patient Capital Management on Precigen $PGEN US

Thesis: Precigen's PRGN-2012 program offers promising therapeutic potential, with strong leadership and clinical progress, positioning the company for significant growth in the gene therapy space.

(Extract from their Q3 letter) https://t.co/5LUpD5OxoO
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⁠Hidden Value Gems
Europe and UK still look very attractive, at least according to GS. Hard to disagree. https://t.co/pd34WrCM0S
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⁠Hidden Value Gems
RT @HiddenValueGems: One of Hidden Value Gems Premium members asked us if we knew a talented analyst who could help them with financial research. They are a family office with a five-year history focused on well-managed compounders in protected niches. You can see the full description and contact details below.👇
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