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App Economy Insights
Google kicked off Big Tech earnings!
☢️ AI investments
🚖 Waymo expansion
🔎 Search competition
☁️ Cloud reacceleration
▶️ YouTube market share
Let's visualize the quarter!👇 $GOOG
https://t.co/EGnmUnPeC8
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Google kicked off Big Tech earnings!
☢️ AI investments
🚖 Waymo expansion
🔎 Search competition
☁️ Cloud reacceleration
▶️ YouTube market share
Let's visualize the quarter!👇 $GOOG
https://t.co/EGnmUnPeC8
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Hidden Value Gems
Spending a few days in Bristol during the half term. I wish Concorde was still running. From London to NYC in just 3 hrs 20 min! https://t.co/DrA5cex3Fe
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Spending a few days in Bristol during the half term. I wish Concorde was still running. From London to NYC in just 3 hrs 20 min! https://t.co/DrA5cex3Fe
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Stock Analysis Compilation
Munro on Contellation Energy $CEG US
Thesis: Constellation Energy's nuclear-powered, carbon-free electricity supply positions it as a vital player in the energy-hungry data center industry, with earnings potential set to triple in six years.
(Extract from their Q3 letter) https://t.co/oeg4fAqKrA
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Munro on Contellation Energy $CEG US
Thesis: Constellation Energy's nuclear-powered, carbon-free electricity supply positions it as a vital player in the energy-hungry data center industry, with earnings potential set to triple in six years.
(Extract from their Q3 letter) https://t.co/oeg4fAqKrA
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Quiver Quantitative
BREAKING: Representative Green just disclosed the sale of another ~$200K of NGL stock.
He bought massive amounts of the stock before it rose almost 100%.
Then he sold before it came back down.
Incredible timing: https://t.co/APbmFj5yM9
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BREAKING: Representative Green just disclosed the sale of another ~$200K of NGL stock.
He bought massive amounts of the stock before it rose almost 100%.
Then he sold before it came back down.
Incredible timing: https://t.co/APbmFj5yM9
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Quiver Quantitative
RT @InsiderRadar: $NRDS stock is up 32% this morning, off a strong earnings report.
Great timing on last week's insider purchase, which was the first at the company in over a year. https://t.co/kdIZg7r2eL
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RT @InsiderRadar: $NRDS stock is up 32% this morning, off a strong earnings report.
Great timing on last week's insider purchase, which was the first at the company in over a year. https://t.co/kdIZg7r2eL
Topline Capital Management, who has >10% ownership of $NRDS, just reported the purchase of ~$5m of the company's stock.
This is the first insider purchase that has been reported at NerdWallet in over a year. https://t.co/YPbxNRSAjR tweet
Dimitry Nakhla | Babylon Capital®
$SMCI
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$SMCI
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing tweet
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Capital Employed
We've made it past the 7,000 subscriber mark 🎂
Thanks for all your support! https://t.co/ux9NAj6Z9k
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We've made it past the 7,000 subscriber mark 🎂
Thanks for all your support! https://t.co/ux9NAj6Z9k
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Startup Archive
Eric Schmidt on how he uses 5-year plans to predict if a startup can become a $100 billion company
“If you went to business school, you would’ve been taught: build a great product, organize a sales force, charge a fair price, make the customer happy.”
But, as the former CEO of Google explains, that strategy is insufficiently scalable in the Internet era:
“It’ll produce a reasonable business, but it’s not going to produce a huge business. It’s just too hard to hire all of those salespeople, work with every customer, and so forth. You have to have a more clever strategy.”
Eric continues:
“All of the really big companies have invented a new way to access information or a new way to do something [and didn’t require a large salesforce].”
Eric argues that lots of the startup ideas he hears are good, but not good enough. He tells these founders to do a plan over the next five years and map your growth rate. Then try to figure out what a more scalable strategy might be.
For example, if you’re building an app that you want to charge $10 for, Eric would ask:
“Why can’t you give the app away for free and then upsell the users?”
Another way to use a five-year plan to determine if your company can be a $100 billion company is to ask yourself what the big platforms will be five years from now and make sure your company is aligned with those platforms.
In this interview from 2016, he predicts Android, iOS, and machine learning are the platforms he’d want to be aligned with over the next five years.
Video source: @StartupGrind (2016)
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Eric Schmidt on how he uses 5-year plans to predict if a startup can become a $100 billion company
“If you went to business school, you would’ve been taught: build a great product, organize a sales force, charge a fair price, make the customer happy.”
But, as the former CEO of Google explains, that strategy is insufficiently scalable in the Internet era:
“It’ll produce a reasonable business, but it’s not going to produce a huge business. It’s just too hard to hire all of those salespeople, work with every customer, and so forth. You have to have a more clever strategy.”
Eric continues:
“All of the really big companies have invented a new way to access information or a new way to do something [and didn’t require a large salesforce].”
Eric argues that lots of the startup ideas he hears are good, but not good enough. He tells these founders to do a plan over the next five years and map your growth rate. Then try to figure out what a more scalable strategy might be.
For example, if you’re building an app that you want to charge $10 for, Eric would ask:
“Why can’t you give the app away for free and then upsell the users?”
Another way to use a five-year plan to determine if your company can be a $100 billion company is to ask yourself what the big platforms will be five years from now and make sure your company is aligned with those platforms.
In this interview from 2016, he predicts Android, iOS, and machine learning are the platforms he’d want to be aligned with over the next five years.
Video source: @StartupGrind (2016)
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