Ahmad Jivraj
Thought of the day re: $GOOG Ads
Specific keywords > Broad Generic Keywords
Longer Keyword Phrases > Shorter Keyword Phrases
Longer + Specific ==> even better
Ironically, the longer + more specific, the cheaper the ad.
Why? Less competition
If Google can figure out how to better monetize this, they could be even more profitable!
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Thought of the day re: $GOOG Ads
Specific keywords > Broad Generic Keywords
Longer Keyword Phrases > Shorter Keyword Phrases
Longer + Specific ==> even better
Ironically, the longer + more specific, the cheaper the ad.
Why? Less competition
If Google can figure out how to better monetize this, they could be even more profitable!
tweet
Offshore
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Stock Analysis Compilation
Hotchkis & Wiley on General Motors $GM US
Thesis: GM’s strong market position, attractive valuation, and commitment to shareholder returns make it a compelling buy
(Extract from their Q3 letter) https://t.co/VdLc9u0qSj
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Hotchkis & Wiley on General Motors $GM US
Thesis: GM’s strong market position, attractive valuation, and commitment to shareholder returns make it a compelling buy
(Extract from their Q3 letter) https://t.co/VdLc9u0qSj
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Ahmad Jivraj
Investing rewards people who (mostly) do nothing.
As @MohnishPabrai says, "good investing is like watching paint dry"
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Investing rewards people who (mostly) do nothing.
As @MohnishPabrai says, "good investing is like watching paint dry"
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Offshore
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Hidden Value Gems
A long read in @WSJ on John Elkann's and his latest steps at $STLA. Not saying much really.
"Honestly guys, what we really need to do is sell cars. That’s what we’re good at", - [John Elkann] said at the Michigan meeting this week. https://t.co/jABMTnRdvK
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A long read in @WSJ on John Elkann's and his latest steps at $STLA. Not saying much really.
"Honestly guys, what we really need to do is sell cars. That’s what we’re good at", - [John Elkann] said at the Michigan meeting this week. https://t.co/jABMTnRdvK
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Offshore
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Stock Analysis Compilation
Liontrust on Interpump $IP IM
Thesis: Interpump’s efficiency-focused solutions and discounted valuation position it well for long-term industrial growth
(Extract from their Q3 letter) https://t.co/sRPGPxmaiE
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Liontrust on Interpump $IP IM
Thesis: Interpump’s efficiency-focused solutions and discounted valuation position it well for long-term industrial growth
(Extract from their Q3 letter) https://t.co/sRPGPxmaiE
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Offshore
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Stock Analysis Compilation
Loomis Sayles on Novo Nordisk $NOVO B DC
Thesis: Novo’s leadership in GLP-1 innovation positions it for sustained growth in the obesity treatment market
(Extract from their Q3 letter) https://t.co/R95SupfnjK
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Loomis Sayles on Novo Nordisk $NOVO B DC
Thesis: Novo’s leadership in GLP-1 innovation positions it for sustained growth in the obesity treatment market
(Extract from their Q3 letter) https://t.co/R95SupfnjK
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Offshore
Video
Startup Archive
Perplexity founder Aravind Srinivas explains the “user is never wrong” philosophy of Larry Page
Aravind recounts a story of Larry Page’s meeting with the CEO of Excite. Excite was the #2 search engine behind Yahoo at the time, and they were interested in buying Google. The two CEOs compared the search results of their products side-by-side.
When Google’s results were clearly better, Excite’s CEO tried to excuse his product’s performance: “If you typed the query this way, it would’ve worked.”
Aravind believes this is an important difference in philosophy between Google and Excite. Larry Page believed that a search engine should give high quality answers regardless of what the user typed:
“You do all the magic behind the scenes so that even if the user was lazy, even if there were typos… they still got the answer and they love the product.”
Today Google dominates search, and most people have never heard of Excite.
Aravind believes the best AI products will adopt this same philosophy and that “prompt engineering” won’t be a long-term thing.
“I think you want to make products work where a user doesn’t even ask for something. You know that they want it and you give it to them… People are lazy and a better product should be one that allows you to be more lazy, not less. Products need to have some magic to them, and the magic comes from letting you be more lazy.”
Video source: @lexfridman (2024)
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Perplexity founder Aravind Srinivas explains the “user is never wrong” philosophy of Larry Page
Aravind recounts a story of Larry Page’s meeting with the CEO of Excite. Excite was the #2 search engine behind Yahoo at the time, and they were interested in buying Google. The two CEOs compared the search results of their products side-by-side.
When Google’s results were clearly better, Excite’s CEO tried to excuse his product’s performance: “If you typed the query this way, it would’ve worked.”
Aravind believes this is an important difference in philosophy between Google and Excite. Larry Page believed that a search engine should give high quality answers regardless of what the user typed:
“You do all the magic behind the scenes so that even if the user was lazy, even if there were typos… they still got the answer and they love the product.”
Today Google dominates search, and most people have never heard of Excite.
Aravind believes the best AI products will adopt this same philosophy and that “prompt engineering” won’t be a long-term thing.
“I think you want to make products work where a user doesn’t even ask for something. You know that they want it and you give it to them… People are lazy and a better product should be one that allows you to be more lazy, not less. Products need to have some magic to them, and the magic comes from letting you be more lazy.”
Video source: @lexfridman (2024)
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Offshore
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Stock Analysis Compilation
Artisan Partners on Nike $NKE US
Thesis: Nike’s innovation pipeline and restructuring efforts could unlock significant upside potential for investors
(Extract from their Q3 letter) https://t.co/tzx1AzIl7k
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Artisan Partners on Nike $NKE US
Thesis: Nike’s innovation pipeline and restructuring efforts could unlock significant upside potential for investors
(Extract from their Q3 letter) https://t.co/tzx1AzIl7k
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