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Startup Archive
Zynga founder Mark Pincus on why mature markets are a great place to look for startup ideas
“Mature markets that are already big are actually amazing places for of us to go and innovate and think about new ideas. There's already revenue. There's already customers. There's already buying behavior. And maybe there hasn’t been innovation in a long time.”
Mark points to Google as a prime example:
“Google was the 55th search engine, not the first. Search was over… There was Excite, Lycos, and Yahoo. But Google showed us that there was a level of innovation in search that would make it something different in our lives.”
Mark saw a similar dynamic in gaming in 2007.
“Gaming was a crappy business. It was declining. Casual gaming was the worst... It wasn't even a top ten internet consumer activity… [but] my belief was that if we made games accessible to people, social, and useful, that it could be one of the top adults pastimes, which now sounds really obvious.”
In 2022, Zynga was acquired for $12.7 billion.
Video source: @villageglobal (2020)
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Zynga founder Mark Pincus on why mature markets are a great place to look for startup ideas
“Mature markets that are already big are actually amazing places for of us to go and innovate and think about new ideas. There's already revenue. There's already customers. There's already buying behavior. And maybe there hasn’t been innovation in a long time.”
Mark points to Google as a prime example:
“Google was the 55th search engine, not the first. Search was over… There was Excite, Lycos, and Yahoo. But Google showed us that there was a level of innovation in search that would make it something different in our lives.”
Mark saw a similar dynamic in gaming in 2007.
“Gaming was a crappy business. It was declining. Casual gaming was the worst... It wasn't even a top ten internet consumer activity… [but] my belief was that if we made games accessible to people, social, and useful, that it could be one of the top adults pastimes, which now sounds really obvious.”
In 2022, Zynga was acquired for $12.7 billion.
Video source: @villageglobal (2020)
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iinvested
4Q'24 Upslope Capital Management on $CRL, $VFC, $QNTQF
Read the full here:
https://t.co/dVDkhhwsJS https://t.co/4fWu8GJ9zv
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4Q'24 Upslope Capital Management on $CRL, $VFC, $QNTQF
Read the full here:
https://t.co/dVDkhhwsJS https://t.co/4fWu8GJ9zv
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Stock Analysis Compilation
Vltava fund on Lam Research Corporation $LRCX US
Thesis: Lam Research is a leading wafer fabrication equipment manufacturer for the semiconductor industry with strong profitability and effective capital allocation through share buybacks.
(Extract from their Q4 letter) https://t.co/gNM4bHTICa
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Vltava fund on Lam Research Corporation $LRCX US
Thesis: Lam Research is a leading wafer fabrication equipment manufacturer for the semiconductor industry with strong profitability and effective capital allocation through share buybacks.
(Extract from their Q4 letter) https://t.co/gNM4bHTICa
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Quiver Quantitative
We posted this back in April.
TikTok just shut down: https://t.co/HCUwmIR02r
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We posted this back in April.
TikTok just shut down: https://t.co/HCUwmIR02r
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Quiver Quantitative
Donald Trump's net worth has risen by $52B (on paper) since launching his memecoin, per our estimates.
That is approximately 200 Pelosis of net worth: https://t.co/zi9myT92SA
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Donald Trump's net worth has risen by $52B (on paper) since launching his memecoin, per our estimates.
That is approximately 200 Pelosis of net worth: https://t.co/zi9myT92SA
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative @timburchett is re-introducing legislation to stop American companies from selling genetic information.
He said that the Chinese are using it to create a disease to wipe us out.
Follow here for updates. https://t.co/MTGmgm3f6T
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RT @QuiverCongress: JUST IN: Representative @timburchett is re-introducing legislation to stop American companies from selling genetic information.
He said that the Chinese are using it to create a disease to wipe us out.
Follow here for updates. https://t.co/MTGmgm3f6T
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Investing visuals
Alphabet's $GOOGL purchase of YouTube might be the best acquisition of all time.
$GOOGL bought YouTube for 1.64 Bln. It generated 34 Bln in ad revenue over the past 12 months👌 https://t.co/rPbipQJEn9
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Alphabet's $GOOGL purchase of YouTube might be the best acquisition of all time.
$GOOGL bought YouTube for 1.64 Bln. It generated 34 Bln in ad revenue over the past 12 months👌 https://t.co/rPbipQJEn9
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Stock Analysis Compilation
Royce Invest on JBT Corporation $JBT US
Thesis: JBT Marel is a leading provider of food and beverage processing machinery, reporting strong 3Q24 results with significant sales growth and high recurring revenue, while also enhancing its market position through the recent acquisition of Marel.
(Extract from their Q4 letter)
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Royce Invest on JBT Corporation $JBT US
Thesis: JBT Marel is a leading provider of food and beverage processing machinery, reporting strong 3Q24 results with significant sales growth and high recurring revenue, while also enhancing its market position through the recent acquisition of Marel.
(Extract from their Q4 letter)
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