Offshore
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Ethan Mollick
RT @emollick: A universal: across 110 languages, people can describe warm colors (🟡🔴) faster than cool ones (🔵🟢). Why?
We create names for what we need to talk about! Warm colors are more likely to describe objects (🐅🧍♂️) we want to point out, cool ones describe backgrounds (🌳🌊) 1/3 https://t.co/wTj727zwqC
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RT @emollick: A universal: across 110 languages, people can describe warm colors (🟡🔴) faster than cool ones (🔵🟢). Why?
We create names for what we need to talk about! Warm colors are more likely to describe objects (🐅🧍♂️) we want to point out, cool ones describe backgrounds (🌳🌊) 1/3 https://t.co/wTj727zwqC
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Special Situations 🌐 Research Newsletter (Jay)
1/ Jamie Dimon $JPM on economy last week:
It is a strong economy. Consumers’ balance sheets are in good shape. Businesses are equally in good shape. When you forecast, you have to think differently. What is out there? There are storm clouds. Rates, QT, oil, Ukraine, war, China.
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1/ Jamie Dimon $JPM on economy last week:
It is a strong economy. Consumers’ balance sheets are in good shape. Businesses are equally in good shape. When you forecast, you have to think differently. What is out there? There are storm clouds. Rates, QT, oil, Ukraine, war, China.
tweet
Offshore
Photo
Ethan Mollick
Social change happens very slowly, and then all at once, because there are tipping points in social beliefs. This paper found that when 25% of people shared a new norm, this could trigger a tipping point to change the consensus of the entire population. https://t.co/I4ZXBEpW0E https://t.co/IaPyjm70pL
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Social change happens very slowly, and then all at once, because there are tipping points in social beliefs. This paper found that when 25% of people shared a new norm, this could trigger a tipping point to change the consensus of the entire population. https://t.co/I4ZXBEpW0E https://t.co/IaPyjm70pL
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Offshore
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MastersInvest.com
‘Texas Roadhouse has always been first & foremost about its people & guest satisfaction. They know if they take care of their Roadies, they’ll take care of guests. After that, the measure the company strives is top-line growth, because they know that it will drive profitability’ https://t.co/atdV2HmkG4
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‘Texas Roadhouse has always been first & foremost about its people & guest satisfaction. They know if they take care of their Roadies, they’ll take care of guests. After that, the measure the company strives is top-line growth, because they know that it will drive profitability’ https://t.co/atdV2HmkG4
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MastersInvest.com
RT @CharlieHuggins_: "Of all the lessons I learned in that first year running prime time, the need to be comfortable with failure was the most profound."
Bob Iger (former Disney CEO)
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RT @CharlieHuggins_: "Of all the lessons I learned in that first year running prime time, the need to be comfortable with failure was the most profound."
Bob Iger (former Disney CEO)
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MastersInvest.com
RT @chriswmayer: "So, what advice would I give to someone with $1 million to invest?" His answer is in this essay , which I highly recommend (4/4):
https://t.co/9w20MO56Dj
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RT @chriswmayer: "So, what advice would I give to someone with $1 million to invest?" His answer is in this essay , which I highly recommend (4/4):
https://t.co/9w20MO56Dj
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MastersInvest.com
RT @TCII_Blog: In 1983, McDonalds $MCD served its 45th billion burger. Since then, the stock has risen from $2 to $262. Many businesses that appear unfathomably large are just getting their compounding started. I say, buy, hold, and enjoy the rewards.
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RT @TCII_Blog: In 1983, McDonalds $MCD served its 45th billion burger. Since then, the stock has risen from $2 to $262. Many businesses that appear unfathomably large are just getting their compounding started. I say, buy, hold, and enjoy the rewards.
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Mostly Borrowed Ideas
In 1H'22
Google Cloud revenue as % of AWS revenue: 32%
Google Cloud opex as % of AWS opex: 54%
What could be the reasons for margin to be structurally different? Or can margins converge over time?
(I know Google cloud includes Workspace, so not quite apple-to-apple with AWS)
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In 1H'22
Google Cloud revenue as % of AWS revenue: 32%
Google Cloud opex as % of AWS opex: 54%
What could be the reasons for margin to be structurally different? Or can margins converge over time?
(I know Google cloud includes Workspace, so not quite apple-to-apple with AWS)
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Offshore
Photo
Mostly Borrowed Ideas
Google Cloud* vs AWS
$GOOG $AMZN
*Not to confuse with GCP since Google Cloud includes Google Workspace https://t.co/u5hrG4yDh6
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Google Cloud* vs AWS
$GOOG $AMZN
*Not to confuse with GCP since Google Cloud includes Google Workspace https://t.co/u5hrG4yDh6
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