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App Economy Insights
$ABNB Airbnb Q3 FY24:
💵 GBV +10% Y/Y to $20.1B.
🛌 Nights booked +8% Y/Y to 123M.
• Revenue +10% Y/Y to $3.7B ($10M beat).
• Operating margin 41% (-3pp Y/Y).
• EPS $2.13 ($0.02 miss).
• FCF +29% Y/Y to $1.1B.
• Q4 revenue outlook 8% to 10%. https://t.co/JqusiuVVRt
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$ABNB Airbnb Q3 FY24:
💵 GBV +10% Y/Y to $20.1B.
🛌 Nights booked +8% Y/Y to 123M.
• Revenue +10% Y/Y to $3.7B ($10M beat).
• Operating margin 41% (-3pp Y/Y).
• EPS $2.13 ($0.02 miss).
• FCF +29% Y/Y to $1.1B.
• Q4 revenue outlook 8% to 10%. https://t.co/JqusiuVVRt
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Video
Startup Archive
RT @shrihacker: AI assisted coding basically fuels the founder-engineer who already knows how to code which is crazy when you think about it.
This phenomenon that Naval talks about actually accelerates even more and those who can’t code are left even more behind . AI can’t help them
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RT @shrihacker: AI assisted coding basically fuels the founder-engineer who already knows how to code which is crazy when you think about it.
This phenomenon that Naval talks about actually accelerates even more and those who can’t code are left even more behind . AI can’t help them
Naval Ravikant explains why startup founders should be able to code
Naval Ravikant gave the following advice to a startup spending $25k outsourcing product development to external developers:
“You guys should be coding from the start. Web and mobile startups are so competitive right now. You have to assume that anything you’re doing, there’s a team of 2-4 dedicated, hardcore hackers working 24/7 on something extremely similar.”
He continues:
“If you have this iteration loop where you have to submit something to someone else and they have to come back to you. Then you’re like ‘no, it wasn’t quite right’ because a lot of stuff was lost in translation, you’re going to get 1-2 cycles per day at best. Meanwhile, that other team is getting 20 cycles per day. It has gotten so intense now that non-coding founders and startups are having a really difficult time adding value at these early stages.”
Video source: @Forbes (2011) tweet
iinvested
RT @ReneSellmann: @drhoa3 @mastersinvest @_iinvested Thanks Derek! And thanks @_iinvested for the amazing job you do!
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RT @ReneSellmann: @drhoa3 @mastersinvest @_iinvested Thanks Derek! And thanks @_iinvested for the amazing job you do!
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iinvested
RT @ReneSellmann: This first link is a literal gold mind – it's a curation of various find letters sorted by date and stocks mentioned:
https://t.co/x651UhZ0Eu
I'm not sure who is doing the work here? Tag him/her please to give credits.
Additionally, head to @mastersinvest's website which features an overview of some of the greatest investment letters of all time (sorted by the funds) such as Terry Smith's Fundsmith, Oaktree, or Chuck Akre's fund.
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RT @ReneSellmann: This first link is a literal gold mind – it's a curation of various find letters sorted by date and stocks mentioned:
https://t.co/x651UhZ0Eu
I'm not sure who is doing the work here? Tag him/her please to give credits.
Additionally, head to @mastersinvest's website which features an overview of some of the greatest investment letters of all time (sorted by the funds) such as Terry Smith's Fundsmith, Oaktree, or Chuck Akre's fund.
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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #103 with Chris Waller from Plural Investing.
Chris discusses his research process, discovering hidden gems, two stock picks, plus much more 👇
https://t.co/85KHWUqsE9 https://t.co/1pSAaATfZp
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FRESH OFF THE PRESS 🔥
Investor interview #103 with Chris Waller from Plural Investing.
Chris discusses his research process, discovering hidden gems, two stock picks, plus much more 👇
https://t.co/85KHWUqsE9 https://t.co/1pSAaATfZp
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Stock Analysis Compilation
Aristotle on MonotaRO $3064 JP
Thesis: MonotaRO’s leadership in MRO e-commerce, combined with high barriers to entry and technological advantages, positions it for sustained growth, offering a compelling valuation and long-term market share gains
(Extract from their Q3 letter) https://t.co/pCltzBhS0M
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Aristotle on MonotaRO $3064 JP
Thesis: MonotaRO’s leadership in MRO e-commerce, combined with high barriers to entry and technological advantages, positions it for sustained growth, offering a compelling valuation and long-term market share gains
(Extract from their Q3 letter) https://t.co/pCltzBhS0M
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Stock Analysis Compilation
Third Point on DSV $DSV DC
Thesis: DSV’s leading position in global freight forwarding and its strategic bid for DB Schenker create significant synergy opportunities, potentially driving over 30% earnings accretion.
(Extract from their Q3 letter) https://t.co/no0dPsY2bJ
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Third Point on DSV $DSV DC
Thesis: DSV’s leading position in global freight forwarding and its strategic bid for DB Schenker create significant synergy opportunities, potentially driving over 30% earnings accretion.
(Extract from their Q3 letter) https://t.co/no0dPsY2bJ
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Offshore
Video
Startup Archive
Jeff Bezos responds to CNBC reporter who says Amazon isn’t a “pure internet company”
The CNBC reporter asks Jeff in this 1999 interview:
“You’re not really a pure internet company anymore, are you? You’ve got millions of square feet of real estate, a huge and growing inventory of items, and you’ve got thousands of employees now.”
Jeff responds:
“Yes, we have over 3,000 employees and over 4 million square feet of distribution center space. And those are things I’m very, very proud of. That distribution center space allows us to get product close to customers so that we can ship it to customers in a very timely way, which improves customer service levels. If there’s one thing Amazon is about, it’s obsessive attention to the customer experience end-to-end.”
The reporter protests that this approach is more capital-intensive than the “pure internet play” business models that stock market analysts prefer.
Jeff responds again:
“It doesn’t matter to me if we’re a pure Internet play. What matters to me is whether we provide the best customer service… Our investors should be investing in a company that obsesses over customer experience. In the long term, there’s never any misalignment between customer interests and shareholder interests.”
Video source: @CNBC (1999)
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Jeff Bezos responds to CNBC reporter who says Amazon isn’t a “pure internet company”
The CNBC reporter asks Jeff in this 1999 interview:
“You’re not really a pure internet company anymore, are you? You’ve got millions of square feet of real estate, a huge and growing inventory of items, and you’ve got thousands of employees now.”
Jeff responds:
“Yes, we have over 3,000 employees and over 4 million square feet of distribution center space. And those are things I’m very, very proud of. That distribution center space allows us to get product close to customers so that we can ship it to customers in a very timely way, which improves customer service levels. If there’s one thing Amazon is about, it’s obsessive attention to the customer experience end-to-end.”
The reporter protests that this approach is more capital-intensive than the “pure internet play” business models that stock market analysts prefer.
Jeff responds again:
“It doesn’t matter to me if we’re a pure Internet play. What matters to me is whether we provide the best customer service… Our investors should be investing in a company that obsesses over customer experience. In the long term, there’s never any misalignment between customer interests and shareholder interests.”
Video source: @CNBC (1999)
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App Economy Insights
$META Meta's earnings:
📈 User trends.
📊 Financials visualized.
👓 Orion and the future of AR.
🤖 Why AI will kill the video star.
Dive deeper! 👇
https://t.co/FtYpqD0YwV
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$META Meta's earnings:
📈 User trends.
📊 Financials visualized.
👓 Orion and the future of AR.
🤖 Why AI will kill the video star.
Dive deeper! 👇
https://t.co/FtYpqD0YwV
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Quiver Quantitative
BREAKING: Representative Mike Collins just disclosed buying up to $80K of Ethereum, $ETH.
He also bought another $15K of an altcoin called Aerodrome, $AERO.
Full trade list up on Quiver. https://t.co/ZJ5211kxsA
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BREAKING: Representative Mike Collins just disclosed buying up to $80K of Ethereum, $ETH.
He also bought another $15K of an altcoin called Aerodrome, $AERO.
Full trade list up on Quiver. https://t.co/ZJ5211kxsA
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