#AMZN

1/ $AMZN 1Q’21 UpdateBy now, it is no surprise that Amazon would post another Amazing quarter, but the growth/margin in international (+60%) and ads/other (+77%) still raised my eyebrows.Let’s look
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Today's tweet thread is on my thesis on the Downfall of Gatekeepers.What is it? Why? And where will gatekeepers continue to exist? Read on >> 1) First let's talk about
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$work thread: doing research as its a big option play tues. fell hard last q:A) it ran over 30% into the print & reported after $zm with unrealistic expectationsB) pulled
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$APPS Digital Turbine (thread)brings together media and mobile communications by means of advertising to help clients monetize mobile content. Products: DT Ignite, DT IQ, DT Marketplace, DT Pay.Their 'On Device
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Anybody done work on #HelloFresh (#hfgx:GER) stock? 66% grower at 21x FCF, and total category dominance w no viable competition (except churn), run by a "baby Bezos"? #HellFresh "Despite the
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“Amazon is building an empire, and Shopify is trying to arm the rebels.”— @tobi But what happens when *all* the rebels are armed and competing with each other?10 takeaways for
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1/ $FB 1Q'21 UpdateI have been told “nobody uses Facebook”. Last quarter, 1.88 Bn “nobody” used Facebook daily.Lots of interesting data points and snippets on this call. Here are my
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@realmoney May 26, 2020 | 05:29 PM EDT DOUG KASS I'm Pivoting Sharply From Growth to Value* Banks +8% as growth is in the red on the day* Given the
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The Fed has infinite $ and far more ppl believing in that $ than they do #Bitcoin . Printing infinite Tether and U$ compromises the market; We're in the midst
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1/ 6 months ago, I didn't have the simplest idea of what a blockchain was.This week, I've officially taken the plunge to work full time @DeFianceCapital. Here are a few
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I'M MORE WORRIED ABOUT SUPERSTAR COMPANIES THAN I AM ABOUT "ZOMBIES" In today's @markets newsletter, I wrote about why the huge, booming tech companies could be holding back GDP growth
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The India They Saw by Sandhya Jain. Nice read so far. So fascinating & informative book detailing the accounts of foreign travellers, diplomats, monks etc who visited India between 500
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I want to run a little analysis on the POWER of long term investingTo do that, let’s take a look at Warren Buffett’s wealth So sit back, relax, and enjoy
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1) Investment Philosophy: I do not want to box myself into any category (value/growth) but consider myself a bottom-up stock picker. In my view, the best strategy to build long-term
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Time to do it.Notes from @morganhousel 's "Psychology of Money" with my commentary.This is going to be a long one. Brace yourself. "Money has little to do it how smart
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1/ The bull argument for $NFLX's tech advantage has 2 parts: 1) advantage of scale, boasting radically more subscribers than any other platform2) largest repository of user data, which it
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