Investing Panda
investing_panda
Nice write-up on Roblox & how it mirrors rise of no/low-code ecosystem - Game-creation platform w/ 170M MAUs- Engagement: 3B hours in Aug'20 or 18 monthly hours/MAU - 60M games
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Cool innovation in cancer screening: liquid biopsySignals (methylation status) from blood samples + DNA sequencinghttps://www.wsj.com/articles/cancer-screening-leaps-forward-11593973586$ILMN $GH #Grail ARK on DNA methylation: similar to bol
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Value investors love $GOOG: 1) screens reasonable w/ growth; 2) moat of search w/ munger/Russo blessing 3) SOTP w/ Waymo & GCP upside Risk: can't commercialize any new product (@arstechnica
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