Discover and read the best of Twitter Threads about #Moat
Most recents (11)
WHY CAN YOU LOSE BY INVESTING IN AI? 🤖💸
#ChatGPT is a before and after in the economy. Many sectors are now disrupted.
This should greatly increase investment in AI versus the old-school version of doing things.
But not all #AI #investment will succeed.
🧵
#ChatGPT is a before and after in the economy. Many sectors are now disrupted.
This should greatly increase investment in AI versus the old-school version of doing things.
But not all #AI #investment will succeed.
🧵
Here's my take on the two divisions of AI (feedback welcome):
THE SATURN'S SON:
AIs based on PUBLIC models or data.
Startups that use models like #GPT or others based on image, text... trained with publicly available dataset/models, maybe adding their own "layers/fine tuning".
THE SATURN'S SON:
AIs based on PUBLIC models or data.
Startups that use models like #GPT or others based on image, text... trained with publicly available dataset/models, maybe adding their own "layers/fine tuning".
The part they are building, in many cases, may be overperformed for the biggest models, their "parents".
Like Saturn and his Son.
Like Saturn and his Son.
1 of t/ top reasons #startups fail is not having enough capital, or not raising $.
@i_JaspriyaKaur & @Sahiba_Gambhir take #founders through using #Finance as a #moat.
More on bad math vs healthy financial practices & building a strong foundation frm day 1 👇
#TuesdayTalkies 🧵
@i_JaspriyaKaur & @Sahiba_Gambhir take #founders through using #Finance as a #moat.
More on bad math vs healthy financial practices & building a strong foundation frm day 1 👇
#TuesdayTalkies 🧵
2/ Don’t confuse revenue w/terms like GMV, ARR, Bookings etc. Revenue is a key metric which determines business depth and valuations; however it can be easily misinterpreted/misunderstood.
#TuesdayTalkies @i_JaspriyaKaur @Sahiba_Gambhir
#Surge05 #GetReadyToSurge
#TuesdayTalkies @i_JaspriyaKaur @Sahiba_Gambhir
#Surge05 #GetReadyToSurge
3/ Good math is imperative for good Unit Economics. It's important to keep evaluating your biz assumptions as UE are fragile @ initial stages. Certain assumptions made when you hit the market may not pan out as expected. Fix the UE piece first before going all out on growth.
1/ This is the largest issue with #Cryptocurency as a whole. This psychology. Scary as an investor. Price going up doesn’t make U a better project, company, tech etc. $CEL (LOW BETA) as it refers to pricing. Market Mechanics effect price. The project, company effects VALUE. 👇🏼
2/ Celsius #CapitalStructure & #Moat #6PlusRevenueStreams & VERY HIGH BARRIER TO ENTRY @CelsiusNetwork pays 80% of revenue back to depositor (married w/equity holder, so no conflict of interest as is case w/traditional Bank capital structures). $CEL © competitor 30% PROFITS lol
3/ Celsius didn’t or hasn’t listed on MAJOR exchanges, price is determined based on short term supply & demand. #MarketMechanics This effects the PRICE not VALUE. Not listing on Exchange allows them to give it back to community. Exchanges manipulate link.medium.com/Hpe9C3jSmhb
$FB's case in📊1/:
#Facebook is the core #moat to $FB with arguably the largest (2.9B MAU) and strongest (fundamentally interpersonal SM) network effect on the market. Displacing the #1 keep-in-touch SM'll be tough, competes w/ email and phone, but enables blitz-scaled bolt-ons.
#Facebook is the core #moat to $FB with arguably the largest (2.9B MAU) and strongest (fundamentally interpersonal SM) network effect on the market. Displacing the #1 keep-in-touch SM'll be tough, competes w/ email and phone, but enables blitz-scaled bolt-ons.
🌏2/ While #Facebook has seemingly saturated the market in NA (at ~53% of MAU/pop) and EU (~47%), bulk of user growth is in AP-RoW, long runway from current ~28% penetration (some more incl. #WhatsApp).
Using DAU/MAU as proxy for engagement we see the stickiness of FB-Messenger.
Using DAU/MAU as proxy for engagement we see the stickiness of FB-Messenger.
📈3/ Billions of users in #Zucc's hands driving unrelenting growth in ARPU, across the board. As NA-EU prints money, AP-RoW will further develop and get online while $FB's SMs enables ppl & businesses to prosper. Long-term opportunity of growing ARPU on this userbase is immense.
I woke up to a great twitter thread from @QuinnyPig. As always, @QuinnyPig has a good twitter thread on mechanics and some technical details on what it means when @awscloud says it is will boot Parler off of #AWS
2 points: WHAT and HOW you build on #Cloud
2 points: WHAT and HOW you build on #Cloud
Two points are most important for any business that builds on Cloud: (1) WHAT is built on Cloud and (2) HOW it is built on it?
There are some great points here and wanted to start a twitter thread on my own quoting @QuinnyPig.
There are some great points here and wanted to start a twitter thread on my own quoting @QuinnyPig.
Quoting @QuinnyPig (emphasis added)...
"Making WHAT you built on AWS's systems work elsewhere is super challenging."
This making it "elsewhere" whether another cloud or on-premise servers requires how the original technical architecture and solution(s) are built.
"Making WHAT you built on AWS's systems work elsewhere is super challenging."
This making it "elsewhere" whether another cloud or on-premise servers requires how the original technical architecture and solution(s) are built.
LOW FREE FLOAT SalesProfitGrowthCashFlow&Safety
2nd Up - 25Sep2020
📌#LowFreeFloat is Now a days #Moat for some good Quality Companies. Here is #stocks to chose from !
#investment
Read Criteria & Details in below #THREAD👇
@ms89_meet
@AdityaD_Shah
1/8
2nd Up - 25Sep2020
📌#LowFreeFloat is Now a days #Moat for some good Quality Companies. Here is #stocks to chose from !
#investment
Read Criteria & Details in below #THREAD👇
@ms89_meet
@AdityaD_Shah
1/8
📌Free Float = Public Float(DII+FII+ MF+ Corporate+HNI+Retail)
So,
No. of Shares publicly traded which we buy/sell from exchange in everyday life.
📌For simplicity I assumed non-promoters shares though custodians & locked in shares should also be excluded.
2/8
So,
No. of Shares publicly traded which we buy/sell from exchange in everyday life.
📌For simplicity I assumed non-promoters shares though custodians & locked in shares should also be excluded.
2/8
📌High Free-Float = Good Governance(In general). Promoters less influence & other shareholders can exercise their rights.
📌Low Free-Float = More Promoter influence can easily manipulate stock price for their gain.
3/8
📌Low Free-Float = More Promoter influence can easily manipulate stock price for their gain.
3/8
A relative of mine came to me to look for best #FixedDeposit option available today, and that got me thinking that there should be a #Stock which can fulfill this purpose, and voila i got 1 #SJVN, so here is a thread, why at current levels it is a FD.
@VPaldiwal
@VPaldiwal
#SJVN is the principal business activity #Electricity #generation of the company. The company is also engaged in the business of providing consultancy. Both of these segments are not affected due to #COVID19
India is a land of unique monopolies....
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...
(Thread)
#investing
#Moat
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...
(Thread)
#investing
#Moat
Organized Paint Industry
Duopoly - 59%
Asian Paints - 42%
Berger Paints - 17%
(appx values)
#Asianpaints
#Bergerpaint
Duopoly - 59%
Asian Paints - 42%
Berger Paints - 17%
(appx values)
#Asianpaints
#Bergerpaint
Telecom Industry
Duopoly - 62% & rising
Jio - 34%
Airtel - 28%
Vodafone has 28% as of now but every month it loses out subscribers at a fast pace to Jio & Airtel
(appx values)
#Jio
#Airtel
#VodafoneIdea
Duopoly - 62% & rising
Jio - 34%
Airtel - 28%
Vodafone has 28% as of now but every month it loses out subscribers at a fast pace to Jio & Airtel
(appx values)
#Jio
#Airtel
#VodafoneIdea
Grindwell Norton, a debt free, Saint Gobain Company, with excellent fundamentals - high CFO, Improving RoA, OPM and Inv Turnover, consistent RoE, RoCE, Dividend Payout Ratio showing good technical strength, breaking out of a 12month rectangle. #Technofunda
grindwellnorton.co.in/grindwell-nort…
grindwellnorton.co.in/grindwell-nort…
Healthy pull back in Grindwell, it grinded all the weak hands out! Did not hit the 50 day SMA nor hit the 7% standard SL I follow for #TechnoFunda. Set for its sustained up move? Check peer Carborudum 👍 #moat #oligopoly @krishnblue Since your tracking this, views appreciated.
And here is Carborundum for you from the mighty Muruguppa Group. Is this chart talking to you?
Damos inicio a un nuevo #ViernesValue sobre #ValueInvesting y análisis cualitativo con @ValueInvestingS y @The_Godas. ¡Nos espera una buena jornada de aprendizaje!
#InversiónConsciente
#InversiónConsciente
.@ValueInvestingS y @The_Godas en #ViernesValue.
Apple es una de las empresas que mejor cerrado tiene el cerco alrededor del cliente. Es un ecosistema perfecto que intensifica la demanda.
#InversiónConsciente
Apple es una de las empresas que mejor cerrado tiene el cerco alrededor del cliente. Es un ecosistema perfecto que intensifica la demanda.
#InversiónConsciente
.@ValueInvestingS y @The_Godas en #ViernesValue, ejemplos de #moat:
💡 Intangibles: Pfizer, Berkshire.
🖥 Costes de cambio: Constellation, Microsoft.
🌐 Efecto red: Facebook, Ebay.
💵 Costes: Intel, Saudi Aramco.
🛒 Escala eficiente: Walmart.
#InversiónConsciente
💡 Intangibles: Pfizer, Berkshire.
🖥 Costes de cambio: Constellation, Microsoft.
🌐 Efecto red: Facebook, Ebay.
💵 Costes: Intel, Saudi Aramco.
🛒 Escala eficiente: Walmart.
#InversiónConsciente
Alphabet está construyendo el futuro mediante atracción d los mejores talentos, inversión decidida e innovación constante. Recomiendo encarecidamente la lectura del transcript earnings call 1H2018.
#Alphabet $GOOG $GOOGL #GBIIAccionGlobalFI
👇🏽Aquí algunas de sus perlas 👇🏽
#Alphabet $GOOG $GOOGL #GBIIAccionGlobalFI
👇🏽Aquí algunas de sus perlas 👇🏽
"Our video platform, Youtube, is growing tremendously"
"We are very excited about the big oportunities we're seeing in Google Cloud Next"
"We are very excited about the big oportunities we're seeing in Google Cloud Next"
"We are continuing to see tremendous growth in Maps -with especially strong growth in countries like Indonesia, India and Nigeria, which are growing over 50% y-o-y"
"I have always seen Maps as a big asset for us. Now, we're taking different initiatives looking for monetize it"
"I have always seen Maps as a big asset for us. Now, we're taking different initiatives looking for monetize it"
