Profile picture
Fat Tail Capital
@FatTailCapital
, 4 tweets, 1 min read Read on Twitter
Let's play a game. All else equal, which of these companies would you rather own? (Poll in next tweet)
Company 1: steady growth, flat margins
Company 2: faster growth, declining margins
Not so clear, right? Are Company 2's margins going down because its competitive positioning is weakening? Is that worth risking for the slightly faster growth?
How about now? Understanding mix shift is important!
Missing some Tweet in this thread?
You can try to force a refresh.

Like this thread? Get email updates or save it to PDF!

Subscribe to Fat Tail Capital
Profile picture

Get real-time email alerts when new unrolls are available from this author!

This content may be removed anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

More from @FatTailCapital see all

Profile picture
Fat Tail Capital
@FatTailCapital
2018 California autonomous driving data. Waymo and GM running away. Waymo drove ~3x as much as GM, and GM drove 1.5x as much as everyone else combined (excluding Waymo).
Apple and Uber seem particularly awful at autonomous.
Data is not like-for-like as some test on highways and others in cities.
Read 3 tweets
Profile picture
Fat Tail Capital
@FatTailCapital
Heard an incredible story about bureaucracy/military procurement on recent flight back from India. In 1983, the Indian Air Force began to look for a replacement for its aging fleet of 1960s-era MiG-21 fighter jets. (1/n) #MakeInIndia
2/ The goal was for Hindustan Aeronautics to produce an indigenous fighter with first flight by 1990 and enter service by 1995.
3/ Here's how the timeline actually unfolded:
1983: Light Combat Aircraft program formed
1985: Finalized program requirements
1990: Finalized delta wing design
1993: Commenced proof of concept development and design
2001: First flight of 2 prototypes
...
Read 7 tweets
Profile picture
Fat Tail Capital
@FatTailCapital
The EU Antitrust Commission wrote a 216-page report on why your should own GOOG:
ec.europa.eu/competition/an…
No, seriously, I'm going to pitch long GOOG, using only snippets from this report. Here we go:
Google is a two-sided platform with both same-side and cross-side network effects
Read 22 tweets

Related threads

Profile picture
WeThePeople #ForTheMany #DangerousHero #JC4PM2019
@gaurangmorjaria
#poll If there was a Snap General Election, who would you vote for?

(For other parties, please vote them in comments)

Please RT once Voted! 😃
1997: Blair 13.5mn votes
1997-2015: Blairites/ Others lost 180 seats & 5mn voters
2017: Corbyn 12.8mn votes/ Gained 32

2019:

add first time voters (75% of those who vote, vote for Labour)

Subtract 2% of the population, 80% of whom vote Tories!

Labour Landslide on the cards!
Lab’s share of vote could be 14.5+mn

Once we take into account first time voters- 16 or under at 2017

first time voters -never voted before, disenchanted by Blair years whilst

removing Tory support -loss of voters due to old age

=> Lab will gain 100+ seats from Tories alone
Read 32 tweets
Profile picture
Sotiri Dimpinoudis ❁‏
@sotiridi
#Poll: Do you think Religious freedoms Laws are killing western Counties? And do you think it was wrong for us to give it to them?
By the way these pictures are from France.... Before you think voting on NO.
And here is a Video of them blocking a street and praying and blasting their bullshit on a speaker in France. We have become to tolerable in the west for their religion. There are also more Mosques being build then churches in Europe...
Read 4 tweets
Profile picture
covert_extrovert
@ExtrovertCovert
1) @realDonaldTrump @WhiteHouse @POTUS
#QAnon drop No. 2919...
Repost of bottom 2/3 of 1668. #Nunes notes the unofficial sharing of intel by #FVEY's nations. [#Illegally!] Welcome 2the #DS!
Link 2 @GeorgePapa19 #Tweet on #Clapper's recent silence.
2) #QAnon drop No. 2920...
Stacked drop, last over a repost of #Q 1164.
This is an explanation of how #FVEY was used to circumvent data collection laws. Also, how #Hussein, #HRC, #LL,Brennan & #Clapper met in a #SCIF 2plan their #SurveillanceOp & #CoupAttempt.
3) #QAnon drop No. 2921...
#Q drops a repost of No. 1828.
This drop is a heavy data set & the next tweet in this thread will be of a decode graphic of No. 1828...
Read 56 tweets
Profile picture
Jim Cornelius🇪🇺🇬🇧 #WATON
@Jim_Cornelius
This is going to be part of a presentation I'm giving soon.

This is Fruitlandia.

They heavily protect their apple growers. They love bananas, like cherries, don't care much for dates and have a near monopoly on elderberries.

What's the average tariff?

Poll in next tweet
Happy for people to give their reasoning.
Ok. Good feedback!

So now the Fruilandian bureaucrats feel that they're not getting enough granular data about import statistics, so they decide to update their tariffs schedule by carving out some fruits from "Other", but still at the 10% rate.

What now? Poll in next tweet.
Read 8 tweets
Profile picture
Julius Goat 🦆
@JuliusGoat
Whenever this truth washes over me, I get really angry, not at Trump, but at Republicans.
We are all in grave danger, and it’s not because Trump is in power specifically. It’s because Republicans are in power.
They’ve shown us what they want to do. Put bluntly, they’d like to mug us and leave us bleeding on the side of the road.
Read 19 tweets
Profile picture
Sarah DZ
@pitchblacksugar
😱😱#poll #thread😱😱

🔥Thread of poll for🔥

'THE THIRTY DARK SECRET'
1. Cheated in relationships 🙊
2. Caught red-handed😂
Read 26 tweets

Trending hashtags

#CIA #Perdue #MachineLearning #Redaction #Triggered #yesterday #yougov #Belfast #Purview #Aus #SteeleDossier #Israel #FACTSMATTER #POTUS #Russian #WhiteHouse #BillCosby #VoterSuppression #Russia #PowerOfThePeople #RR #student #LookNow #CitizensUnited #UNITEDNOTDIVIDED
Follow Us on Twitter!

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!