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"India's telecom giants post $10bn loss amid fight against upstart Jio" asia.nikkei.com/Business/Telec…
When a mobile operator must pay a fee based on revenue (whether or not revenue is adjusted), it is potentially put in a situation where COGS can kill unit economics/create existential risk. ndtv.com/india-news/nir…
Do you understand what happens to mobile operators when networks run CNFs on K8s/bare metal or enable network slicing, a single OSS layer and a core separating control and user planes? Is investing in this sector within your circle of competence? Do you have an analytical edge?
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Tren Griffin
@trengriffin
"If the customer doesn’t scream, you don’t have product-market fit.” Andy Rachlef.

Mike Maples interviews Andy Rachleff is self recommending. google.com/amp/s/tim.blog…
The product/market fit (PMF) concept was developed and named by Andy Rachleff. The core of Rachleff’s idea for PMF was based on his analysis of the investing style of the pioneering venture capitalist and Sequoia founder Don Valentine. google.com/amp/s/25iq.com…
A value hypothesis articulates the key assumption underlying why a customer is likely to use a product. Identifying a compelling value hypothesis is finding product/market fit. A value hypothesis addresses both features and business model. Paraphrasing AR: google.com/amp/s/25iq.com…
Read 4 tweets
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Tren Griffin
@trengriffin
"Never ask a barber if you need a haircut."℠ Warren Buffett

For example:
This news proves that anything can happen in the long term. As you know, "a few weeks" is a very long timeframe. Who thinks that long term? It's outdated.

It is a much better idea to check with your broker's trading desk for a Strategy Gut Check ℠!

news.google.com/articles/CAIiE…
Is this the kind of advice you can expect during a Strategy Gut Check ℠?

5,000 lots of gold options at $4,000 an ounce in June 2021 sold at $3.50 an ounce!

"It’s like 18-month term life insurance; what will the world look like if gold is at $4,000.” bloomberg.com/news/articles/…
Read 3 tweets
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Tren Griffin
@trengriffin
Flight attendant: "Is there an investor on this flight? The pilots are arguing about their portfolios."

Friend: "What's the probability they understand the difference between price and value?"

Me: "About zero. I heard them blabbering about ratios when we boarded."
Me: "90% of Swedish drivers believe they're above average. People who are good at what they do professionally, like pilots, make Swedish drivers sound like depressives. Most professionals believe they're above average investors, no matter what their past track record may be."
Friend: "That guy rushing up the aisle is carrying a brochure for variable annuities."

Me: "I saw. The surrender charges, sales load and fees on that product would choke a hippo they are so huge."

Friend: "Smart people aren’t exempt from disasters caused by overconfidence."
Read 3 tweets

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Christophe Barraud🛢
@C_Barraud
🇨🇳 #China will cut export rebate rates to 13% and 9%, respectively, for exports that enjoyed 16% and 10% rebate rates in accordance with value-added tax cuts effective April 1, according to a statement from the Ministry of Finance.
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Edwin Hayward🦄🏹🗡️
@uk_domain_names
Brexit's already having a massive impact on the UK, even ahead of our official departure from the EU. Here are 250+ fully-sourced examples of Brexit's effects. Jobs going, investment drying up, companies moving assets to the EU, or redomiciling. Project *fact* not project fear.
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Christophe Barraud🛢
@C_Barraud
🇺🇸 🇨🇳 *U.S. WAITING TO HEAR FROM #CHINA ON TRADE DEAL, KUDLOW SAYS - BBG
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Christophe Barraud🛢
@C_Barraud
🇨🇦 🇺🇸 🇨🇳 🇮🇷 #Canada arrests #Huawei’s global chief financial officer in Vancouver – The Globe and Mail
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Christophe Barraud🛢
@C_Barraud
🇨🇳 #CHINA Q3 GDP Y/Y: 6.5% V 6.6%E (slowest growth since Q1 2009)
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Millennial Macro
@MillennialMacro
#demographics #militaries #economies #currencies
#USA
- Best demographics
- Largest military
- Largest economy
- Most used currency
- Liquid financial markets
- Open capital account
- Rule of law
- Best geography
- Can be self sufficient if required
- Not trade dependent
#USA
Top trade partners as of 30 June 2018:
- China: 15.2% (strategic competitor)
- Canada: 15.1%
- Mexico: 14.6%
- Japan: 5.1%
- Germany: 4.4%

The next 10 years could result in the below:
- Mexico (25%)
- Canada (20%
- Japan (7%)
- South Korea (5%)
- Great Britain (4%)
#USA
Bring the manufacturing (jobs) home while negatively impacting China's economy.
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