'I think on the back-end, things like Snowflake are going to really change the game.'
'the business analyst spends 60% to 80% of their workweek, every week, just preparing the data so they can finally do their job as a business analyst'
Alteryx saves users time
Alteryx integrates with Tableau but now Tableau Prep is directly competing with
Net retention numbers and user reviews suggest users really like the desktop on-prem product today
provides more functionality for users to complete more complex analytics tasks
However, it's unclear exactly how many 'business analysts' use the full functionality vs merely ingest and blend data
The big risk is could potentially change the whole analytics stack
if offers a 80% good enough product that stores, ingests, blends your data all in the cloud, could have to rearchitect their product for a multi-tenant environment
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New Research on Evolution Gaming's Asia and Crypto Risk $EVO
We’ve followed EVO closely since 2019, including throughout 2021. This work doesn't rehash old risks.
We believe we've uncovered various potential significant risks to its unregulated Asia business:
Firstly, our research suggests crypto provides the critical infrastructure to ~50% of EVO’s EBITDA
~30% of unregulated GGR is driven by crypto gambling but the significant majority of GGR touches crypto to facilitate deposits, transfer payments, and hide gambling
crypto isn't discussed once in EVO filings
While bulls argue $EVO is diversified by end market in Asia, our research suggests the distribution channel to get there is highly concentrated
A few reflections on the Berkshire Annual Meeting..
1) The two words Buffett mentioned the most were 'partners' and 'owners'
$BRK
2) This comment was also interesting
“If I were to do this all again, I’d do exactly the same thing: I’d go to individuals and earn their trust"
"Trust is relational, and flourishes through a set of aligned values. It is far simpler to build trust with an individual than with an institution. The corporation is effectively an intermediary between a personal relationship of two individuals"