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15 Jan, 5 tweets, 2 min read
FANGM is dead, some charts
Facebook and Google are approaching the market multiple, while getting sued for being monopolies
Netflix trades cheap to Disney even allowing for recovery in Parks
MSFT trades at an enormous discount to other large cap software peers
Amazon trades at a discount to almost every ecommerce co while owning AWS

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More from @modestproposal1

modest proposal Profile picture
18 Dec 20
A bipartisan issue if there ever was one. Civil asset forfeiture is an abomination.
For new followers
A classic article on abusive civil forfeiture newyorker.com/magazine/2013/…
Read 6 tweets
modest proposal Profile picture
16 Dec 20
sure, it looks extremely anticompetitive, but have to tip your hat to Facebook having a plan to support header bidding in order to get Google to enter into a favorable agreement with them on [redacted] in exchange for backing away from header bidding and it working
Like google definitely appears to be acting as a monopolist to defend their biz, but Facebook used that to their advantage apparently, which is just well played
carthago delenda est
Read 6 tweets
modest proposal Profile picture
16 Dec 20
Bernstein's model of infection. These are weekly cases, so need to adjust to compare to other charts. They have herd immunity reached by the end of May. Image
Here's the model of herd immunity Image
Based on the following vaccination assumption Image
Read 4 tweets
modest proposal Profile picture
8 Dec 20
Vimeo: "We have 3500 enterprise customers. These are customers who pay us over $20,000 a year.

There's about 1M companies out there that have over $10M of revenue. Every single one of them should be using video and not just externally in their marketing but also internally"
Chart from Piper showing customer counts
"since the pandemic, I do think our view on the size of the market has changed. Particularly on the enterprise side we see a larger TAM, that's just because we see now with much more validation the desire for organizations to be video first in every way that they communicate."
Read 5 tweets
modest proposal Profile picture
30 Nov 20
Balanced assessment here of Airbnb by former eDreams co-founder and CMO

medium.com/traveltechmedi…
He makes a point I have in the past, which is while the percentage of direct traffic is nice, at the end of the day, absolute level of traffic arguably matters more. And for now, Booking is far larger.
Performance marketing is a skill, much derided by some, but nonetheless it is a necessary skill for almost all companies. Booking is the best. Airbnb has struggled at it. Perhaps they can survive on direct traffic alone, but that's a risky bet.
Read 5 tweets
modest proposal Profile picture
10 Nov 20
urge everyone to reread this masterful piece on Trump and how history will judge his collaborators
"They are scared not of prison, the official said, but of being attacked by Trump on Twitter. They are scared he will make up a nickname for them. They are scared that they will be mocked, or embarrassed, like Mitt Romney has been."
attempting to discredit elections to protect yourself from a mean tweet
Read 5 tweets

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