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3 Mar, 8 tweets, 3 min read
Shopee's monthly site visits vs. competition in their main markets

Quick [THREAD] with charts ⬇️
1/ In Malaysia, Lazada is the main competitor. After surpassing Lazada is Q2 2019, Shopee hasn't looked back. Image
2/ Indonesia is Shopee's biggest market so naturally there is the most competition. Tokopedia is gradually losing share. Lazada went from first to last in the past 4 years. Image
3/ Lazada is pretty strong in the Philippines but Shopee recently passed them. Image
4/ Same in Thailand. Lazada is losing ground. Image
5/ Vietnam is another sizable market. Shopee really looks to be distancing itself. Image
6/ Shopee is even winning in Singapore, its smallest market but where the business was started.

Amazon is gaining popularity as well (not shown but just to keep in mind). Image
7/ Shopee is gaining share in web traffic in every single one of its markets. This IS NOT a perfect parallel to actual market share but a hint.

Shopee is a beast 💪🏽

Sources:
iprice.my/insights/mapof…
iprice.co.id/insights/mapof…
iprice.vn/insights/mapof…

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24 Feb
15 quotes from Munger at the Daily Journal Meeting...

Source:
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On zero-commission brokerages:

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10 Feb
Genomics Thread #7

Let's talk about synthetic DNA...
1/ The leader here is Twist Biosciences (TWST).

Through cutting-edge science and manufacturing, they are able to produce synthetic DNA via a silicon chip.

How is this possible?
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9 Feb
Genomics Thread #6

Let's talk about liquid biopsies...
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How?

By detecting either CTC (circulating tumor cells) or ctDNA (circulating tumor DNA). In some studies, ctDNA has been shown to have 100x the concentration as CTC though.
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Well, the standard of care is tissue biopsies. Doctors lop off a piece of the potentially cancerous area (a chunk of your lung for lung cancer for instance) to verify if cancer exists.

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3 Feb
Genomics Thread #5

We've already laid the groundwork for understanding DNA, and some parts of the sequencing value chain but now let's talk about genetic testing...
1/ You can think of genetic testing companies as platforms built on top of genome sequencing companies.

Some of the players here are 23andme, Ancestry, Invitae, Fulgent and Natera.

Interestingly, 23andme might come public via SPAC soon: bizjournals.com/sanjose/news/2…
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Ryan Reeves Profile picture
2 Feb
Genomics Thread #4

Today we're talking about synthetic long-read companies like 10x Genomics and Bionano Genomics...
1/ In the last thread, we discussed the differences between SRS and LRS (go back and read if you need a refresher).

SRS is owned by Illumina and they have brought costs down a crazy amount.

LRS is being pioneered by PacBio and Oxford Nanopore.
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The leader here is 10x Genomics.

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Ryan Reeves Profile picture
29 Jan
Genomics Thread #3

Let's move onto some companies!

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