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Ryan Reeves Profile picture
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12 Mar, 6 tweets, 2 min read
Pretty interesting: 40% of Airbnb users are searching with flexible dates
~$10k/year for a casual Airbnb host
95% of normal traffic levels with no marketing spend!
Bearish on business travel
Travel is really changing
They can route demand to their supply because of the flexibility

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More from @investing_city

Ryan Reeves Profile picture
3 Mar
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
Read 8 tweets
Ryan Reeves Profile picture
24 Feb
15 quotes from Munger at the Daily Journal Meeting...

Source:
1/

On zero-commission brokerages:

"I think you should try to make your money in this world by selling other people things that are good for them."

"If you specialize in selling gambling services and rake money off the top, I think it's a dirty way to make money"
2/

"You wouldn't want to invest in a parking lot by a courthouse for the future because an awful lot of the court proceedings are going to the internet."
Read 16 tweets
Ryan Reeves Profile picture
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?
2/ It seems like science-fiction but the company can "write" DNA instead of just reading it like a normal sequencing process.

It's called phosphoramidite chemistry.

You can read more about the details here: twistbioscience.com/blog/science/s…
Read 11 tweets
Ryan Reeves Profile picture
9 Feb
Genomics Thread #6

Let's talk about liquid biopsies...
1/ A liquid biopsy is usually a blood-based test that can detect cancer.

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.
2/ So why is this important?

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.

However, tissue biopsies are inferior in a few ways...
Read 12 tweets
Ryan Reeves Profile picture
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…
2/ Ancestry and 23andme are probably the most popular DTC genetic testing companies. You receive a test kit, swab your cheek and then you can get insights into your familial history, etc.

However, the DTC market has been more difficult than servicing health care providers.
Read 12 tweets
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.
2/ But in the past 5 years, there has been a lot of innovation in synthetic long-read sequencing.

The leader here is 10x Genomics.

Broadly speaking, using 10x's Chromium system, researchers can get comparable read lengths at a lower cost than true LRS.
Read 12 tweets

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