* The long run is just a collection of short runs you have to put up with.

* Long term is harder than most people imagine, which is why it’s more lucrative than many people assume. Everything worthwhile has a price, and the prices aren’t always obvious.

/2
* Saying you have a 10-year time horizon doesn’t exempt you from all the nonsense that happens during the next 10 years. Everyone has to experience the recessions, the bear markets, the meltdowns, the surprises and the memes at the same time.

/3
* So rather than assuming long-term thinkers don’t have to deal with nonsense, the question becomes how can you endure a neverending parade of nonsense.

/4
* Saying “I’m in it for the long run” is a bit like standing at the base of Mt. Everest, pointing to the top, and saying, “That’s where I’m heading.” Well, that’s nice. Now comes the test.

/5
* Long-term thinking can be a deceptive safety blanket that people assume lets them bypass the painful and unpredictable short run. But it never does. It might be the opposite: The longer your time horizon the more calamities and disasters you’ll experience. 

/6
* Your belief in the long run isn’t enough. Your investors, coworkers, spouses, and friends have to sign up for the ride.

* It’s hard to know how you’ll react to decline.

And more... collaborativefund.com/blog/how-to-do…

/7
I call it perspective, but ya know, what he said 👆.

8/8

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More from @OphirGottlieb

24 May
A quick thread.

$FSLY $NET

CML Pro members got a dossier yesterday after I spoke with Fastly's Chief Product Architect.

...

/1
$FSLY

There are unfortunate misconceptions about the technology that there two companies are bridging.

But, there is also an obtuse misconception of their differences.

/2
*Significant* speed difference, so 100x, is a symptom not the end goal.

It is the circumstantial evidence that what Fastly has built will be the only scalable solution. 

Nobody, not even Fastly and Cloudflare know what will happen on the Internet with these new clouds. 

/3
Read 9 tweets
21 May
A thread

$FTCH

Richemont Shares Climb After ‘Golden’ Earnings. The Luxury Stock May Shine Brighter. 

Source
barrons.com/articles/riche…

... more...

/1
In November 2020, Richemont and Chinese e-commerce giant Alibaba invested $1.1 billion in Farfetch, a London-based online fashion retailer.

...

/2
The three groups are partners on a “Luxury New Retail” model that allows Richemont to sell directly to consumers through Alibaba’s popular e-commerce platforms.

...

/3
Read 15 tweets
20 May
A little thread...

$FSLY

I have had a standing belief that Fastly’s technology, based on architectural decisions, is the best in the world in the space of global programmable networks and edge compute (I feel the same way about CDN, but that’s a different subject).

/1
I believe that architecture makes it the only truly scalable programmable network and I think that the largest enterprises in the world are starting to catch on (and thus Fastly is so dominated with enterprise business).

/2
I spoke with the head of product just to educate myself, which is to say it’s all out there, but I’m not good enough to grasp it all without help.

/3
Read 12 tweets
18 May
$SHOP Google today announced it’s partnering with Shopify, giving the e-commerce platform’s over 1.7 million merchants the ability to reach consumers through Google Search and its other services. The integration will allow merchants to....

/1
sign up in just a few clicks to have their products appear across Google’s 1 billion “shopping journeys” that take place every day through Search, Maps, Images, Lens and YouTube.
techcrunch.com/2021/05/18/goo…

Has an impact on $BIGC too.

...

/2
BigCommerce has the best enterprise set of APIs, according to many. Different universe, but e-commerce is a thing. 

3/3
Read 4 tweets
18 May
A thread...

Application Performance Usage Distribution on the Entire Internet
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Statistics for websites using Application Performance technologies
trends.builtwith.com/analytics/appl…
-
A new Internet is coming.

$FSLY $NET

/1
A thread continued...

Application Performance Usage Distribution in the Top 1 Million Sites

A new Internet is coming.

trends.builtwith.com/analytics/appl…

$FSLY $NET

/2
A thread continued...

Application Performance Usage Distribution in the Top 10k Sites

trends.builtwith.com/analytics/appl…

A new Internet is coming...

$FSLY $NET

/3
Read 6 tweets
16 May
A thread

The Digital Transformation due to COVID was permanent.

Example 1.

$SHOP In January of 2020, the consensus analyst estimate for 2021 revenue was 2.85B.

... 2020 happened...

The consensus estimate for 2021 revenue is now $4.4B.

In one year, estimates are up 54%.

/1
A thread

The Digital Transformation due to COVID was permanent.

Example 2.

$ROKU In January of 2020, the consensus analyst estimate for 2021 revenue was 2.08B.

... 2020 happened...

The consensus estimate for 2021 revenue is now $2.57B.

In one year, estimates are up 24%.

/2
A thread

The Digital Transformation due to COVID was permanent.

Example 3.

$ZM In January of 2020, the consensus analyst estimate for 2021 revenue was 866M.

... 2020 happened...

The consensus estimate for 2021 revenue is now $2.6B.

In one year, estimates are up 200%.

/3
Read 11 tweets

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