A thread on the option speculation webinar today:

(The link to register for free is at the end of this thread).

Make sure this is what you want, or it's not a good use of your time, which I do honor.

...

/1
Two conclusions will come from this webinar.

A group that will say, ‘ya know, that was great, but I don’t want to speculate with options now that I see what that phrase actually means for a successful trader.’

...

/2
And I so dearly honor that point of view. It is a high intellect point of view, in my opinion.

Then there will be a group that will say, ‘shit, this is hard, but I want to do it. It’s worth it.’

/3
Of course, I too honor that point of view and it too is a high intellect point of view, in my opinion.

I don’t think anyone will walk away from this webinar thinking that option speculation is easy.

/4
If someone does walk away thinking its easy, then for that person or group of people I have failed, and I apologize ahead of time for any failures.

...

/5
The final segment of the second portion of this webinar will have real trades, prices, and dates, and for those so compelled you can actually look them up if you have T&S data.

...

/6
I cannot show that portion without first getting through the rather difficult presentation portion. That’s just how this works for me.

...

/7
This webinar delivers a sort of weapon for the person that wants to become an option speculator or who already is an option speculator.

I’m not going to show you how to wield it, without first education on how not to wield it.

...

/8
The webinar is free for all to join.

You can register here:

us02web.zoom.us/webinar/regist…

9/9

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More from @OphirGottlieb

28 Jun
A thread on the underappreciated importance of a user base on a platform that in its early stages isn't necessarily very impressive and/or doesn't necessarily have an obviously profitable direction.

/1
Let's start with $TWLO, which I am long.

At first, if we just hush up all the fantastical names that non technologists and amateur investors threw around (like CPaaS), it was really just this:

/2
1. A very clean and easy API.
2. To send text messages (SMS).

Blah, blah the rah, rah, that's what it was.

It filled a need and it did so very, very easily, but it wasn't a business in and of itself that was obviously profitable.

/3
Read 38 tweets
23 Jun
A short thread..

Somethings that some institutions definitely get while some do not, and therefore some non institutional investors don't get while some do:

/1
Think of a website with room for four advertisements but only two are taken (for example).

This leads to lower CPMs in short term as well as slack.

But advertising follows eyeballs (just ask the $FB bears in 2010).

/2
The eyeballs are on streaming TV and they are coming from (1) linear TV (2) AND the web.

As @theinformation noted today, 12% of YouTube ads used to be viewed on CTV. Now they are at 40%.

/3
Read 16 tweets
11 Jun
Thread

$GLBE

Anyone doing actual analysis (would love to see it).

Profit margin (in long term) starts with gross margin. then gets smaller to bottom line.

But, for young companies, operating margin doesn't matter yet.

What does matter is the aspiration in 5+ years.

...

/1
$GLBE

...

So, we can start with GM as our 'max' and then worry about the rest later.

When I look at this company, with 5 minutes of effort, so *very* little effort, I see something icky...

...

/2
$GLBE

Gross Margin per cent:

$GLBE: 31%
-
$SHOP 54%
$BIGC 79%
$JMIA 69%
$WISH 61%

I don't know the business well enough to even comment other than, 'well that's low.'

Perhaps it's just a matter of time. But, generally GM% hits close to scale very quickly as we see above

/3
Read 6 tweets
11 Jun
$JMIA Huawei’s Petal Search (like Google Search) Now Features a Direct Link to e-Commerce Site Jumia wp.me/p5eCF5-96o via @TechTrendsKE
$JMIA And now Huawei has announced a partnership with Africa’s e-commerce leader Jumia. The partnership will enable customers searching for products on the Petal Search shopping channel to conveniently click through to the Jumia product page and buy instantly. 

/2
$JMIA

“Huawei equipment makes up something like 70% of wireless broadband infrastructure across Africa, and it has a close relationship with mobile network operators throughout the continent,” says Arthur Goldstuck, managing director at researcher World Wide Worx.

/3
Read 7 tweets
10 Jun
$PINS Slow shoppers spend more business.pinterest.com/shopping/?utm_…
-
While other sites hurry people to convert, Pinterest invites them to browse.

Ppl on Pinterest are 35% more likely to take a week to make purchase decisions, and spend 2x more per month than people on other platforms.
$PINS

...

If you miss the slow shoppers, you leave money on the table. People on Pinterest spend 6% more per order and put 85% more in their baskets, compared to people on other platforms. via @pinterestbiz

...

/2
$PINS

People on Pinterest are 75% more likely to say they're always shopping, vs. people on other platforms. 

Pinterest was designed for this: shopping features are built into both the organic Pinner experience, and our ad solutions.

via @pinterestbiz

...

/3
Read 5 tweets
7 Jun
A thread...

$ROKU What @Roku CEO Anthony Wood is doing with @TheRokuChannel is a display of some of the highest business acumen in practice that media has seen in a generation.

It's absolutely next level and still a decade ahead of the rest.

/1
$ROKU

... This has thrust Roku into an unprecedented opportunity.

First...

Since it's all AVOD, he uses content acquisition cost precisely. It's not a 'well, gosh, a big movie with big stars probably gets us subscribers."

...

/2
$ROKU

The revenue estimate measure is exact. "This many impressions at this CPM results in precisely this revenue."

The estimates may be off, but it's not a moving target. "This content is worth this much, exactly, and this is how we have decided that value."

...

/3
Read 16 tweets

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