Top 10 reasons $RBLX is NOT to be dismissed simply as 🎮 for kids
10. We are all becoming gamers. 2B+ people WW who play video games. projected will grow to 3B by 2023. Gaming merging of play, social & entertainment
9. 27 million+ experiences available on Roblox -all UGC
8. As of Sept 30 2021, 28% of top 1K experiences ON $RBLX qualified as “aged up,” up from 10% of top 1k experiences last yr
7. Slew of new tools coming to help attract older users, more-life like avatars; ability for devs to restrict to older audiences; voice chatting for 13+
Oct 9, 2021 • 13 tweets • 3 min read
I have a hypothesis about citizen dev trend. In this thread will attempt to answer - what is it and which players are best positioned to win and why...
Just a theory, welcome contrarian views so i and others can learn more
🙏 @GhengisAhn for getting me to think more about it
What is a citizen developer and why are organizations trying to enable them?
Citizen developers are end users (e.g., business analysts, admins, operational analysts, etc.) from outside the IT department who create new business applications on platforms sanctioned by IT.
Aug 31, 2021 • 10 tweets • 2 min read
I dont think Wall St gives $PLTR enough credit for its opportunity in AI
A thread...
The McKinsey Global Institute in 2018 forecasted that AI would deliver $13 trillion of incremental economic activity by 2030. Very few technologies throughout history have had this level of societal and economic impact.
Aug 23, 2021 • 7 tweets • 2 min read
Understanding what $PLTR s/ware does is critical to assessing if its a good investment
A thread on their software...
Many shorthand's to help grok complexity of $PLTR s/ware. Central O/S for modern org platform that re-imagines how people use data. Central decision support infra 4 any org full stack data & analytics platform. Vertically integrated s/ware soln's that cover entire data lifecycle
(1)Palantir used for BIG things: building safer cars, preventing money laundering, fighting hunger, lower carbon energy, accelerating cancer research. US military uses PLTR to plan and execute missions
(2) thesis for #PLTR - U either believe they have best s/ware 4 helping companies understand, decide & act on ever-growing treasure trove of data; or not. And, value $PLTR able to extract from messiness of co's data so important co's will pay headline grabbing sums of 💰
May 22, 2021 • 10 tweets • 2 min read
Thread on 1 of steadiest, under radar growth stocks.. #Hubspot...
#HUBS pioneered new form of mktg designed to adapt to how modern consumers shop. Inbound marketing has become cost-effective alternative to traditional outbound mktg method.
Can they compete in enterprise?
As fellow graduate students at MIT in 2004, Hubspot co-founders Brian Halligan and Dharmesh Shah noticed a shift in the way people shop and buy. Consumers were no longer tolerating interruptive bids for their attention — in fact, they'd gotten really, good at ignoring them.
May 22, 2021 • 7 tweets • 2 min read
Im going to do short threads about some of my holdings over the next few days...first up #HomeDepot
$HD accelerated growth over the last 12 months has been turbo charged by Covid
A broader economic downturn and consumer spending shift into other discretionary categories as COVID resolves itself, could hinder $HD growth in the next couple of years. There are tailwinds that should help mitigate these macro concerns.
Jul 21, 2020 • 10 tweets • 3 min read
Thread on the case for investing in #data analytics and why could be good way to capture #investor value
The amount of data being generated in our society today is mind bending.
In 2010, Google CEO Eric Schmidt famously put this in perspective:
"Every two days now we create as much information as we did from the dawn of civilization up until 2003"
