Sublime
An inspiration engine for ideas
Now that Google is finally starting to impress on their product, their distribution advantage will kick in shortly. A good reminder: when distribution is proprietary, distribution wins (Comcast vs Netflix), when distribution is commoditized, best product wins (chrome vs IE), when product is commoditized, best service wins (Amazon vs others), when... See more
THE PRICE LEADER The first discipline of market leaders is being a price and value leader.
Tom Marks • The Second-Best Business Book Ever Written: The Pursuit of Thought Leadership in Sales, Marketing, and Life
Yet in the US$32 billion industry for financial data, Bloomberg is the dominant player, with a third of the market. Its position has become even more entrenched over the past ten years, as those around it have lost market share.
Marc Rubinstein • Disrupting Bloomberg
$RKT Rocket Mortgage is on track to become the most dominant mortgage company in the world within three years. The U.S. residential housing market is the largest commerce vertical on the planet—bigger than autos, bigger than health care—and it’s still largely analog, fragmented, and inefficient. Rocket is fixing that.
The acquisition... See more
Courage from one of the worlds leading tech investors and an enduring firm
@egon_durban https://t.co/ws0OFyogU1
This chart is why alpha is hard.
Conventional wisdom a few years ago was that streaming is a perfectly competitive market with no moats.
Turns out Netflix is clearly moated. Even Disney can’t touch them.
Amjad Masadx.com
At the top of the digital transformation oligopoly (one of the subsets within the gigantic IT services market) sits the 3 heads: $EPAM $DAVA $GLOB (a skewed pareto curve).
Stable ROICs @ 20-30% with DD rev growth for a very long time. Mission critical relationships + risk aversion - ie. $MA has been a client of $DAVA... See more
MKR is the most under appreciated token in crypto but will not be for long
- Captures nearly 40% of all DeFi profits on Ethereum
- #3 crypto app in revenue behind ETH, SOL
- Largest holdings of RWAs of any protocol, Blackrock et al competing for allocation of portfolio
- Trades... See more