Sublime
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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 s... 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
Courage from one of the worlds leading tech investors and an enduring firm
@egon_durban https://t.co/ws0OFyogU1
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 f... 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
Bigger company than I normally buy but it's getting super compelling. Market leader. Pays out 50% of net income as dividends.
Trent Blairx.comThe core group of traditional expert users are investors and consulting firms, who make up 70–80% of traditional expert network demand today. And this group is well covered by entrenched market incumbents.
DeepBench • Knowledge as an addictive drug—an investor’s guide to the expert network industry
Set pricing at the market leader price point, thereby reinforcing your claims to market leadership (or at least not undercutting them), and build a disproportionately high reward for the channel into the price margin, a reward that will be phased out as the product becomes truly established in the mainstream, and competition for the right to distri
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