Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

As Twitter’s price continues to fall, will other suitors emerge?  

The super-app opportunity is still there and it’s a ripe time for consolidation.  A procession of big-name tech companies have been touting the idea recently, including Uber, Spotify, PayPal, Snap and Jack Dorsey’s Block. Even Elon Musk raised the concept when discussing his plans for Twitter.  

https://www.wsj.com/articles/super-app-musk-spiegel-dorsey-11657306485?mod=djemalertNEWS
#The Most Important Thing

What the Heck Is a ‘Super App’ and Why Are Elon Musk, Evan Spiegel and Jack Dorsey So Interested?

As Twitter’s price continues to fall, will other suitors emerge?    The super-app opportunity is still there and it’s a ripe time for consolidation.  A procession of big-name tech companies have been touting the idea recently, including Uber, Spotify, PayPal, Snap and Jack Dorsey’s Block. Even Elon Musk raised the concept when discussing his plans for Twitter.    https://www.wsj.com/articles/super-app-musk-spiegel-dorsey-11657306485?mod=djemalertNEWS #The Most Important Thing

Illegitimi non carborundum

Let's Geek Out 🤓

I’m not sure that Twitter in its current form adds a lot to a super app push by one of these other companies. It doesn’t generate personal connections in the way other social media companies enable do, which I think is a key element

This opportunity still seems to be Facebook’s for the taking and I’d give Snap more credit here than Twitter

I’d agree Amazon is a transaction-powered super all in the Alibaba/Meituan vein

I’m not sure that Twitter in its current form adds a lot to a super app push by one of these other companies. It doesn’t generate personal connections in the way other social media companies enable do, which I think is a key element  This opportunity still seems to be Facebook’s for the taking and I’d give Snap more credit here than Twitter  I’d agree Amazon is a transaction-powered super all in the Alibaba/Meituan vein

D J