Investors make BIG when they invest in 1. Companies whose products have a ‘Pull’ than ‘Push’ to customers 2. Companies that create a category that doesn’t exist hitherto I can think of $HIMS, $UBER, $RACE, $NU, $AMZN, $AAPL What else out there?

Uber is the best Autonomous Vehicles (AV) play out there. Trips by autonomous vehicles on Uber’s platform grew 6X in Q2 FY24. Why $UBER for AV? It's taken Uber 15 years to build their Navigation and ride-hailing platform. It's taken tens of billions of dollars of capital, and

Some more unit economics on $UBER AV: Below 3 factors have a impact on Uber’s Take rate and therefore Profitability 1. Driver pay: Drivers typically get 75% of the fare for a ride, while Uber takes 25% 2. Driver offers/Incentives 3. Additional deductions: Drivers also need to

$ORCL Oracle announced first zettascale OCI Supercluster, accelerated by the NVIDIA Blackwell platform — To help enterprises train and deploy next-generation AI models using more than 100,000 of NVIDIA’s latest-generation GPUs Oracle also previewed NVIDIA GB200 NVL72

$NTRA Natera is a global leader in cell-free DNA and genetic testing, dedicated to oncology, women’s health and organ health. 1. Company’s key product offerings include its Panorama Non-Invasive Prenatal Test (NIPT) which screens for chromosomal abnormalities of a fetus 2.

$CRWD launches CrowdStrike Financial Services, a wholly-owned subsidiary of CrowdStrike, providing tailored financing solutions for the AI-native CrowdStrike Falcon cybersecurity platform. CrowdStrike Financial Services benefits include: ▶ Comprehensive and simplified

Dreamforce 2024: Mark Beinoff pivots Salesforce platform to AI called ‘Agentforce products’ that can automate all of existing $CRM functions Plans to launch 1 billion Gen AI Agents in 2025!! Partner Networks including $GOOG to enhance productivity. Future as a service:

In-app AI powered ads are ready for primetime: Average American has 80 apps on their smartphone. Smartphone owners spend 85% of their screen time in apps Axon 2.0 is an updated version of AppLovin’s AI-powered ad tech software. It was released last year and relies on predictive

Now Buy with Prime shoppers can use PayPal to check out on participating merchants’ websites Bullish for $PYPL

$JD , $DADA JD.com, through its wholly-owned subsidiary, has acquired Walmart’s entire stake in Dada Nexus Limited, totaling 63.2% of Dada’s shares. Walmart China CEO Christina Zhu resigned from Dada’s board following sale. $DADA stock was down 90% from all

$KWEB #nifty50 India has recently surpassed China as the largest market in the MSCI Emerging Markets Index. Reflects India’s robust stock market performance and economic growth. Over long term India will outperform China but over short term China will outperform due to

China will be the leader of this bull market ahead 🇨🇳 $kweb $baba

$LULU Lulu lemon is touted as one of the biggest multibagger. But stock is only up 18X over last 17 years. That is just 18.5% CAGR which is good but not great!

$PPRUY Luxury retailer Kering that owns the brands Yves Saint Laurent, Gucci, Balenciaga, Creed is down 50% Last 10 years: EPS CAGR 42% Last 10 years: Stock CAGR 3.5% Last 20 years: Stock CAGR 6% In 1999, Pinault-Printemps-Redoute began its reign in the luxury market by

The future of AI is vertical: Vertical AI models are designed to be more specialized and tailored to specific industries. Constellation software is best AI story out there--> 1. To acquire new generation of AI-Native private ventures/ companies in VMS segments at cheap prices

It’s China from here to lead 💹

I like that - ‘Year of dragon’ Now China will soon become investable. $kweb $baba Value retraces if we have the patience.

Finally after excruciating wait for 2 years for me and for many value investors here — China actually turning around !! $KWEB $BABA $CWEB $PDD reuters.com/world/china/ch…

$PPRUY Kering is significantly undervalued. China turnaround . Stock up 3%

China is the world's leading market for luxury watches by revenue China, HK accounted for more than $5 billion in Swiss watch purchases in 2023 Swiss luxury watch market has been hit by a slump in demand from China Swatch that owns brands like Omega, Tissot will have positive