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No investment advice. No original thought. Views are borrowed or stolen.
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Searching 8h
Replying to @Alphaholic1
TBF that's only one of the vines' filters
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Searching 8h
To: For reminding me that I thought only was crazy enough to buy .
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Searching 12h
Replying to @XLFstocks
I do not think they have attractive unit economics, but if you want to post your work I'll take a look.
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Searching 15h
Something has been missing from my day and I just put my finger on it...I miss my fix.
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Searching Dec 2
Chamath & Cuban were part of a $160mm PIPE alongside the SPAC deal, presumably they did their own due diligence...
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Searching Dec 2
or already is 😉
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Searching Dec 2
To me it’s just time spent. You have to pick and deliver the items. Centralizing doesn’t work because it lengthens delivery time. Decentralizing (hub and spoke model) sounds good in theory but until I see one that works profitably (not Ocado in UK) I’m suspicious...
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Searching Dec 2
As for Doordash was this year not the absolute perfect time for them? How often will people order food at premium to actually going out for food once Covid ends?
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Searching Dec 2
But if picking takes an hour and driving takes an hour there is no margin left. WF has the advantage of a large group of customers willing to tip well. Most grocers don't.
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Searching Dec 2
Replying to @_inpractise
I was suggesting that it doesn't make sense to outsource because it should be faster for the same employees to pick the same store over and over.
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Searching Dec 2
Replying to @_inpractise
As you know I may be coming around to the idea that WF is making it work. Pretty sure that HEB & Publix (the two best run grocers I know in the US do their own picking and much faster than that). But most grocers here not run well so the fact that they are slow is not shocking.
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Searching Dec 2
Replying to @_inpractise
Some stores only use Instacart only for delivery and do their own picking. I can't think of a good reason for outsourcing picking.
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Searching Dec 2
I will never understand why people are surprised when Benioff does something based on gut feel.
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Searching Dec 2
Replying to @bluff_capital
Fedspeak
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Searching Dec 1
Don’t know enough on this one. The question in my mind is how much R&D+TSMC leverage does Apple have from IOS sales. Or said another way is the PC market too small to compete with the phone market for cutting edge chips. I really have no idea.
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Searching Dec 1
Just playing devil’s advocate here. I already started looking for a way to run windows on this thing. If Microsoft doesn’t figure out how to provide a good-enough alternative my guess is that Apple might just win a decent % of the Windows market.
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Searching Dec 1
Replying to @jcobbz7
I don’t understand your #3. Why would revealing churn demonstrate that telematics has no predictive power?
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Searching Dec 1
Replying to @jcobbz7
1. So you're saying you don't want to know their LTV/CAC every quarter because they're losing money? 2. They are providing data that doesn't tell me whether their underwriting is improving (they have the data). 3. How would we know if churn is improving unless they report it?
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Searching Dec 1
Getting testy in InsureTech "...forget about apples to apples comparing auto to home to renters loss ratios is like comparing steak to yogurt to penne, all are nice foods but they have little else to do with each other." - Dan Rosenthal, CFO of Root
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Searching Dec 1
Replying to @jcobbz7
How so?
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