Aimery Investment

Independent investment insights written from a family office perspective. Selected market news & noise from our daily work.
No investment advice!

[Aimery Investment @AimeryInvest]

@StockSavvyShay @FuturumEquities One key might be distribution.. not the best product in the end… and there are only 3-4 companies with already billions of users to distribute their products to..

[Aimery Investment @AimeryInvest]

Monday Morning Market Update

Do not understand The Aimery Investment Letter as a newsletter. It is more an Investment Journal that documents thinking and tries to connect the dots.

Below are the topics currently on our radar.
..
Read more for free
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https://t.co/JnqpHzH7To

[Aimery Investment @AimeryInvest]

@MrFamilyOffice If they are not from that business originally, I dont see that within the partners and people i know

[Aimery Investment @AimeryInvest]

@ReneSellmann That’s it. In a couple of years, the tech is more or less all the same. And then it’s just about the distribution. And I see which 3/4 companies has a billion and more user base.

[Aimery Investment @AimeryInvest]

@FishtownCap In a couple of years, it won’t be about the best/worst tech/model. It will be about who has the broadest user base for distribution.

[Aimery Investment @AimeryInvest]

@Investingcom People still doubting their AI strategy.

Perhaps investors should stop asking:
Can Meta win AI?

And instead ask:
Does Meta actually need to?

Because perhaps the answer is no.

[Aimery Investment @AimeryInvest]

A lot of noise around $meta these days.

Perhaps investors should stop asking:
Can Meta win AI?

And instead ask:
Does Meta actually need to?

Because perhaps the answer is no.

What do you think?

[Aimery Investment @AimeryInvest]

@JonahLupton Yes, thats what we see as well… totally underestimated. But huge user base to deliver to. Thats gonna be the deciding point for the future, not necessarily who has the best tech/product more who has the biggest user base

[Aimery Investment @AimeryInvest]

@BourbonCap Yes, thats what we see as well… totally underestimated. But huge user base to deliver to. Thats gonna be the deciding point for the future. Not necessarily the best model and tech but who has the biggest user base

[Aimery Investment @AimeryInvest]

@alexandr_wang Yes, thats what we see as well… totally underestimated. But huge user base to deliver to. Thats gonna be the deciding point for the future

[Aimery Investment @AimeryInvest]

@The_RockTrading Yes, thats what we see as well… totally underestimated. But huge user base to deliver to. Thats gonna be the deciding point for the future

[Aimery Investment @AimeryInvest]

@LiebermanAustin Yes, thats what we see as well… totally underestimated. But huge user base to deliver to. Thats gonna be the point in the future

[Aimery Investment @AimeryInvest]

@Jake__Wujastyk Technically it forms the h&s yes. And of course markets/sentiment will show the way shortterm.
But fundamentally it is just the beginning. Look at the numbers and especially outlook. And automotive and robotics (both need even more memory) aren’t in those actual numbers. Lets see

[Aimery Investment @AimeryInvest]

@coenjoel @ainyrockstar Beide führen erfolgreiche Handwerks/Elektrobetriebe. Beschäftigen unter anderem auch deutsche Angestellte seit Jahrzehnten. Das sind die wirklichen Fachkräfte, die wir brauchen und haben wollen. Und die wandern jetzt auch ab.

[Aimery Investment @AimeryInvest]

@Tiefseher Eine der größten Einzelpositionen

[Aimery Investment @AimeryInvest]

@FlorianBlach Am Wochenende auch zwei lange Gespräche mit Türkisch und italienisch stämmigen Leuten, die mittlerweile in zweiter / dritter Generation in D leben, geführt. Selbst diese sagen, sie werden das Land ein absehbarer Zeit verlassen, weil sie es bergab gehen sehen ohne Trendumkehr.

[Aimery Investment @AimeryInvest]

@FlorianBlach Es werden gerade ganz schnell mehr. Aktuell viele aus dem Familien-/Unternehmerumfeld in die Schweiz, auch ins Ticino, Investments/neue Tochterfirmen schon eher dort und vor allem Mallorca wegen Verbindungen… das wird jetzt ganz schnell gehen und D leider weiter bergab.