OneGrittySeed

Interests: games, value investing | CFA

[OneGrittySeed @OneGrittySeed]

@FangYi11101 People talking crap saying this is not enough. $10M is a lot. Most people would never have this. Those that do are not “most people”.

[OneGrittySeed @OneGrittySeed]

@patillis61 @StephenCurry30 I heard it’s robot labor. High tech manufacturing, automated, with ai-driven vision scanning machines.

[OneGrittySeed @OneGrittySeed]

@weltschmerzing @StephenCurry30 Quality is quite high. Machine made with ai monitoring. Branding in the US is low at this point

[OneGrittySeed @OneGrittySeed]

@WNBA_Analyst What are they optimizing for? Whatever it is, this isn’t it. These 3 have each other’s back because they go way back. So they should stay and get rid of CC. Because keeping her there is selfish… to the detriment of CC, the WNBA, broadcasters, and the fans.

[OneGrittySeed @OneGrittySeed]

@realroseceline Thoughts on Mixue Group? It’s a franchise model but instead of franchise fees, it sells ingredients and supplies to its franchisees. It has econooof scale in the supplies.

[OneGrittySeed @OneGrittySeed]

@jipiiito They are attacking Lin'an

[OneGrittySeed @OneGrittySeed]

@cremieuxrecueil Parent’s view of parenting in giving their kids free time/sports vs deliberate practice in learning.

[OneGrittySeed @OneGrittySeed]

@DrKERMD @GlobalWatchClub Why? I sway back and forth between classic clean look and chrono. Have not decided yet.

[OneGrittySeed @OneGrittySeed]

@ImadBouziane @DavidSacks It depends on the goal of the company management. Before this, AP sits among the top of watch brands. They are choosing to lower their status a notch or two to become much richer - better brand awareness, larger market segment, and higher sales on their $40k watches. A trade-off

[OneGrittySeed @OneGrittySeed]

@TheShortBear I agree. They intentionally knock themselves down a notch and will make a lot of $

[OneGrittySeed @OneGrittySeed]

@chonneyhft @The_AI_Investor It was a bad analogy. Dumb

[OneGrittySeed @OneGrittySeed]

@LCSlates @stripe Not Stripe’s fault and there is nothing that Stripe can do. Blaming them is like blaming the messenger.

[OneGrittySeed @OneGrittySeed]

@Xeer Thoughts on VC Malte?

[OneGrittySeed @OneGrittySeed]

Over the short and medium term it’s great. Lots of money to be made by the 2 companies. It may raise aggregate demand for the brand in the long term. But the AP brand prestige will never be as high it is today. Could be an acceptable trade-off for existing management and investors.

[OneGrittySeed @OneGrittySeed]

@JerryCap Shareholder was right if the holder invested in the right things (Google, Amazon, Nvidia). If they held Janus Tech fund, it took 20 more years to break even.

[OneGrittySeed @OneGrittySeed]

@Mik4eto1 @immasiddx I admit that seen the through another angle, it could work for the company. This may raise aggregate demand, which increases the total unit of normal AP sales. Shareholder value goes up with the trade-off of the brand going down in prestige. That may be acceptable to management.

[OneGrittySeed @OneGrittySeed]

@CClarkReport They did that on purpose to get PR

[OneGrittySeed @OneGrittySeed]

@jasonwhitlock CC needs to be selfish. Selfish enough to call the shots and win for the team. Otherwise, no respect from all.

[OneGrittySeed @OneGrittySeed]

@ivanfioravanti @luceboxai I have the same set-up. I upgraded to 9850x3d today.