Compounding Value Seeker

Value investor / Semi Engineer / Tech geek

[Compounding Value Seeker @Valueseeker_25]

@gogogos_ 저딴게 뭔 낭만이여 좋아하는 인간들이나 좋아하지

[Compounding Value Seeker @Valueseeker_25]

@CapexAndChill @Couch_Investor Mpl

[Compounding Value Seeker @Valueseeker_25]

@strong_Buffett 인생은 짧다 즐겨라

[Compounding Value Seeker @Valueseeker_25]

@block_atom 무는개는 안락사지 정신머리가 없네

[Compounding Value Seeker @Valueseeker_25]

@WTCM3 Same DIMM, but price hike.

[Compounding Value Seeker @Valueseeker_25]

@1114 도대체 뭔심리일까 지가 안받고 나중에 인사안한다고 ㅈㄹ하는 ㄴ들은

[Compounding Value Seeker @Valueseeker_25]

@TBJorry 욕을 왜하지? 사람들 참 이상하네

[Compounding Value Seeker @Valueseeker_25]

@TBJorry 인간은 짐승이다.. 강제력있는 법이 필요한 이유죠 저 아줌마들은 감옥가야할듯

[Compounding Value Seeker @Valueseeker_25]

@nowyeosi 그냥 결혼에 안맞는 사람이지 뭐 끼리끼리 만나면 됨 나중에 정착한다고 설치지 말고

[Compounding Value Seeker @Valueseeker_25]

@lucifer5670 직장에선 입닫고 일이나 하는거지. 생각이 없는 놈들이 꼭 사고침

[Compounding Value Seeker @Valueseeker_25]

@ganziboy11 남자가 븅신같은 인간군상이군

[Compounding Value Seeker @Valueseeker_25]

@WombatJin87 사춘기 청소년들은 대부분 저렇게 충격요법이 필요할때가 있죠 나중을 위해서라도

[Compounding Value Seeker @Valueseeker_25]

@morrisoi37 가족이야 말로 돈이야기를 안해야함 반대로 생각했군

[Compounding Value Seeker @Valueseeker_25]

@DrewCohenMoney Normalized Margin would be middle of past and now. Cost of delivery is keep falling and we would see credit cohort mature.

[Compounding Value Seeker @Valueseeker_25]

@Hellomeow0 시민영웅이네요

[Compounding Value Seeker @Valueseeker_25]

@whitenationkor 공사 구분 못하는 인간들 정말 질 떨어지는 인간들임

[Compounding Value Seeker @Valueseeker_25]

@ReturnsJourney there have been players that foster 3PL ecosystem like $BABA. They didn’t internalize logistics like $AMZN. Paradoxically, it mades other competitors entry easy.

[Ray Myers @TheRayMyers]

I think if $NFLX opens itself to become a platform is a huge red flag.

This will dilute the platform and ruin the customer experience. They have built a walled garden where they fully control the customer experience.

I hate it when I search for a movie on Amazon Prime or Apple, they show it as available, but for an additional price.

If I wanted to rent a movie for $5, I would go back in time to 2004.

I think this could be a Trojan horse of other streamers. What happens when someone with a Netflix subscription realises they mostly watch content on Netflix that is not from Netflix? Why keep the subscription?

They can cancel and go back straight to the source.

I hate the idea of this as a user and would hate it if I were a Netflix investor.

To me, it signals that they have run out of ideas to generate growth.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

So… the bottleneck never really was Software?

Monthly iOS app releases are up about 80% since agentic coding tools arrived. Reviews are down. Apps with meaningful usage are flat.

Production went vertical. Consumption did not move.

[Compounding Value Seeker @Valueseeker_25]

@ThierryBorgeat Making good products is totally different story.