@KylePorterNS TGL probably has a better business model + higher growth potential.
Lower costs - same location every week, fewer players, no travel.
Broadcast rights more likely to grow in value over time.
Risk is people losing interest in sim golf.
@LanceDavid123 Entered on May 6th and have just been moving sideways.
Wish it came up on my screener a few months ago, that March breakout was the one to buy IMO.
@michaelfrazis We don't have exact figures on revenue splits by traditional industry and what's driven by AI developments but this projections chart in their latest earnings jumped out to me...given how liquid cooling is probably linked to AI.
One of the largest startup investor networks in Australia is closing in on $100m under management – without even raising a fund.
@TEN13vc managing partner @StewGlynn is now on the hunt for 'picks and shovels' AI deals as his firm appoints new partners.
https://t.co/Lsrjpy6Z4p
@michaelfrazis $VRT another way to play the trend. Data centre infrastructure + unique liquid cooling capabilities, which appears to be the future. Has had a big run already though.
@Adam_CV_Miller I would guess the majority of their revenue is ads + paid content. Subscription rev is a bonus + cheap database of high intent consumers
So fascinated by the opportunity in India...🇮🇳
We've written often in the past on...
Digitising India's 12 million micro-enterprises: https://t.co/NE8d4F4j1Z
Evolution of payments in India: https://t.co/SDrGjpIdCl
The e-commerce infrastructure layer: https://t.co/cuPecwoEw2
India is now the #1 emerging market to invest in, according to 85 sovereign wealth funds and 57 central banks representing $21T in assets.
https://t.co/fp7h3YYoQx
@Adam_CV_Miller "According to one recent study, after controlling for other factors, a 10% rise in house prices was associated with a 1.3% fall in overall births"
so interesting.
@heypeter_io Hey Pedro. Would love to chat more deeply on Avify. Can you please allow me to DM you/message me? We can keep it to messages and voice notes ;)