Compounders

Student of great business models that are misunderstood and neglected by the market. No investment advice, views are my own.

[Compounders @compunders35]

@goodalexander Why are ppl quoting that gold nonsense? That stuff is radioactive for 20yrs and there isnt enough mercury to produce a relevant amount

[Compounders @compunders35]

@dampedspring Ok thanks, so waiting for 4th of Nov?

[Compounders @compunders35]

@JaguarAnalytics Now check banks

[Compounders @compunders35]

@bubbleboi Man, they have to roll the funding revolver… that training capex doesnt come for cheap

[Compounders @compunders35]

@bobspaysubstack Congrats… bought the one who first blows up when AI labs have to cancel custom silicon orders

[Compounders @compunders35]

@jeremie0117 Must be $SYK … BSX and med tech in general for sure doesnt have inflationary pricing power

[Compounders @compunders35]

@marketplunger1 Yeah would hope so. But last days had very high volume… usually doesnt happen wo any fundamental negative news - lets see
Bit cautious that mgmt isnt adding at these levels

[Compounders @compunders35]

@abcampbell Buy $IDR

[Compounders @compunders35]

@GoldSeabridge @LukeGromen Thanks do u have the links?

[Compounders @compunders35]

@P_Remarks Lonza and other biotech tools

[Compounders @compunders35]

@evfcfaddict 10yr was 6.5% in 2000 with lower SPX earnings yield…

[Compounders @compunders35]

@TickerDUBS Capital light model transitioning into capital heavy - build hubs to service EVs, tech investments, maybe also capex into own fleet some day?

[Compounders @compunders35]

@akramsrazor Agents dont click sponsored products unfortunately - 60bn ad revs going somewhere else *looking at you, muse*

[Compounders @compunders35]

@m0xt_ So what‘s $UBER value added as an aggregator? Will there be 3-4 robo taxi player per Market rather than 30-40? Why cant any ai agent solve „the booking“ once physical robo supply is out there… few switching costs for consumers

[Compounders @compunders35]

@Klaudnin3 Shop merchants dont offer Link, will run via shop payments as merchant of record. Shop pay at risk which is rather 1% net take rate

[Compounders @compunders35]

@RihardJarc Thank you, what do you think is the net impact on $amzn ad revs?

[Compounders @compunders35]

@dylan522p Munich, hands down

[Compounders @compunders35]

@evergreencap3 Diversifying from cash flow rich clients to cash flow poot clients… diversification but not sure if risk gets less with new crowd

[Compounders @compunders35]

@tomicki Chinese like already coming in from low end in EU/APAC (40% revs)… winning tenders in Spain/Italy/Mena in relevant clinics… lots of new tech and dynamic in the space