B

⚖️📈⚜️

[B @hoosbobby]

@GabGrowth "In fact, the recession will hurt its competitors more and give Shopee even larger market share." Excellent point.

[B @hoosbobby]

@0xtechquity Agreed. $RMD also uses classic razor&blade biz model—sell CPAP hardware once, then generate continuous rev from high-margin replacements like masks, tubing, & filters. And its cloud-connected devices are greatly increasing CPAP use adherence.

[B @hoosbobby]

@Ashton_1nvests The only misunderstood biz here in my view is perhaps the least obvious misunderstood: $MA. The market freaks out about regulation and network/interchange fees, ignoring that VAS is growing +20% each quarter, +40% revenue, is stickier & free from the same type of regulation

[B @hoosbobby]

@WillBiddy_ Wide moat but mostly transactional biz and has made some poor acquisitions. While also transactional and narrow moat, prefer $CBOE for largest options exchange, consistently higher growth, runway, and great new CEO at the helm (former CME CEO actually).

[B @hoosbobby]

@WillBiddy_ $IOT, $GWRE, $FICO

[B @hoosbobby]

@JamesLi4 @FinanceJack44 Exactly. Less impressive when it's artificially manufactured.

[B @hoosbobby]

@FinanceTiger @DutchInvestors Except Adyen just beat out—actually not beat out, unseated—Stripe as the fintech for UK government
https://t.co/ZaVOiaXizh

[B @hoosbobby]

@RonaldEvers Precisely.

[B @hoosbobby]

@SayNoToTrading @trynot2worry Yeah, I meant ridiculous too. Wouldnt mind seeing mid-20s again.

[B @hoosbobby]

@SayNoToTrading @trynot2worry Added to $GWRE after hours on the drop. Ridiculous! $IOT too, though that fall is not nearly as drastic. 🙄

[B @hoosbobby]

@Ashton_1nvests $POOL

[B @hoosbobby]

@FIREDUpWealth $MA and $PGR

[B @hoosbobby]

@InvestLTerm Apnimed news
https://t.co/21zgGEN978

[B @hoosbobby]

@FIREDUpWealth $GWRE and $DDOG neck and neck

[B @hoosbobby]

@davey_juice I don’t necessarily think it’s easy to replicate and displace but monetizing via advertising is fleeting, there’s too much potential controversy, so my conclusion is the same as yours.

[B @hoosbobby]

@GabGrowth Ah, yes, then we’re in complete agreement!

[B @hoosbobby]

@CapexAndChill Do you have any thoughts on $SARO?

[B @hoosbobby]

@ThierryBorgeat This is for the H200—i.e. old architecture, the one it would sell to China, not part of the NVDA thesis, old news...

[B @hoosbobby]

@pkcrizp @qualityequities $VRSK!