John Wilson

Growth investor and former institutional PM. Views are my own - not investment advice.

[John Wilson @jtripwils]

@JeffreyKleintop Congrats and best wishes on your next adventure!

[John Wilson @jtripwils]

@ericfisher Indeed, call me old school -but agree that the human element still brings value and nuance which are hard to replicate.

[John Wilson @jtripwils]

@MeadowCapital Agree totally

[John Wilson @jtripwils]

@BiotechTVHQ @SMMT_TX This was a fascinating interview, thanks for posting this Brad.

[John Wilson @jtripwils]

@BiotechCH @daphnezohar @bradloncar @LifeSciVC @biotech1 @EricSchmidt151 @SamFazeli8 @ColonGraceE @JMaraganore @TheDawnBell @mpreminger @luba_greenwood @MatteisPaul Great discussion today. Re Brad’s comments on biotech, I would add that large cap investors have been totally focused on semis, AI and tech. Most all else has been a sideshow. To the extent tech sentiment cools, large cap interest may broaden out to include more biotech.

[John Wilson @jtripwils]

@rich_toad Brilliant. Both eerily familiar and humorous. Watch out Michael Lewis.

[Tom Mulherin @T_Mulherin]

D1 FINAL (OT):
No. 11 Winchester - 3
No. 18 Arlington Catholic - 2

Luke Sardone, who assisted the Red and Black’s two other OT winners this postseason, sends Winchester to TD Garden.

Fantastic game.

[Anthony Pompliano 🌪 @APompliano]

This is the single most important ratio in global finance right now.

If it continues for the foreseeable future, the world will change and there will be no going back.

(h/t @Matt_Hougan)

[Brad Gerstner @altcap]

Take the under. While a healthy $GOOG would be better for Silicon Valley & competition - they don’t need a “motivation RIF” they need a total cultural overhaul. 💥

[Jeremy Allaire - jerallaire.arc @jerallaire]

A new innovation from @circle research -- Chainmail, a blockchain-based system to verify emails and prevent phishing. Launched as an open source project:
https://t.co/VjSs2IdSRR

[BDC @BlueDuckCap]

1. What $GOOGL's management needs to do asap:

First, Follow $META's lead on guidance. META used to not guide at all. Then they began offering annual Opex guide. Then some color on annual revenue. Now they give detailed quarterly top and bottom-line guidance which has been very helpful. If GOOGL did just ¼ of this, the Street would cheer the increased visibility.

[Eric Fisher @ericfisher]

Chicago really having a time

[Rihard Jarc @RihardJarc]

I found this section of the interview with a Former Director at $META to be very interesting:

1. There are 200M SMBs on the platform, but only 10M businesses advertise, so there is a lot of potential for more SMBs to advertise.

2. SMB was a really big driver of revenue growth while the expert was employed there (2022), with SMB revenue growing faster YoY than the Enterprise business segment.

3. Many advertisers start on FB, then expand to IG, and then to WA.

4. Overall, SMB revenue contribution at $META was higher than 30%.

5. WA is a big growth driver but still an untapped opportunity.

My thoughts: $META still has a very big opportunity regarding SMBs. The ability to drive advertisers from FB to IG and then to WA is what often gets overlooked as well. I am very optimistic as more and more GenAI products for advertisers come to $META's platforms, as these products will increase ROAS for SMBs the most, as they affect both targeting and ad creative, which is often a big pain point for SMBs.

[Brad Loncar @bradloncar]

🎸🙌

[John Wilson @jtripwils]

@bradloncar Been an amazing 4-5 months. A 40-50pc index move, a few solid deals, a few IPOs and now Viking.

[Eric Fisher @ericfisher]

I duno what's crazier...the idea of getting 8 feet of snow in a couple of days or needing 8 feet of snow to get back to "average" for the season

Either way I'd like to see it

[Mike Alfred @mikealfred]

We’re at $56,800 Bitcoin and the retail crowd is eerily quiet. People must be too busy with their kids, day jobs, and Instagrams. I didn’t receive a single inbound text from a nocoiner friend this week so far. Search traffic is anemic. All the action is driven by corporates, sovereigns, and financial institutions with a very long term time horizon. The coast is clear and we’re heading in to a significant bull market.

[Gene Investing w/Anthony 🧬 @GeneInvesting]

For my $CRSP peeps:

And follow Yair if you haven’t yet.