Business & Startups Threads

@GergelyOrosz

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Now that Skype has been killed Flashback on how some of the fall might have been self-inflicted When I worked there 2012-14 (already owned by MSFT) never saw any numbers shared to devs on usage (DAU, MAU), revenue... nothing. Every quarter we patted ourselves in the back tho...

@felixprehn

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The guy who predicted the 2008 crash just called out two massive bubbles about to implode: real estate and cash-burning tech companies. Nassim Taleb warns these industries are severely over-valued after years of free money. His explanation on how it'll happen: Thread ...

@InvestingVisual

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$RBRK is a high quality, yet underappreciated cybersecurity business. Let's break it down! • How they make money • Sentiment • Geography • Business segments • Financials • Cash • Margins • Valuation • My thoughts: would I buy it? Time to dive in 🧵👇 ...

@publisherinabox

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CASE STUDY: How 2 guys started a publishing empire from their dorm room that now earns $25,000,000 per year from Facebook alone [🧵👇] In this case study we will review exactly what the LADbible Group is, its asset base and how they grew it, how they make their money today, what they’re doing right a...

@itsolelehmann

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I'm German. 16 years ago, the EU and US economies were neck and neck. Today, the US economy is 50% larger than the entire EU combined. Here's the devastating truth behind Europe's ongoing economic suicide 🧵: ...

@paulg

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As a startup investor I should be excited by the prospect of tariffs enabling a new batch of American companies. But I'm not. The really big successes, like Microsoft and Google, grow out of the founders' own interests, not the prospect of a (probably temporary) price advantage....

@7Innovator

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Novo Nordisk $NVO just lowered its full year guidance as it acknowledges the increasing competitive threats. The market responds by selling off the stock by 20% today. Is that a valid selloff? Will Novo eventually recover? Here's my take on the NOVO situation:...

@Codie_Sanchez

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Surround yourself with owners, the conversation is just different. The 11 best pieces of advice my million-dollar biz owner friends have given me:...

@Logo_Daedalus

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Always astounds me the lengths people will go to furnish a “reading books is gay” take with a pretension of superior erudition by means of “direct intuition”...