Madara Cosmetics struggles to return to high operating margins - primary attraction before. Revenues also dont help.
https://void.cat/d/VuY6gx71MFzW4P2HFtsvd7.webp
https://void.cat/d/8YgKUdwMhhPKNUhEhkd5Uv.webp
Haven't listened to last webinars, but my guess is that they have gained sufficient scale and hit competitive ceiling. 18.9 EV/EBITDA unjustified imo.
This week increased $KSPI position ~80% at 91USD. Original thesis (check blog) playing out nicely. Prob the only company where analysts on call are vocally grateful for what and how mgmt operates.
In Q3 they started listing procedures, which could mean revaluation is close.
Where in west inflation is still at 20%?
"If paying isn't owning, piracy isn't stealing" #comments
Archetypes from 1.7k English novels sentiment analysis:
-Rags to riches–steady rise from bad to good fortune
-Riches to rags–fall from good to bad, tragedy
-Icarus–rise then fall in fortune
-Oedipus–fall, rise then fall again
-Cinderella–rise, fall, rise
-Man in hole–fall, rise
Whatever man, Tesla owners paid for the most miles though.
#FSD
Watched both: github & openai(1st) dev day keynotes. Satya was invited for few mins to both. Spent more time on stage at github.
One commonality: fine tuned models: $MSFT charges 10$ per individual, 19$ emp at org. and new plan: 39$ copilot enterprise. finetuned on org codebase.
Satya at github also shared a vision of CI/CD powered by natural language (testing, deploying, not only developing) application.
Mentioned this in 2021.
What you hear is what you get. Never expected intersection of Indian music with western psy pop/rock would be so pleasurable.
https://void.cat/d/2XtXq3vVrx6yXQiwrQyzRp.webp
Canadian-based Elephant Stone - A Silent Moment.
#GLMusicDiscovery
Blow to small scale nuclear reactors
US approved single design by $SMR (-25% premrkt).
Backers are pulling out, renewables pricing advantage, utility partners also fleed.
Reliance Retail builds along Amazon Prime. Annual subscription for loyalty card and bunch of perks. Two tiers. Annual spend thresholds for both tiers, above which subscription is free.
Results:
interest bites: of 5.4B(+30%) EBITDA, 690M(+26% YoY) are finance costs, else is fine.
10 most valuable Google queries by revenue in US Sep 22'. Court docs H/T B.Evans
iphone 8
iphone 8 plus
auto insurance
cheap flights
car insurance quote
direct tv
online colleges
at&t
hulu
iphone
uber
spectrum
comcast
xfinity
free credit report
aarp
lifelock
#Adwords #Marketing
Great reminder about #Bitcoin inflation rate progression.
Currently annual inflation is 1.68%. *One defined direction*.
https://void.cat/d/PTagmStzVKkjFakGcV9YMQ.webp
H/T @relai_app
After a full year of revenue contraction $VMEO posted revenue growth w/ GAAP profitable bottom. Enterprise growth finally exceeds self-serve contraction.
CFO might have been a new wind, that blew out Anjali Sud.
Will track if strategy proves against AI winds.
"Half of Earths population lives <1 dollar/day.
At least half of them are happy.
I know 20 billionaires, all of them are miserable"
-Anon
#FIAT
Optimizing Bing performance. Will test as my main search engine.
Yesterday had two queries in a row where Bing w/ chat proved superior.
Since ChatGPT release I've only seen one instance of superiority over OpenAI models - that's Claude's 2 maximum supported prompt length.
Now, during their first dev day, they announced GPT4-Turbo w/ maximum supported 180k tokens.
Idk, the way I see it OpenAI is in firm lead.
Xai's Grok: another LLM. So much for first principles.
Macron follows Scholz with his visit to Kazakhstan.
Now that France is increasingly unwelcome in Africa, they are in dire need of nuclear alternatives.
LinkedIn says it will cross 1B users mark this month.
One marketer in FT article shares:
"[...]The audience on LinkedIn is orders of magnitude more valuable than other platforms[...]"
US is a master of wars, but sometimes fails miserably with PR
https://void.cat/d/An4GyYpL3b4B9BiqXs19GQ.webp
Iran had a peek at how much US still wants to be in middle east when Afghanistan was left for Taliban. They will keep poking. So far, US will keep bluffing.
-elections
-post MAGA attention to internl affairs
-public approval