i.Mad

I work with exceptional people to build companies in the consumer space. I try to capture some of the things I learn and analyze business model innovation in the middle east in this newsletter 👇 Feel free to subscribe 😀 linkedin.com/newsletters/ad…

@saxena_puru We’re unable to select UAE as a country in the registration page for AlphaTarget - can someone fix it please @saxena_puru

Stock prices are thrashing around from one headline to another but we are getting very close to capitulation. Support just few % points below current level, we should at least get a relief rally from there. Growth stocks are washed out, long-term risk/reward is favourable.

@drowsyinvestor The indicies being near all time high is the scary part... What will happen to our portfolios if indices do roll over 😱

Just continual portfolio decimation. And yes, indices near all time high. Keep perspective on what matters to you, especially outside of investing. And keep perspective on your time horizon. Take that deep breath.

@stockgeekTV @williamready What are your thoughts on the stock at these levels? Risk/ return seems attractive

$PINS now trading ~9X EV/FCF or ~11X P/FCF, priced for zero future growth basically If I'm @williamready, I cut the insane SBC in half and buy back 20% of the share count this year

@Joe_Bohringer Really wish you still had your StockNovice newsletter active... One of the best write-ups out there and it provided a great rational/ smart/ long term perspective specially in times like these!

I put the StockNovice hat back on for this one...

@stockgeekTV So happy to see you finally launch a newsletter!

Here are TEN reasons why AI isn't going to kill the SaaS industry Plus a new trade I've been building into lately newsletter.escapevelocityinvestor.com/p/rumors-of-so…

We have this new software engineer who SUCKS He's expensive, makes tons of mistakes, can't access the right data, leaks sensitive info, and lies constantly But he has a million job offers from risk averse companies to rip out & replace all their critical systems?

7/7 So far, the new strategy is working. Spotify has gradually improved its gross margins (by ~100 bps a year), and investor excitement towards the company has renewed. Its stock nearly doubled since April 2020 after showing no growth in the first two years since its IPO

6/7 Data: Data improves recommendations (today, recommendations account for 30% of music streamed), leading to higher engagement and higher conversions to premium subscriptions. + Data improves ad targeting which increases return on ad spend, leading to higher ad rates

1/7 Spotify's recent acquisition of Podz is aligned with the company's strategy to own podcasts and build a robust flywheel Here's a short thread on this strategy... newsroom.spotify.com/2021-06-17/spo…

@okassim @WilliamZeqiri @heyshedul @visualitypl William and the team are doing amazing things!

Fresha is a great story that started in the region: 🇦🇪 Founded by @williamzeqiri & Nick Miller in Abu Dhabi as @heyshedul in April 2015 🇵🇱 Product was initially built by @visualitypl out of Poland, and transitioned to a full time team in late 2016 🇬🇧 Moved to London in ~2018

@mukund Chess.com

What app averages 30 opens per day? #TikTok $FB #Instagram $SNAP #SHEIN #Robinhood

@netflix's @F1 Drive to Survive Series is the best sports-based series I've seen in a while. I was hooked after the first episode and finished each season in a couple of days!!! Can't wait for Season 4!!! $NFLX

عماد ألفي شريك في هدى بيوتي انفستمنتس يتحدث عن عن توجه العلامات التجارية الجديدة من حيث التواصل مع المستهلك... ضمن برنامج #تواصل_اكسترا مع #روز_هندي Rose Hindy

@danheld @cperruna Almost always pulls back 20%+ from top, so in an uptrend it generally is too expensive. After heavy pullback, it's not

Bitcoin price: 2013 “too expensive” 2014 “too expensive” 2015 “too expensive” 2016 “too expensive” 2017 “too expensive” 2018 “too expensive” 2019 “too expensive” 2020 “too expensive” 2021 “too expensive” Bitcoin is always “too expensive” for those who don’t believe.

@traderlion Doesn't feel right... When your stocks exceed the 200dma by 70-100% or the 20dma by 3 STDs, it's typically better to sell/ cut as you'll almost always be able to buy them 20-30% cheaper down the line.

Never sell a stock because it seems high-priced. — Jesse Livermore

@theSamParr @TrungTPhan You're only 28 years old??? Shit, you look 40 in your profile pic

Contract I made with my parents at 15. The badass mofo clause was nixed but still fulfilled.