AW (@fintech_analyst) 's Twitter Profile
AW

@fintech_analyst

Payments industry analyst.

ID: 385253541

calendar_today05-10-2011 04:52:04

3,3K Tweet

1,1K Followers

689 Following

Lillian Li (@lillianmli) 's Twitter Profile Photo

Today in Masayoshi Son / Softbank's interesting investment strategy. It's called 'Time Machine Management'. Listed in the Softbank 2000 annual report with this doozy of a diagram

Today in Masayoshi Son / Softbank's interesting investment strategy. It's called 'Time Machine Management'. Listed in the Softbank 2000 annual report with this doozy of a diagram
Alex Lieberman (@businessbarista) 's Twitter Profile Photo

Introducing "The Balloon Effect" Many businesses & creators have experienced a similar pattern of success. From @MrBeastYT and Morning Brew ☕️ to Oatly and Rovio. Let's break down what "The Balloon Effect" is and examples of it in real life. Keep reading 👇

Introducing "The Balloon Effect"

Many businesses & creators have experienced a similar pattern of success.

From @MrBeastYT and <a href="/MorningBrew/">Morning Brew ☕️</a> to <a href="/oatly/">Oatly</a> and <a href="/Rovio/">Rovio</a>. 

Let's break down what "The Balloon Effect" is and examples of it in real life. 

Keep reading 👇
John Huber (@johnhuber72) 's Twitter Profile Photo

Some thoughts on mean reversion and the Power Law; Four reasons why certain companies' size and profitability seem to defy capitalism's law of gravity: sabercapitalmgt.com/end-of-mean-re…

John_Hempton (@john_hempton) 's Twitter Profile Photo

BaFin, the German financial regulator - deep in its heart - believes that finance is run by a cabal of Jews. This is a shameful day for Germany.

AW (@fintech_analyst) 's Twitter Profile Photo

From the press release, it feels more like a business decision that $V walked away not because the legal team cannot contest the DOJ. Looking forward to the call at 5pm.

AW (@fintech_analyst) 's Twitter Profile Photo

Great call by Tom Noyes predicting the collapse of the $V/Plaid deal. For $35m revenue, and all the anti trust complication + $5bn price tag that you could have through other partnerships, was a good move by $V to walk away.

AW (@fintech_analyst) 's Twitter Profile Photo

When Gamestop gets off the news cycle, say in 1-2 weeks, it's going to be hard for the stock not to come crashing down.

AW (@fintech_analyst) 's Twitter Profile Photo

All have a cult-like psychological following. There's probably a book here that can be written about economic hardship causing nihilism and rise in cults (made easier and faster by the internet and memes)

AW (@fintech_analyst) 's Twitter Profile Photo

Probably one of the most important thread to read if you're long $FB. Does this level a bit more the playing field for $TWTR and $SNAP; or will FB end up benefiting in the long run?

BlueToothDDS (@bluetoothdds) 's Twitter Profile Photo

Terrific 60 min conversation with Tien-Tsin Huang, lead payments analyst at JPM (the real 🐐 in payments) Focused on the payment facilitation trend and a number of relevant topics for software investors trying to make sense of payments h/t Mengxi Lu markets.jpmorgan.com/research/email…

Ethan Mollick (@emollick) 's Twitter Profile Photo

Learning from failure is tricky: This paper studying surgeons shows we learn when others fail, but not when we fail. We think our failure is just bad luck, but are also in danger of attributing our good luck to skill. A history of wins makes you able learn from your mistakes.

Learning from failure is tricky: This paper studying surgeons shows we learn when others fail, but not when we fail. 

We think our failure is just bad luck, but are also in danger of attributing our good luck to skill. A history of wins makes you able learn from your mistakes.