App Economy Insights
@EconomyApp• App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 160K+ read my newsletter How They Make Money
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🍿 Streaming Earnings Visualized: 🏰 $DIS Disney: DTC Profits Rise 🏀 $WBD Warner Bros: Box Office Woes 🏔️ $PARA Paramount: Streaming Growth 🦚 $CMCSA Comcast: Cable Restructuring appeconomyinsights.com/p/streamings-l…
Why is $PLTR up 250% in 2024? 🤖 AIP bootcamps 🇺🇸 US business surge 📊 Financials visualized 🕵️ Palantir's differentiation 📈 Closer look at the valuation Get the full breakdown 👇 appeconomyinsights.com/p/palantir-the…
What are you watching this week? • Monday: $MNDY, $GRAB, $LYV. • Tuesday: $SHOP, $SPOT, $HD, $CART, $SE, $ONON. • Wednesday: $CSCO, $NU, $DLO, $CYBR. • Thursday: $DIS, $JD, $NTES, $AMAT. • Friday: $BABA.
📊 This Week in Visuals: $BRK $NVO $CVX $QCOM $ARM $ANET $SONY $MELI $PLTR $ABNB $RACE $MAR $FTNT $TTD $CPNG $SQ $YUM $HSY $NET $HUBS $TTWO $QSR $PINS $EXPE $WBD $DKNG $TOST $AFRM $DUOL $PCOR $Z $MTCH $LYFT $HIMS $DOCN Check out the latest earnings👇 appeconomyinsights.com/p/pro-this-wee…
$META Meta's earnings: 📈 User trends. 📊 Financials visualized. 👓 Orion and the future of AR. 🤖 Why AI will kill the video star. Dive deeper! 👇 appeconomyinsights.com/p/meta-ai-kill…
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Who to follow
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Brian Feroldi
@BrianFeroldi -
Compounding Quality
@QCompounding -
Daniel
@MnkeDaniel -
Genuine Impact
@genuine_impact -
Long Equity
@long_equity -
Finding Compounders
@F_Compounders -
Giuliano
@Giuliano_Mana -
Quartr
@Quartr_App -
Brian Stoffel
@Brian_Stoffel_ -
Thomas Chua
@SteadyCompound -
Charlie Munger Fans
@CharlieMunger00 -
Finding Moats, Investment Research Service
@Finding_Moats -
Christopher Bloomstran
@ChrisBloomstran -
Beth Kindig
@Beth_Kindig -
Ryan Reeves
@RyanReeves_
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