@MetaponA Profile picture

Mek Metapon

@MetaponA

ทวีตเกี่ยวกับการลงทุน เน้นหุ้นอเมริกาจ้า Facebook / Youtube: หุ้นเปลี่ยนโลก

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Amazon will buy a compounding facility soon. Personalization is also not a moat, $hims just ask a few questions and add vitamins to the existing med. not hard to do. That said, the market is huge, $hims is not priced to be a big winner here. Its priced as growth with no moat…

A bit longer form post on my thoughts about $AMZN and $HIMS: There is no doubting that Amazon going heavier into the telehealth + pharma space makes things harder for hims and hers. Amazon has basically unlimited resources to throw at it. They can afford to get things wrong and…



Mek Metapon Reposted

very lucid explanation from @eric_seufert why effective digital advertising is essentially "printing money".

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ใครที่เมื่อวานหุ้น(คนอื่น!) วิ่งจนนอนไม่หลับเหมือนผม เมื่อวานเจอเทคนิคเล็กๆ ที่ช่วยให้ผ่อนคลายขึ้น.. ผมไล่คิดขอบคุณต่อสิ่งต่างๆ คน สิ่งของ etc. คิดไล่ไปเรื่อยๆ สุดท้ายหลับเว้ย ไม่น่าเชื่อ


We are so back! Feels like early 2021


It's ever more important to do the extra work to beat the market.

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สามหนุ่มหุ้นนอกกลับมาไลฟ์หลังจากหนีเที่ยวมานาน คุยงบกันเหมือมเดิม! youtube.com/live/nESjahGgx…


Even the “Devil” is scared of him in this year’s Halloween! #mosalah

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This video is 200% cuter when you have kids!

0% survival skills



“When there is a new technology model and a new business model, everything you have for Grab” Marc Benioff in the latest Stratechery Interview Everything up for grabs in the age of AI?


“Despite being large companies”. Thats why Elon is the GOAT

SpaceX & Tesla continue to execute extremely well, despite being large companies



Mek Metapon Reposted

“Big opportunities in life have to be seized.” — Warren Buffett


Mek Metapon Reposted

The stock market is rigged. When headwinds get too aggressive, there’s monetary &/or fiscal aid until things are fine & dandy again. This is why dip buying has worked for more than a century. & why either it works for another 100+ years, or the world becomes so dystopian that…


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