Read on Twitter
$KAHOOT
UPDATED THREAD WITH MOATS AND MY VIEW.
1/ Starts with moats.
Always apricate a comment, retweet, and dialogue about these threads
UPDATED THREAD WITH MOATS AND MY VIEW.
1/ Starts with moats.
Always apricate a comment, retweet, and dialogue about these threads
2/
It is “easy to copy”, no it is not. It’s simply too easy to say – It also simple to copy $ABNB and the others... Everything is about the size, and Kahoot crossed 5 billion cumulative players on the platform since launch in 2013. IT IS CRAZY.
It is “easy to copy”, no it is not. It’s simply too easy to say – It also simple to copy $ABNB and the others... Everything is about the size, and Kahoot crossed 5 billion cumulative players on the platform since launch in 2013. IT IS CRAZY.
3/
Everyone is trying to look at P/E and all the “standard” numbers. Just the thought that we use the same calculation methods as we use to put a price on a bank, telecom, or something similar to calculate if the price is right for a hyper scaleup is just insane. Nothing less.
Everyone is trying to look at P/E and all the “standard” numbers. Just the thought that we use the same calculation methods as we use to put a price on a bank, telecom, or something similar to calculate if the price is right for a hyper scaleup is just insane. Nothing less.
4/
The best thing I have ever done is understanding, interacting, and being a part of the VC-world. We need to deploy some of their methods instead of looking at the tech-world with the same eyes as we see the rest of the world. PS: VC-return has outperformed stocks.
The best thing I have ever done is understanding, interacting, and being a part of the VC-world. We need to deploy some of their methods instead of looking at the tech-world with the same eyes as we see the rest of the world. PS: VC-return has outperformed stocks.
5/a
Look at the investor-circle – this is MOAT!
It is Microsoft, it is Disney – Kahoot has already been added to teams; they use Disney figures. Remember: Microsoft and Disney have been around as early-investors for some time, so they see this as a regular investment
Look at the investor-circle – this is MOAT!
It is Microsoft, it is Disney – Kahoot has already been added to teams; they use Disney figures. Remember: Microsoft and Disney have been around as early-investors for some time, so they see this as a regular investment
5/b
Go with your winners – Kahoot is a winner for Microsoft and Disney. They will invest their IP and knowledge into Kahoot. They already do it.
Go with your winners – Kahoot is a winner for Microsoft and Disney. They will invest their IP and knowledge into Kahoot. They already do it.
6/
We forget the audience. A lot see it as a B2C, but it is B2B, where they make their money. I know we don’t go to school anymore, but have we forgot that schools do not change systems (and the same with companies, if they are happy). The audience is loyal.
We forget the audience. A lot see it as a B2C, but it is B2B, where they make their money. I know we don’t go to school anymore, but have we forgot that schools do not change systems (and the same with companies, if they are happy). The audience is loyal.
7/a
And I haven’t yet started on their acquisitions – We try to calculate on the case with the cases that we had. We tried to do the same before they bought Drops, or before they bought Actimo or the 2 other companies in 19’.
And I haven’t yet started on their acquisitions – We try to calculate on the case with the cases that we had. We tried to do the same before they bought Drops, or before they bought Actimo or the 2 other companies in 19’.
7/b
They are going to make the acquisition as a weapon to scale. Still, we only see the case as what is in front of us. It doesn’t work.
Or yeah, and then we are still waiting on Kahoot going on the main market in Q1. Several institutional investors/index funds must go into it
They are going to make the acquisition as a weapon to scale. Still, we only see the case as what is in front of us. It doesn’t work.
Or yeah, and then we are still waiting on Kahoot going on the main market in Q1. Several institutional investors/index funds must go into it
8/8 DONE
We need to understand hypescale before we look at a case like this. Otherwise, it will always be too expensive, and so on.
And hey? Maybe it all crash someday. But right now, they have momentum and have only seen it for a short time. What if this is the beginning?
We need to understand hypescale before we look at a case like this. Otherwise, it will always be too expensive, and so on.
And hey? Maybe it all crash someday. But right now, they have momentum and have only seen it for a short time. What if this is the beginning?
9/8 Just a reminder
See my first thread here for deeper info about Kahoot: https://twitter.com/mhvestergaard/status/1326485894308749313
See my first thread here for deeper info about Kahoot: https://twitter.com/mhvestergaard/status/1326485894308749313
