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#Wearables
Liviam Capital
LiviamCapital
1/ I'm getting a lot of questions on this topic given I'm a known $FB bull, so let's talk about $AAPL vs $FB. To be clear, my largest position is
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MI Capital
MIcapital2
1/ Thoughts on $NFLX's domestic strategy (not the stock). They need to mix it up. The last ~10 years represented open-ended growth where 1 plan/1 price made sense. Now they
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Dena Mendelsohn
HealthEDena
I recently published an article abt myths around health gadgets, w/ @AndreaCoravos & @SnehaShahJain, @digHBS. The COVID-19 surge has me thinking its time to reup our article. http://hbs.me/3pFoUG2 Considering monitoring
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MI Capital
MIcapital2
THREAD. US Megacap Tech Cos. While they are very large on an absolute, relative, and relative to historical share of the mkt basis, they all make sense to me. $FB
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jason 🌓
jasonljin
Increasingly excited by the future of digital health, where an individual can work together with trained experts, from anywhere, in real-time, to live healthier and happier Next-gen wearables (e.g
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Gregory Crawford
GregorySCrawfor
The ACCC rejected the insufficient conditions w/ which DG Comp cleared Google-Fitbit. The EC decision shows a lack of courage and a refusal to learn from past mistakes. Having worked
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Gregory Crawford
GregorySCrawfor
The ACCC rejected the insufficient conditions w/ which DG Comp cleared Google-Fitbit. The EC decision shows a lack of courage and a refusal to learn from past mistakes. Having worked
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Joe Vennare
JoeVennare
News: @Levels raised $12M in funding led by @a16z for its glucose monitoring system.- 1,000 ppl completed the beta- 50K ppl are on the waitlist - revenue is growing >40%
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Matty
DCLBlogger
I keep getting asked which of the bellow is better,@decentraland vs @TheSandboxGame vs @SomniumSpace vs @cryptovoxels Here are my thoughts,1/ Thread 2/ It's like asking which of the below is
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Andrew Chen
andrewtychen
The team behind the Card are making more things public so we are getting more information to respond to. But their messaging still carries factual inaccuracies and logical fallacies that
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Sports-Tech Biz Magazine
sports_techbiz
Wearables company Whoop has raised more than $200 million in funding to date.The interesting thing?Initially, they charged $500 per wearable. Today, you can get it for free.Here's the story(Thread) @whoop
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Richard Chu
richard_chu97
My portfolio as of Dec 31, 2020:$TDOC – 39.4%$ROKU – 13.0%$CRWD – 11.6%$GDRX – 8.0%$TTD – 5.6%$DDOG – 5.6%$ZM – 3.7%$PTON – 3.4%$HMI – 2.7%$HAACU – 1.3%Chainlink – 1.3%$DRIO –
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Stock Talk Weekly
stocktalkweekly
A thread about $LGVW + @ButterflyNetInc - Disruptive medical device company focused on imaging that is affordable, easy-to-use, & globally accessible.- Merger expected to close Q1 2021- $589M total proceeds:
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David Mattin
DMattin
1. I was head of research and analysis at @trendwatching for seven yearsadvised brands from Google to Marriott, and many in between, on consumer trends spoke at conferences everywherehere is
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Alex Liu
ayliu22
1/ what's a big shift in healthcare this coming decade that you’re betting on?mine is that we'll see much *much* more care delivered in the home as opposed to traditional
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Christopher Seifel
SeifelCapital
$TSM: Fueling the Future of ComputingTaiwan Semiconductor Mfg. Co. (TSMC) has become the leading manufacturer (fab) of semiconductor chips by capitalizing on a series of egregious missteps at $INTCThis is
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