Investing, mostly. The longer version is at https://teapawt.org/t.co/aVFT25nefY
Boston, MA
Joined January 2014
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Value investing is mostly buying something nobody wants and then acting surprised nobody wants it
Brian Coughlin retweeted
$CPNG says Rocket Wow membership has accelerated q/q in Taiwan:
"Our WOW membership program in Taiwan has grown more than 100% year-over-year and 14% quarter-over-quarter, an acceleration over the growth we saw in Q2"
They also note the response from customers is "accelerating" and their owned last-mile network now delivers the vast majority of orders next day.
Their total developing offerings (which includes Eats and Rocket Now) revenue growth increased 300bps sequentially to +27% in constant currency.
Honestly hoping we flush another 10% from here and just get it over with.
Think it’d be healthy for this market longer term.
Brian Coughlin retweeted
Still looking for ~50% YoY cloud growth from $BABA for the September quarter.
Most of the sell side are modeling even higher.
Would love to see margins keep moving up too. If we get both, I think people start looking at this business a little differently.
Brian Coughlin retweeted
Alibaba Cloud: The Profit Quality Behind a 45% Revenue Growth Rate and a Realistic Measurement of AI Capex Returns $BABA
Brian Coughlin retweeted
🇨🇳Apple to integrate Alibaba's Qianwen into Apple Intelligence; developer beta opens Nov 4
Apple and Alibaba will integrate Alibaba’s Qianwen into Apple Intelligence for Chinese users. Qianwen’s text- and image-understanding and content-generation capabilities will be accessible via Siri, Apple’s writing tools and visual intelligence. The features enter the iOS developer beta on Nov 4 and are scheduled to ship to Chinese users with iOS 27.3 in December.
#CHINA #AI #ALIBABA $BABA #APPLE $AAPL
(mktnews.com/flashDetail.html…)
Brian Coughlin retweeted
The top comments on this post are super depressing. Not only are there a ton of folks defending this method of "teaching math," they literally say that this is how they were taught.
If you look up this TouchMath method, it's pretty much only in the US. Guess why? Because it's a copyrighted method. A teacher came up with it, commercialized it, and aggressively markets this to thousands of districts.
Guess what other countries use? Oh, they also use physical manipulatives, but it's things like abacuses and base 10 blocks, not ridiculous dot counting.
I’m now convinced our kids are being intentionally setup to fail by our education system
American parent has her child show the new way they are being taught to do math
This is the most insane thing you’ll ever see. You just need to see this for yourself…. Apparently this is called TouchMath and instead of doing math, you just count dots on letters
No Math is being done here
Feels like we should keep going lower here… but this market is fucked so $QQQ probably reverses all of this and somehow finishes green tomorrow.
Still looking for ~50% YoY cloud growth from $BABA for the September quarter.
Most of the sell side are modeling even higher.
Would love to see margins keep moving up too. If we get both, I think people start looking at this business a little differently.
👇 $BABA
Alibaba $BABA wins preliminary injunction against Pentagon lobbying rule
sc.mp/o3rl7
Big week for the AI trade and the market as a whole…
should be a nice relaxing few days in this very normal market.
coughlincap.com/p/the-week-a…
