Translated from Spanish · See the original
OpenAI’s moat (competitive advantage) isn’t the technology, but distribution and product.
Google may have technology that’s just as good or even better, but we all know it can’t keep a service running for more than six months.
Leave me your email and I'll let you know when I publish something new.
📊 I’m building a portfolio analysis tool from scratch! I’ve added lots of improvements and features. It’s getting easier to use, and it’s already replacing the other tools I used before.
For the curious: This tool is still in development... BUT if you want to discover other really interesting investing tools, you can check out my other platform: Find My Moat. It’s already live, and tomorrow we’re doing the official launch on Product Hunt!
My new project 👇 I’ve wanted to build a tool for investors for a while, but I didn’t want to make the usual thing. I didn’t want to build another portfolio management tool or another TIKR redesign. I wanted to make something a bit more original 👀
☀️ The FactSet $FDS thesis is now available for anyone interested Did this company really deserve to be down 50%? 🩸 The market usually makes two mistakes: overvaluing mediocre businesses or undervaluing great franchises when a real threat emerges.
