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	Adi Soglowek @pbcinc	6月28日
	返信先: @pbcinc And connect the dots with Buffetts comments about how simpler it has become to create a new brand + the exposure to labor inflation and regulation... Why lock wealth in rusting metal?
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	Adi Soglowek @pbcinc	6月28日
	返信先: @pbcinc Which is the precise definition of commodity. With a big enough market, commoditization is a given in protein. The returns on capital employed are brutal. A fantastic way to become rich: in extruders, compressors & grinders. I’d rather amass cash wealth. ...3
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	Adi Soglowek @pbcinc	6月28日
	返信先: @pbcinc Why? Well during the 80’s, the large dominating companies spent millions on establishing a premium Brand in Protein. What happened? Eventually we figured out that when one company runs Ad, the whole category sells more items, ...2
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	Adi Soglowek @pbcinc	6月28日
	$Altmeats: le’mesee: commodity with Capex & Opex as Barriers to Entry? But, but, but what about Brand you ask? Well, here’s an inside story from decades of experience in the protein biz: in Israel while there are big businesses selling sausages, you will find ZERO advertisement.
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	Adi Soglowek @pbcinc	6月27日
	返信先: @LegacyValue Right, but main base of op. India. And it’s growing in India/Asia rapidly.
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	Adi Soglowek @pbcinc	6月27日
	返信先: @pbcinc We can see an IPO for EbixCash for ~1B$. Doubtful if the Short interest will remain to see this happening, so mid-term catalyst exists, as an additional possibility.
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	Adi Soglowek @pbcinc	6月27日
	返信先: @pbcinc $Ebix's business grows at 15-20% pa, runs at 30% profitability, led by a proven (and colorful and highly comp.) Insider-Operator (with M&A skills), a leader in Insurance-fintec-travel in India, has intl. exposure and is trading for 10 times forward ebitda. 53 Cents Dollar GARP.
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	Adi Soglowek @pbcinc	6月27日
	Of course, this makes perfect sense... pic.twitter.com/5Ipggmdzxd
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	Adi Soglowek @pbcinc	6月26日
	What $MELI is to South America, I think Shopee is to South East Asia, only earlier in the journey. Tucked behind a Gaming Division at $SE, the market is yet to understand the potential and earnings power.
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	Adi Soglowek @pbcinc	6月22日
	返信先: @LegacyValue Running into similar situations. When you show people Events and Marketplace, even anti Facebook guys get sucked right into the utility. Incredibly funny. Most people just don’t know how to use it, I believe.
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	Adi Soglowek @pbcinc	6月20日
	返信先: @LegacyValue עושה רושם שגאי רולניק לא טרח לקרוא את החומר ולראות שלפייסבוק עצמה אין שליטה על ״מערכת התשלומים הגלובאלית״ אלא המיזם מפוקח ונשלט על ידי ״התאחדות הליברה״ שבה פייסבוק תהיה שחקן אחד מני רבים (חברה צופה לגיוס של כ- 100 משתתפים). תחזית: בעוד שלוש שנים גאי רולניק משלם בליברה בבית קפה.
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	Adi Soglowek @pbcinc	6月18日
	Network effect: Alibaba's Lazada, having limitless funding, could not compete with Shopee in Indonesia's Digital Marketplace and had to pivot. NE is the king of comp. advantages: Its a winner takes it all situation.
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	Adi Soglowek @pbcinc	6月18日
	Platform businesses, featuring sticky Network Effects, positioned to extract some of their vast network value over light asset base, just when key metrics point to traction, op. leverage turn green, while investors still fret past (narrowing) losses. $Meli $FB $SE $IQIYI.
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	Adi Soglowek @pbcinc	6月11日
	$BWLD stock was > 10 bagger from 2008 - 2014. $STKS 90 MC has similar characteristics at this point, & could well follow a similar path. Unlike $BWLD, $SKTS is, I believe, a concept that can easily succeed at intl markets (expansion IP). We'll be following Manny on his journey.
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	Adi Soglowek @pbcinc	5月20日
	$CSU.TO tiny float is amazing for so many reasons! twitter.com/pearnick/statu…
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	Adi Soglowek @pbcinc	5月20日
	返信先: @MacroWidodo @LucasLM89 Oh boy! You just gotta love it when the man has Zero attention on what others think he should look like. Especially when we already know he is one of the extra rear super talented Capital Allocators our there. Love it!
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	Adi Soglowekさんがリツイート
	Mario Gabelli @MarioGabelli	5月10日
	pic.twitter.com/rxac2h5pk4
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	Adi Soglowek @pbcinc	5月5日
	返信先: @pbcinc The greatest disruption in #Payment: "... the QR network we’re trying to build through IT technology, ... offers much greater disruption ... in terms of lower cost more efficient distribution and more massive distribution than proprietary networks owned by Visa or MasterCard."
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	Adi Soglowek @pbcinc	5月5日
	返信先: @pbcinc & do not forget that all of this value is spread across a lilliputian outstanding stock of 46 million.
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	Adi Soglowek @pbcinc	5月5日
	返信先: @pbcinc With Meli's rapid Offline Payment transaction growth (hitting 50% of total payment in Argentina), $MELI is becoming a leading #Fintech with a growing moat. This is no longer a marketplace play, but a powerful Fintech business with daily widening #Moat.
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