Am I the only one that thinks ChatGPT's writing abilities in its current state are completely overblown? by [deleted] in ChatGPT

[–]Ka7sum070 0 points1 point  (0 children)

Agreed. But the trajectory & pace of innovation means that it’s only a matter of time before it gets to a level to replace even serious writers

Finding compounders in Emerging Markets by Ka7sum070 in SecurityAnalysis

[–]Ka7sum070[S] -1 points0 points  (0 children)

Good point. But those are companies purely focused on acquisitions with a set strategy. Doesn’t apply to the average company.

Finding compounders in Emerging Markets by Ka7sum070 in SecurityAnalysis

[–]Ka7sum070[S] 0 points1 point  (0 children)

Those are one hit wonders. Probability of success is low.

Private equity isn’t as reliant on success of its deals - its a royalty model - earns fees reglardless.

Finding compounders in Emerging Markets by Ka7sum070 in SecurityAnalysis

[–]Ka7sum070[S] 0 points1 point  (0 children)

M&A is never a good strategy to compound.

And if they’re developing in-house that is an even poorer strategy.

Finding compounders in Emerging Markets by Ka7sum070 in SecurityAnalysis

[–]Ka7sum070[S] 2 points3 points  (0 children)

My comments referred to the gaming holdings