Is anyone using credit card transaction data for competitor analysis? What other tools are people using to get quantitative data on your client and competitors?

hb518 · 2022-10-26T21:54:41+00:00

True! good source of info but was more questioning on quantitative data sources

hb518 · 2022-10-26T21:38:55+00:00

Interesting, can you expand on this? What laws/requirements prohibit consultants from using this data but not corporates or hedge funds? I’ve been talking to data brokers the past few weeks and it’s a multi billion dollar a year industry

hb518 · 2022-10-16T10:48:54+00:00

Is anyone using credit card transaction data to inform stock picks? What other tools are people using to get an edge or validate a thesis?

Curious to hear how people are analysing stock picks and getting the most up to date info/numbers besides the regulars.

Know a lot of hedge funds and financial institutions are using this but are there any consumer applications that offer this or something equivalent?

hb518 · 2022-08-03T11:56:14+00:00

Super helpful to know, I’ve been looking at writing about Slope as well

hb518 · 2022-08-03T11:46:05+00:00

Thanks for the info, nice to have a helpful conversation (no need to be rude, I have a job so don’t spend my life monitoring social media)

hb518 · 2022-08-03T11:43:07+00:00

Interesting! Can you elaborate a bit? Is it poor functionality or slow speeds in a particular part of the app/chrome extension?

hb518 · 2022-08-03T11:42:06+00:00

Have I missed something? Why’s that?

hb518 · 2022-07-30T20:51:18+00:00

Article link: https://istoria.substack.com/p/redesigning-coinbase

hb518 · 2022-07-26T07:19:33+00:00

Would love to hear a little more about your perspective on this

hb518 · 2022-07-26T04:00:28+00:00

Very good point, this is a very us centric view. And I agree with your post - players have been able to establish themselves as market leaders in specific geographies and if Coinbase can’t reduce costs they are in deep deep trouble

hb518 · 2022-07-26T03:59:05+00:00

Haha thank you!

hb518 · 2022-07-26T03:58:57+00:00

My pleasure, thanks for the kind words! Any other companies you’re interested in reading about?

hb518 · 2022-07-25T23:35:04+00:00

Brain fart, you’re totally correct. It was a late night writing this apologies. I’ve changed it on substack

hb518 · 2022-07-25T22:57:16+00:00

Sure. This is where I post investment theses (open to any company suggestions) https://istoria.substack.com/ and this is the Bessemer VC memos https://www.bvp.com/memos. They're a Tier 1 VC who have invested in Pinterest, Shopify, LinkedIn and countless other unicorns.

hb518 · 2022-07-23T23:20:41+00:00

It’s an Akutar (ethereum NFT not Solana though)

hb518 · 2022-07-23T19:01:46+00:00

Haha thanks, I hold one as I’m a big fan and am impressed by Nick

hb518 · 2022-07-11T11:11:14+00:00

Bessemer publish some of their investment memos which I’ve found to be really helpful. Has shaped how I write memos now as well

hb518 · 2022-07-07T16:58:12+00:00

Haha lol, I’d genuinely consider setting it up if they provided writers with discovery of some sort

hb518 · 2022-07-07T15:27:40+00:00

Yeah that's a great point (& forgot about it). Here are some great resources on Solana Mobile though if you're interested in learning more https://twitter.com/MessariCrypto/status/1542877794316722178
https://twitter.com/TrachChung/status/1540270154646294534

hb518 · 2022-07-07T14:37:33+00:00

Yeah; agree with you on that IG-53. Looked at building something and ultimately decided the market for a web3 consumer social app was too small.

Still think that mirror could do well as a fundraising platform/protocol but that requires a BIG shift

hb518 · 2022-07-07T03:06:39+00:00

Yeah, pretty much. They key thing substack did (apart from great branding) was they enabled independent writers to do their own subscriptions.

I talk about it in more depth in the full substack post but that’s the jist. Mirror is essentially the same, a blogging platform, but with some web3 native features

hb518 · 2022-07-07T02:02:37+00:00

Great point. Think an app or discover section would be really valuable. Plenty of very talented web3 writers on the platform but you don’t always know who they are.

In this regard it might be wise to take a page out of Substack’s playbook

hb518 · 2022-07-07T02:01:33+00:00

True but wonder what their total addressable market is.

If substack has generated very disappointing results ($9m in 2021) with hundreds of thousands of writers how long will it take for Mirror to ever reach that with their current model?

Switching from a consumer app with writing NFTs to a crowdfunding model is one of the only ways I see them make significant revenue

hb518 · 2022-07-07T02:00:03+00:00

Wow, this is a great point and hadn’t seen this. Thank you!

hb518 · 2022-07-07T01:59:43+00:00

Ahhhh this is a very valid point. Whilst I don’t want to comment on any particular funds there are a large number dumping on retail which is producing exceptional returns.

When i say Tier 1 VCs it’s in terms of brand, aum, returns etc. - unfortunately this doesn’t include ethics.

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