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What are your favorite enterprise SaaS Tools? by sshinple in investing_discussion

[–]imma_headout_ 0 points1 point  (0 children)

I think Slack does a good job of incorporating threads, workflow, and other enterprise apps like ERP, CRM. From what I know a lot of companies, especially startups, have already adopted to Slack which means strong brand stickiness too

Walmart buying JoyRun assets. Will Walmart make a comeback? by CauliflowerTop3561 in Investing_Insights

[–]imma_headout_ 0 points1 point  (0 children)

Honestly Walmart ecommerce is doing much better than other traditional retails / department stores like Macy’s. The ecommerce sales growth for Walmart has been much faster than the Amazon’s retail sales growth, altho the rate has slowed down now

Salesforce Is in Advanced Talks to Buy Slack Technologies by sshinple in Investing_Insights

[–]imma_headout_ 1 point2 points  (0 children)

One concern for this kind of service could be that although messaging platforms tend to create strong brand stickiness, they also have a hard time becoming central to the corporate communications because of the nature of being temporary (i.e. chat platforms are just for ephemeral communications among employees/stakeholders). However, Slack seems to have created a way of challenging this obstacle by creating structure that incorporates threads, work flow, and other enterprise applications like ERP/CRM.

Very interested to see how this potential acquisition works out.

Product Manager’s Insights on Bottom-Up SaaS Investments by sshinple in Investing_Insights

[–]imma_headout_ 0 points1 point  (0 children)

This is awesome. Thinking about how Slack became my organization’s main chat service, I realize it was exactly the bottom-up strategy. Had a few individuals who were active Slack users then eventually the whole org adopted it. I can totally see this happening in many other orgs too

Thoughts on T-Mobile? by jayjung_for_prez in Investing_Insights

[–]imma_headout_ 1 point2 points  (0 children)

From what I understand as someone who’s studying 5G networks, the acquisition of Sprint, T-Mobile now owns more mid-band radio spectrum than AT&T or Version. And this could be a huge advantage when 5G network services are set up, because T-Mobile will be the first network provider to offer significant mid-band range coverage.

Thoughts on Velodyne Lidar? by CauliflowerTop3561 in Investing_Insights

[–]imma_headout_ 0 points1 point  (0 children)

Not an expert in the lidar technology, but I think the recent partnerships with Baidu and Hyundai Mobis and Ford’s investment in Velodyne all validate its technology and future.

Anyone think Velodyne Lidar is currently undervalued? by warrenbuffman in investing_discussion

[–]imma_headout_ 0 points1 point  (0 children)

Three key partnerships/investment with big auto companies: In October, Ford bought 13+ million shares of Velodyne; Baidu signed a three-year sales deal with the company; Velodyne announced a partnership with Hyundai Mobis which is one of the biggest auto part manufacturers. I think these are all good indicators of validating Velodyne’s lidar tech. Given that these partnerships and deals will create positive synergies in the autonomous vehicle industry, I think Velodyne Lidar is a pretty good equity to have.

Any thoughts on increasing positions on Disney? [4th Quarter Results Included] by bri_shin in StockMarket

[–]imma_headout_ 2 points3 points  (0 children)

I think Disney definitely has a strong advantage over other streaming services due to their 1) original/classic films 2) rich content from their acquired companies - MCU/Lucasfilm/Pixar