Couple exciting topics with you. I'm definitely following Pinterest with great interest. Nvidia is more of a short to medium term holding for me. But Amazon I want to hold for a long time!
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@TheRealRapha Thank you! :-)
What I find particularly interesting about Pinterest is that there is still a lot of room for improvement in terms of ARPU (Average Revenue Per User) when you compare it with Facebook, for example. (FB: $32.03, PINS: $4.26). And Pinterest consists almost entirely of advertisements and still has a lot of potential outside the USA.
Nvidia, on the other hand, is simply so innovative that many business areas and thus new revenue streams can still be developed here.
Both long-term for me, that's all I do anyway ;-)
What I find particularly interesting about Pinterest is that there is still a lot of room for improvement in terms of ARPU (Average Revenue Per User) when you compare it with Facebook, for example. (FB: $32.03, PINS: $4.26). And Pinterest consists almost entirely of advertisements and still has a lot of potential outside the USA.
Nvidia, on the other hand, is simply so innovative that many business areas and thus new revenue streams can still be developed here.
Both long-term for me, that's all I do anyway ;-)
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•@TheRealRapha I remain positive about Amazon. But 10x in 10 years will be difficult with the size. :-D
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@Randal haha true that
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