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RandalKapital
@Randal
4Anno·
2
9 Commenti
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Raphael Steil@TheRealRapha
4Anno
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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RandalKapital@Randal
4Anno
@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 ;-)
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RandalKapital@Randal
4Anno
@TheRealRapha I remain positive about Amazon. But 10x in 10 years will be difficult with the size. :-D
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Raphael Steil@TheRealRapha
4Anno
@Randal haha true that
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Franziska Lindner@DieFinanzchaotin
4Anno
I find Pinterest exciting, but do not have them. I otherwise still tend to Fiverr :)
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RandalKapital@Randal
4Anno
@DieFinanzchaotin I also thought about including Fiverr in the list for a long time. But then I didn't want to make it too long ;-) Definitely possible!
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Sebastian@sekoen
4Anno
I am with Upstart
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4Anno
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RandalKapital@Randal
4Anno
@FinanceHippie Valid point, it's really hard to imagine and certainly won't be easy.

For comparison:
Apple today: 2.28t, 10 years ago: 310.87b -> 7x
Amazon today: 1.74t, 10 years ago: 92.63b -> 19x
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