@Krynt MSCI, Synopsys, Autodesk, Intuitive Surgical and a few others. I don't have Auto and Intuitive in my portfolio yet. Many positions have been added in the last few weeks or have only become extremely large, plus $ICE and $DB1 and many more.
@topicswithhead The problem is that many theses are currently being fundamentally rewritten and therefore many of those that I have been holding or observing for a long time are in an extremely volatile situation. For example, 6 months ago I sold all exchanges except $ENX because I believe that tokens are fundamentally rewriting the exchanges. I therefore believed that Coinbase and ETH and co could benefit a lot from this. I didn't get in, but now it turns out that many of the exchanges are expanding into the token space faster than the crypto guys are expanding into the file space. In the end, this means brand, network and innovation win. 2 out of 3 then go to the exchanges. This can lead to margin compression but probably still leaves them with monopoly power. Maybe @Soprano will write us another poem about it and @Tenbagger2024 writes every day anyway. At some point, there will certainly be something about this in one of his companies
@Tenbagger2024 My Duolingo is almost dead, but it's also hard to say how AI will affect the business. Everyone goes to Duo to learn, you can do that better with AI. At the same time, the design and fun is unique and that's the moat. The question remains, what is more important with a learning app? The learning or the design and marketing. That's why 80% minus is still funny even though it's basically spot-cheap
