Joined April 2021
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$ADBE is becoming a value stock (not the best sign). rDCF assumptions for the current price are very lenient, this may imply that its largest customer base (enterprise) is shaking, otherwise the the stock is likely undervalued. rDCF model below:
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The company is stretching it a bit on the buybacks side, but it may be a good opportunity to recapitalize. That is, take on a bit more debt, and increase free cash flows. CFO leaving is never a good sign, so I wouldn't jump in just based on a low valuation.
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1/ Thank you, time to roll up my sleeves! Here are the bits I found insightful: - If nobody can experience your product they (Google) can't recommend your product. - Backlinks are foundational (agree!) - I do get spammed with dev/SEO offers (and ignore them) - Fix the colors
So @think_value asked for ideas of their site, so we @primaryposition obliged! The Roast ofthinkvalue.co youtu.be/dTOpvR5_eQ0
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3/ - Reinforce the individual pages to their page titles Great, all around good advice, and thank you again @DavidGQuaid ! I need to make my internal linking much more obvious to people.
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4/ Just realized I don't have an obvious "home" button...
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Finally blocked a large portion of the bots on my site. I asked the AI multiple times for a helpful rules configuration but it didn't really work. It was only when I asked about the difference between HTTP protocols did I saw a doubling in the number of bots caught.
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Turns out that cheap swarm bots are difficult to trace via fingerprinting as they scrape from multiple devices. But they use old HTTP versions < HTTP 1.1, as HTTP 2 and 3 are compute intensive and (unless they run headless) they will ID themselves as bots.
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Effectively the line: (http.request.version in {"HTTP/1.0" "HTTP/1.1" "HTTP/0.9"} In my @Cloudflare rules config, caught much more bots than the other lines. I am not an expert, so it may also help people in a similar position to mine to know this as a good practice.
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“Algos create value” This is true and I can’t stop thinking about it. Algos helped me run on razor thin infra, but this is not enough - one must innovate.
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Replying to @balajis
All this goes in cycles. Digital was rare, valuable, non-obvious, and difficult for a long time. Now we’ve won so hard that the physical complements are becoming more valuable. We have plenty of once-scarce jelly, and now it’s time to make peanut butter again. But to answer the question directly: algorithms create value (try running the modern world without quicksort or pagerank). Think about billion-person networks, social media, cryptocurrency itself…in many ways we live in an Internet First world, particularly in the English-speaking world. And digital progress will continue, as it should. But now it’s time to print out the Internet, to materialize all these cool things from the cloud upon the land, and also to rebuild genuine in-person communities in the process. Like new cities, built not around the car but the self-driving, electric car.
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IMO the time pressure makes you focus on high ROI features - great for selection. But it is difficult to do core innovation (create algorithms) part-time. Still haven't cracked this one myself.
I don't know anyone who quit their job to live of savings and built something that made money before their savings run out except @AndreyAzimov I always think it's the wrong way to do it I think you should build something on the side and once it makes equal or more money than your main job or freelance gigs and it's stable, quit the job and switch Being unemployed somehow makes people lazy and feel too relaxed to build something, like your day is fully free of commitments which sounds ideal but freedom isn't when stuff is built I think, you need constraints I had income from my YouTube channel Panda Mix Show in 2013 when I started, and it took over a year before I made enough money to switch Obviously I wish him well but I think better do the switch than hard quit
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New FCFE section, trying out a text light approach.
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$META is one of the rare mega caps that is potentially undervalued. It’s not that the EU/courts can’t punish it, but everyone is still going to be on insta and whatsapp.
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This is a free cash flows house
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Here is $AMD How do you know if it's going to be an $NVDA or an $ORCL?
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ThinkValue.co retweeted
Is anybody on Fintwit hiring? Or looking to be hired? Try fintwitjobs.com. Would appreciate a RT for visibility! Thanks all
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ThinkValue.co retweeted
Doesn't anyone else think its strange that almost none of the SEO blogs or influencers or funfluencers covered this from the DOJ vs Google anti-trust case? It effectively is the strongest evidence about the biggest, mostly widely held myth in SEO. That Google understands content.
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