Gavin Baker+ Your Authors @GavinSBaker Husband, Becky Painter. CIO, Atreides Management. Former PM, Fidelity OTC fund. No investment advice, views all my own. gavin-s-baker.com/ Oct. 06, 2020 1 min read + Your Authors

1) Nothing like seeing $100b of equity value created at Zoom over the last 9 months to focus the mind.

Google is the biggest underachiever I have ever seen relative to their opportunity set and underlying competitive advantages.

 https://techcrunch.com/2020/07/15/gmail-for-g-suite-gets-deep-integrations-with-chat-meet-rooms-and-more/ 

2) Payments, productivity, cloud, messaging.

The list of missed $100b plus opportunities for equity value creation is hard to fit in one tweet.

"A few hundred billion here, a few hundred billion there, pretty soon you're talking real money" to misquote Everett Dirksen.

3) Although $1 trillion of market cap isn't exactly failure 😀 and perhaps success in logical adjacencies would have invited regulatory scrutiny much earlier.

4) Always think of those surveys showing that most consumers could live without Facebook/Amazon/Apple/etc. but almost no one can imagine life without Google.

Really is one of the most essential daily utilities.


You can follow @GavinSBaker.



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