My Product Driven Investing Framework
As a product manager or product developer I have interest in how business models work and financial investment in companies.
The product creates a Customer Experience (CX) or User Experience (UX) companies provide for their customers is a key indicator long-term value and survivability, products that are out of touch with customers to tend to lose millions or allow competition to take market share.
Also I believe in the idea of circle of competences, my competences are
- Software SaaS
- B2B Entrispe
- Video Game Industry
- Hardware Industry
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Why GitLab Could Be a Value Investment for the Future
The tech market may be overvalued, but not all companies are created equal. GitLab stands out with its robust B2B ARR model, strong customer retention, and innovative features like CI/CD pipelines. Despite market headwinds, GitLab’s focus on user experience, corporate trust, and strategic growth initiatives positions it as a potential value investment in the DevOps… Read more
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U.S. Navy Dilemma an Investment Opportunity
“Money goes where people think it should go” The United States Navy has a big problem its been called the “U.S. Navy Dilemma”. you watch video here on it The U.S. Navy is aging faster than its building ships, and not repairing ships fast enough. They will add 10 new ships while retiring 19 ships… Read more
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Nintendo: A Value Investment
Earlier this year I enrolled myself into the Penn State Online MBA program, because I am specifically interested in economics, finance, business models, and investing. I do a lot of researching & reading on these topics both in and outside of class. One piece of investing advice struck me from Warren Buffet and Peter Lynch.… Read more
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Time Value of Money
Would you rather receive $1,000,000 today or $5,000,000 in 10 years? Time Value of Money would teach that you would rather take the $1,000,00 right now versus waiting for money 10 years later. Because of Cost Opportunity. Instead of waiting for 10 years you would rather take $1,000,000 now and invest it potentially to earn… Read more
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Competitor Analysis for Software Products
Overview: Competitive Analysis of Software When making a competitive analysis of software you could utilize the number of users, revenue a company is making, and so on. However, what it comes down to time and time again is User Experience & Design. Multi-billion dollar companies such as Apple and TikTok understand good design and tools… Read more
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FSRU Market in 2022
The demand for Floating Storage and Regasification Units (FSRUs) has skyrocketed as Europe scrambles for natural gas amid the Russia-Ukraine war. With only 48 FSRUs worldwide, supply is tight, driving interest in companies like New Fortress Energy and Excelerate Energy. Unlike traditional LNG terminals, FSRUs can be deployed quickly, making them a crucial solution in… Read more
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