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@josh
Josh Rozin
$27M follower assets
Product/Engineering @ Commonstock
235 following427 followers
Regarding the $META discourse
Seems people on Commonstock are taking this opportunity to buy -- putting their money where their mouth is! Are you a bear or a bull at these levels?
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Meta is one of my largest positions, but I'm staying on the sidelines today. I'd love to see some more substantive commentary on how they're navigating Apple's privacy policies and the revenue potential of their AI/ML investments.
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$AAPL shareholders -- could you see Apple's revenue split changes eventually backfiring?
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Backfire how so?—
• Apps choose not to boost features because Apple's take is too high?
• Apps boycotting the appstore?
• Apple being sued for being a monopoly?
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Reminder that $META is trading down ~10% from 2020 crash lows while $AAPL is up ~150% from 2020 crash lows.

Yes, I attribute this difference to the cost of losing the PR war.

No, I will not elaborate.

I think one has a bright future and everyone knows it. The other it’s a risky bet. I do agree that META has come down way too much and they have nobody behind them anymore-definitely lost the pr war. On to the next battle 😂
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Since $ADBE is down $20B+ today, you’re telling me I can buy $ADBE right now and get Figma for free?

🚨(this is a joke)🚨
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Just wanted to share the ~2 month performance of @wearedaytraders. Pretty crazy that they're beating the market by 10% - 30%. "Time in the market beats timing the market" is often said and I believe it's true for most people but a successful day trader always shocks me. Excited to see where this account goes!
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Some thoughts about “reality setting in”
I think one of the most fascinating things about a bear market is when all the smart people come out of the woodwork to do analysis on how most people were manic during the bull market.

“Everyone’s a genius in a bull market” rings true but the intelligent people really provide guidance and reality-based analysis during bear markets. I’ve started keeping tabs on those on Twitter and especially the Commonstock community.

Start following those people now because you never know how easily we all can get swept up into a manic state during the next bull market.

It’s Sunday. Let’s chat about your big ideas on the future of Commonstock.
I was chatting with a fellow employee this week over lunch about what the future of Commonstock would look like. Of course, we have some wild ideas but I wanted to chat with all of you to get your vision of the future of Commonstock.

Some starting questions to get you thinking:
  • What would be a valuable social interaction that you’d like to have at scale on Commonstock?
  • How would Commonstock fit into your investing process at scale?
  • What would valuable content look like at scale on Commonstock?

For me, I could imagine Commonstock like a live marketplace where users “hop” from asset to asset to follow the flow of information. Imagine a social media workspace or dashboard where you could see users capture their investment process in real time (asset discovery phase, asset research phase, the buys and sells that follow).

This is just my personal dream for Commonstock, not representative of how we will continue building.

I want to hear yours. Think big! Put them down in the comments! 🧵

Great question, here are my thoughts, my own and not necessarily Commonstock's.

How would Commonstock fit into your investing process at scale? -> I think right now, there are obviously limiting factors for me, being in the UK. In the future, if my portfolio could be viewed in Commonstock, that would create some natural timeshare away from me spending that time in my brokerage portal.

I currently spend a lot of time on Commonstock for feedback, and for the community, but in the future, I'd love to be able to use it as a place to research too, whether that's having the filings be located on asset pages, the transcripts, the financials in data form, visuals, tables, etc. Then, it would consolidate a number of the tools I currently use for those needs.

• What would valuable content look like at scale on Commonstock? -> We have tonnes of great content on here today, and most people see Commonstock as a top of funnel. I think for us to attract even more value (high-quality insights, write-ups, conversations), then we have to be seen as the place people write their work, and less so the place people share their work they have written elsewhere.
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Do you play games?
@stonkmetal 's post inspired me to create this poll. From their asset allocation. they have 45% of their assets allocated in "Virtual items". What are those virtual items you ask? You're probably thinking they're NFTs. Well, they're CS:GO items!

For those who don't know, CS:GO is a competitive online shooter video game where you can own virtual skins of knives, guns, etc. The CS:GO market is huge with millions of items worth less than a dime to items worth upwards of $1k.

That whole market is fascinating to me and made me want to ask the Commonstock community if they play/played video games. I've noticed that there's a significant overlap between people that play video games and people that talk about investing on sites like Reddit, Twitter, Commonstock, etc. The stock market could be seen as a video game to some!

Answer in the poll below!

Do you or have you had a passion for Video Games?
47%Yes
42%Casually
10%No

19 VotesPoll ended on: 5/14/2022

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