Australian Investors Podcast Lessons from Kerr Neilson, dating apps versus pokies & Microsoft or NVIDIA - with Angus Donohoo of Intelligent Investor
Oct 2, 2024
Angus Donohoo, an investor and analyst from Intelligent Investor, shares insights drawn from his unique experiences. He discusses lessons learned from investment guru Kerr Neilson, focusing on position sizing and risk diversification. The conversation takes a fun turn as they compare dating apps to pokies, delving into their monetization strategies. Finally, they explore the competitive landscape between AI giants Microsoft and NVIDIA, highlighting potential future challenges in the tech sector.
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Dating Apps in LA
- Angus Donohoo's interest in dating apps began in 2013 with Tinder, but it intensified during his seven years in Los Angeles.
- He observed a high-velocity dating culture and the scaling phase of dating apps, where monetization wasn't a priority.
Dating App Business Model
- Dating apps profit from subscriptions and a la carte features that enhance visibility or direct messaging.
- However, they face a challenge: those most successful on the app don't need to spend, while spending doesn't guarantee success.
Unconventional Career Path
- Angus Donohoo's career path included fashion journalism, cryptocurrency analysis, and working with Kerr Neilson.
- His diverse background, including physics, law, and English literature, contributed to his unique perspective on investing.