Amouranth

TOMORROW I'm launching all new spicy NFTs.  So here's a little how to for buying crypto based NFTs ❤ My NFTs go live 1 PM central time so make sure you don’t miss it 🥰

I could see even mix of

Amazon
Google
Facebook
Microsoft
And maybe throw in PayPal here

Returning a blended 13-15%/year for the next decade

Not investment advice!

The digitization trend is going to go on for the rest of our lives….

I see parallel with the payment wallets (tho much more expensive valuation terms). PayPal, square, etc. look how much of transactions and commerce still happens with paper… huge total addressable market t

HUGE Structural advantages with regards to reinvesting the large amount of money they make. Reinvestment runway is scarce I’m Todays world.

Facebook will be bumpy, and tech maybe at a near term peak but the secular runway underway is super long.

I’m not really a trader and I’m probably a “noob” given I’ve never sold a stock in my life.

My thesis is simple: google and Facebook are growing much faster than the market but their valuations are not that far off from market multiples. Additionally I see them as having

I call it “buy unregulated monopolies”

I say this as someone who doesn’t believe change is forthcoming so I own a lot of big tech equities

AMZN
Goog
Fb

Is like 50% of my networth

In 1789 speech occupied two forms: Directly from ones voices to the listeners ears, and on parchment

Today it happens largely electronically and digitally, and that will continue to increasingly be the case as we enter the “metaverse”

Utilities SHOULD be governed differently

Then create your own cable internet co by laying coax which cost over $200k a mile.

Then source your own water, electricity

Social media is a quasi communication utility. It is not “a bar or pub.” Facebook had more users than soccer has fans or Christianity has believers

Publicly available space for discourse or gathering, then governed speech upon that space as they saw fit.

It’s a violation of the spirit of the law….

Everytime someone cites social media banning/shadow banning and the “first amendment” free speech implications we are reminded that “it says congress shall not…”

But social media is literally the town square/public forum today. It would be like a big company bought all of the

SEE MY NEWEST ASMR

Probably NSFW https://twitter.com/Amouranth/status/1449641811379621888

Gonna do a special little stream on 0F after!

NEW HOT & FREE TRY ON VID

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