Nick3000\ud83e\ude90
Nick3000\ud83e\ude90Navigating \ud83e\udded
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | nick3000.substack.com |
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AppLovin (APP): High-Octane Adtech, High-Octane Valuation 🚀
1\. Investment Overview 🧠
How LA’s Finance Mix Differs from NYC & SF 🌇 (Part 2)
LA’s edge isn’t copy-pasting Wall Street or Sand Hill Road. It’s a credit-centric, trade-linked, IP-monetization hub that sits on the Pacific clock and turns real cashflows—from containers to catalogs—into financeable assets.
Why Los Angeles Matters to the U.S. Economy 🌄 (Part 1)
Los Angeles isn’t just a sunny backdrop—it’s one of the country’s most important economic engines, and its value shows up in three big systems: trade & logistics, content & creativity, and advanced aerospace/space. Here’s the modern picture...
🛍️ Shopify Q3 Preview — “Commerce as a Service”
Shopify has quietly transformed from a simple store-builder into a full-scale commerce operating system—one that monetizes the entire flow of online transactions.
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Ad-Tech Independent Equity Research \ud83e\udded
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