josephkchoi
@josephkchoi
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
A social post describing a TikTok research/analytics tool (auto-scrolling large volumes of videos, detecting viral outliers, categorizing by niche, and finding performance patterns) and offering beta invites. No company name, ticker, metrics, pricing, funding, or partnerships provided.
A social post describing a TikTok research/analytics tool (auto-scrolling large volumes of videos, detecting viral outliers, categorizing by niche, and finding performance patterns) and offering beta invites. No company name, ticker, metrics, pricing, funding, or partnerships provided.
A social post describing a TikTok research/analytics tool (auto-scrolling large volumes of videos, detecting viral outliers, categorizing by niche, and finding performance patterns) and offering beta invites. No company name, ticker, metrics, pricing, funding, or partnerships provided.
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Latest videos and market context
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Joseph Choi @JosephKChoi Jul 15 talked to a guy who buys apps for 7-8 figures. most founders get 2-4x exits apparentl...
Social post references a discussion with an app-acquirer doing 7–8 figure deals, stating most founders exit at ~2–4x while certain metrics can drive ~6x. No specific public companies, metrics, or transaction comps are provided in the excerpt, limiting direct tradability.
Joseph Choi @JosephKChoi Jul 7 peptides is probably the fastest growing category in consumer apps rn this one just ma...
Social post claims “peptides” are one of the fastest-growing categories in consumer apps, citing an example app growing from $100k revenue in 70 days to $200k in the next 30 days, with continued growth; no company/app name provided. Implication: rising consumer demand for peptides + marketing playbooks could spill over to public telehealth, DTC wellness, and obesity/metabolic drug ecosystems, but evidence is anecdotal and non-verifiable from the post alone.
so apparently the app founder twitter mob has decided I'm an investigative journalist this week I'm not here to arbit...
The post is about social-media drama around an app founder/cofounder situation and the author claiming to gather facts; it contains no market, company, financial, or tradable information.
these guys just spent $33k on UGC and got $0.13 per app install-- I got @Canyon_Pergande on a private call w/ app fou...
Post claims a case study where $33k spent on UGC (user-generated content) drove ~60M organic views across ~6.8k posts from 75+ creators, resulting in 162k app downloads at ~$0.13 per install (and mentions ~$0.56 CPM). Implies UGC/creator-led distribution can produce extremely low customer acquisition costs for mobile apps versus traditional paid performance channels.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
A social post describing a TikTok research/analytics tool (auto-scrolling large volumes of videos, detecting viral outliers, categorizing by niche, and finding performance patterns) and offering beta invites. No company name, ticker, metrics, pricing, funding, or partnerships provided.
A social post describing a TikTok research/analytics tool (auto-scrolling large volumes of videos, detecting viral outliers, categorizing by niche, and finding performance patterns) and offering beta invites. No company name, ticker, metrics, pricing, funding, or partnerships provided.
A social post describing a TikTok research/analytics tool (auto-scrolling large volumes of videos, detecting viral outliers, categorizing by niche, and finding performance patterns) and offering beta invites. No company name, ticker, metrics, pricing, funding, or partnerships provided.
A social post describing a TikTok research/analytics tool (auto-scrolling large volumes of videos, detecting viral outliers, categorizing by niche, and finding performance patterns) and offering beta invites. No company name, ticker, metrics, pricing, funding, or partnerships provided.
Post describes how effective TikTok/creator-growth agencies tend to operate (start with a small creator set, low retainers plus performance/CPM-style bonuses). It’s anecdotal guidance for influencer marketing execution rather than a market-moving datapoint, but it reinforces the broader trend toward performance-priced creator advertising and continued shift of brand budgets toward social/video channels.
Post describes how effective TikTok/creator-growth agencies tend to operate (start with a small creator set, low retainers plus performance/CPM-style bonuses). It’s anecdotal guidance for influencer marketing execution rather than a market-moving datapoint, but it reinforces the broader trend toward performance-priced creator advertising and continued shift of brand budgets toward social/video channels.
Post describes how effective TikTok/creator-growth agencies tend to operate (start with a small creator set, low retainers plus performance/CPM-style bonuses). It’s anecdotal guidance for influencer marketing execution rather than a market-moving datapoint, but it reinforces the broader trend toward performance-priced creator advertising and continued shift of brand budgets toward social/video channels.
Post describes how effective TikTok/creator-growth agencies tend to operate (start with a small creator set, low retainers plus performance/CPM-style bonuses). It’s anecdotal guidance for influencer marketing execution rather than a market-moving datapoint, but it reinforces the broader trend toward performance-priced creator advertising and continued shift of brand budgets toward social/video channels.
Post describes how effective TikTok/creator-growth agencies tend to operate (start with a small creator set, low retainers plus performance/CPM-style bonuses). It’s anecdotal guidance for influencer marketing execution rather than a market-moving datapoint, but it reinforces the broader trend toward performance-priced creator advertising and continued shift of brand budgets toward social/video channels.
Post describes how effective TikTok/creator-growth agencies tend to operate (start with a small creator set, low retainers plus performance/CPM-style bonuses). It’s anecdotal guidance for influencer marketing execution rather than a market-moving datapoint, but it reinforces the broader trend toward performance-priced creator advertising and continued shift of brand budgets toward social/video channels.
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@josephkchoi
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