Quiver Quantitative
RT @InsiderRadar: Here's a round-up on all of the new insider purchases that we reported on this week:
Disclosed on 10/11: $BYRN - $28k purchase by CFO. Since then, the stock has risen 18%.
10/15: $DKL - $250k in purchases across 4 executives. Since then, the stock has fallen 1%.
10/15: $MRVL - $1m purchase by CEO. Since then, the stock has fallen 1%.
10/15: $NEOG - $200k purchase by CEO. Since then, the stock has risen 1%.
10/15: $WOR - $100k purchase by EVP/CFO. Since then, the stock has risen 2%.
10/16: $SNDA - $800k purchase by director. Since then, the stock has risen 13%.
10/17: $UPB - $1m+ purchases by 3 insiders. Since then, the stock has risen 12%.
tweet
RT @InsiderRadar: Here's a round-up on all of the new insider purchases that we reported on this week:
Disclosed on 10/11: $BYRN - $28k purchase by CFO. Since then, the stock has risen 18%.
10/15: $DKL - $250k in purchases across 4 executives. Since then, the stock has fallen 1%.
10/15: $MRVL - $1m purchase by CEO. Since then, the stock has fallen 1%.
10/15: $NEOG - $200k purchase by CEO. Since then, the stock has risen 1%.
10/15: $WOR - $100k purchase by EVP/CFO. Since then, the stock has risen 2%.
10/16: $SNDA - $800k purchase by director. Since then, the stock has risen 13%.
10/17: $UPB - $1m+ purchases by 3 insiders. Since then, the stock has risen 12%.
tweet
Offshore
Video
Startup Archive
RT @salestaxceo: The biggest risk I've taken? Starting a company.
I followed a traditional path my entire life.
I worked hard to get into a good school, grinded through college to get a good job, and eventually landed a job on Wall Street.
It was a well-trodden path—until I decided to take a detour into entrepreneurship.
It was terrifying, leaving comfort for uncertainty.
But I knew it was now or never.
There's never a "right" time to take a risk—you just have to go for it.
Success isn’t an accident. It’s a result of risk, determination, and hard work.
The real failure is not trying.
Don't get stuck in "what if." Take that risk and commit.
You might be surprised where it leads.
tweet
RT @salestaxceo: The biggest risk I've taken? Starting a company.
I followed a traditional path my entire life.
I worked hard to get into a good school, grinded through college to get a good job, and eventually landed a job on Wall Street.
It was a well-trodden path—until I decided to take a detour into entrepreneurship.
It was terrifying, leaving comfort for uncertainty.
But I knew it was now or never.
There's never a "right" time to take a risk—you just have to go for it.
Success isn’t an accident. It’s a result of risk, determination, and hard work.
The real failure is not trying.
Don't get stuck in "what if." Take that risk and commit.
You might be surprised where it leads.
Sam Altman: “Most people don’t take enough risk”
“I think people have terrible risk calculus in general… almost always A) you’re wrong about what is risky and what is not risky, and B) most people don’t take enough risk—especially early in your career. Being young, unknown, and poor, is actually a great gift in terms of the amount of risk you can take.”
Sam continues:
“I think what risk actually looks like is not doing something that you will spend the rest of your life regretting… So if you really believe in something—if there’s an idea you’re super passionate about—and you take a calculated risk to start a company realizing you may forego a couple of years of steady income and maybe people call you a failure, that’s a great risk to take. And if you don’t take that risk, I think you have a very high chance that you end up regretting that.”
Sam believes most people overrate the risk of reputation damage and embarrassment from trying and failing. It’s worse to not even try:
“One really important thing to strive for in your career is to be a doer, not a talker. And the reason that people don’t do stuff is 1) it’s hard, and 2) it’s risky. And so you have these people that want to dabble in a bunch of different projects, but never be all-in on one… I think that’s really bad. I think history belongs to the doers, and I think you should take a risk and actually do something.” tweet
Offshore
Photo
Stock Analysis Compilation
Protean funds on Getinge $GETIB SS
Thesis: Getinge’s ECMO franchise concerns may be overblown, making it an attractive play as quality improvements and potential M&A set the stage for a turnaround
(Extract from their Q3 letter) https://t.co/8kxLLlZcS9
tweet
Protean funds on Getinge $GETIB SS
Thesis: Getinge’s ECMO franchise concerns may be overblown, making it an attractive play as quality improvements and potential M&A set the stage for a turnaround
(Extract from their Q3 letter) https://t.co/8kxLLlZcS9
tweet
Offshore
Photo
Stock Analysis Compilation
Rockwood Strategic on Facilities by ADF $ADF LN
Thesis: Facilities by ADF, with high barriers to entry and growth from TV/Film demand, offers attractive margins and strategic acquisition potential, making it a promising investment for the future
(Extract from their Q3 letter) https://t.co/TqozLuQxWb
tweet
Rockwood Strategic on Facilities by ADF $ADF LN
Thesis: Facilities by ADF, with high barriers to entry and growth from TV/Film demand, offers attractive margins and strategic acquisition potential, making it a promising investment for the future
(Extract from their Q3 letter) https://t.co/TqozLuQxWb
tweet
Offshore
Video
Startup Archive
Keith Rabois tells the story of Elon Musk observing interns waiting in line for coffee at SpaceX
Keith is asked how Elon Musk gets so much done, to which he replies:
“If you approach every day and every week of your life with the question, ‘What did you accomplish this week?’ I think that compounds, and very few people do that. I think that’s the number one ingredient.”
As for the second ingredient, Keith tells a story he heard from some friends at SpaceX where Elon observed a line of interns piling up around the coffee machine. This prompted Elon to send a memo to the company asking:
“Why are all the interns wasting all this time? If you feel like you have nothing better to do than waiting in line, you’re at the wrong company. And by the way, I’m installing cameras to make sure that we don’t have lines at the coffee shop.”
Keith believes that stamping out entitlement and expecting people to accomplish things every day also compounds over decades in Elon’s career. He recalls a principle PayPal cofounder Max Levchin taught him where he compares startups to gas in chemistry:
“Gas expands to the size of the container… If you tell people they have a month, it’ll take a month. If you tell people it takes two weeks, it’ll take two weeks. Tell them a week, it’ll take a week. So you want to constantly compress the container size because those accomplishments add up over months, quarters, years, and decades.”
Video source: @imchrisvasquez (2024)
tweet
Keith Rabois tells the story of Elon Musk observing interns waiting in line for coffee at SpaceX
Keith is asked how Elon Musk gets so much done, to which he replies:
“If you approach every day and every week of your life with the question, ‘What did you accomplish this week?’ I think that compounds, and very few people do that. I think that’s the number one ingredient.”
As for the second ingredient, Keith tells a story he heard from some friends at SpaceX where Elon observed a line of interns piling up around the coffee machine. This prompted Elon to send a memo to the company asking:
“Why are all the interns wasting all this time? If you feel like you have nothing better to do than waiting in line, you’re at the wrong company. And by the way, I’m installing cameras to make sure that we don’t have lines at the coffee shop.”
Keith believes that stamping out entitlement and expecting people to accomplish things every day also compounds over decades in Elon’s career. He recalls a principle PayPal cofounder Max Levchin taught him where he compares startups to gas in chemistry:
“Gas expands to the size of the container… If you tell people they have a month, it’ll take a month. If you tell people it takes two weeks, it’ll take two weeks. Tell them a week, it’ll take a week. So you want to constantly compress the container size because those accomplishments add up over months, quarters, years, and decades.”
Video source: @imchrisvasquez (2024)
tweet
Offshore
Photo
iinvested
3Q'24 Cooper Investors Global Equity Fund (Unhedged) on $TKO
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/k7I1RLw0hu
tweet
3Q'24 Cooper Investors Global Equity Fund (Unhedged) on $TKO
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/k7I1RLw0hu
tweet
Offshore
Video
Startup Archive
RT @ChetanChawla: “Gas expands to the size of the container… If you tell people they have a month, it’ll take a month. If you tell people it takes two weeks, it’ll take two weeks. Tell them a week, it’ll take a week. So you want to constantly compress the container size because those accomplishments add up over months, quarters, years, and decades.”
@rabois on Parkinson’s Principle
#Startup #FounderMode
tweet
RT @ChetanChawla: “Gas expands to the size of the container… If you tell people they have a month, it’ll take a month. If you tell people it takes two weeks, it’ll take two weeks. Tell them a week, it’ll take a week. So you want to constantly compress the container size because those accomplishments add up over months, quarters, years, and decades.”
@rabois on Parkinson’s Principle
#Startup #FounderMode
Keith Rabois tells the story of Elon Musk observing interns waiting in line for coffee at SpaceX
Keith is asked how Elon Musk gets so much done, to which he replies:
“If you approach every day and every week of your life with the question, ‘What did you accomplish this week?’ I think that compounds, and very few people do that. I think that’s the number one ingredient.”
As for the second ingredient, Keith tells a story he heard from some friends at SpaceX where Elon observed a line of interns piling up around the coffee machine. This prompted Elon to send a memo to the company asking:
“Why are all the interns wasting all this time? If you feel like you have nothing better to do than waiting in line, you’re at the wrong company. And by the way, I’m installing cameras to make sure that we don’t have lines at the coffee shop.”
Keith believes that stamping out entitlement and expecting people to accomplish things every day also compounds over decades in Elon’s career. He recalls a principle PayPal cofounder Max Levchin taught him where he compares startups to gas in chemistry:
“Gas expands to the size of the container… If you tell people they have a month, it’ll take a month. If you tell people it takes two weeks, it’ll take two weeks. Tell them a week, it’ll take a week. So you want to constantly compress the container size because those accomplishments add up over months, quarters, years, and decades.”
Video source: @imchrisvasquez (2024) tweet
Offshore
Video
Startup Archive
RT @mikemcg0: Interesting idea @rabois learned from @mlevchin comparing startups to gas:
"Gas expands to the size of the container… If you tell people they have a month, it’ll take a month. If you tell people it takes two weeks, it’ll take two weeks... So you want to constantly compress the container size because those accomplishments add up over months, quarters, years, and decades."
tweet
RT @mikemcg0: Interesting idea @rabois learned from @mlevchin comparing startups to gas:
"Gas expands to the size of the container… If you tell people they have a month, it’ll take a month. If you tell people it takes two weeks, it’ll take two weeks... So you want to constantly compress the container size because those accomplishments add up over months, quarters, years, and decades."
Keith Rabois tells the story of Elon Musk observing interns waiting in line for coffee at SpaceX
Keith is asked how Elon Musk gets so much done, to which he replies:
“If you approach every day and every week of your life with the question, ‘What did you accomplish this week?’ I think that compounds, and very few people do that. I think that’s the number one ingredient.”
As for the second ingredient, Keith tells a story he heard from some friends at SpaceX where Elon observed a line of interns piling up around the coffee machine. This prompted Elon to send a memo to the company asking:
“Why are all the interns wasting all this time? If you feel like you have nothing better to do than waiting in line, you’re at the wrong company. And by the way, I’m installing cameras to make sure that we don’t have lines at the coffee shop.”
Keith believes that stamping out entitlement and expecting people to accomplish things every day also compounds over decades in Elon’s career. He recalls a principle PayPal cofounder Max Levchin taught him where he compares startups to gas in chemistry:
“Gas expands to the size of the container… If you tell people they have a month, it’ll take a month. If you tell people it takes two weeks, it’ll take two weeks. Tell them a week, it’ll take a week. So you want to constantly compress the container size because those accomplishments add up over months, quarters, years, and decades.”
Video source: @imchrisvasquez (2024) tweet