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Stock Analysis Compilation
Stock Analysis Compilation #61 is in your inbox 🔥
(link below)
43 stock pitches from the best hedge funds & newsletters :
$ABCL $ALCO $CELH $CRM $CSGP $DHR $DIS $ECOR $ERIE $EVO $FLWS $GEO $HWKN $IBKR $KVUE $META $PFE $PLBC $SEG $SOFI $TPL $TSLA and many more https://t.co/0iV5tgzQjp
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Stock Analysis Compilation #61 is in your inbox 🔥
(link below)
43 stock pitches from the best hedge funds & newsletters :
$ABCL $ALCO $CELH $CRM $CSGP $DHR $DIS $ECOR $ERIE $EVO $FLWS $GEO $HWKN $IBKR $KVUE $META $PFE $PLBC $SEG $SOFI $TPL $TSLA and many more https://t.co/0iV5tgzQjp
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App Economy Insights
$TSLA Tesla just had its best day since 2013.
What fueled the surge?
📈 Margin expansion.
🤖 Autonomy promises.
🔮 Surprising FY25 forecast.
📊 Let's visualize the latest quarter. 👇
https://t.co/fJPw8UI3dv
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$TSLA Tesla just had its best day since 2013.
What fueled the surge?
📈 Margin expansion.
🤖 Autonomy promises.
🔮 Surprising FY25 forecast.
📊 Let's visualize the latest quarter. 👇
https://t.co/fJPw8UI3dv
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Quiver Quantitative
RT @InsiderRadar: 🚨 Massive New Insider Purchase
A director at $FPH, Sam Levinson, just reported the purchase of ~$10M of the company's stock.
This is the first insider purchase at the company in over 3 years, and comes less than a week after Levinson was appointed director. https://t.co/o3PTQE7GvH
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RT @InsiderRadar: 🚨 Massive New Insider Purchase
A director at $FPH, Sam Levinson, just reported the purchase of ~$10M of the company's stock.
This is the first insider purchase at the company in over 3 years, and comes less than a week after Levinson was appointed director. https://t.co/o3PTQE7GvH
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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: 2 New Insider Purchases at Norfolk Southern
2 board members at $NSC just reported ~$250k in insider buying.
$NSC has a series of small insider purchases going back to May 2024, and the stock has risen ~13% since this buying activity started. https://t.co/mxOom60H57
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RT @InsiderRadar: 🚨 BREAKING: 2 New Insider Purchases at Norfolk Southern
2 board members at $NSC just reported ~$250k in insider buying.
$NSC has a series of small insider purchases going back to May 2024, and the stock has risen ~13% since this buying activity started. https://t.co/mxOom60H57
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Quiver Quantitative
Wow.
Nancy Pelosi has made $2.1M in the stock market so far today, per our estimates: https://t.co/9SawHIxORi
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Wow.
Nancy Pelosi has made $2.1M in the stock market so far today, per our estimates: https://t.co/9SawHIxORi
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Stock Analysis Compilation
Infuse AM on Intellego $INT SS
Thesis: Intellego has a significant runway for growth, with strong potential for profitability at a low valuation, making it a highly attractive opportunity.
(Extract from their Q3 letter, link to the full analysis in SAC#61) https://t.co/EjOSecYmgs
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Infuse AM on Intellego $INT SS
Thesis: Intellego has a significant runway for growth, with strong potential for profitability at a low valuation, making it a highly attractive opportunity.
(Extract from their Q3 letter, link to the full analysis in SAC#61) https://t.co/EjOSecYmgs
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Quiver Quantitative
RT @InsiderRadar: UPDATE: $TELA stock is up 7.5% this morning https://t.co/5az9aUp4Px
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RT @InsiderRadar: UPDATE: $TELA stock is up 7.5% this morning https://t.co/5az9aUp4Px
🚨 BREAKING: The CEO, CTO, CFO, and CCO of $TELA have all just reported insider purchases, ~$400k in total https://t.co/820RPekgfH tweet
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Startup Archive
Peter Thiel on the importance of starting with a small market
“It’s always a big mistake going after a giant market on day 1. That’s typically evidence that you haven’t defined the categories correctly, and there’s going to be too much competition. Almost all of the successful companies in Silicon Valley had some model of starting with small markets and expanding.”
Amazon started with books
eBay started with Pez dispensers and Beanie Babies
PayPal started with power-sellers on eBay
Facebook started with Harvard
“What’s very counterintuitive about many of these companies is that they often start with markets so small that most people don’t think they’re valuable at all.”
The opposite of this is companies that start out targeting really big markets, and he uses clean tech companies in 2005-2008 trying to capture a small percentage of a trillion dollar market as an example:
“Once you’re a minnow in a vast ocean, that’s not a good place to be. It means you have tons of competitors, and you don’t even know who all of the competitors are.”
As Thiel puts it:
“You want to be a one-of-a-kind company where it’s the only one in a small ecosystem… large existing markets typically mean you have tons of competition and it’s very hard to differentiate.”
Video source: @ycombinator (2014)
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Peter Thiel on the importance of starting with a small market
“It’s always a big mistake going after a giant market on day 1. That’s typically evidence that you haven’t defined the categories correctly, and there’s going to be too much competition. Almost all of the successful companies in Silicon Valley had some model of starting with small markets and expanding.”
Amazon started with books
eBay started with Pez dispensers and Beanie Babies
PayPal started with power-sellers on eBay
Facebook started with Harvard
“What’s very counterintuitive about many of these companies is that they often start with markets so small that most people don’t think they’re valuable at all.”
The opposite of this is companies that start out targeting really big markets, and he uses clean tech companies in 2005-2008 trying to capture a small percentage of a trillion dollar market as an example:
“Once you’re a minnow in a vast ocean, that’s not a good place to be. It means you have tons of competitors, and you don’t even know who all of the competitors are.”
As Thiel puts it:
“You want to be a one-of-a-kind company where it’s the only one in a small ecosystem… large existing markets typically mean you have tons of competition and it’s very hard to differentiate.”
Video source: @ycombinator (2014)
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Stock Analysis Compilation
Plural Investing on Seaport $SEG
Thesis: Seaport's undervalued assets, including Pier 17 and prime Manhattan land, combined with management's plans to redevelop, offer strong potential for recovery and growth.
(Extract from their Q3 letter, link to the full analysis in SAC#61) https://t.co/kGsnxcNOcO
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Plural Investing on Seaport $SEG
Thesis: Seaport's undervalued assets, including Pier 17 and prime Manhattan land, combined with management's plans to redevelop, offer strong potential for recovery and growth.
(Extract from their Q3 letter, link to the full analysis in SAC#61) https://t.co/kGsnxcNOcO
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App Economy Insights
🚖 Robotaxi race heats up! 🔥
Waymo just raised $5.6B. $GOOG
🔎 Alphabet leads funding round.
📱 Expanded partnership with Uber.
🗺️ SF, LA, Phoenix, Austin and Atlanta.
🤖 Continued investment in AI expected. https://t.co/tbUH6bNwv0
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🚖 Robotaxi race heats up! 🔥
Waymo just raised $5.6B. $GOOG
🔎 Alphabet leads funding round.
📱 Expanded partnership with Uber.
🗺️ SF, LA, Phoenix, Austin and Atlanta.
🤖 Continued investment in AI expected. https://t.co/tbUH6bNwv0
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