Offshore
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Stock Analysis Compilation
Nightview Capital on Amazon $AMZN US
Thesis: Amazon’s continued growth in AWS, e-commerce, and AI-driven logistics positions it as a dominant player with significant compounding potential.
(Extract from their Q3 letter) https://t.co/mjr3UgWc15
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Nightview Capital on Amazon $AMZN US
Thesis: Amazon’s continued growth in AWS, e-commerce, and AI-driven logistics positions it as a dominant player with significant compounding potential.
(Extract from their Q3 letter) https://t.co/mjr3UgWc15
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Librarian Capital
Reminder: Some of the people who self-describe as fund managers on Twitter and offer career advice are also the worst people you can meet
All the tweets were on the same day; it was less than an hour before the two tweets in the middle https://t.co/WIaoGo1xpR
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Reminder: Some of the people who self-describe as fund managers on Twitter and offer career advice are also the worst people you can meet
All the tweets were on the same day; it was less than an hour before the two tweets in the middle https://t.co/WIaoGo1xpR
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Offshore
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App Economy Insights
📊 Earnings season visualized.
What surprised you this month?
Grab the latest report with 100+ visuals👇
https://t.co/0IFmphEd43 https://t.co/G9TTQAaYlh
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📊 Earnings season visualized.
What surprised you this month?
Grab the latest report with 100+ visuals👇
https://t.co/0IFmphEd43 https://t.co/G9TTQAaYlh
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Offshore
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Librarian Capital
RT @carlquintanilla: “.. He described things that did not happen and denied things that did.
“.. Truth is not always an abundant resource .. under any president, but never has the Oval Office been occupied by someone so detached from verifiable facts.”
@peterbakernyt
https://t.co/X5p9CdJUSt https://t.co/CZZlTpnRov
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RT @carlquintanilla: “.. He described things that did not happen and denied things that did.
“.. Truth is not always an abundant resource .. under any president, but never has the Oval Office been occupied by someone so detached from verifiable facts.”
@peterbakernyt
https://t.co/X5p9CdJUSt https://t.co/CZZlTpnRov
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Librarian Capital
Our account will be switched to "private" again soon
Because Elon Musk is taking away the "block" function
Our accounts on other platforms remain public, and with the "reply" function open to all (see profile link)
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Our account will be switched to "private" again soon
Because Elon Musk is taking away the "block" function
Our accounts on other platforms remain public, and with the "reply" function open to all (see profile link)
We’re starting to launch the block function update tweet
twitter.com
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Offshore
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Startup Archive
"Every great entrepreneur from Steve Jobs to Mark Zuckerberg went through The Struggle and struggle they did, so you are not alone. But that does not mean that you will make it. You may not make it. That is why it is The Struggle."
- Ben Horowitz
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"Every great entrepreneur from Steve Jobs to Mark Zuckerberg went through The Struggle and struggle they did, so you are not alone. But that does not mean that you will make it. You may not make it. That is why it is The Struggle."
- Ben Horowitz
The Struggle by @bhorowitz https://t.co/cnH0fbF4hu tweet
Offshore
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Librarian Capital
Again, no surprise to anyone who worked at Twitter
"Canvassers for Elon Musk’s America PAC Were Fired and Stranded in Michigan After Speaking Out" (Wired)
Fired en masse, then stranded in Michigan
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Again, no surprise to anyone who worked at Twitter
"Canvassers for Elon Musk’s America PAC Were Fired and Stranded in Michigan After Speaking Out" (Wired)
Fired en masse, then stranded in Michigan
WIRED: “.. the rest of her canvassing group of roughly a dozen people had just been fired en masse, after @WIRED reported that they had been tricked and threatened as part of Musk’s get-out-the-vote effort ..”
@WIRED @JakeLahut
https://t.co/lYVRjN6l1w https://t.co/G7RPrbAC48 tweet
Offshore
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Stock Analysis Compilation
Munro on GE Vernova $GEV US
Thesis: GE Vernova's diversified clean energy portfolio and high-demand segments position it as a key player in the energy transition, with financial targets set to rise.
(Extract from their Q3 letter) https://t.co/93nbzcr9Y1
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Munro on GE Vernova $GEV US
Thesis: GE Vernova's diversified clean energy portfolio and high-demand segments position it as a key player in the energy transition, with financial targets set to rise.
(Extract from their Q3 letter) https://t.co/93nbzcr9Y1
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Offshore
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Librarian Capital
Many Twitter accounts will go "private" now that "block" is neutered
By definition we're more likely to dislike Elon Musk and, by extension, Donald Trump
Could this be the goal? Get a lot of anti-Musk/Trump accounts to go "private" to reduce our reach just before the election? https://t.co/NjOxEEAwLh
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Many Twitter accounts will go "private" now that "block" is neutered
By definition we're more likely to dislike Elon Musk and, by extension, Donald Trump
Could this be the goal? Get a lot of anti-Musk/Trump accounts to go "private" to reduce our reach just before the election? https://t.co/NjOxEEAwLh
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Offshore
Video
Startup Archive
Jony Ive on what Steve Jobs taught him about focus
“This sounds really simplistic, but it shocks me how few people actually practice this—and it’s a struggle to practice… Steve was the most remarkably focused person I’ve ever met in my life.”
As Jony explains, the tricky thing with focus is that it’s a struggle to practice. Every minute you have to ask: “Why are we talking about this?” if it’s not what you’re actually working on.
“You can achieve so much if you truly focus.”
Steve would regularly ask Jony how many things he has said “no” to. As Jony explains:
“What focus means is saying ‘no’ to something that you believe with every bone in your body is a phenomenal idea. You wake up thinking about it, but you say ‘no’ to it because you’re focusing on something else.”
Video source: @VanityFair (2014)
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Jony Ive on what Steve Jobs taught him about focus
“This sounds really simplistic, but it shocks me how few people actually practice this—and it’s a struggle to practice… Steve was the most remarkably focused person I’ve ever met in my life.”
As Jony explains, the tricky thing with focus is that it’s a struggle to practice. Every minute you have to ask: “Why are we talking about this?” if it’s not what you’re actually working on.
“You can achieve so much if you truly focus.”
Steve would regularly ask Jony how many things he has said “no” to. As Jony explains:
“What focus means is saying ‘no’ to something that you believe with every bone in your body is a phenomenal idea. You wake up thinking about it, but you say ‘no’ to it because you’re focusing on something else.”
Video source: @VanityFair (2014)
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