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Librarian Capital
"Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips" (FT)
"Neocloud groups such as CoreWeave, Crusoe and Lambda Labs have acquired tens of thousands of Nvidia’s high-performance computer chips"
$NVDA $MSFT
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"Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips" (FT)
"Neocloud groups such as CoreWeave, Crusoe and Lambda Labs have acquired tens of thousands of Nvidia’s high-performance computer chips"
$NVDA $MSFT
$MSFT CEO Satya Nadella
"We are not actually selling raw GPUs for other people to train. In fact, that’s a business we turn away ... There’s a huge adverse selection problem today where ... it’s just a bunch of tech companies still using VC money to buy a bunch of GPUs" (FY25Q1) https://t.co/ejiTUAI57P tweet
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Librarian Capital
"British American Tobacco $BATS $BTI donated $17.2 m (£13.3m) to Republicans in the current cycle ... Donations include $8.5m (£6.5m) to Trump’s ‘Make America Great Again Inc’ PAC."
BAT "donated just $960 (£734) to Harris’s campaign"
tweet
"British American Tobacco $BATS $BTI donated $17.2 m (£13.3m) to Republicans in the current cycle ... Donations include $8.5m (£6.5m) to Trump’s ‘Make America Great Again Inc’ PAC."
BAT "donated just $960 (£734) to Harris’s campaign"
🚨 Donald Trump's campaigns taken $45m from donors who've funded UK's secretive Tufton St think tanks
British American Tobacco and sanctioned Ukrainian billionaire among transatlantic “web of dark money”
Exclusive on Democracy for Sale + @BylineTimes
https://t.co/Highc999nm tweet
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Librarian Capital
RT @business: Judy Dimon, the prominent political donor and wife of JPMorgan CEO Jamie Dimon, canvassed voters in Michigan this weekend in support of Kamala Harris’ presidential bid https://t.co/qY35ySI8KS
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RT @business: Judy Dimon, the prominent political donor and wife of JPMorgan CEO Jamie Dimon, canvassed voters in Michigan this weekend in support of Kamala Harris’ presidential bid https://t.co/qY35ySI8KS
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Capital Employed
RT @capitalemployed: Essential weekend reading if you're seeking new ideas...
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RT @capitalemployed: Essential weekend reading if you're seeking new ideas...
44 Top Stock Pitches (16th-31st October)💡
From medtech to uranium to Canadian construction companies.
Many interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through!
https://t.co/1FRY6gwgYd https://t.co/jUeL4xdsys tweet
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Librarian Capital
Smithson $SSON exited Cognex $CGNX in Oct-24
"Its high rating suggests a market expectation of strong growth despite weakening end markets"
NAV down -1.4% in Oct, now +0.4% YTD (£)
MSCI World SMID +1.6% in Oct, +8.6% YTD
NAV +8.1% p.a. since inception, same as benchmark https://t.co/l1VSZa1xz0
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Smithson $SSON exited Cognex $CGNX in Oct-24
"Its high rating suggests a market expectation of strong growth despite weakening end markets"
NAV down -1.4% in Oct, now +0.4% YTD (£)
MSCI World SMID +1.6% in Oct, +8.6% YTD
NAV +8.1% p.a. since inception, same as benchmark https://t.co/l1VSZa1xz0
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iinvested
3Q'24 Alluvial Capital Management on $ZEG.L
Read the full letter here:
https://t.co/ccjFhSPQ2v https://t.co/Lky6YQSDFl
tweet
3Q'24 Alluvial Capital Management on $ZEG.L
Read the full letter here:
https://t.co/ccjFhSPQ2v https://t.co/Lky6YQSDFl
tweet
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Librarian Capital
WSJ editorial board on Trump - actual vs. parody https://t.co/pmdQcsfWw5
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WSJ editorial board on Trump - actual vs. parody https://t.co/pmdQcsfWw5
Trump's dementia is too advanced, and his managerial skills are too horrendous, for him to see through his vision of a fascist ethnostate.
- The Wall Street Journal Editorial Board tweet
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Startup Archive
Ben Horowitz on how to deal with “The Struggle”
Ben is asked about his famous blog post “The Struggle” and how to deal with it.
He recalls Business Week writing a cover story about his company Loudcloud titled “The IPO from Hell.” The Red Herring wrote an article speculating that Ben was taking the company’s cash and setting it on fire in his parking lot.
“These things hurt my feelings… But most of the stress doesn’t come so much from what people in the press and people on Twitter think. It’s more how people in the company start to feel about it. You’ve brought all these people in. They believed in you. Things aren’t going as sold. And you feel that, and it’s going badly. And then it’s amplified if they read that you suck in the press, as they did about me many times.”
He continues:
“I didn’t care that they said I was an idiot. What bothered me was people who work for me would go home and their spouse would go, ‘You know your CEO is an idiot? I just read it here in Business Week.’”
As an entrepreneur, Ben had never really found a great outlet for this. He vented to his friend Bill Campbell who had similar bad experiences running a company called Go. But that didn’t help that much:
“We’d talk about it and he would understand, but it didn’t help that much. It’s still a struggle. It’s still difficult. You just have to focus your mind on what you can do… You can’t focus on what’s going wrong and what that might imply.”
He recalls an analogy from a class Peter Thiel taught on startups:
“He says there are people who believe in statistics — they believe there are probabilities, that things happen, and all you can do is run a process and it is what it is… And then there are people who believe in calculus, and they believe there’s a right answer. If you’re a startup CEO, you have to believe in calculus. You have to believe you can find the answer and that’s all you can focus on… And trust me, there’s always an answer… But that’s really all there is. There’s not that much comfort out there.”
Video source: @StartupGrind (2014)
tweet
Ben Horowitz on how to deal with “The Struggle”
Ben is asked about his famous blog post “The Struggle” and how to deal with it.
He recalls Business Week writing a cover story about his company Loudcloud titled “The IPO from Hell.” The Red Herring wrote an article speculating that Ben was taking the company’s cash and setting it on fire in his parking lot.
“These things hurt my feelings… But most of the stress doesn’t come so much from what people in the press and people on Twitter think. It’s more how people in the company start to feel about it. You’ve brought all these people in. They believed in you. Things aren’t going as sold. And you feel that, and it’s going badly. And then it’s amplified if they read that you suck in the press, as they did about me many times.”
He continues:
“I didn’t care that they said I was an idiot. What bothered me was people who work for me would go home and their spouse would go, ‘You know your CEO is an idiot? I just read it here in Business Week.’”
As an entrepreneur, Ben had never really found a great outlet for this. He vented to his friend Bill Campbell who had similar bad experiences running a company called Go. But that didn’t help that much:
“We’d talk about it and he would understand, but it didn’t help that much. It’s still a struggle. It’s still difficult. You just have to focus your mind on what you can do… You can’t focus on what’s going wrong and what that might imply.”
He recalls an analogy from a class Peter Thiel taught on startups:
“He says there are people who believe in statistics — they believe there are probabilities, that things happen, and all you can do is run a process and it is what it is… And then there are people who believe in calculus, and they believe there’s a right answer. If you’re a startup CEO, you have to believe in calculus. You have to believe you can find the answer and that’s all you can focus on… And trust me, there’s always an answer… But that’s really all there is. There’s not that much comfort out there.”
Video source: @StartupGrind (2014)
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Startup Archive
RT @mikemcg0: “[Peter Thiel] says there are people who believe in statistics — they believe there are probabilities, that things happen, and all you can do is run a process and it is what it is… And then there are people who believe in calculus, and they believe there’s a right answer.
If you’re a startup CEO, you have to believe in calculus. You have to believe you can find the answer and that’s all you can focus on… And trust me, there’s always an answer"
tweet
RT @mikemcg0: “[Peter Thiel] says there are people who believe in statistics — they believe there are probabilities, that things happen, and all you can do is run a process and it is what it is… And then there are people who believe in calculus, and they believe there’s a right answer.
If you’re a startup CEO, you have to believe in calculus. You have to believe you can find the answer and that’s all you can focus on… And trust me, there’s always an answer"
Ben Horowitz on how to deal with “The Struggle”
Ben is asked about his famous blog post “The Struggle” and how to deal with it.
He recalls Business Week writing a cover story about his company Loudcloud titled “The IPO from Hell.” The Red Herring wrote an article speculating that Ben was taking the company’s cash and setting it on fire in his parking lot.
“These things hurt my feelings… But most of the stress doesn’t come so much from what people in the press and people on Twitter think. It’s more how people in the company start to feel about it. You’ve brought all these people in. They believed in you. Things aren’t going as sold. And you feel that, and it’s going badly. And then it’s amplified if they read that you suck in the press, as they did about me many times.”
He continues:
“I didn’t care that they said I was an idiot. What bothered me was people who work for me would go home and their spouse would go, ‘You know your CEO is an idiot? I just read it here in Business Week.’”
As an entrepreneur, Ben had never really found a great outlet for this. He vented to his friend Bill Campbell who had similar bad experiences running a company called Go. But that didn’t help that much:
“We’d talk about it and he would understand, but it didn’t help that much. It’s still a struggle. It’s still difficult. You just have to focus your mind on what you can do… You can’t focus on what’s going wrong and what that might imply.”
He recalls an analogy from a class Peter Thiel taught on startups:
“He says there are people who believe in statistics — they believe there are probabilities, that things happen, and all you can do is run a process and it is what it is… And then there are people who believe in calculus, and they believe there’s a right answer. If you’re a startup CEO, you have to believe in calculus. You have to believe you can find the answer and that’s all you can focus on… And trust me, there’s always an answer… But that’s really all there is. There’s not that much comfort out there.”
Video source: @StartupGrind (2014) tweet