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Quiver Quantitative
The election is tomorrow.
Here is our final update on political donations by employees of publicly traded companies in 2024: https://t.co/2w3AhOhVBN
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The election is tomorrow.
Here is our final update on political donations by employees of publicly traded companies in 2024: https://t.co/2w3AhOhVBN
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App Economy Insights
RT @EconomyApp: $BRK Berkshire Hathaway Q3 FY24.
• No buybacks. 👀
• $AAPL stake cut by ~25%.
• Cash and short-term securities $325B. https://t.co/Utu6U9cR9x
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RT @EconomyApp: $BRK Berkshire Hathaway Q3 FY24.
• No buybacks. 👀
• $AAPL stake cut by ~25%.
• Cash and short-term securities $325B. https://t.co/Utu6U9cR9x
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Stock Analysis Compilation
Ariel Investments on Comerica $CMA US
Thesis: With a strong customer focus and positioned to benefit from economic growth, Comerica offers a compelling risk/reward profile amid favorable market conditions.
(Extract from their Q3 letter) https://t.co/Y003dJ0tyr
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Ariel Investments on Comerica $CMA US
Thesis: With a strong customer focus and positioned to benefit from economic growth, Comerica offers a compelling risk/reward profile amid favorable market conditions.
(Extract from their Q3 letter) https://t.co/Y003dJ0tyr
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Startup Archive
Jeff Bezos recounts the time he called Amazon’s customer service number mid-meeting to prove a metric was wrong
In the clip below, Jeff tells a story from the early days of Amazon when their metrics said customers waited less than 60 seconds after calling customer service. Yet this conflicted with customer complaints, and as Jeff explains:
“I have a saying, which is when the data and the anecdotes disagree, the anecdotes are usually right… If you have a bunch of customers complaining about something, and your metrics look like they shouldn’t be complaining, you should doubt the metrics.”
Then one day in a meeting, the head of customer service was defending the metric, and Jeff said, “Ok, let’s call.”
Jeff picked up the phone and dialed Amazon’s 1-800 customer service number.
Everyone in the meeting proceeded to wait more than 10 minutes before customer service answered.
“It dramatically made the point that something was wrong with the data collection, and that set off a whole chain of events where we started measuring it right… That’s an uncomfortable thing to do, but you have to seek truth even when it’s uncomfortable and you have to get people’s attention and they have to buy into it and they have to get energized around really fixing things.”
Video source: @lexfridman (2023)
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Jeff Bezos recounts the time he called Amazon’s customer service number mid-meeting to prove a metric was wrong
In the clip below, Jeff tells a story from the early days of Amazon when their metrics said customers waited less than 60 seconds after calling customer service. Yet this conflicted with customer complaints, and as Jeff explains:
“I have a saying, which is when the data and the anecdotes disagree, the anecdotes are usually right… If you have a bunch of customers complaining about something, and your metrics look like they shouldn’t be complaining, you should doubt the metrics.”
Then one day in a meeting, the head of customer service was defending the metric, and Jeff said, “Ok, let’s call.”
Jeff picked up the phone and dialed Amazon’s 1-800 customer service number.
Everyone in the meeting proceeded to wait more than 10 minutes before customer service answered.
“It dramatically made the point that something was wrong with the data collection, and that set off a whole chain of events where we started measuring it right… That’s an uncomfortable thing to do, but you have to seek truth even when it’s uncomfortable and you have to get people’s attention and they have to buy into it and they have to get energized around really fixing things.”
Video source: @lexfridman (2023)
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Librarian Capital
Elon Musk lawyer admits there was no $1m lottery
"Instead, the $1m is a salary they "earn" to be a spokesperson for Musk's pro-Trump PAC"
"Winners are picked based on their "suitability to serve" & their personal story"
Most voters who signed up never had a chance
h/t @RMac18
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Elon Musk lawyer admits there was no $1m lottery
"Instead, the $1m is a salary they "earn" to be a spokesperson for Musk's pro-Trump PAC"
"Winners are picked based on their "suitability to serve" & their personal story"
Most voters who signed up never had a chance
h/t @RMac18
from Philly courtroom —
Musk lawyer says his $1m giveaway is NOT a lottery. "There is no prize to be won" and winners "are not chosen at random," Musk lawyer Chris Gober said.
Instead, the $1m is a salary they "earn" to be a spokesperson for Musk's pro-Trump super PAC. Winners are picked based on their "suitability to serve" and their personal story, Gober said.
In response, Philly DA team called this a "complete admission of liability" that Musk is running an illegal lottery under PA law.
Remember: When Musk announced the giveaway.... in PA nonetheless.... he said, "we are going to be awarding $1 million randomly." DA showed this in court to the judge.
Gober argued there's a difference between "randomly" and "by chance," which is why he argued that this isn't an illegal lottery under PA gaming laws. tweet
twitter.com
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Librarian Capital
RT @RealJimChanos: This alone should disqualify anyone from the Office. https://t.co/OLNlxh788L
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RT @RealJimChanos: This alone should disqualify anyone from the Office. https://t.co/OLNlxh788L
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Quiver Quantitative
RT @InsiderRadar: $SEPN has risen another 8% today, and is now up ~20% since this insider trade was first reported https://t.co/RGEvZIN4f8
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RT @InsiderRadar: $SEPN has risen another 8% today, and is now up ~20% since this insider trade was first reported https://t.co/RGEvZIN4f8
$SEPN stock has now risen 12% on the day after this insider purchase, which we flagged last night https://t.co/3mUHBgtTvl tweet
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Librarian Capital
Thanks for your patience with our political content
We are an investment-focused account, but we feel this election is too important; in this we have followed the example set by many accounts that we admire
There's light at the end of the tunnel
But it's still too close - Vote! https://t.co/DY1hwl1m2h
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Thanks for your patience with our political content
We are an investment-focused account, but we feel this election is too important; in this we have followed the example set by many accounts that we admire
There's light at the end of the tunnel
But it's still too close - Vote! https://t.co/DY1hwl1m2h
Listen to the people who worked closely with Donald Trump: the man is utterly unfit for office https://t.co/uii0JP4ZnZ tweet
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Stock Analysis Compilation
Nightview Capital on DraftKings $DKNG US
Thesis: DraftKings, with expanding OSB legalization and a strong user growth trajectory, is well-positioned to capture substantial upside in the U.S. online betting market.
(Extract from their Q3 letter) https://t.co/ftxKVNWzmV
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Nightview Capital on DraftKings $DKNG US
Thesis: DraftKings, with expanding OSB legalization and a strong user growth trajectory, is well-positioned to capture substantial upside in the U.S. online betting market.
(Extract from their Q3 letter) https://t.co/ftxKVNWzmV
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Librarian Capital
“Microsoft: Q1 FY25 Results Show Value Still Compounding”
$MSFT shares down 10%+ since July, even as double-digit growth continues in all key metrics
https://t.co/feHJODZcDS https://t.co/ENLSBhJDVU
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“Microsoft: Q1 FY25 Results Show Value Still Compounding”
$MSFT shares down 10%+ since July, even as double-digit growth continues in all key metrics
https://t.co/feHJODZcDS https://t.co/ENLSBhJDVU
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