Offshore
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App Economy Insights
$PLTR Palantir Q3 FY24:
• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).
FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/X8OgGr9mLI
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$PLTR Palantir Q3 FY24:
• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).
FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/X8OgGr9mLI
tweet
Offshore
Photo
Librarian Capital
RT @JamesSurowiecki: Elon Musk, October 19: "We are going to be awarding a million dollars, randomly, to anyone who signs the petition." https://t.co/aeIeOVeMQj
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RT @JamesSurowiecki: Elon Musk, October 19: "We are going to be awarding a million dollars, randomly, to anyone who signs the petition." https://t.co/aeIeOVeMQj
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Offshore
Photo
App Economy Insights
$PLTR Palantir Q3 FY24:
• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).
FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/YuHYJZDxK7
tweet
$PLTR Palantir Q3 FY24:
• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).
FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/YuHYJZDxK7
tweet
Offshore
Photo
Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase
The CEO of $CMCO just reported the purchase of ~$1M of the company's stock.
This is the first insider purchase he has reported in over 4 years. https://t.co/HebWFHKQRS
tweet
RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase
The CEO of $CMCO just reported the purchase of ~$1M of the company's stock.
This is the first insider purchase he has reported in over 4 years. https://t.co/HebWFHKQRS
tweet
Offshore
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iinvested
3Q'24 Heartland Value Plus Fund on $GTES, $HAYW
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/apvsr6fB5Z
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3Q'24 Heartland Value Plus Fund on $GTES, $HAYW
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/apvsr6fB5Z
tweet
Offshore
Photo
Librarian Capital
FT: "(The FDA) has formally authorised the sale of just one brand of pouches"
Which one is it? FDA Marketing Granted Orders (MGO) list has no such product, only listing $PM's General snus (2015) and $MO's Verve tobacco discs (2021)?
cc @clara__murray
https://t.co/hkPJ7oh86K
tweet
FT: "(The FDA) has formally authorised the sale of just one brand of pouches"
Which one is it? FDA Marketing Granted Orders (MGO) list has no such product, only listing $PM's General snus (2015) and $MO's Verve tobacco discs (2021)?
cc @clara__murray
https://t.co/hkPJ7oh86K
tweet
Offshore
Photo
Librarian Capital
Another bad take from an oft-quoted Tobacco analyst
"Nicotine pouches might ultimately have limited appeal to consumers ... There’s the social aspect and the whole theatre of smoking"
But you can have pouches in a theatre, or indeed on many occasions where you can't smoke
$PM https://t.co/LzPHPWGxN7
tweet
Another bad take from an oft-quoted Tobacco analyst
"Nicotine pouches might ultimately have limited appeal to consumers ... There’s the social aspect and the whole theatre of smoking"
But you can have pouches in a theatre, or indeed on many occasions where you can't smoke
$PM https://t.co/LzPHPWGxN7
tweet
Librarian Capital
RT @LindseyGrahamSC: If we nominate Trump, we will get destroyed.......and we will deserve it.
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RT @LindseyGrahamSC: If we nominate Trump, we will get destroyed.......and we will deserve it.
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Offshore
Video
Startup Archive
Drew Houston explains how he built Dropbox with the AARRR Framework
“We had a lot of competitors who built things that were reasonably functional, but they didn’t get distribution right. And they didn’t get virality right.”
How’d Dropbox get it right?
Drew recalls using Dave McClure’s “Startup Metrics for Pirates: AARRR!!!” framework to run the company in the early days.
The gist of the framework is to measure and constantly improve five core metrics: Acquisition, Activation, Revenue, Retention, and Referral.
The first example he gives is Activation:
“Users come in. Oh my god, 4 out of 5 who signed up don’t put a file in their Dropbox or install a client. What’s going on?”
As Drew partially explains in the clip, they went on Craigslist and offered $40 to anyone who'd come in for a 30-minute usability test. They asked these people to go from a Dropbox e-mail invitation to sharing a file with another email address.
“Zero of the five people succeeded. Zero of the five even came close.”
This stunned the team. So they made a list of 80+ things in an Excel spreadsheet and sanded down all of the rough edges in the experience. Their activation rate climbed from there.
“Really paying attention to all the steps and the viral engine and tuning that as much as possible,” as Drew explains, was crucial.
For the Referral step of the framework, Dropbox used a combination of organic virality (users sharing files with nonusers) and incentivized virality (free file storage for each person you refer) to achieve exponential growth.
For initial user acquisition, Drew famously created a viral video demoing Dropbox and shared it to Digg and Reddit to build the initial waitlist.
“It was inspired by some of the stuff I saw in the late 90s and early 2000s. PayPal had an incentive referral bonus. I had the idea for the DIgg and Reddit video based on a book called Guerrilla Marketing, which was like, How do you do marketing and get users when you have no money?… A lot of the dots were connected from things I had read over the last several years.”
Video source: @ycombinator (2017)
tweet
Drew Houston explains how he built Dropbox with the AARRR Framework
“We had a lot of competitors who built things that were reasonably functional, but they didn’t get distribution right. And they didn’t get virality right.”
How’d Dropbox get it right?
Drew recalls using Dave McClure’s “Startup Metrics for Pirates: AARRR!!!” framework to run the company in the early days.
The gist of the framework is to measure and constantly improve five core metrics: Acquisition, Activation, Revenue, Retention, and Referral.
The first example he gives is Activation:
“Users come in. Oh my god, 4 out of 5 who signed up don’t put a file in their Dropbox or install a client. What’s going on?”
As Drew partially explains in the clip, they went on Craigslist and offered $40 to anyone who'd come in for a 30-minute usability test. They asked these people to go from a Dropbox e-mail invitation to sharing a file with another email address.
“Zero of the five people succeeded. Zero of the five even came close.”
This stunned the team. So they made a list of 80+ things in an Excel spreadsheet and sanded down all of the rough edges in the experience. Their activation rate climbed from there.
“Really paying attention to all the steps and the viral engine and tuning that as much as possible,” as Drew explains, was crucial.
For the Referral step of the framework, Dropbox used a combination of organic virality (users sharing files with nonusers) and incentivized virality (free file storage for each person you refer) to achieve exponential growth.
For initial user acquisition, Drew famously created a viral video demoing Dropbox and shared it to Digg and Reddit to build the initial waitlist.
“It was inspired by some of the stuff I saw in the late 90s and early 2000s. PayPal had an incentive referral bonus. I had the idea for the DIgg and Reddit video based on a book called Guerrilla Marketing, which was like, How do you do marketing and get users when you have no money?… A lot of the dots were connected from things I had read over the last several years.”
Video source: @ycombinator (2017)
tweet