Offshore
Photo
Quiver Quantitative
RT @InsiderRadar: $SEPN has risen another 10% today, now up ~30% from when we reported on their insider purchase last week https://t.co/54l0H5pUf4
tweet
RT @InsiderRadar: $SEPN has risen another 10% today, now up ~30% from when we reported on their insider purchase last week https://t.co/54l0H5pUf4
$SEPN has risen another 8% today, and is now up ~20% since this insider trade was first reported https://t.co/RGEvZIN4f8 tweet
Offshore
Video
Startup Archive
PayPal cofounder Max Levchin on what makes for the best cofounder relationships
Max Levchin co-founded PayPal with Peter Thiel in 1998. In the clip below, he describes what he believes made their co-founder relationship so special:
“The most successful cofounding relationships are very similar to the most successful marriages. What I think makes a marriage successful is when you and your partner grow together. You never wake up one morning and say ‘I’ve outgrown you’… My relationship with Peter was one where I always wanted to make sure that he thought I did the best I could. I was always trying to be the best possible co-founder for the guy because I could see that he was trying extra hard to do the best he could for me.”
As he mentions, this doesn’t mean co-founders will never fight. Max recounts the time Peter told him that if he didn’t ship something they were 3-months late on: “You can go find yourself another cofounder.”
Startups are intense.
But Max’s advice seems consistent with advice I’ve heard elsewhere:
The best co-founders constantly make each other better. Not only are their skillsets complementary, but immense respect for each other motivates them to be the best they can be and not let the other person down.
Video source: @twistartups @Jason (2018)
tweet
PayPal cofounder Max Levchin on what makes for the best cofounder relationships
Max Levchin co-founded PayPal with Peter Thiel in 1998. In the clip below, he describes what he believes made their co-founder relationship so special:
“The most successful cofounding relationships are very similar to the most successful marriages. What I think makes a marriage successful is when you and your partner grow together. You never wake up one morning and say ‘I’ve outgrown you’… My relationship with Peter was one where I always wanted to make sure that he thought I did the best I could. I was always trying to be the best possible co-founder for the guy because I could see that he was trying extra hard to do the best he could for me.”
As he mentions, this doesn’t mean co-founders will never fight. Max recounts the time Peter told him that if he didn’t ship something they were 3-months late on: “You can go find yourself another cofounder.”
Startups are intense.
But Max’s advice seems consistent with advice I’ve heard elsewhere:
The best co-founders constantly make each other better. Not only are their skillsets complementary, but immense respect for each other motivates them to be the best they can be and not let the other person down.
Video source: @twistartups @Jason (2018)
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $2.8M in the stock market today, per our estimates.
We estimate that she is now worth $259M. https://t.co/H18YhHxkMQ
tweet
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $2.8M in the stock market today, per our estimates.
We estimate that she is now worth $259M. https://t.co/H18YhHxkMQ
tweet
Offshore
Photo
Stock Analysis Compilation
Donville Kent on VitalHub $VHI CN
Thesis: VitalHub’s disciplined acquisition strategy, high cash flow, and consistent margin improvements position it as a future compounder with significant growth potential.
(Extract from their Q3 letter) https://t.co/QDZvGDojmQ
tweet
Donville Kent on VitalHub $VHI CN
Thesis: VitalHub’s disciplined acquisition strategy, high cash flow, and consistent margin improvements position it as a future compounder with significant growth potential.
(Extract from their Q3 letter) https://t.co/QDZvGDojmQ
tweet
Offshore
Video
Value Spotlight (Andrew Sather)
Simple WACC Formula (Tutorial):
$V in <90 seconds https://t.co/uybyu9k8i5
tweet
Simple WACC Formula (Tutorial):
$V in <90 seconds https://t.co/uybyu9k8i5
tweet
Offshore
Photo
Quiver Quantitative
Here are the members of Congress who have made the most in the stock market today, per our estimates: https://t.co/HLqb9bsdb3
tweet
Here are the members of Congress who have made the most in the stock market today, per our estimates: https://t.co/HLqb9bsdb3
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: JD Vance now has up to $400K in Bitcoin, $BTC.
You can track his portfolio on Quiver. https://t.co/h0BfhEGxjL
tweet
BREAKING: JD Vance now has up to $400K in Bitcoin, $BTC.
You can track his portfolio on Quiver. https://t.co/h0BfhEGxjL
tweet
Offshore
Photo
App Economy Insights
$NVO Novo Nordisk Q3 FY24
Revenue +23% to DKK 71.3M or $10.2B.
• Ozempic +26% to $4.3B ($0.2B miss).
• Wegovy +81% to $2.5B ($0.2B beat).
Outlook:
• FY24 narrowed at 23% to 27%.
• FY25 in the high teens (20% expected). https://t.co/gauk88gij5
tweet
$NVO Novo Nordisk Q3 FY24
Revenue +23% to DKK 71.3M or $10.2B.
• Ozempic +26% to $4.3B ($0.2B miss).
• Wegovy +81% to $2.5B ($0.2B beat).
Outlook:
• FY24 narrowed at 23% to 27%.
• FY25 in the high teens (20% expected). https://t.co/gauk88gij5
tweet
Dimitry Nakhla | Babylon Capital®
“As an INVESTOR, you’re looking at what the asset is going to do.
As a SPECULATOR, you’re commonly focusing on what the price is going to do, and that’s not our game.”
— Warren Buffett 🗣️
#stocks #investing
tweet
“As an INVESTOR, you’re looking at what the asset is going to do.
As a SPECULATOR, you’re commonly focusing on what the price is going to do, and that’s not our game.”
— Warren Buffett 🗣️
#stocks #investing
tweet
Offshore
Photo
Stock Analysis Compilation
Clearbridge on Hain Celestial $HAIN US
Thesis: Hain Celestial’s transformation under new leadership, focusing on core products and operational efficiency, positions it for strong cash flow growth at a highly attractive valuation
(Extract from their Q3 letter) https://t.co/KJFQLXpqfW
tweet
Clearbridge on Hain Celestial $HAIN US
Thesis: Hain Celestial’s transformation under new leadership, focusing on core products and operational efficiency, positions it for strong cash flow growth at a highly attractive valuation
(Extract from their Q3 letter) https://t.co/KJFQLXpqfW
tweet