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Dimitry Nakhla | Babylon Capital®
Valley Forge Capital | Holdings Q3 2024💵
Notable Adds: $ASML
Notable Trims: $FICO
Dev Kantesaria with minimal activity. As Warren Buffett states:
“Activity is the enemy of investment returns”
#stocks #investing
$FICO $SPGI $MA $MCO $INTU $V $ASML $AZPN
Source: dataroma https://t.co/YtFSlnKqZt
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Valley Forge Capital | Holdings Q3 2024💵
Notable Adds: $ASML
Notable Trims: $FICO
Dev Kantesaria with minimal activity. As Warren Buffett states:
“Activity is the enemy of investment returns”
#stocks #investing
$FICO $SPGI $MA $MCO $INTU $V $ASML $AZPN
Source: dataroma https://t.co/YtFSlnKqZt
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase
The CEO of $BH, Sardar Biglari, just reported the purchase of ~$6M of the company's stock.
Biglari is a frequent insider buyer at $BH, but this is his largest purchase in over 4 years. https://t.co/SDCRknk4AP
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RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase
The CEO of $BH, Sardar Biglari, just reported the purchase of ~$6M of the company's stock.
Biglari is a frequent insider buyer at $BH, but this is his largest purchase in over 4 years. https://t.co/SDCRknk4AP
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Quiver Quantitative
RT @InsiderRadar: 🚨 Massive New Insider Purchase
The Chairman of the Board at $SATS just reported the purchase of ~$44M of the company's stock.
This is the first insider purchase that we have ever seen reported by the Chairman.
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RT @InsiderRadar: 🚨 Massive New Insider Purchase
The Chairman of the Board at $SATS just reported the purchase of ~$44M of the company's stock.
This is the first insider purchase that we have ever seen reported by the Chairman.
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Capital Employed
37 Stock Pitches (1st-15th November)💡
From Ben Graham style net-nets to distributors of shell eggs.
Many interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through! 👇
https://t.co/kJUnPu2lLA https://t.co/DJeDbLqOXf
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37 Stock Pitches (1st-15th November)💡
From Ben Graham style net-nets to distributors of shell eggs.
Many interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through! 👇
https://t.co/kJUnPu2lLA https://t.co/DJeDbLqOXf
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Hidden Value Gems
Interesting, $BRK.B opened two new positions during Q3: $POOL and $DOM
Probably Todd or Ted, given the small size (1.3m Domino’s shares and 404k Pool shares) https://t.co/7cf1sjPoBm
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Interesting, $BRK.B opened two new positions during Q3: $POOL and $DOM
Probably Todd or Ted, given the small size (1.3m Domino’s shares and 404k Pool shares) https://t.co/7cf1sjPoBm
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Stock Analysis Compilation
Cleabridge on Asics $7936 JP
Thesis: With a renewed focus on profitability and strong brand recognition, Asics is poised for significant earnings growth driven by improved operational strategies and expanded product offerings.
(Extract from their Q3 letter) https://t.co/75CcymTDZx
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Cleabridge on Asics $7936 JP
Thesis: With a renewed focus on profitability and strong brand recognition, Asics is poised for significant earnings growth driven by improved operational strategies and expanded product offerings.
(Extract from their Q3 letter) https://t.co/75CcymTDZx
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Stock Analysis Compilation
Vulcan Value Partners on Ibstock $IBST LN
Thesis: Ibstock’s leading market position and strong pricing power set it up for a rebound, as policy changes and interest rate cuts revive the U.K. housing market.
(Extract from their Q3 letter) https://t.co/8VbdJgoCQz
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Vulcan Value Partners on Ibstock $IBST LN
Thesis: Ibstock’s leading market position and strong pricing power set it up for a rebound, as policy changes and interest rate cuts revive the U.K. housing market.
(Extract from their Q3 letter) https://t.co/8VbdJgoCQz
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Startup Archive
Ben Horowitz shares 4 principles for choosing a cofounder
The first and most important principle is to not let anxiety drive your decision. Ben recalls the feeling when you first start a startup:
“You’re like, ‘Oh my god, what if this doesn’t work?’… Your guts are boiling, you’re feeling very uneasy. And so there’s a tendency to grab the closest cofounder you can find to say, ‘Okay it’s not just me now. Whew!’ That’s a big mistake.”
Ben’s second principle for choosing a cofounder comes from John D. Rockefeller who said:
“A friendship founded on business is better than a business founded on friendship.”
Ben advises founders to be careful about going into business with your friends. Friendship is generally bad reason to choose someone as a cofounder.
The third principle Ben argues for is to work with people you’ve known for a while and truly respect. This is how The Beetles were formed, and they went on to be one of the greatest bands of all time. Ben juxtaposes with The Monkees who were put together by the record company:
“The Monkees were actually pretty successful for a little while but there was something just fundamentally inauthentic about them… You are generally better off being The Beatles than The Monkees. Work with people who you’ve known for a while, respect, and feel like you can be teammates with for a long, long time.”
The last point Ben makes is about equity splits:
“If you’re not willing to equally split the company from an equity standpoint with your founders, that’s probably a mistake.”
You also have to decide who is going to be CEO. Ben generally will not fund startups without a clear CEO:
“When you choose to share command, it’s because you can’t agree with your cofounder who should run the company. But everybody in the company is going to suffer because of that — you don’t have clear command and decisions have to get made twice.”
Video source: @StartupGrind (2014)
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Ben Horowitz shares 4 principles for choosing a cofounder
The first and most important principle is to not let anxiety drive your decision. Ben recalls the feeling when you first start a startup:
“You’re like, ‘Oh my god, what if this doesn’t work?’… Your guts are boiling, you’re feeling very uneasy. And so there’s a tendency to grab the closest cofounder you can find to say, ‘Okay it’s not just me now. Whew!’ That’s a big mistake.”
Ben’s second principle for choosing a cofounder comes from John D. Rockefeller who said:
“A friendship founded on business is better than a business founded on friendship.”
Ben advises founders to be careful about going into business with your friends. Friendship is generally bad reason to choose someone as a cofounder.
The third principle Ben argues for is to work with people you’ve known for a while and truly respect. This is how The Beetles were formed, and they went on to be one of the greatest bands of all time. Ben juxtaposes with The Monkees who were put together by the record company:
“The Monkees were actually pretty successful for a little while but there was something just fundamentally inauthentic about them… You are generally better off being The Beatles than The Monkees. Work with people who you’ve known for a while, respect, and feel like you can be teammates with for a long, long time.”
The last point Ben makes is about equity splits:
“If you’re not willing to equally split the company from an equity standpoint with your founders, that’s probably a mistake.”
You also have to decide who is going to be CEO. Ben generally will not fund startups without a clear CEO:
“When you choose to share command, it’s because you can’t agree with your cofounder who should run the company. But everybody in the company is going to suffer because of that — you don’t have clear command and decisions have to get made twice.”
Video source: @StartupGrind (2014)
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App Economy Insights
🍿 Streaming Earnings Visualized:
🏰 $DIS Disney: DTC Profits Rise
🏀 $WBD Warner Bros: Box Office Woes
🏔️ $PARA Paramount: Streaming Growth
🦚 $CMCSA Comcast: Cable Restructuring
https://t.co/66YWVqqjWX
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🍿 Streaming Earnings Visualized:
🏰 $DIS Disney: DTC Profits Rise
🏀 $WBD Warner Bros: Box Office Woes
🏔️ $PARA Paramount: Streaming Growth
🦚 $CMCSA Comcast: Cable Restructuring
https://t.co/66YWVqqjWX
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Stock Analysis Compilation
Stock Analysis Compilation #64 is in your inbox 🔥
(link in bio)
44 stock pitches from the best hedge funds & newsletters :
$APG $ASPI $BIDU $BGCP $BFH $CALM $CLBT $DG $PLOW $ELF $EBAY $EAF $HIMS $HIMS $MELI $MOH $MNDY $NNI $NU $NVDA $PLTR $PESI $RKLB $SE $SMC $TEVA $V and many more
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Stock Analysis Compilation #64 is in your inbox 🔥
(link in bio)
44 stock pitches from the best hedge funds & newsletters :
$APG $ASPI $BIDU $BGCP $BFH $CALM $CLBT $DG $PLOW $ELF $EBAY $EAF $HIMS $HIMS $MELI $MOH $MNDY $NNI $NU $NVDA $PLTR $PESI $RKLB $SE $SMC $TEVA $V and many more
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