Offshore
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Investing visuals
$NVDA key metrics to keep an eye on heading into earnings https://t.co/3xNxPzzeeJ
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$NVDA key metrics to keep an eye on heading into earnings https://t.co/3xNxPzzeeJ
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Offshore
Video
Startup Archive
Sequoia Partner Jim Goetz on the importance of solving a specific pain point for a specific customer
Yahoo started out as a web directory for Stanford
Google didn’t start out as a search engine. It was all about PageRank and improving search for search engines—kind of a middleware offering in many ways.
YouTube was for sharing videos from parties.
Apple was going after the hobby computer market.
“When you think about these companies, you could have made all sorts of arguments about market size not being large enough—feature rather than a product. But in all cases, there’s a great deal of passion and energy around a specific pain point. They started very small.”
Jim continues:
“The point I’m trying to make with this is that we regularly see entrepreneurs come in and talk about billion dollar markets and large TAMs. And that’s just not as interesting to us as the passion that comes from trying to solve a very specific pain point for a very specific customer. Focus. Focus. Focus.”
Video source: @StanfordGSB (2008)
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Sequoia Partner Jim Goetz on the importance of solving a specific pain point for a specific customer
Yahoo started out as a web directory for Stanford
Google didn’t start out as a search engine. It was all about PageRank and improving search for search engines—kind of a middleware offering in many ways.
YouTube was for sharing videos from parties.
Apple was going after the hobby computer market.
“When you think about these companies, you could have made all sorts of arguments about market size not being large enough—feature rather than a product. But in all cases, there’s a great deal of passion and energy around a specific pain point. They started very small.”
Jim continues:
“The point I’m trying to make with this is that we regularly see entrepreneurs come in and talk about billion dollar markets and large TAMs. And that’s just not as interesting to us as the passion that comes from trying to solve a very specific pain point for a very specific customer. Focus. Focus. Focus.”
Video source: @StanfordGSB (2008)
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Offshore
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Stock Analysis Compilation
Vulcan Value Partners on Everest Group $EG US
Thesis: Everest’s disciplined underwriting and focus on long-term intrinsic value growth make it a compelling play in the reinsurance sector, especially as it capitalizes on cyclical market dynamics
(Extract from their Q3 letter) https://t.co/Hh0uMQ2ZEr
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Vulcan Value Partners on Everest Group $EG US
Thesis: Everest’s disciplined underwriting and focus on long-term intrinsic value growth make it a compelling play in the reinsurance sector, especially as it capitalizes on cyclical market dynamics
(Extract from their Q3 letter) https://t.co/Hh0uMQ2ZEr
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Offshore
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Quiver Quantitative
Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 36% since then. https://t.co/ws6RMc6wNG
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Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 36% since then. https://t.co/ws6RMc6wNG
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Offshore
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App Economy Insights
$WMT Walmart Q3 FY25 (ending in Oct.):
• Revenue +5% Y/Y to $169.6B ($3.0B beat).
• Non-GAAP EPS $0.58 ($0.05 beat).
• Walmart US comp sales +5%.
• E-commerce +27% Y/Y.
• Advertising +28% Y/Y.
FY25 Guidance:
• Net sales +4.8% to 5.1% Y/Y (0.7pp raise). https://t.co/6GprSeaRTb
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$WMT Walmart Q3 FY25 (ending in Oct.):
• Revenue +5% Y/Y to $169.6B ($3.0B beat).
• Non-GAAP EPS $0.58 ($0.05 beat).
• Walmart US comp sales +5%.
• E-commerce +27% Y/Y.
• Advertising +28% Y/Y.
FY25 Guidance:
• Net sales +4.8% to 5.1% Y/Y (0.7pp raise). https://t.co/6GprSeaRTb
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Offshore
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Quiver Quantitative
With the House Ethics Committee in the news:
We have caught four of the committee’s ten members violating the STOCK Act.
Here’s who we caught:
John Rutherford: 152 violations
David Joyce: 136 violations
Michael Guest (Chairman): 2 violations
Deborah Ross: 1 violation
You can track their portfolios live on Quiver.
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With the House Ethics Committee in the news:
We have caught four of the committee’s ten members violating the STOCK Act.
Here’s who we caught:
John Rutherford: 152 violations
David Joyce: 136 violations
Michael Guest (Chairman): 2 violations
Deborah Ross: 1 violation
You can track their portfolios live on Quiver.
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Offshore
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Stock Analysis Compilation
Vulcan Value Partners on Colliers International $CIGI
Thesis: CIGI’ diversified earnings and asset-light model provide strong cash flow stability, with improving real estate transactions and earnings growth supported by recent interest rate cuts
(Extract from their Q3 letter) https://t.co/b3SfEEZVbh
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Vulcan Value Partners on Colliers International $CIGI
Thesis: CIGI’ diversified earnings and asset-light model provide strong cash flow stability, with improving real estate transactions and earnings growth supported by recent interest rate cuts
(Extract from their Q3 letter) https://t.co/b3SfEEZVbh
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Offshore
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App Economy Insights
📺 US TV Time October 2024:
Streaming 40.5% (+3.9pp Y/Y).
• YouTube 10.6% (+1.5pp Y/Y).
• Netflix 7.5% (+0.3pp Y/Y).
• Prime Video 3.5% (-0.1pp Y/Y).
• Disney+ 2.4% (+0.5pp Y/Y).
• Hulu 2.4% (-0.7pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/JtwCYkWgwC
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📺 US TV Time October 2024:
Streaming 40.5% (+3.9pp Y/Y).
• YouTube 10.6% (+1.5pp Y/Y).
• Netflix 7.5% (+0.3pp Y/Y).
• Prime Video 3.5% (-0.1pp Y/Y).
• Disney+ 2.4% (+0.5pp Y/Y).
• Hulu 2.4% (-0.7pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/JtwCYkWgwC
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