AkhenOsiris
Bombed out, dumpster diving, etc been a fintwit favorite in anticipation of catching the snapback due to positioning, short covering, etc
SNOW/SaaS having its moment.
Other current bombed out candidates (at least 20% drawdown):
- Solar sector
- UBER
- China internet (yet again)
- OKTA
- ASML
- U
Only down 10%, but keeping an eye on India... don't think 20% drawdown will happen, but sentiment getting quite negative (FII outflows, China stimulus drawing flows, Trump uncertainty, high valuation)
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Bombed out, dumpster diving, etc been a fintwit favorite in anticipation of catching the snapback due to positioning, short covering, etc
SNOW/SaaS having its moment.
Other current bombed out candidates (at least 20% drawdown):
- Solar sector
- UBER
- China internet (yet again)
- OKTA
- ASML
- U
Only down 10%, but keeping an eye on India... don't think 20% drawdown will happen, but sentiment getting quite negative (FII outflows, China stimulus drawing flows, Trump uncertainty, high valuation)
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AkhenOsiris
RT @trader_53: *ALIBABA ANNOUNCES ESTABLISHMENT OF ALIBABA E-COMMERCE BUSINESS
this is actually what i thought they were virtually doing for years
but ok here we are
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RT @trader_53: *ALIBABA ANNOUNCES ESTABLISHMENT OF ALIBABA E-COMMERCE BUSINESS
this is actually what i thought they were virtually doing for years
but ok here we are
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Offshore
Photo
Capital Employed
This is a quality deep dive on Seaport Entertainment $SEG
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This is a quality deep dive on Seaport Entertainment $SEG
We just published a 35 page Special Report on Seaport Entertainment ($SEG), a company that owns properties in the heart of New York overlooking the Brooklyn Bridge. Read it at Hidden Gems Investing (link in my profile).
Seaport is a recent spinoff from Howard Hughes ($HHH) and the economics of these properties is hard to come by. We spoke with 22 industry sources to uncover this 'hidden gem' and hope you enjoy the report! Read it at the new Hidden Gems Investing page (link in my profile). tweet
Offshore
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Hidden Value Gems
I wish we had more companies like that in 🇬🇧
$GAW.L 🚀 https://t.co/0ot5MGSYl3
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I wish we had more companies like that in 🇬🇧
$GAW.L 🚀 https://t.co/0ot5MGSYl3
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Offshore
Photo
Stock Analysis Compilation
Wasatch GI on MonotaRO $3064 JP
Thesis: MonotaRO’s strong growth trajectory, enhanced by superior service and strategic partnerships, positions it well for market share expansion in Japan’s MRO sector
(Extract from their Q3 letter) https://t.co/UYmQRPCG2g
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Wasatch GI on MonotaRO $3064 JP
Thesis: MonotaRO’s strong growth trajectory, enhanced by superior service and strategic partnerships, positions it well for market share expansion in Japan’s MRO sector
(Extract from their Q3 letter) https://t.co/UYmQRPCG2g
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Offshore
Photo
Stock Analysis Compilation
Oakmark on Pernod Ricard $RI FP
Thesis: Pernod Ricard’s exposure to premium spirits and emerging markets growth, combined with its attractive valuation, offers a strong long-term investment opportunity.
(Extract from their Q3 letter) https://t.co/uD3Xeep8gg
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Oakmark on Pernod Ricard $RI FP
Thesis: Pernod Ricard’s exposure to premium spirits and emerging markets growth, combined with its attractive valuation, offers a strong long-term investment opportunity.
(Extract from their Q3 letter) https://t.co/uD3Xeep8gg
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Offshore
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Capital Employed
Great post about the investing style of Tony Deden by @Delta9Echo
https://t.co/1lwQFOxlEh?
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Great post about the investing style of Tony Deden by @Delta9Echo
https://t.co/1lwQFOxlEh?
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Offshore
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iinvested
3Q'24 Baron Discovery Fund on $TWFG, $NARI
More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/TeZHGREWGt
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3Q'24 Baron Discovery Fund on $TWFG, $NARI
More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/TeZHGREWGt
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Offshore
Video
Startup Archive
Naval Ravikant on shutting down a startup
“One thing I’ve learned myself the hard way, is that it is easier to tear down a company and restart it in Silicon Valley, than it is to constantly try to pivot or keep something alive. There’s very little stigma associated with capital loss or shutting down and restarting. And investors want to back entrepreneurs of experience. They know how difficult it is.”
He continues:
“It is so difficult to build something brand new that the world has never seen and to break through the noise and to get people to pay for it, to make an institution… It’s so difficult to do that. Very, very, few people succeed in the first go around. For every person you heard who succeeded in the first go around, they actually did five, ten other things at the same time or before. Even Mark Zuckerberg and Bill Gates and Steve Jobs—it wasn’t just their first thing. They built many projects along the way. They just started younger than you, and they parallel tracked, and they got lucky, and they were good.”
Investors know this:
“As an investor, you do want to back previously failed entrepreneurs. The ideal is to find someone who’s failed through no fault of their own or as little fault of their own or they’ve learned their way past it. Either the whole sector failed or there was a cofounder that’s no longer with them or there was a particular shot or a bet that they took and they followed the bet properly. The bet didn’t pay off and they realized it didn’t pay off and they moved on. But it’s easier to start over. So trying to cling with your fingernails onto something that’s not working, can waste a lot of your time.”
Video source: @AngelList (2023)
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Naval Ravikant on shutting down a startup
“One thing I’ve learned myself the hard way, is that it is easier to tear down a company and restart it in Silicon Valley, than it is to constantly try to pivot or keep something alive. There’s very little stigma associated with capital loss or shutting down and restarting. And investors want to back entrepreneurs of experience. They know how difficult it is.”
He continues:
“It is so difficult to build something brand new that the world has never seen and to break through the noise and to get people to pay for it, to make an institution… It’s so difficult to do that. Very, very, few people succeed in the first go around. For every person you heard who succeeded in the first go around, they actually did five, ten other things at the same time or before. Even Mark Zuckerberg and Bill Gates and Steve Jobs—it wasn’t just their first thing. They built many projects along the way. They just started younger than you, and they parallel tracked, and they got lucky, and they were good.”
Investors know this:
“As an investor, you do want to back previously failed entrepreneurs. The ideal is to find someone who’s failed through no fault of their own or as little fault of their own or they’ve learned their way past it. Either the whole sector failed or there was a cofounder that’s no longer with them or there was a particular shot or a bet that they took and they followed the bet properly. The bet didn’t pay off and they realized it didn’t pay off and they moved on. But it’s easier to start over. So trying to cling with your fingernails onto something that’s not working, can waste a lot of your time.”
Video source: @AngelList (2023)
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