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Startup Archive
Jony Ive: “Ideas are always fragile”
“Ideas, by definition, are always fragile. If they were resolved, they wouldn’t be ideas. They would be products that were ready to ship.”
The legendary designer reflects on what he learned at Apple:
“I’ve come to learn that you have to make an extraordinary effort not to focus on the problems, which are implicated with any new idea. These problems are known. They’re quantifiable and understood. But you have to focus on the actual idea, which is partial, tentative, and unproven. If you don't actively suspend your disbelief — if you don't believe there is a solution to the problems — of course you will lose faith in your idea.”
He continues:
“That is why criticism and focusing on the problems can be so damaging, particularly in the absence of a constructive idea. Remember, opinions are not ideas. Opinions are not as important as ideas. Opinions are just opinions.”
Video source: @CACollegeofArts (2021)
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Jony Ive: “Ideas are always fragile”
“Ideas, by definition, are always fragile. If they were resolved, they wouldn’t be ideas. They would be products that were ready to ship.”
The legendary designer reflects on what he learned at Apple:
“I’ve come to learn that you have to make an extraordinary effort not to focus on the problems, which are implicated with any new idea. These problems are known. They’re quantifiable and understood. But you have to focus on the actual idea, which is partial, tentative, and unproven. If you don't actively suspend your disbelief — if you don't believe there is a solution to the problems — of course you will lose faith in your idea.”
He continues:
“That is why criticism and focusing on the problems can be so damaging, particularly in the absence of a constructive idea. Remember, opinions are not ideas. Opinions are not as important as ideas. Opinions are just opinions.”
Video source: @CACollegeofArts (2021)
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Stock Analysis Compilation
TCW on Seagate Technology $STX US
Thesis: Seagate’s focus on innovation, cost management, and rising demand for high-capacity storage driven by AI growth offer substantial potential for margin expansion and stock appreciation
(Extract from their Q3 letter) https://t.co/19kS0hruLT
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TCW on Seagate Technology $STX US
Thesis: Seagate’s focus on innovation, cost management, and rising demand for high-capacity storage driven by AI growth offer substantial potential for margin expansion and stock appreciation
(Extract from their Q3 letter) https://t.co/19kS0hruLT
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Investing visuals
It's beautiful, isn't it: Crowdstrike's $CRWD & Palantir's $PLTR revenue growth over the past 5 years. Top notch👌
Who's your favorite of these two? https://t.co/2DBVnZlXNO
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It's beautiful, isn't it: Crowdstrike's $CRWD & Palantir's $PLTR revenue growth over the past 5 years. Top notch👌
Who's your favorite of these two? https://t.co/2DBVnZlXNO
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AkhenOsiris
Fed like the rest of us, good at covering their ass...how the fuck is this a headline...the universe of choices are A or B...we may do A or B depending on the data...thanks.
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Fed like the rest of us, good at covering their ass...how the fuck is this a headline...the universe of choices are A or B...we may do A or B depending on the data...thanks.
FED: SOME SAW PAUSE OR FASTER CUTS AS OPTIONS DEPENDING ON DATA - *Walter Bloombergtweet
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Dimitry Nakhla | Babylon Capital®
Dev Kantesaria on the importance of temperament & managing emotions as an investor 💸
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#stocks #investing https://t.co/BaQYSaZsZh
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Dev Kantesaria on the importance of temperament & managing emotions as an investor 💸
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#stocks #investing https://t.co/BaQYSaZsZh
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Investing visuals
Crowdstrike $CRWD Q3 earning:
• Sales $1.01B vs Est. $983M
• EPS $0.93 vs Est. $0.81
Updated one-pager will be out tomorrow 👌
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Crowdstrike $CRWD Q3 earning:
• Sales $1.01B vs Est. $983M
• EPS $0.93 vs Est. $0.81
Updated one-pager will be out tomorrow 👌
Crowdstrike $CRWD is reporting Q3'24 earnings Tuesday after hours. Here's the pre-earnings overview:
Earnings 📜
🔹Est. Revenue: 983 Mln (+25.1%)
🔹Est. EPS: $0.81 (-1.4%)
Key metrics to watch 🔎
🔸 Module adoption
🔸 Annual recurring revenue
🔸 Net retention rate tweet
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Quiver Quantitative
RT @InsiderRadar: $AGFY skyrocked 37% today, amazing timing by this CEO https://t.co/oMKYCJirRb
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RT @InsiderRadar: $AGFY skyrocked 37% today, amazing timing by this CEO https://t.co/oMKYCJirRb
🚨BREAKING: New CEO Insider Purchase
The interim CEO of $AGFY has reported the purchase of ~$267K of the company's stock, increasing his ownership stake by 60%. tweet
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Quiver Quantitative
RT @InsiderRadar: $NGNE is up 20% on the day after these insider buys https://t.co/cipIradqsZ
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RT @InsiderRadar: $NGNE is up 20% on the day after these insider buys https://t.co/cipIradqsZ
🚨BREAKING: New Insider Purchases
The CEO and CFO of $NGNE have both reported large insider buys ($969K and $490K respectively).
This is the first insider purchase we have ever seen either of these execs report. tweet
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App Economy Insights
$CRWD CrowdStrike Q3 FY25:
📊 ARR +27% Y/Y to $4.02B.
📈 Net new ARR $153M (-31% Y/Y).
• Revenue +29% to $1.01B ($27M beat).
• Non-GAAP EPS $0.93 ($0.12 beat).
• FY25 revenue ~$3.93B (~$30M raise). https://t.co/3a5maezlCX
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$CRWD CrowdStrike Q3 FY25:
📊 ARR +27% Y/Y to $4.02B.
📈 Net new ARR $153M (-31% Y/Y).
• Revenue +29% to $1.01B ($27M beat).
• Non-GAAP EPS $0.93 ($0.12 beat).
• FY25 revenue ~$3.93B (~$30M raise). https://t.co/3a5maezlCX
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $IIIV has reported the purchase of ~$2.1M of the company's stock, increasing his ownership stake by 39%.
This is the first insider purchase we have seen at the company in over a year.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $IIIV has reported the purchase of ~$2.1M of the company's stock, increasing his ownership stake by 39%.
This is the first insider purchase we have seen at the company in over a year.
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Capital Employed
Microcap fraudsters - oh dear. Lots of interesting responses on this short thesis.
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Microcap fraudsters - oh dear. Lots of interesting responses on this short thesis.
NEW SHORT: ASP Isotopes $ASPI
ASPI has all the makings of the next nuclear meltdown.
-Failed Tech from 20 years ago
-Infamous “Microcap Fraudsters” Honig & Stetson involved
-Paid Stock Promotion
-Some South African Subsidiaries Suspiciously Missing
We are Short $ASPI https://t.co/ypn55Qu4hn tweet
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Stock Analysis Compilation
Artemis on Sandoz $SDZ SW
Thesis: Sandoz is primed for growth with its biosimilar portfolio, capitalizing on expiring biologic exclusivity and commanding premium pricing in a low-competition market
(Extract from their Q3 letter) https://t.co/ep7NkIHaB8
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Artemis on Sandoz $SDZ SW
Thesis: Sandoz is primed for growth with its biosimilar portfolio, capitalizing on expiring biologic exclusivity and commanding premium pricing in a low-competition market
(Extract from their Q3 letter) https://t.co/ep7NkIHaB8
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