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Stock Analysis Compilation
Saltlight Capital on Roblox $RBLX US
Thesis: Roblox redefines gaming by empowering developers and creators with a vast audience and cross-platform accessibility, poised to unlock new revenue streams through advertising while reshaping the industry
(Extract from their Q3 letter) https://t.co/OkSRa5JDXH
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Saltlight Capital on Roblox $RBLX US
Thesis: Roblox redefines gaming by empowering developers and creators with a vast audience and cross-platform accessibility, poised to unlock new revenue streams through advertising while reshaping the industry
(Extract from their Q3 letter) https://t.co/OkSRa5JDXH
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Offshore
Video
Startup Archive
Naval Ravikant on the most valuable advice he’s received
When asked about the best advice he’s ever received, Naval says he first ignored it.
“It's the same one that everyone who's been in the business for a long time and has a lot of gray hairs tells you… whether it's Warren Buffett telling you about public investing or whether it's an experienced venture capitalist telling you about private investing… They'll all tell you, ‘It’s the people, stupid.’”
Naval urges startup founders to look for three qualities in a partner: intelligence, energy and integrity.
“You need all three. You can't compromise on any one of them. Otherwise you'll end up with either someone who's not smart (which does you no good) or someone who's not hardworking (which also does you no good) or the worst case is you end up with a smart, hardworking crook who ends up working against your interests.”
Video source: @gigaom (2010)
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Naval Ravikant on the most valuable advice he’s received
When asked about the best advice he’s ever received, Naval says he first ignored it.
“It's the same one that everyone who's been in the business for a long time and has a lot of gray hairs tells you… whether it's Warren Buffett telling you about public investing or whether it's an experienced venture capitalist telling you about private investing… They'll all tell you, ‘It’s the people, stupid.’”
Naval urges startup founders to look for three qualities in a partner: intelligence, energy and integrity.
“You need all three. You can't compromise on any one of them. Otherwise you'll end up with either someone who's not smart (which does you no good) or someone who's not hardworking (which also does you no good) or the worst case is you end up with a smart, hardworking crook who ends up working against your interests.”
Video source: @gigaom (2010)
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Investing visuals
Crowdstrike $CRWD after earnings summary: solid quarter, managed the outage very well and continues to perform at an exceptional level👌👇 https://t.co/Yc6V65Utm6
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Crowdstrike $CRWD after earnings summary: solid quarter, managed the outage very well and continues to perform at an exceptional level👌👇 https://t.co/Yc6V65Utm6
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Video
Quiver Quantitative
Representative Dan Crenshaw has said that there aren’t many examples of politicians making suspicious trades.
He must not follow our account.
https://t.co/md6IWk8jpO
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Representative Dan Crenshaw has said that there aren’t many examples of politicians making suspicious trades.
He must not follow our account.
https://t.co/md6IWk8jpO
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Offshore
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Stock Analysis Compilation
Atai Capital Management on Haivision Systems $HAI CN
Thesis: Haivision’s pivot to high-growth industries and undervalued multiples set it up for scalable profitability and robust returns
(Extract from their Q3 letter) https://t.co/P6bRLO3S4U
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Atai Capital Management on Haivision Systems $HAI CN
Thesis: Haivision’s pivot to high-growth industries and undervalued multiples set it up for scalable profitability and robust returns
(Extract from their Q3 letter) https://t.co/P6bRLO3S4U
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Stock Analysis Compilation
Sound Shore Fund on Public Service Enterprise Group $PEG US
Thesis: PSE&G delivers steady utility returns while unlocking unappreciated value from its nuclear assets, driving substantial upside potential.
(Extract from their Q3 letter) https://t.co/Zo18DaAHCA
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Sound Shore Fund on Public Service Enterprise Group $PEG US
Thesis: PSE&G delivers steady utility returns while unlocking unappreciated value from its nuclear assets, driving substantial upside potential.
(Extract from their Q3 letter) https://t.co/Zo18DaAHCA
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Investing visuals
Tesla $TSLA deliveries soared from 500,000 to 1.78M in just 5 years— A massive achievement!👌⚡️
Where do you see Tesla $TSLA in 10 years? https://t.co/hiPunxFVaZ
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Tesla $TSLA deliveries soared from 500,000 to 1.78M in just 5 years— A massive achievement!👌⚡️
Where do you see Tesla $TSLA in 10 years? https://t.co/hiPunxFVaZ
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Quiver Quantitative
"Nancy Pelosi is the only member of Congress who has made suspicious stock trades"
Here are some of the trades we've seen, IN THE LAST MONTH: https://t.co/GSAVtAzHni
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"Nancy Pelosi is the only member of Congress who has made suspicious stock trades"
Here are some of the trades we've seen, IN THE LAST MONTH: https://t.co/GSAVtAzHni
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