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Stock Analysis Compilation
TCW on Teva Pharmaceutical $TEVA US
Thesis: Teva’s strategic refocus on biosimilars under new leadership positions it for innovation-led growth and market leadership
(Extract from their Q3 letter) https://t.co/eQ6iYbPfPE
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TCW on Teva Pharmaceutical $TEVA US
Thesis: Teva’s strategic refocus on biosimilars under new leadership positions it for innovation-led growth and market leadership
(Extract from their Q3 letter) https://t.co/eQ6iYbPfPE
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Video
Startup Archive
RT @salestaxceo: Working at a startup isn't for everyone.
It’s demanding—it requires resilience, adaptability, and willingness to step outside your comfort zone.
But it also opens up endless opportunities for growth and impact.
1- Being a passive contributor isn’t an option. You’re the driving force—your actions directly drive impact.
2- The sky is the limit for those willing to step up and get their hands dirty. You can get as much ownership as you want.
3- If any startup tells you it's a 9-5 job…they’re lying to you. Startups succeed because people work like hell. It’s a constant grind.
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RT @salestaxceo: Working at a startup isn't for everyone.
It’s demanding—it requires resilience, adaptability, and willingness to step outside your comfort zone.
But it also opens up endless opportunities for growth and impact.
1- Being a passive contributor isn’t an option. You’re the driving force—your actions directly drive impact.
2- The sky is the limit for those willing to step up and get their hands dirty. You can get as much ownership as you want.
3- If any startup tells you it's a 9-5 job…they’re lying to you. Startups succeed because people work like hell. It’s a constant grind.
Former CEO Eric Schmidt explains why Google fumbled its lead in AI
“Google decided that work life balance and going home early and working from home was more important than winning. And the reason startups work is because the people work like hell.”
He continues:
“There's a long history of companies winning in a genuinely creative way and really dominating a space and not making the next transition. It's very well documented. And I think that the truth is, founders are special. The founders need to be in charge. The founders are difficult to work with. They push people hard.”
Eric recalls having dinner with Elon Musk recently. Elon had a flight that night at 10pm for a midnight meeting with the team at xAI.
“The reason I'm being so harsh about work ethic, is that these are systems which have network effects. So time matters a lot.”
In most businesses (e.g. Coke vs Pepsi) time doesn’t matter. But if you’re in a business with network effects, working hard and moving faster than your competitors is critical.
Video Source: @StanfordOnline tweet
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iinvested
3Q'24 Mar Vista Strategic Growth Fund on $AME, $SYK, $UL
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/SUqGr1qMgR
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3Q'24 Mar Vista Strategic Growth Fund on $AME, $SYK, $UL
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/SUqGr1qMgR
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Quiver Quantitative
$VSAT has risen 18% since we posted this report.
It's been less than two weeks.
Up another 6% today. https://t.co/SP2zBxdkDI
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$VSAT has risen 18% since we posted this report.
It's been less than two weeks.
Up another 6% today. https://t.co/SP2zBxdkDI
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $NCDL has reported the purchase of ~$347k of the company's stock, increasing his ownership stake by 75%.
This is the first insider purchase we have seen by the CEO since $NCDL went public in January.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $NCDL has reported the purchase of ~$347k of the company's stock, increasing his ownership stake by 75%.
This is the first insider purchase we have seen by the CEO since $NCDL went public in January.
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Stock Analysis Compilation
Ave Maria Funds on Simply Good Foods $SMPL US
Thesis: Simply Good Foods leverages its asset-light model and acquisitions to dominate the growing nutritional snacking market.
(Extract from their Q3 letter) https://t.co/nhaKLzOuSl
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Ave Maria Funds on Simply Good Foods $SMPL US
Thesis: Simply Good Foods leverages its asset-light model and acquisitions to dominate the growing nutritional snacking market.
(Extract from their Q3 letter) https://t.co/nhaKLzOuSl
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $VVV has reported the purchase of ~$100k of the company's stock, increasing her ownership stake by 7%.
This is the second insider purchase we have seen in $VVV over the last week (a director purchased ~$400k on Nov 26).
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $VVV has reported the purchase of ~$100k of the company's stock, increasing her ownership stake by 7%.
This is the second insider purchase we have seen in $VVV over the last week (a director purchased ~$400k on Nov 26).
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Nothing against those who’ve allocated capital to $TMDX
Yet, Munger’s words apply here
Can $TMDX be the next big thing? Absolutely.
Is it a top 50 business in the world? No.
Staying disciplined and avoiding the lure of newer “growth” stocks can really help over long-term
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RT @DimitryNakhla: Nothing against those who’ve allocated capital to $TMDX
Yet, Munger’s words apply here
Can $TMDX be the next big thing? Absolutely.
Is it a top 50 business in the world? No.
Staying disciplined and avoiding the lure of newer “growth” stocks can really help over long-term
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing tweet
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Capital Employed
Listen to the Focus Capital Management Q3 2024 investor letter.
The letter discusses... 👇
Fund performance
Portfolio commentary
The value of concentration
https://t.co/SSYsafYPxQ https://t.co/D6SWKjMJ8H
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Listen to the Focus Capital Management Q3 2024 investor letter.
The letter discusses... 👇
Fund performance
Portfolio commentary
The value of concentration
https://t.co/SSYsafYPxQ https://t.co/D6SWKjMJ8H
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Hidden Value Gems
Lots of ideas to think about from yesterday’s lecture by Victor Hoghani (LTCM co-founder).
One point I forgot about is the study on returns if you didn’t own stocks overnight.
In other words,
➡️ if you had bought stocks in the morning and sold in the evening, you would have massively underperformed the index. In 30 years, you would be up only 14% vs 18x for the S&P500 stocks.
➡️ In small caps the results are even more astonishing - you would be down 86% !
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Lots of ideas to think about from yesterday’s lecture by Victor Hoghani (LTCM co-founder).
One point I forgot about is the study on returns if you didn’t own stocks overnight.
In other words,
➡️ if you had bought stocks in the morning and sold in the evening, you would have massively underperformed the index. In 30 years, you would be up only 14% vs 18x for the S&P500 stocks.
➡️ In small caps the results are even more astonishing - you would be down 86% !
Victor Haghani (ex LTCM) will be speaking at LSE on 2 December on "Why I stopped picking stocks: the risk matters hypothesis".
Free to attend, should be interesting 👇 https://t.co/xufTKIXbfB tweet