Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @Longtermloren According to my research, $AMZN is worth roughly $225 today
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RT @DimitryNakhla: @Longtermloren According to my research, $AMZN is worth roughly $225 today
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Dimitry Nakhla | Babylon Capital®
1 month later $AMZN 🎯📈🔮🙏🏽
#stocks #investing https://t.co/X3fmLbNBW6
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1 month later $AMZN 🎯📈🔮🙏🏽
#stocks #investing https://t.co/X3fmLbNBW6
@Longtermloren According to my research, $AMZN is worth roughly $225 today tweet
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Stock Analysis Compilation
Artisan Partners on Kia $000270 KS
Thesis: Kia's leap into EVs, AI-driven innovation, and corporate governance improvements make it a standout in the auto industry
(Extract from their Q3 letter) https://t.co/riwH3Bk4i1
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Artisan Partners on Kia $000270 KS
Thesis: Kia's leap into EVs, AI-driven innovation, and corporate governance improvements make it a standout in the auto industry
(Extract from their Q3 letter) https://t.co/riwH3Bk4i1
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Stock Analysis Compilation
Lindsell Train on LSEG $LSEG LN
Thesis: LSEG’s innovation in data analytics and Microsoft partnership solidify its growth trajectory post-Refinitiv integration
(Extract from their Q3 letter) https://t.co/mhNjckckKb
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Lindsell Train on LSEG $LSEG LN
Thesis: LSEG’s innovation in data analytics and Microsoft partnership solidify its growth trajectory post-Refinitiv integration
(Extract from their Q3 letter) https://t.co/mhNjckckKb
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Investing visuals
Who would you pick as a long-term investment: Microsoft $MSFT or Alphabet $GOOGL? https://t.co/Ewmhb93gWq
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Who would you pick as a long-term investment: Microsoft $MSFT or Alphabet $GOOGL? https://t.co/Ewmhb93gWq
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Startup Archive
Airbnb founder Brian Chesky on the rule he had with his cofounders
“We [Airbnb cofounders] had a rule. The rule was that winning an argument was never more important than preserving the relationship. And the reason that's important is because if you start a company, you're going to have to debate a hundred thousand things... so no one argument can be the thing. There has to be this larger sense that we're a band.”
Brian likens strong relationships to exercise.
“I think you gotta really work hard at the relationship, almost like exercising. If you don't keep exercising, you get out of shape. We worked really, really hard. And one of the things we did in 2009 is we said every single Sunday we're gonna meet, no matter how busy we get, and to this day, we still do those calls.”
He continues:
“I think a lot of human connection requires constant contact, constant connection, a deep sense of respect, a sense that I'm only here because of them, a sense of humility and gratitude, and a sense that I'm never going to try to win. Because if I win alone, I'm not going very far.”
Video source: @StanfordGSB (2023)
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Airbnb founder Brian Chesky on the rule he had with his cofounders
“We [Airbnb cofounders] had a rule. The rule was that winning an argument was never more important than preserving the relationship. And the reason that's important is because if you start a company, you're going to have to debate a hundred thousand things... so no one argument can be the thing. There has to be this larger sense that we're a band.”
Brian likens strong relationships to exercise.
“I think you gotta really work hard at the relationship, almost like exercising. If you don't keep exercising, you get out of shape. We worked really, really hard. And one of the things we did in 2009 is we said every single Sunday we're gonna meet, no matter how busy we get, and to this day, we still do those calls.”
He continues:
“I think a lot of human connection requires constant contact, constant connection, a deep sense of respect, a sense that I'm only here because of them, a sense of humility and gratitude, and a sense that I'm never going to try to win. Because if I win alone, I'm not going very far.”
Video source: @StanfordGSB (2023)
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Stock Analysis Compilation
Pernas research on Paysafe $PSFE US
Thesis: Paysafe leverages its expertise in online gaming payments to capitalize on the rapidly growing U.S. gambling market.
(Extract from their Stock Sonar report) https://t.co/GGJg8RYN2p
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Pernas research on Paysafe $PSFE US
Thesis: Paysafe leverages its expertise in online gaming payments to capitalize on the rapidly growing U.S. gambling market.
(Extract from their Stock Sonar report) https://t.co/GGJg8RYN2p
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App Economy Insights
📊 This Week in Visuals:
$MRVL, $SNPS, $LULU, $VEEV, $IOT, $HPE, $DOCU, $CHWY, $OKTA, $GTLB, $S, $PATH, $ASAN, $SMAR.
Check out the latest earnings!👇
https://t.co/6Z2vmFGlEE https://t.co/RILTGVBPE1
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📊 This Week in Visuals:
$MRVL, $SNPS, $LULU, $VEEV, $IOT, $HPE, $DOCU, $CHWY, $OKTA, $GTLB, $S, $PATH, $ASAN, $SMAR.
Check out the latest earnings!👇
https://t.co/6Z2vmFGlEE https://t.co/RILTGVBPE1
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App Economy Insights
What are you watching this week?
• Monday: $AI, $HQY, $ORCL, $MDB, $MTN.
• Tuesday: $GME.
• Wednesday: $ADBE.
• Thursday: $AVGO, $COST.
All visualized in our PRO coverage next Saturday! https://t.co/sVwGrN9hDJ
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What are you watching this week?
• Monday: $AI, $HQY, $ORCL, $MDB, $MTN.
• Tuesday: $GME.
• Wednesday: $ADBE.
• Thursday: $AVGO, $COST.
All visualized in our PRO coverage next Saturday! https://t.co/sVwGrN9hDJ
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Video
Startup Archive
The founder of Pinterest on what surprised him the most when starting a company
“It can take a really, really long time to build things that are worthwhile.”
Ben Silbermann describes just how demoralizing things were in the beginning of building Pinterest:
“In March 2010, we launched Pinterest and were at 3,000 accounts. And that wouldn’t have been so bad if we hadn’t started building Pinterest in November 2009. And that wouldn’t have been so bad if I hadn’t left my job to start a company in May 2008.”
A lot of people will compare startups to running a marathon, but Ben disagrees:
“The part of the analogy that’s right is that it’s long. But it’s actually really different. When I think about my experience, it’s more like going on a roadtrip in a car that doesn’t have very good headlights and you don’t have much gas and you think you’re going to Toledo, but you find out you’re supposed to be in Miami and if you really have to buy gas you might have to buy gas from someone who might just kick you out of your own driver’s seat.”
He continues:
“That uncertainty and the fact that every single day you’re dealing with a lot of choices and you don’t have perfect information is the lesson for me that was hardest to learn and continues to be a real challenge in doing a startup today.”
Video source: @ycombinator (2012)
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The founder of Pinterest on what surprised him the most when starting a company
“It can take a really, really long time to build things that are worthwhile.”
Ben Silbermann describes just how demoralizing things were in the beginning of building Pinterest:
“In March 2010, we launched Pinterest and were at 3,000 accounts. And that wouldn’t have been so bad if we hadn’t started building Pinterest in November 2009. And that wouldn’t have been so bad if I hadn’t left my job to start a company in May 2008.”
A lot of people will compare startups to running a marathon, but Ben disagrees:
“The part of the analogy that’s right is that it’s long. But it’s actually really different. When I think about my experience, it’s more like going on a roadtrip in a car that doesn’t have very good headlights and you don’t have much gas and you think you’re going to Toledo, but you find out you’re supposed to be in Miami and if you really have to buy gas you might have to buy gas from someone who might just kick you out of your own driver’s seat.”
He continues:
“That uncertainty and the fact that every single day you’re dealing with a lot of choices and you don’t have perfect information is the lesson for me that was hardest to learn and continues to be a real challenge in doing a startup today.”
Video source: @ycombinator (2012)
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Stock Analysis Compilation
Loomis Sayles on Boeing $BA US
Thesis: Boeing’s global dominance in aircraft manufacturing comes at a significant discount to intrinsic value
(Extract from their Q3 letter) https://t.co/yCMd5dBYfr
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Loomis Sayles on Boeing $BA US
Thesis: Boeing’s global dominance in aircraft manufacturing comes at a significant discount to intrinsic value
(Extract from their Q3 letter) https://t.co/yCMd5dBYfr
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