AkhenOsiris
RT @ScroogeCap: Wolfe Research is out for $AMD saying that ODM build plans indicate only modest quarterly growth next year compared to 4Q23 levels.
Their checks suggest AI revenue will reach just $7 billion in CY25, falling well short of bogey of $10 billion.
Reads bad.
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RT @ScroogeCap: Wolfe Research is out for $AMD saying that ODM build plans indicate only modest quarterly growth next year compared to 4Q23 levels.
Their checks suggest AI revenue will reach just $7 billion in CY25, falling well short of bogey of $10 billion.
Reads bad.
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Offshore
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Hidden Value Gems
It’s always good to be cautious and look for margin of safety, especially in times like this 👇🏼 https://t.co/IJfoBBUflg
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It’s always good to be cautious and look for margin of safety, especially in times like this 👇🏼 https://t.co/IJfoBBUflg
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $FANG has reported the purchase of ~$1M of the company's stock, increasing his ownership stake by 98%.
This is the second insider buy we have seen at the company in the last month, following over 4 years of nothing but sales.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $FANG has reported the purchase of ~$1M of the company's stock, increasing his ownership stake by 98%.
This is the second insider buy we have seen at the company in the last month, following over 4 years of nothing but sales.
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Offshore
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Quiver Quantitative
RT @InsiderRadar: $FREY stock ended today up 12%, following last night's insider trade https://t.co/EwwJzCk4ZO"
🚨BREAKING: New CFO Insider Purchase
The interim CFO of $FREY has reported the purchase of ~$900K of the company's stock, increasing his ownership stake by 421%.
The stock had fallen over 82% since its IPO in 2021. "- Insider Radar
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RT @InsiderRadar: $FREY stock ended today up 12%, following last night's insider trade https://t.co/EwwJzCk4ZO"
🚨BREAKING: New CFO Insider Purchase
The interim CFO of $FREY has reported the purchase of ~$900K of the company's stock, increasing his ownership stake by 421%.
The stock had fallen over 82% since its IPO in 2021. "- Insider Radar
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Offshore
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Quiver Quantitative
Biden just endorsed a ban on congressional stock trading.
In other news:
Nancy Pelosi has now made $44M in the stock market so far this year, per our estimates. https://t.co/x9bYU4MnXt
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Biden just endorsed a ban on congressional stock trading.
In other news:
Nancy Pelosi has now made $44M in the stock market so far this year, per our estimates. https://t.co/x9bYU4MnXt
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $XPRO has reported the purchase of ~$490K of the company's stock, increasing his ownership stake by 16%.
One of the company's directors also just reported the purchase of ~$200k of stock.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $XPRO has reported the purchase of ~$490K of the company's stock, increasing his ownership stake by 16%.
One of the company's directors also just reported the purchase of ~$200k of stock.
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Offshore
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Hidden Value Gems
Amazing that one of the best CEOs in the UK - Kevin Roundtree at #GAW - has no public photo!
The stock is up over 43x since he became the CEO in 2015, having started as assistant group accountant in 1998.
Just curious if there are other CEOs like that, with no photos? https://t.co/6kkJyeJjCJ
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Amazing that one of the best CEOs in the UK - Kevin Roundtree at #GAW - has no public photo!
The stock is up over 43x since he became the CEO in 2015, having started as assistant group accountant in 1998.
Just curious if there are other CEOs like that, with no photos? https://t.co/6kkJyeJjCJ
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Offshore
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Stock Analysis Compilation
Granular Capital on Alten $ATE FP
Thesis: Alten’s dominance in outsourced R&D, backed by skilled engineers and strong secular trends, offers compelling upside despite its undervalued price.
(Extract from their Q3 letter) https://t.co/i1J3dbcObE
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Granular Capital on Alten $ATE FP
Thesis: Alten’s dominance in outsourced R&D, backed by skilled engineers and strong secular trends, offers compelling upside despite its undervalued price.
(Extract from their Q3 letter) https://t.co/i1J3dbcObE
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Offshore
Video
Startup Archive
Jeff Bezos explains why he didn’t take additional equity building Amazon
Jeff is asked why he only paid himself $80,000 per year and never took additional equity during his tenure as CEO of Amazon. He responds:
“I asked the comp committee of the board not to give me any comp. My view was I was a founder. I already owned a significant amount of the company, and I just didn’t feel good about taking more. I felt I had plenty of incentive. I owned more than 10% of the company, and earlier — before it was diluted by various things — more than 20% of the company. I just felt how could I possibly need more incentive?”
Jeff continues:
“Most founders own big chunks of the company. They’re more like owner-operators. The way they increase their wealth is not by getting more equity. They just want to make the equity they have more valuable. And so I just would have felt icky about it. And I’m actually very proud of that decision.”
Jeff is especially proud of how much wealth he’s created for other people:
“Somebody needs to make a list where they rank people by how much wealth they’ve created for other people — instead of the Forbes list where it ranks you by your own wealth. Amazon’s market cap is $2.3 trillion today. I own about $200 billion-ish of it. So if you take $2.3 trillion and subtract out the piece I kept for myself, then I’ve created something like $2.1 trillion of wealth for other people. That should put me pretty high on some kind of list. And that’s a better list — how much wealth have you created for other people?”
Video source: @nytimesevents (2024)
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Jeff Bezos explains why he didn’t take additional equity building Amazon
Jeff is asked why he only paid himself $80,000 per year and never took additional equity during his tenure as CEO of Amazon. He responds:
“I asked the comp committee of the board not to give me any comp. My view was I was a founder. I already owned a significant amount of the company, and I just didn’t feel good about taking more. I felt I had plenty of incentive. I owned more than 10% of the company, and earlier — before it was diluted by various things — more than 20% of the company. I just felt how could I possibly need more incentive?”
Jeff continues:
“Most founders own big chunks of the company. They’re more like owner-operators. The way they increase their wealth is not by getting more equity. They just want to make the equity they have more valuable. And so I just would have felt icky about it. And I’m actually very proud of that decision.”
Jeff is especially proud of how much wealth he’s created for other people:
“Somebody needs to make a list where they rank people by how much wealth they’ve created for other people — instead of the Forbes list where it ranks you by your own wealth. Amazon’s market cap is $2.3 trillion today. I own about $200 billion-ish of it. So if you take $2.3 trillion and subtract out the piece I kept for myself, then I’ve created something like $2.1 trillion of wealth for other people. That should put me pretty high on some kind of list. And that’s a better list — how much wealth have you created for other people?”
Video source: @nytimesevents (2024)
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