Offshore
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Stock Analysis Compilation
Mar Vista on Visa $V US
Thesis: Visa's financial strength and relentless focus on cashless transactions highlight its potential to grow intrinsic value by 10-13% over the next five years
(Extract from their Q3 letter) https://t.co/SF0zHjKaNJ
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Mar Vista on Visa $V US
Thesis: Visa's financial strength and relentless focus on cashless transactions highlight its potential to grow intrinsic value by 10-13% over the next five years
(Extract from their Q3 letter) https://t.co/SF0zHjKaNJ
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Offshore
Video
Startup Archive
Max Levchin on how Peter Thiel reacted to losing his entire investment in his co-founder’s startup
When assembling the found team for PayPal, Max Levchin wanted to recruit Luke Nosek. But he was worried at how Peter Thiel would react given that Peter lost his entire investment in Luke’s failed startup SmartCal:
“I was certain that Luke and Peter would not get along because Luke had just lost all the money Peter invested in his startup… I never had investors up until this point, so I was really not familiar with the relationship you have.”
With trepidation Max told Peter that Luke was really bright and worth trying to work with again. And he was surprised at Peter’s response:
“Oh of course. I should’ve thought of that myself.”
So you’re not mad it him? Max asked.
“No, he’s brilliant.”
Then Peter recruited Luke while Max recruited the rest of the PayPal founding team. After PayPal, Luke went on to work at Peter Thiel’s venture firm, Founders Fund.
I think this is an important lesson on failure. Statistically, the vast majority of startups fail, and the best investors know how hard it is to build something brand new and innovative. Very few people succeed on the first go-around, and it’s not necessarily a reflection on you if your startup fails.
Obviously you don’t want to fail, but as Vinod Khosla puts it: “to do something exceptional, you have to be willing to fail.”
Video source: @twistartups @jason (2018)
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Max Levchin on how Peter Thiel reacted to losing his entire investment in his co-founder’s startup
When assembling the found team for PayPal, Max Levchin wanted to recruit Luke Nosek. But he was worried at how Peter Thiel would react given that Peter lost his entire investment in Luke’s failed startup SmartCal:
“I was certain that Luke and Peter would not get along because Luke had just lost all the money Peter invested in his startup… I never had investors up until this point, so I was really not familiar with the relationship you have.”
With trepidation Max told Peter that Luke was really bright and worth trying to work with again. And he was surprised at Peter’s response:
“Oh of course. I should’ve thought of that myself.”
So you’re not mad it him? Max asked.
“No, he’s brilliant.”
Then Peter recruited Luke while Max recruited the rest of the PayPal founding team. After PayPal, Luke went on to work at Peter Thiel’s venture firm, Founders Fund.
I think this is an important lesson on failure. Statistically, the vast majority of startups fail, and the best investors know how hard it is to build something brand new and innovative. Very few people succeed on the first go-around, and it’s not necessarily a reflection on you if your startup fails.
Obviously you don’t want to fail, but as Vinod Khosla puts it: “to do something exceptional, you have to be willing to fail.”
Video source: @twistartups @jason (2018)
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Offshore
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Offshore
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App Economy Insights
Top companies globally (end of 2024):
📱 $AAPL
🤖 $NVDA
💻 $MSFT
🔍 $GOOG
📦 $AMZN
🛢️ $ARAMCO
🌐 $META
🚗 $TSLA
📈 $AVGO
⚙️ $TSM
Who will be at the top by the end of 2025? https://t.co/oKGYItF7gj
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Top companies globally (end of 2024):
📱 $AAPL
🤖 $NVDA
💻 $MSFT
🔍 $GOOG
📦 $AMZN
🛢️ $ARAMCO
🌐 $META
🚗 $TSLA
📈 $AVGO
⚙️ $TSM
Who will be at the top by the end of 2025? https://t.co/oKGYItF7gj
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Offshore
Photo
Stock Analysis Compilation
Polen Capital on Insight Enterprises $NSIT US
Thesis: Insight Enterprises leverages strong customer relationships and cloud expertise for 18% EPS growth—explore its pivotal role in IT's next wave
(Extract from their Q3 letter) https://t.co/avbjGzFMgi
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Polen Capital on Insight Enterprises $NSIT US
Thesis: Insight Enterprises leverages strong customer relationships and cloud expertise for 18% EPS growth—explore its pivotal role in IT's next wave
(Extract from their Q3 letter) https://t.co/avbjGzFMgi
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Offshore
Photo
Stock Analysis Compilation
Newbridge AM on McKesson Corporation $MCK US
Thesis: McKesson's specialty pharma growth and healthcare distribution leadership position it as a resilient player amid evolving industry trends
(Extract from their Q3 letter) https://t.co/ntB3V8czZP
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Newbridge AM on McKesson Corporation $MCK US
Thesis: McKesson's specialty pharma growth and healthcare distribution leadership position it as a resilient player amid evolving industry trends
(Extract from their Q3 letter) https://t.co/ntB3V8czZP
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Quiver Quantitative
BREAKING: Senator Markwayne Mullin has violated the STOCK Act again.
He just disclosed another July purchase of stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
Apparently he made multiple purchases of $LRN, and did not disclose any of them until months after the reporting deadline.
He also just disclosed that he sold his whole position in $LRN two week ago, after the stock rose over 38%.
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BREAKING: Senator Markwayne Mullin has violated the STOCK Act again.
He just disclosed another July purchase of stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
Apparently he made multiple purchases of $LRN, and did not disclose any of them until months after the reporting deadline.
He also just disclosed that he sold his whole position in $LRN two week ago, after the stock rose over 38%.
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Stock Analysis Compilation
Parnassus on CoStar Group $CSGP US
Thesis: CoStar's dominance in real estate data and marketplaces is poised to expand with strategic residential market investments
(Extract from their Q3 letter) https://t.co/oFntSssJOx
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Parnassus on CoStar Group $CSGP US
Thesis: CoStar's dominance in real estate data and marketplaces is poised to expand with strategic residential market investments
(Extract from their Q3 letter) https://t.co/oFntSssJOx
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