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Startup Archive
Naval Ravikant: “Try to be one of the people who creates things”
“You should actually go out and build the thing you want to see exist—not just say ‘oh, that’s gonna happen. I’m just going to sit back and wait for somebody else to do it’… Things don’t just automatically show up. There are great men and women who go out there and create these things. So try to be one of those people who creates these things.”
If you’re going to be an investor, Naval urges you to “at least bet on things that you think may not exist without you betting on them.”
He continues:
“The other mindset — which is I’m just going to hustle ahead of other investors and slip some money in before they get there and mark it up — maybe you’ll make money, sure, but it’s a very unfulfilling life. And I would argue long term you will not make the most money because the greatest winners of the last few decades have been unexpected winners.”
He gives SpaceX, Tesla, OpenAI, and Apple Computer as examples.
“These are companies that were written off because it was believed that their dream was impossible and too expensive…. When you see these impossible dreams come true, not only is it the most fulfilling thing, it’s also where you make the most money.”
Video source: @AngelList (2023)
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Naval Ravikant: “Try to be one of the people who creates things”
“You should actually go out and build the thing you want to see exist—not just say ‘oh, that’s gonna happen. I’m just going to sit back and wait for somebody else to do it’… Things don’t just automatically show up. There are great men and women who go out there and create these things. So try to be one of those people who creates these things.”
If you’re going to be an investor, Naval urges you to “at least bet on things that you think may not exist without you betting on them.”
He continues:
“The other mindset — which is I’m just going to hustle ahead of other investors and slip some money in before they get there and mark it up — maybe you’ll make money, sure, but it’s a very unfulfilling life. And I would argue long term you will not make the most money because the greatest winners of the last few decades have been unexpected winners.”
He gives SpaceX, Tesla, OpenAI, and Apple Computer as examples.
“These are companies that were written off because it was believed that their dream was impossible and too expensive…. When you see these impossible dreams come true, not only is it the most fulfilling thing, it’s also where you make the most money.”
Video source: @AngelList (2023)
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Offshore
Video
Quiver Quantitative
We've seen multiple members of Congress buying one specific stock recently: https://t.co/hXTIV7XgTP
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We've seen multiple members of Congress buying one specific stock recently: https://t.co/hXTIV7XgTP
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Quiver Quantitative
BREAKING: Republican Representative @timburchett has said that the speaker vote will go to multiple rounds.
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BREAKING: Republican Representative @timburchett has said that the speaker vote will go to multiple rounds.
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Offshore
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Stock Analysis Compilation
Mar Vista on Linde PLC $LIN US
Thesis: Linde's leadership in industrial gases and hydrogen offers long-term growth amid short-term market weakness—discover why now is a great entry point
(Extract from their Q3 letter) https://t.co/gl12Xc3VJs
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Mar Vista on Linde PLC $LIN US
Thesis: Linde's leadership in industrial gases and hydrogen offers long-term growth amid short-term market weakness—discover why now is a great entry point
(Extract from their Q3 letter) https://t.co/gl12Xc3VJs
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Offshore
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InsideArbitrage
RT @kenmoriyasu: Oops.
White House copy-and-pastes from a previous presidential order on a Chinese real estate transaction and uses it for the Nippon Steel announcement. And forgets to delete the title. https://t.co/8ibeSYujxI
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RT @kenmoriyasu: Oops.
White House copy-and-pastes from a previous presidential order on a Chinese real estate transaction and uses it for the Nippon Steel announcement. And forgets to delete the title. https://t.co/8ibeSYujxI
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Offshore
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InsideArbitrage
RT @SawyerMerritt: NEWS: Rivian delivered 14,183 vehicles in Q4 2024, compared with analyst estimates of 13,472. Q4 production was 12,727.
The company produced a total of 49,476 vehicles in 2024 and delivered 51,579. The stock is up 20% on the news. https://t.co/8JQglXFtBN
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RT @SawyerMerritt: NEWS: Rivian delivered 14,183 vehicles in Q4 2024, compared with analyst estimates of 13,472. Q4 production was 12,727.
The company produced a total of 49,476 vehicles in 2024 and delivered 51,579. The stock is up 20% on the news. https://t.co/8JQglXFtBN
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Offshore
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Investing visuals
Who do you think will outperform in 2025: $AMD or $NVDA? https://t.co/O5MtGbs0vA
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Who do you think will outperform in 2025: $AMD or $NVDA? https://t.co/O5MtGbs0vA
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InsideArbitrage
The InsideArbitrage Friday Wrap is out!
"U.S Steel Stays Local"
👉Full Article link in the final tweet.
🧵1/10 https://t.co/HsWcSYT3Zr
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The InsideArbitrage Friday Wrap is out!
"U.S Steel Stays Local"
👉Full Article link in the final tweet.
🧵1/10 https://t.co/HsWcSYT3Zr
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 🧬 Thermo Fisher $TMO
$TMO is a dominant & diversified life sciences company. Its leadership in research, diagnostics, & analytics positions it for long-term success. As biotech drives the next wave of trillion-dollar co’s, $TMO is poised to benefit.
Attractive <$530💵 https://t.co/idika9w1uj
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RT @DimitryNakhla: 🧬 Thermo Fisher $TMO
$TMO is a dominant & diversified life sciences company. Its leadership in research, diagnostics, & analytics positions it for long-term success. As biotech drives the next wave of trillion-dollar co’s, $TMO is poised to benefit.
Attractive <$530💵 https://t.co/idika9w1uj
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AkhenOsiris
Gotta love it, Saccs was negative/neutral on Apple for years and arguing multiple was too high. Now he has developed a framework where the multiple should be 32x! 😂
All his raised points, are they worthy of the multiple increasing by 50%?
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Gotta love it, Saccs was negative/neutral on Apple for years and arguing multiple was too high. Now he has developed a framework where the multiple should be 32x! 😂
All his raised points, are they worthy of the multiple increasing by 50%?
Bernstein Raises PT on $AAPL to $260 from $240
Analyst comments: "We view Apple as a quality compounder, with mid-single-digit revenue growth, improving margins, disciplined capital returns, and double-digit EPS growth. AAPL’s strength is that it is increasingly a platform company—2.3B+ devices and nearly 1 billion unique, demographically attractive users.
That said, Apple’s valuation is at peak relative levels, the stock has a distinct seasonal trading pattern, and the iPhone 16 cycle is tepid and could disappoint—we would look to add to positions at $220 or below and/or in the February to April time frame. A full base for the stock would be $9 in EPS in FY26 at a 32x-33x multiple, or $290+/share."
Analyst: Toni Sacconaghi - Wall St Enginetweet