Offshore
Photo
Quiver Quantitative
RT @QuiverCongress: JUST IN: @RepBrandonGill just introduced the “REMAIN in Mexico Act”.
It would re-instate Trump’s “Migrant Protection Protocols”.
Follow here for updates. https://t.co/XASDo1wZ5k
tweet
RT @QuiverCongress: JUST IN: @RepBrandonGill just introduced the “REMAIN in Mexico Act”.
It would re-instate Trump’s “Migrant Protection Protocols”.
Follow here for updates. https://t.co/XASDo1wZ5k
tweet
Hidden Value Gems
RT @HiddenValueGems: Something I have started considering and was wondering what smart people were doing.
Are you thinking of relocating to save on costs & taxes, improve lifestyle and other reasons?
- Yes
- No
- I have just relocated
tweet
RT @HiddenValueGems: Something I have started considering and was wondering what smart people were doing.
Are you thinking of relocating to save on costs & taxes, improve lifestyle and other reasons?
- Yes
- No
- I have just relocated
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Asset Fund on Welltower $WELL US
Thesis: Welltower Inc. is well-positioned to capitalize on robust growth opportunities in the senior housing industry, with potential for earnings to more than double over the next five years due to favorable demographics and strategic management initiatives.
(Extract from their Q3 letter)
tweet
Baron Asset Fund on Welltower $WELL US
Thesis: Welltower Inc. is well-positioned to capitalize on robust growth opportunities in the senior housing industry, with potential for earnings to more than double over the next five years due to favorable demographics and strategic management initiatives.
(Extract from their Q3 letter)
tweet
Offshore
Video
Startup Archive
21 year old Mark Zuckerberg explains why he isn’t worried about competition from Google
When asked if he was worried about Google eventually competing against Facebook in a 2005 guest lecture at Harvard, a 21 year old Mark Zuckerberg gave the following reply:
“I think that one of the cool things about this time in technology is that individuals are leveraged and able to do way more than they had really ever been able to do before… Instead of worrying about who’s the big player and what Google is going to do next? You can just get a lot of stuff done.”
He points out that Facebook was able to scale to 300,000 users and 400 million page views per day with just 50 people and servers that cost only $100 per month. Meanwhile Google was doing 250 million page views a day with hundreds of thousands of machines and 5,000 employees.
Mark argues:
“The most important thing is to have smart people. As technology becomes more generic and less expensive, the leverage point becomes the people.”
Mark believed that if he could recruit more intelligent people, Google’s resource advantage wouldn’t matter. He also believed Facebook’s small size was an advantage:
“When you’re a small company, then you can be really nimble and get a lot of stuff done, and there’s relatively little bureaucracy. So if you have smart people who can take advantage of that to build cool things, then that’s a [big advantage].”
Video source: @cs50 (2005)
tweet
21 year old Mark Zuckerberg explains why he isn’t worried about competition from Google
When asked if he was worried about Google eventually competing against Facebook in a 2005 guest lecture at Harvard, a 21 year old Mark Zuckerberg gave the following reply:
“I think that one of the cool things about this time in technology is that individuals are leveraged and able to do way more than they had really ever been able to do before… Instead of worrying about who’s the big player and what Google is going to do next? You can just get a lot of stuff done.”
He points out that Facebook was able to scale to 300,000 users and 400 million page views per day with just 50 people and servers that cost only $100 per month. Meanwhile Google was doing 250 million page views a day with hundreds of thousands of machines and 5,000 employees.
Mark argues:
“The most important thing is to have smart people. As technology becomes more generic and less expensive, the leverage point becomes the people.”
Mark believed that if he could recruit more intelligent people, Google’s resource advantage wouldn’t matter. He also believed Facebook’s small size was an advantage:
“When you’re a small company, then you can be really nimble and get a lot of stuff done, and there’s relatively little bureaucracy. So if you have smart people who can take advantage of that to build cool things, then that’s a [big advantage].”
Video source: @cs50 (2005)
tweet
Offshore
Photo
App Economy Insights
RT @EconomyApp: 🎮 Could Tencent buy Ubisoft?
Bloomberg reported that the Chinese giant may pursue a buyout or take the company private.
The stock is nearly 90% off its 2021 high.
Who else could step in? 👇
https://t.co/hyCc7Jx3NW
tweet
RT @EconomyApp: 🎮 Could Tencent buy Ubisoft?
Bloomberg reported that the Chinese giant may pursue a buyout or take the company private.
The stock is nearly 90% off its 2021 high.
Who else could step in? 👇
https://t.co/hyCc7Jx3NW
tweet
Offshore
Photo
InsideArbitrage
🚨 $LUV Leadership changes at Southwest Airlines
Two longtime executives, Tammy Romo, Chief Financial Officer, and Linda Rutherford, Chief Administration Officer, are retiring on April 1, 2025, after more than three decades with the airline.
- Tammy joined Southwest Airlines in 1991 and became Chief Financial Officer in 2012.
- Linda joined Southwest in 1992 as a Public Relations Coordinator and worked her way up to become Chief Administration Officer.
- Southwest will begin a search for Romo's replacement.
tweet
🚨 $LUV Leadership changes at Southwest Airlines
Two longtime executives, Tammy Romo, Chief Financial Officer, and Linda Rutherford, Chief Administration Officer, are retiring on April 1, 2025, after more than three decades with the airline.
- Tammy joined Southwest Airlines in 1991 and became Chief Financial Officer in 2012.
- Linda joined Southwest in 1992 as a Public Relations Coordinator and worked her way up to become Chief Administration Officer.
- Southwest will begin a search for Romo's replacement.
tweet
Offshore
Photo
Investing visuals
Duolingo $DUOL A.K.A. "The Money Bird": its paying user growth over time is top notch👌 https://t.co/MeMU4H6aI9
tweet
Duolingo $DUOL A.K.A. "The Money Bird": its paying user growth over time is top notch👌 https://t.co/MeMU4H6aI9
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Real Estate Fund on Vornado Realty Trust $VNO US
Thesis: Vornado Realty Trust is poised for growth due to its well-located portfolio and improving office market fundamentals in New York City.
(Extract from their Q3 letter) https://t.co/JM4TLAjzMc
tweet
Baron Real Estate Fund on Vornado Realty Trust $VNO US
Thesis: Vornado Realty Trust is poised for growth due to its well-located portfolio and improving office market fundamentals in New York City.
(Extract from their Q3 letter) https://t.co/JM4TLAjzMc
tweet
AkhenOsiris
$ZS CEO Chaudhry just finished speaking at Needham Growth Conference
"From budget and spend point of view, I see no concern on the cyber budget side of it. In fact, cyber is becoming more and more critical. It's not just on CISO's mind, it's CIO's mind, it's on board's mind, it's audit committees mind as well. Most customers we talk to and I talk to lots of them, the cyber budget are generally flat to maybe up 5% or 10%. They have been going up. Most cases, they're up to some degree. Now IT budgets, some of these IT budgets are flat. And some may have gone up, but in many cases, customers are asking for how do reduce cost. And some of the money may be getting redirected towards some of the Al projects. So we see pressure on the IT side of it not on the cyber side of it. What we are able to do in that situation? Think of this diagram. If I can start showing the picture and say, Mr. Customer, can take out these 6 products in Q1, these 3 in Q2, these 7, 3rd quarter and 4th quarter and create a spreadsheet table showing net cost savings, that story is very compelling.
And we end up saving a lot of money, that's how we get the deals done. Now think of this as essentially consolidation and simplification. Of course, some vendors like to talk about platformization and all this stuff. This is essentially consolidation."
tweet
$ZS CEO Chaudhry just finished speaking at Needham Growth Conference
"From budget and spend point of view, I see no concern on the cyber budget side of it. In fact, cyber is becoming more and more critical. It's not just on CISO's mind, it's CIO's mind, it's on board's mind, it's audit committees mind as well. Most customers we talk to and I talk to lots of them, the cyber budget are generally flat to maybe up 5% or 10%. They have been going up. Most cases, they're up to some degree. Now IT budgets, some of these IT budgets are flat. And some may have gone up, but in many cases, customers are asking for how do reduce cost. And some of the money may be getting redirected towards some of the Al projects. So we see pressure on the IT side of it not on the cyber side of it. What we are able to do in that situation? Think of this diagram. If I can start showing the picture and say, Mr. Customer, can take out these 6 products in Q1, these 3 in Q2, these 7, 3rd quarter and 4th quarter and create a spreadsheet table showing net cost savings, that story is very compelling.
And we end up saving a lot of money, that's how we get the deals done. Now think of this as essentially consolidation and simplification. Of course, some vendors like to talk about platformization and all this stuff. This is essentially consolidation."
tweet
AkhenOsiris
$ZS CEO Chaudhry at Needham Growth Conference on AI Monetization:
Q: At a high level for these Gen Al offerings that you guys have, are we at a significant enough volume with your customers at this point to start thinking about what that associated uplift to the deal value is at this time?
A: So it is still early stage from a volume point of view. We want that traction is in the right direction. When we add our Al based technology to some of our bundles, we're able to get the bundled price up in the 20% range.
So we are not trying to say I need to lead in as a separate Al product. Because Al is making things smarter. The example I gave ZDX for Copilot, customers see distinct value, that's where they get ready to give more.
tweet
$ZS CEO Chaudhry at Needham Growth Conference on AI Monetization:
Q: At a high level for these Gen Al offerings that you guys have, are we at a significant enough volume with your customers at this point to start thinking about what that associated uplift to the deal value is at this time?
A: So it is still early stage from a volume point of view. We want that traction is in the right direction. When we add our Al based technology to some of our bundles, we're able to get the bundled price up in the 20% range.
So we are not trying to say I need to lead in as a separate Al product. Because Al is making things smarter. The example I gave ZDX for Copilot, customers see distinct value, that's where they get ready to give more.
tweet
AkhenOsiris
Adweek: Agencies Are Spending More on TikTok Ads This Year Despite US Ban Uncertainty
One agency executive, speaking anonymously to protect industry relations, plans to increase the agency’s TikTok spend by 20%–30% this year. DigiShopGirl Media will increase spend by between 15%–18% over the year, according to CEO Katya Constantine. At VML, clients are boosting their yearly influencer budgets on TikTok by 30-50%. Some brands are committing for the entire year, while others are focusing on the first half of the year or maintaining a steady stream of ad-hoc campaigns throughout, according to Mae Karwowski, CEO of Obviously, VML’s influencer marketing agency.
U.S. ad spend on TikTok is projected to surge 57% YoY in the first two months of 2025, according to ad data firm Guideline, based on forward booking data from agency partners for upcoming campaigns. And TikTok has been growing: Since 2020, TikTok has posted an annual compound growth rate (CAGR) of 118%, rising from 2% to 20% of total U.S. social ad spend, per Guideline.
“TikTok is still pushing agencies and brands to commit to increased YoY spend through up-front deals, and they are still selling up-front media placements well into 2025,” the first agency executive said. “TikTok has confirmed in writing, although not in contracts, that they will honor refunds for reserved inventory if the app is shut down.”
The first agency, which established its contingency plan in November last year and plans to implement it by the end of January, is advising brands to reinvest 80% of their TikTok ad budget, spanning performance, ecommerce, and brand marketing, to other channels.
For commerce-focused brands, this reserved budget may shift to platforms like Amazon and Pinterest Shopping. Full-funnel marketing dollars are likely to flow to OTT streaming platforms like Hulu and ESPN under Disney’s portfolio, while performance ad dollars will shift toward Instagram Reels.
Already, 5% of the agency’s clients have begun redirecting budgets away from TikTok since last year.
At DigiShopGirl, the contingency plan involves reallocating 90% of TikTok’s performance ad dollars to Reels, YouTube Shorts, and, to a lesser extent, Snapchat, particularly for brands targeting U.S.-based consumers.
tweet
Adweek: Agencies Are Spending More on TikTok Ads This Year Despite US Ban Uncertainty
One agency executive, speaking anonymously to protect industry relations, plans to increase the agency’s TikTok spend by 20%–30% this year. DigiShopGirl Media will increase spend by between 15%–18% over the year, according to CEO Katya Constantine. At VML, clients are boosting their yearly influencer budgets on TikTok by 30-50%. Some brands are committing for the entire year, while others are focusing on the first half of the year or maintaining a steady stream of ad-hoc campaigns throughout, according to Mae Karwowski, CEO of Obviously, VML’s influencer marketing agency.
U.S. ad spend on TikTok is projected to surge 57% YoY in the first two months of 2025, according to ad data firm Guideline, based on forward booking data from agency partners for upcoming campaigns. And TikTok has been growing: Since 2020, TikTok has posted an annual compound growth rate (CAGR) of 118%, rising from 2% to 20% of total U.S. social ad spend, per Guideline.
“TikTok is still pushing agencies and brands to commit to increased YoY spend through up-front deals, and they are still selling up-front media placements well into 2025,” the first agency executive said. “TikTok has confirmed in writing, although not in contracts, that they will honor refunds for reserved inventory if the app is shut down.”
The first agency, which established its contingency plan in November last year and plans to implement it by the end of January, is advising brands to reinvest 80% of their TikTok ad budget, spanning performance, ecommerce, and brand marketing, to other channels.
For commerce-focused brands, this reserved budget may shift to platforms like Amazon and Pinterest Shopping. Full-funnel marketing dollars are likely to flow to OTT streaming platforms like Hulu and ESPN under Disney’s portfolio, while performance ad dollars will shift toward Instagram Reels.
Already, 5% of the agency’s clients have begun redirecting budgets away from TikTok since last year.
At DigiShopGirl, the contingency plan involves reallocating 90% of TikTok’s performance ad dollars to Reels, YouTube Shorts, and, to a lesser extent, Snapchat, particularly for brands targeting U.S.-based consumers.
tweet