Offshore
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Stock Analysis Compilation
Baron Global Advantage Fund on PDD Holdings $PDD US
Thesis: PDD Holdings Inc. is a unique player in the global e-commerce market with a strong growth outlook, driven by its innovative Consumer-to-Manufacturer model and efficient operations, positioning it for substantial long-term value creation despite geopolitical concerns.
(Extract from their Q3 letter)
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Baron Global Advantage Fund on PDD Holdings $PDD US
Thesis: PDD Holdings Inc. is a unique player in the global e-commerce market with a strong growth outlook, driven by its innovative Consumer-to-Manufacturer model and efficient operations, positioning it for substantial long-term value creation despite geopolitical concerns.
(Extract from their Q3 letter)
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Offshore
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Quiver Quantitative
RT @InsiderRadar: 3 weeks ago, we reported on a massive insider purchase at $PGNY.
The stock has now risen over 35% since this trade was reported, with a 7% gain this morning. https://t.co/a6PXKSnZRl
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RT @InsiderRadar: 3 weeks ago, we reported on a massive insider purchase at $PGNY.
The stock has now risen over 35% since this trade was reported, with a 7% gain this morning. https://t.co/a6PXKSnZRl
🚨Breaking: Insider Purchases at $PGNY
The CEO of $PGNY has reported the purchase of ~$3M of the company's stock, increasing his ownership stake by 90%.
The Board Chairman also just reported purchasing $2.2M in shares.
The stock has dropped by over 60% this year, but these are the first insider purchases in over 4 years. tweet
Offshore
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Rep. @AndyOgles just introduced the "Make Greenland Great Again Act".
It would authorize the President to negotiate for the acquisition of Greenland by the United States.
Follow here for updates. https://t.co/XhanDBWkRG
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RT @QuiverCongress: JUST IN: Rep. @AndyOgles just introduced the "Make Greenland Great Again Act".
It would authorize the President to negotiate for the acquisition of Greenland by the United States.
Follow here for updates. https://t.co/XhanDBWkRG
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Offshore
Video
Startup Archive
Jack Dorsey explains how recognizing fortunate situations led to the founding of Twitter and Square
As Jack explains, one of the strongest skills you can cultivate as an entrepreneur is the ability to recognize fortunate situations when they’re occurring.
When Jack was working at the failed podcasting startup Odeo, he could’ve kept the idea for Twitter to himself:
“I could’ve taken that idea, not told Ev [Williams], not told Biz [Stone], not told Noah [Glass] and all my other coworkers at Odeo and tried to start my own company with that idea. But the fortunate situation was that I was working with some really amazing people, and we had a great team. So of course it makes sense to start there.”
The fortunate situation that led to Square was when Jack’s old boss Jim McKelvey called Jack about a sale he lost for his glass-blowing business because he couldn’t accept credit cards:
“Here he was talking on his iPhone—this general purpose computer, and he couldn’t accept $2,000 from someone who wanted to pay him. Why is that? So we decided to answer that question. We did a bunch of research, and I started writing some server code. We hired a guy to write some iPhone code, Jim built some hardware, and in a month we had a device that plugged into the audio jack of your phone that could swipe a card and take a payment… It really just comes down to recognizing that fortunate situation and recognizing the people around you that could help.”
Most people have a hard time getting past the idea stage, but Jack recommends making that idea tangible as soon as you can:
“The hardest thing is to get started, and I think the most important thing that I’ve learned is that you have to get the idea out of your head as soon as you have it. Get it on paper and then take it one step further and just show someone… There’s two really good outcomes from that moment: you decide I’m either going to put more resources into this thing, or I’m going to put it on the shelf for a later day—and that’s perfectly admirable. Build a thousand things and then put them on a shelf—you’ll use them.”
For example, Jack first had the idea for Twitter in 2000, but it wasn’t until 2006 that he found himself in the fortunate situation of being part of a talented team at Odeo that could help him build it.
Video source: @kevinrose (2010)
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Jack Dorsey explains how recognizing fortunate situations led to the founding of Twitter and Square
As Jack explains, one of the strongest skills you can cultivate as an entrepreneur is the ability to recognize fortunate situations when they’re occurring.
When Jack was working at the failed podcasting startup Odeo, he could’ve kept the idea for Twitter to himself:
“I could’ve taken that idea, not told Ev [Williams], not told Biz [Stone], not told Noah [Glass] and all my other coworkers at Odeo and tried to start my own company with that idea. But the fortunate situation was that I was working with some really amazing people, and we had a great team. So of course it makes sense to start there.”
The fortunate situation that led to Square was when Jack’s old boss Jim McKelvey called Jack about a sale he lost for his glass-blowing business because he couldn’t accept credit cards:
“Here he was talking on his iPhone—this general purpose computer, and he couldn’t accept $2,000 from someone who wanted to pay him. Why is that? So we decided to answer that question. We did a bunch of research, and I started writing some server code. We hired a guy to write some iPhone code, Jim built some hardware, and in a month we had a device that plugged into the audio jack of your phone that could swipe a card and take a payment… It really just comes down to recognizing that fortunate situation and recognizing the people around you that could help.”
Most people have a hard time getting past the idea stage, but Jack recommends making that idea tangible as soon as you can:
“The hardest thing is to get started, and I think the most important thing that I’ve learned is that you have to get the idea out of your head as soon as you have it. Get it on paper and then take it one step further and just show someone… There’s two really good outcomes from that moment: you decide I’m either going to put more resources into this thing, or I’m going to put it on the shelf for a later day—and that’s perfectly admirable. Build a thousand things and then put them on a shelf—you’ll use them.”
For example, Jack first had the idea for Twitter in 2000, but it wasn’t until 2006 that he found himself in the fortunate situation of being part of a talented team at Odeo that could help him build it.
Video source: @kevinrose (2010)
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Offshore
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Stock Analysis Compilation
Baron Opportunity Fund on PAR Technology $PAR US
Thesis: PAR Technology Corporation is poised for significant growth and profitability by providing a comprehensive software platform for the underinvested restaurant industry, with expectations of over 20% annual software revenue growth and first adjusted EBITDA profitability by Q3 2024.
(Extract from their Q3 letter)
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Baron Opportunity Fund on PAR Technology $PAR US
Thesis: PAR Technology Corporation is poised for significant growth and profitability by providing a comprehensive software platform for the underinvested restaurant industry, with expectations of over 20% annual software revenue growth and first adjusted EBITDA profitability by Q3 2024.
(Extract from their Q3 letter)
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Offshore
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Quiver Quantitative
Donald Trump's net worth has risen by $596M so far today, per our estimates.
Trump Media stock, $DJT, has risen 15%.
That is over two Pelosis of net worth: https://t.co/tSApUogYiF
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Donald Trump's net worth has risen by $596M so far today, per our estimates.
Trump Media stock, $DJT, has risen 15%.
That is over two Pelosis of net worth: https://t.co/tSApUogYiF
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Offshore
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Stock Analysis Compilation
Baron Focused Growth Fund on Interactive Brokers $IBKR US
Thesis: Interactive Brokers is leveraging automation and global reach to dominate the low-cost brokerage market, promising double-digit revenue and earnings growth
(Extract from their Q3 letter) https://t.co/LX26Lltceu
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Baron Focused Growth Fund on Interactive Brokers $IBKR US
Thesis: Interactive Brokers is leveraging automation and global reach to dominate the low-cost brokerage market, promising double-digit revenue and earnings growth
(Extract from their Q3 letter) https://t.co/LX26Lltceu
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Offshore
Video
Quiver Quantitative
RT @QuiverCongress: Representative @RoKhanna just spoke on the House floor, opposing the TikTok ban.
Follow here for updates on the ban: https://t.co/UzTzJ9z5DN
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RT @QuiverCongress: Representative @RoKhanna just spoke on the House floor, opposing the TikTok ban.
Follow here for updates on the ban: https://t.co/UzTzJ9z5DN
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AkhenOsiris
You read that Information article on NVDA and come away with the fact that AMD is getting absolutely nothing. Clients willing to buy older NVDA chips or standalone Blackwell or wait instead of pursuing non-NVDA options. Still reads pretty bullish NVDA (if the Information can be trusted at all, they have a bit of a spotty track record on NVDA)
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You read that Information article on NVDA and come away with the fact that AMD is getting absolutely nothing. Clients willing to buy older NVDA chips or standalone Blackwell or wait instead of pursuing non-NVDA options. Still reads pretty bullish NVDA (if the Information can be trusted at all, they have a bit of a spotty track record on NVDA)
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