Offshore
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App Economy Insights
What are you watching this week?
• Tuesday: $NFLX, $SCHW, $UAL.
• Wednesday: $PG, $JNJ, $GEV.
• Thursday: $TXN, $AAL, $ISRG
• Friday: $AXP, $VZ.
All visualized in our newsletter this week! https://t.co/3vFX7uyjH5
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What are you watching this week?
• Tuesday: $NFLX, $SCHW, $UAL.
• Wednesday: $PG, $JNJ, $GEV.
• Thursday: $TXN, $AAL, $ISRG
• Friday: $AXP, $VZ.
All visualized in our newsletter this week! https://t.co/3vFX7uyjH5
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Offshore
Video
Startup Archive
Michael Seibel on how to create a great startup pitch
Former Y Combinator CEO Michael Seibel breaks down the two types of pitches every startup founder needs: a 30-second elevator pitch and a two-minute pitch for investors.
“A lot of people practice 10-minute, 30-minute, hour-long, pitches. I think that’s all garbage. I think you can get all of your points across in two minutes. And one thing I like to tell founders is that the more you talk, the more you have an opportunity to say something that people don’t like.”
30-Second Elevator Pitch:
You should be able to explain to anyone you come across what your company does in 30 seconds.
This should be three sentences:
• What does your company do? Assume the person you’re talking to knows nothing. This should be a 1-sentence explanation that your mom or dad can understand (e.g. “We’re Airbnb and we allow you to rent out the extra room in your house” NOT “We’re Airbnb and we’re a marketplace for space”).
• How big is the market? Do a couple hours of research so that you can give investors a rough approximation of the size of the market you’re in (e.g. Airbnb might give the size of online hotel booking market)
• How much traction do you have? Ideally you can say something like: “We launched in January and we’re growing 30% month over month. We have SX sales and Y users.” If you’re pre-launch, you need to convince investors that you’re moving quickly (e.g. “the team came together in January. By March we launched our beta. By April we launched our product.”).
Two-Minute Pitch:
This pitch is for people you’re actually trying to convince of something (e.g. investors, potential employees, etc.). You basically want to simply explain what you do and then ask for money.
There are 5 key components:
• Clear 30 second pitch (everything mentioned above)
• Unique insight—what do the biggest players in your market not understand? This should be 2 sentences.
• How do you make money?
• Team. If your team has done something that has made investors money, you should mention that (e.g. “we’re the founders of PayPal”). If you haven’t, don’t go on about the awards you’ve won or PhDs you hold. What investors want to hear is: how many founders? (hopefully 2-4) how many of the founders are technical? (hopefully 50% or more engineers) How long have you known each other? (ideally you’ve known each other either personally or professionally for at least 6 months) Are you all full-time?
• The Big Ask ($$$). You have to know what you’re talking about when you ask for money. Are you raising on a convertible note or a SAFE? What’s the cap of the SAFE? How much money are you raising? What’s the minimum check size? If you don’t know these things, investors won’t think you’re serious or that you haven’t done your homework.
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Michael Seibel on how to create a great startup pitch
Former Y Combinator CEO Michael Seibel breaks down the two types of pitches every startup founder needs: a 30-second elevator pitch and a two-minute pitch for investors.
“A lot of people practice 10-minute, 30-minute, hour-long, pitches. I think that’s all garbage. I think you can get all of your points across in two minutes. And one thing I like to tell founders is that the more you talk, the more you have an opportunity to say something that people don’t like.”
30-Second Elevator Pitch:
You should be able to explain to anyone you come across what your company does in 30 seconds.
This should be three sentences:
• What does your company do? Assume the person you’re talking to knows nothing. This should be a 1-sentence explanation that your mom or dad can understand (e.g. “We’re Airbnb and we allow you to rent out the extra room in your house” NOT “We’re Airbnb and we’re a marketplace for space”).
• How big is the market? Do a couple hours of research so that you can give investors a rough approximation of the size of the market you’re in (e.g. Airbnb might give the size of online hotel booking market)
• How much traction do you have? Ideally you can say something like: “We launched in January and we’re growing 30% month over month. We have SX sales and Y users.” If you’re pre-launch, you need to convince investors that you’re moving quickly (e.g. “the team came together in January. By March we launched our beta. By April we launched our product.”).
Two-Minute Pitch:
This pitch is for people you’re actually trying to convince of something (e.g. investors, potential employees, etc.). You basically want to simply explain what you do and then ask for money.
There are 5 key components:
• Clear 30 second pitch (everything mentioned above)
• Unique insight—what do the biggest players in your market not understand? This should be 2 sentences.
• How do you make money?
• Team. If your team has done something that has made investors money, you should mention that (e.g. “we’re the founders of PayPal”). If you haven’t, don’t go on about the awards you’ve won or PhDs you hold. What investors want to hear is: how many founders? (hopefully 2-4) how many of the founders are technical? (hopefully 50% or more engineers) How long have you known each other? (ideally you’ve known each other either personally or professionally for at least 6 months) Are you all full-time?
• The Big Ask ($$$). You have to know what you’re talking about when you ask for money. Are you raising on a convertible note or a SAFE? What’s the cap of the SAFE? How much money are you raising? What’s the minimum check size? If you don’t know these things, investors won’t think you’re serious or that you haven’t done your homework.
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Offshore
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Stock Analysis Compilation
Montaka on Salesforce $CRM US
Thesis: Salesforce is poised for significant revenue growth in 2025 due to pricing increases and the launch of its new AI platform, Agentforce, which enhances productivity and expands its addressable market.
(Extract from their Q4 letter) https://t.co/0cPhjVXmlz
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Montaka on Salesforce $CRM US
Thesis: Salesforce is poised for significant revenue growth in 2025 due to pricing increases and the launch of its new AI platform, Agentforce, which enhances productivity and expands its addressable market.
(Extract from their Q4 letter) https://t.co/0cPhjVXmlz
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Offshore
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Stock Analysis Compilation
Royce Invest on Haemonetics $HAE US
Thesis: Haemonetics is a leading provider of plasma collection systems that is successfully improving operating margins and growing its vascular closure product line despite challenges.
(Extract from their article) https://t.co/yMrji2vXYM
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Royce Invest on Haemonetics $HAE US
Thesis: Haemonetics is a leading provider of plasma collection systems that is successfully improving operating margins and growing its vascular closure product line despite challenges.
(Extract from their article) https://t.co/yMrji2vXYM
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Investing visuals
Honest question: what real value do cryptocurrencies bring?
I see almost no practical usage. https://t.co/BHCB5Qh8IZ
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Honest question: what real value do cryptocurrencies bring?
I see almost no practical usage. https://t.co/BHCB5Qh8IZ
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Quiver Quantitative
BREAKING: We just received new data on Tulsi Gabbard's portfolio.
She owns up to:
- $250,000 of Rumble stock
- $250,000 of Tesla stock, $TSLA
- $50,000 of Bitcoin, $BTC
- $15,000 of Cronos
- $15,000 of Solana
- $15,000 of Ethereum
Track politicians' portfolios on Quiver. https://t.co/fILmiO2827
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BREAKING: We just received new data on Tulsi Gabbard's portfolio.
She owns up to:
- $250,000 of Rumble stock
- $250,000 of Tesla stock, $TSLA
- $50,000 of Bitcoin, $BTC
- $15,000 of Cronos
- $15,000 of Solana
- $15,000 of Ethereum
Track politicians' portfolios on Quiver. https://t.co/fILmiO2827
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Offshore
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Quiver Quantitative
TikTok just got shut down in the US.
We saw multiple politicians buy Facebook stock before the ban.
$META has risen 38% since we posted this: https://t.co/JJTV0lgU6K
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TikTok just got shut down in the US.
We saw multiple politicians buy Facebook stock before the ban.
$META has risen 38% since we posted this: https://t.co/JJTV0lgU6K
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Offshore
Photo
Stock Analysis Compilation
REQ on Idun Industrier $IDUN SS
Thesis: Idun Industrier is a Swedish acquisition-driven compounder with strong management, significant insider ownership, and a resilient portfolio, demonstrating over 30% FCF per share growth since 2015.
(Extract from their Q4 letter) https://t.co/5ltDIpqZa6
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REQ on Idun Industrier $IDUN SS
Thesis: Idun Industrier is a Swedish acquisition-driven compounder with strong management, significant insider ownership, and a resilient portfolio, demonstrating over 30% FCF per share growth since 2015.
(Extract from their Q4 letter) https://t.co/5ltDIpqZa6
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Hidden Value Gems
In my latest Investment Notes, I share some interesting points on:
➡️ Travel
➡️ Luxury Goods
➡️ China
➡️ An E&P stock idea
➡️ Value Investor Calendar 2025
$ABNB $BABA $WOSG.L $HBR.L https://t.co/FpKPC6FdJW
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In my latest Investment Notes, I share some interesting points on:
➡️ Travel
➡️ Luxury Goods
➡️ China
➡️ An E&P stock idea
➡️ Value Investor Calendar 2025
$ABNB $BABA $WOSG.L $HBR.L https://t.co/FpKPC6FdJW
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Offshore
Photo
Stock Analysis Compilation
Protean Funds on Bavarian Nordic $BAVA DC
Thesis: Bavarian Nordic is a Danish vaccine producer with strong growth potential in its travel vaccine franchise, driven by demand for rabies and TBE vaccines, alongside its more volatile smallpox and monkeypox elements.
(Extract from their Q4 letter)
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Protean Funds on Bavarian Nordic $BAVA DC
Thesis: Bavarian Nordic is a Danish vaccine producer with strong growth potential in its travel vaccine franchise, driven by demand for rabies and TBE vaccines, alongside its more volatile smallpox and monkeypox elements.
(Extract from their Q4 letter)
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Offshore
Video
Startup Archive
Mark Zuckerberg to new-hire Aditya Agarwal : “If I can build Facebook you can build a search engine”
Aditya recalls starting at Facebook in 2005. A few weeks into his new role, Mark Zuckerberg comes up to him and suggests he build a search engine:
“When people come to Facebook, the first thing they want to do is search for people.”
Aditya’s first reaction was that search was a really important thing to get right and he had never built a search engine - wouldn’t it make more sense to just hire somebody from Google or Yahoo to do it?
Mark replied:
“If I can build Facebook, you can build a search engine.”
And he was right - Aditya did end up building search for Facebook. This interaction also left a lasting impression on Aditya:
“All of us can build whatever we put our minds to. And this is the culture that for me still defines Facebook - there is this hacker, can-do, total-ownership culture. If I could tell every startup in the world to take one thing, it would be you can do whatever you want as long as you put your mind to it. It’s probably easier than you think.”
Video source: @southpkcommons (2024)
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Mark Zuckerberg to new-hire Aditya Agarwal : “If I can build Facebook you can build a search engine”
Aditya recalls starting at Facebook in 2005. A few weeks into his new role, Mark Zuckerberg comes up to him and suggests he build a search engine:
“When people come to Facebook, the first thing they want to do is search for people.”
Aditya’s first reaction was that search was a really important thing to get right and he had never built a search engine - wouldn’t it make more sense to just hire somebody from Google or Yahoo to do it?
Mark replied:
“If I can build Facebook, you can build a search engine.”
And he was right - Aditya did end up building search for Facebook. This interaction also left a lasting impression on Aditya:
“All of us can build whatever we put our minds to. And this is the culture that for me still defines Facebook - there is this hacker, can-do, total-ownership culture. If I could tell every startup in the world to take one thing, it would be you can do whatever you want as long as you put your mind to it. It’s probably easier than you think.”
Video source: @southpkcommons (2024)
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