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Quiver Quantitative
BREAKING: Nancy Pelosi just filed new trades.
She bought up to:
- $100K in Tempus AI call options, $TEM
- $1M in Vistra Corp call options, $VST
- $500K in Google call options
- $500K in Nvidia call options
Full trade list up on Quiver. https://t.co/uuSjTCM4eY
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BREAKING: Nancy Pelosi just filed new trades.
She bought up to:
- $100K in Tempus AI call options, $TEM
- $1M in Vistra Corp call options, $VST
- $500K in Google call options
- $500K in Nvidia call options
Full trade list up on Quiver. https://t.co/uuSjTCM4eY
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Offshore
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Stock Analysis Compilation
Night Watch on United Airlines (UAL) $UAL US
Thesis: United Airlines is positioned to improve its EBIT margins and benefit from a tightened supply in the US airline market, making it an attractive investment despite the historical challenges faced by the airline industry.
(Extract from their Q4 letter)
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Night Watch on United Airlines (UAL) $UAL US
Thesis: United Airlines is positioned to improve its EBIT margins and benefit from a tightened supply in the US airline market, making it an attractive investment despite the historical challenges faced by the airline industry.
(Extract from their Q4 letter)
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Offshore
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Investing visuals
Apple $AAPL: Over half its revenue ($201B) comes from iPhones.
Do you think its revenue mix will change significantly in the next 5 years? 🤔 https://t.co/DrBGBDoNfI
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Apple $AAPL: Over half its revenue ($201B) comes from iPhones.
Do you think its revenue mix will change significantly in the next 5 years? 🤔 https://t.co/DrBGBDoNfI
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Offshore
Photo
Stock Analysis Compilation
Night Watch on Valaris $VAL US
Thesis: Valaris is positioned to capitalize on the offshore energy sector's recovery, despite a temporary market pause, offering an attractive investment opportunity due to its modern fleet and significant profit potential.
(Extract from their Q4 letter)
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Night Watch on Valaris $VAL US
Thesis: Valaris is positioned to capitalize on the offshore energy sector's recovery, despite a temporary market pause, offering an attractive investment opportunity due to its modern fleet and significant profit potential.
(Extract from their Q4 letter)
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Offshore
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Quiver Quantitative
Nancy Pelosi disclosing millions of dollar of trades today: https://t.co/TwZhXwwsZl
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Nancy Pelosi disclosing millions of dollar of trades today: https://t.co/TwZhXwwsZl
Donald Trump's net worth has risen by $52B (on paper) since launching his memecoin, per our estimates.
That is approximately 200 Pelosis of net worth: https://t.co/zi9myT92SA tweet
Offshore
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Startup Archive
Naval Ravikant’s advice to startup founders: “You only have to be right once”
Naval reflects on how it took 13 years after starting his first startup before eventually succeeding with AngelList (valued at $4.1B in 2022).
“Entrepreneurial ventures fail all the time. Most of my companies failed. I actually started seven companies, and I’ve launched about 40 or 50 projects over my career. And AngelList is the first one that I would truly say is product, market, entrepreneur fit for me that might succeed down the road.”
He tells the audience:
“It’s a low hit rate over your career, but you only have to be right once… So just keep trying, just keep iterating… a lot of it is market timing and you learn a lot of lessons.”
One of my favorite quotes on this topic comes from Sam Altman:
“’I will fail many times, and I will be really right once’ is the entrepreneurs’ way. You have to give yourself a lot of chances to get lucky.”
Video source: @twistartups @jason (2013)
tweet
Naval Ravikant’s advice to startup founders: “You only have to be right once”
Naval reflects on how it took 13 years after starting his first startup before eventually succeeding with AngelList (valued at $4.1B in 2022).
“Entrepreneurial ventures fail all the time. Most of my companies failed. I actually started seven companies, and I’ve launched about 40 or 50 projects over my career. And AngelList is the first one that I would truly say is product, market, entrepreneur fit for me that might succeed down the road.”
He tells the audience:
“It’s a low hit rate over your career, but you only have to be right once… So just keep trying, just keep iterating… a lot of it is market timing and you learn a lot of lessons.”
One of my favorite quotes on this topic comes from Sam Altman:
“’I will fail many times, and I will be really right once’ is the entrepreneurs’ way. You have to give yourself a lot of chances to get lucky.”
Video source: @twistartups @jason (2013)
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Offshore
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Quiver Quantitative
This is what stood out to me the most from Pelosi's new trades.
She bought call options in a company called Tempus AI, $TEM.
It’s a health tech company, that is working on an AI assistant for physicians.
This is the first time we have seen a politician trade the stock, and it has a market cap of less than $6B.
tweet
This is what stood out to me the most from Pelosi's new trades.
She bought call options in a company called Tempus AI, $TEM.
It’s a health tech company, that is working on an AI assistant for physicians.
This is the first time we have seen a politician trade the stock, and it has a market cap of less than $6B.
tweet
Offshore
Photo
Stock Analysis Compilation
REQ on Ametek $AME US
Thesis: Ametek is a highly successful company specializing in niche-engineered products with a decentralized structure and a strong track record of growth and profitability across various industries.
(Extract from their Q4 letter) https://t.co/HDQFxWP9bX
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REQ on Ametek $AME US
Thesis: Ametek is a highly successful company specializing in niche-engineered products with a decentralized structure and a strong track record of growth and profitability across various industries.
(Extract from their Q4 letter) https://t.co/HDQFxWP9bX
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