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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)
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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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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.
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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.
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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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Ahmad Jivraj
It is happening…
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It is happening…
Notable pocket pivots across the China sector last week $FUTU $TIGR $JD $BABA https://t.co/y5fGGCJ4lO tweet
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Quiver Quantitative
RT @QuiverCongress: BREAKING: The Senate just passed the Laken Riley Act, introduced by @SenKatieBritt https://t.co/YWzcZt6B9E
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RT @QuiverCongress: BREAKING: The Senate just passed the Laken Riley Act, introduced by @SenKatieBritt https://t.co/YWzcZt6B9E
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Capital Employed
54 Q4 fund letters now added.
Excellent performances by many emerging managers.
Lots of great insights and potential investment ideas too 👇
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54 Q4 fund letters now added.
Excellent performances by many emerging managers.
Lots of great insights and potential investment ideas too 👇
Q4 2024 Fund Letters Round-Up has just been published.
Some amazing annual performances. One fund achieved a 101% return 😲
https://t.co/Dndl7wcMwK https://t.co/unsqIkpdep tweet
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Stock Analysis Compilation
Greenwood Investors on CTT $CTT PL
Thesis: CTT is poised for significant growth in the logistics sector due to its differentiated business model, strong cross-border customs and fulfillment capabilities, and competitive advantages over market rivals.
(Extract from their Q4 letter)
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Greenwood Investors on CTT $CTT PL
Thesis: CTT is poised for significant growth in the logistics sector due to its differentiated business model, strong cross-border customs and fulfillment capabilities, and competitive advantages over market rivals.
(Extract from their Q4 letter)
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Hidden Value Gems
Not a fan of chasing headlines, but I think there is a point here ...👇
"The combination of rising annual interest payments, which have already topped £100bn a year, and the need to roll over debt at higher borrowing costs, created the risk of a self-reinforcing cycle."
This “looks like a debt death spiral in the making because it will either require more borrowing to service the debt that will have to be serviced, squeeze out other spending, or require more taxes”, said Dalio in an interview.
via @FT
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Not a fan of chasing headlines, but I think there is a point here ...👇
"The combination of rising annual interest payments, which have already topped £100bn a year, and the need to roll over debt at higher borrowing costs, created the risk of a self-reinforcing cycle."
This “looks like a debt death spiral in the making because it will either require more borrowing to service the debt that will have to be serviced, squeeze out other spending, or require more taxes”, said Dalio in an interview.
via @FT
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