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Dimitry Nakhla | Babylon Capital®
Put simply, if you earned $100,000 in 2020, your salary would need to be around $134,000 today just to maintain the same standard of living 📊
Anything less, and you’ve taken a pay cut 📉
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Put simply, if you earned $100,000 in 2020, your salary would need to be around $134,000 today just to maintain the same standard of living 📊
Anything less, and you’ve taken a pay cut 📉
You have now lost 26% of your purchasing power since 2020 https://t.co/xjrkWxVW0v tweet
Dimitry Nakhla | Babylon Capital®
“Valuations can be powerful: if an analyst determines that something is cheap, it is tempting to buy, period, even though the valuation is only an estimate, and the company may face challenges from industry forces or competitive pressures.
A quality investing strategy, therefore, emphasizes quality FIRST, and valuation SECOND.”
— Quality Investing 📖 AKO Capital
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“Valuations can be powerful: if an analyst determines that something is cheap, it is tempting to buy, period, even though the valuation is only an estimate, and the company may face challenges from industry forces or competitive pressures.
A quality investing strategy, therefore, emphasizes quality FIRST, and valuation SECOND.”
— Quality Investing 📖 AKO Capital
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Lockheed Martin, $LMT, just disclosed $2,980,000 of new lobbying. https://t.co/hDJ7YrGm5g
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RT @QuiverCongress: JUST IN: Lockheed Martin, $LMT, just disclosed $2,980,000 of new lobbying. https://t.co/hDJ7YrGm5g
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InsideArbitrage
$NFLX Netflix Surges After-Hours! ⏫ +14.40%
🎬 The streaming giant reported better than expected Q4 results and hiked its stock buyback by $15B (🔄 4% of its $371.75B market cap).
💰 Total buyback authorization now stands at $17.1B, following a previous approval in Sept 2023
📊 In 2024, Netflix repurchased 9.9M shares for $6.2B, bringing total buybacks to $12.9B since program inception
https://t.co/B772mNWlXB
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$NFLX Netflix Surges After-Hours! ⏫ +14.40%
🎬 The streaming giant reported better than expected Q4 results and hiked its stock buyback by $15B (🔄 4% of its $371.75B market cap).
💰 Total buyback authorization now stands at $17.1B, following a previous approval in Sept 2023
📊 In 2024, Netflix repurchased 9.9M shares for $6.2B, bringing total buybacks to $12.9B since program inception
https://t.co/B772mNWlXB
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Quiver Quantitative
Wow.
We posted this report yesterday.
$TEM has now risen 52% on the news.
Up another 13% in after hours. https://t.co/XUFRx4P3fv
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Wow.
We posted this report yesterday.
$TEM has now risen 52% on the news.
Up another 13% in after hours. https://t.co/XUFRx4P3fv
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Offshore
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Offshore
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Stock Analysis Compilation
Plurial AM on Watches of Switzerland $WOSG LN
Thesis: Strong Rolex partnerships and robust waitlist demand position Watches of Switzerland for steady growth despite broader luxury market challenges
(Extract from their Q4 letter) https://t.co/8Ua5RqcNVl
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Plurial AM on Watches of Switzerland $WOSG LN
Thesis: Strong Rolex partnerships and robust waitlist demand position Watches of Switzerland for steady growth despite broader luxury market challenges
(Extract from their Q4 letter) https://t.co/8Ua5RqcNVl
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Offshore
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Startup Archive
Scott Belsky on the most common mistake founders make when building a product
“Every product has what we call a ‘first-mile experience’, which is the part of your product that the most customers will see. And it’s all drop-off from there. What gets people through the first-mile experience? First, you have to empathize with where that customer is at — whether they’re a consumer or an enterprise customer, in the first 30 seconds of that first mile of your product, I guarantee you, they’re lazy, vain, and selfish. They want to get through it fast. They want to look good to their boss or their friends or feel good about themselves. There needs to be some quick hit of feeling successful in that first mile for them to engage further.”
Ironically, the first-mile experience is the last thing many companies and product people will focus on.
“Typically it’s the final mile before you launch where you’re like, ‘Oh wait, what should the onboarding be?’ or ‘What should the defaults be?’ That’s like a happenstance conversation towards the end of shipping when in fact that’s the only thing that every customer will ever see. So why not nail that?”
Scott takes this point even further:
“If you can really just nail the first-mile experience of your product — even if after that it’s all kind of crappy — you’re probably in the top 1% of products out there.”
Another interesting point Scott makes here is that optimizing the first-mile experience is something that you’ll have to continually work on because your customers change over time.
“Your first cohort of customers that used your product, those were early adopters — and your first-mile experience was nailed for them. But [as you’ve grown] this new cohort of customers that started using your product are no longer early adopters. They’re pragmatists. They’re not coming because they like to test and try new products. They’re coming because their boss told them they had to or they read some blog that said this was the best product in the space, and the first-mile needs to be different for them.”
Scott sums his point up as follows:
“Spend consistent time, forever on that first-mile experience of your product.”
Video source: @southpkcommons (2025)
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Scott Belsky on the most common mistake founders make when building a product
“Every product has what we call a ‘first-mile experience’, which is the part of your product that the most customers will see. And it’s all drop-off from there. What gets people through the first-mile experience? First, you have to empathize with where that customer is at — whether they’re a consumer or an enterprise customer, in the first 30 seconds of that first mile of your product, I guarantee you, they’re lazy, vain, and selfish. They want to get through it fast. They want to look good to their boss or their friends or feel good about themselves. There needs to be some quick hit of feeling successful in that first mile for them to engage further.”
Ironically, the first-mile experience is the last thing many companies and product people will focus on.
“Typically it’s the final mile before you launch where you’re like, ‘Oh wait, what should the onboarding be?’ or ‘What should the defaults be?’ That’s like a happenstance conversation towards the end of shipping when in fact that’s the only thing that every customer will ever see. So why not nail that?”
Scott takes this point even further:
“If you can really just nail the first-mile experience of your product — even if after that it’s all kind of crappy — you’re probably in the top 1% of products out there.”
Another interesting point Scott makes here is that optimizing the first-mile experience is something that you’ll have to continually work on because your customers change over time.
“Your first cohort of customers that used your product, those were early adopters — and your first-mile experience was nailed for them. But [as you’ve grown] this new cohort of customers that started using your product are no longer early adopters. They’re pragmatists. They’re not coming because they like to test and try new products. They’re coming because their boss told them they had to or they read some blog that said this was the best product in the space, and the first-mile needs to be different for them.”
Scott sums his point up as follows:
“Spend consistent time, forever on that first-mile experience of your product.”
Video source: @southpkcommons (2025)
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