Offshore
Video
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)
tweet
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)
tweet
Offshore
Video
Startup Archive
RT @William_Blake: Very true in the Thiel-verse to this day
tweet
RT @William_Blake: Very true in the Thiel-verse to this day
Reid Hoffman explains the Paypal Mafia’s unique hiring strategy
“The thing that was unique about the PayPal crew is typically when people start companies they’ll go: ‘I need to get people with a lot of experience at doing just this job’—you have a lot of experience coding, running a data center, marketing, selling, etc. But PayPal opted for very high-talent young people with the expectation that the high-talent young people would learn the jobs.”
He continues:
“So as opposed to hiring someone who has had a ton of experience doing an exact job, we said: we’re going to hire someone we think is a very fast learner, and we’re going to trust that they’re going to learn the job really fast… We’ll hire some experienced people too, but we had a huge predilection to [hiring fast learners].”
Video source: @khanacademy (2014) tweet
Offshore
Photo
InsideArbitrage
🚨 $MASI Masimo - Catherine Szyman appointed as CEO, effective Feb. 12, 2025. Michelle Brennan transitions from Interim CEO to Chair of the Board, with Quentin Koffey as Vice Chair.
💼Szyman’s Compensation: Szyman will receive an annual base salary of $1M, a target bonus of 100% of her salary, and a long-term incentive target of $7M.
🌪️ A Tumultuous Year: The leadership change follows a challenging year for Masimo, including founder Joe Kiani stepping down as CEO after a shareholder vote ousted him as Board Chair amid a proxy battle with Politan Capital Management.
✂️Masimo enacted layoffs at its headquarters in late 2024 as part of efforts to streamline operations and refocus on growth
🎯 Ms. Szyman led the Critical Care business at Edwards Lifesciences for over a decade – including through the acquisition by BD (Becton, Dickinson and Company) in September of 2024. Szyman also serves on the board of Inari Medical and previously on Outset Medical.
📈 Masimo's stock is up 40% over the past year.
tweet
🚨 $MASI Masimo - Catherine Szyman appointed as CEO, effective Feb. 12, 2025. Michelle Brennan transitions from Interim CEO to Chair of the Board, with Quentin Koffey as Vice Chair.
💼Szyman’s Compensation: Szyman will receive an annual base salary of $1M, a target bonus of 100% of her salary, and a long-term incentive target of $7M.
🌪️ A Tumultuous Year: The leadership change follows a challenging year for Masimo, including founder Joe Kiani stepping down as CEO after a shareholder vote ousted him as Board Chair amid a proxy battle with Politan Capital Management.
✂️Masimo enacted layoffs at its headquarters in late 2024 as part of efforts to streamline operations and refocus on growth
🎯 Ms. Szyman led the Critical Care business at Edwards Lifesciences for over a decade – including through the acquisition by BD (Becton, Dickinson and Company) in September of 2024. Szyman also serves on the board of Inari Medical and previously on Outset Medical.
📈 Masimo's stock is up 40% over the past year.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
10 Stocks EPS CAGR >12% Last 5 Years & Forward 3-Year EPS CAGR >12% 💸
📦 Amazon $AMZN
•5-Year EPS CAGR: 35%
•Forward EPS CAGR: 21%
🧬 Novo Nordisk $NVO
•5-Year EPS CAGR: 23%
•Forward EPS CAGR: 15%
🤖 Nvidia $NVDA
•5-Year EPS CAGR: 82%
•Forward EPS CAGR: 28%
☁️ Alphabet $GOOG
•5-Year EPS CAGR: 25%
•Forward EPS CAGR: 14%
📊 Intuit $INTU
•5-Year EPS CAGR: 20%
•Forward EPS CAGR: 14%
💳 Visa $V
•5-Year EPS CAGR: 13%
•Forward EPS CAGR: 12%
💵 Mastercard $MA
•5-Year EPS CAGR: 13%
•Forward EPS CAGR: 15%
📸 Meta Platforms $META
•5-Year EPS CAGR: 21%
•Forward EPS CAGR: 13%
☀️ ASML Holding $ASML
•5-Year EPS CAGR: 25%
•Forward EPS CAGR: 24%
🏦 Fair Isaac $FICO
•5-Year EPS CAGR: 26%
•Forward EPS CAGR: 24%
tweet
10 Stocks EPS CAGR >12% Last 5 Years & Forward 3-Year EPS CAGR >12% 💸
📦 Amazon $AMZN
•5-Year EPS CAGR: 35%
•Forward EPS CAGR: 21%
🧬 Novo Nordisk $NVO
•5-Year EPS CAGR: 23%
•Forward EPS CAGR: 15%
🤖 Nvidia $NVDA
•5-Year EPS CAGR: 82%
•Forward EPS CAGR: 28%
☁️ Alphabet $GOOG
•5-Year EPS CAGR: 25%
•Forward EPS CAGR: 14%
📊 Intuit $INTU
•5-Year EPS CAGR: 20%
•Forward EPS CAGR: 14%
💳 Visa $V
•5-Year EPS CAGR: 13%
•Forward EPS CAGR: 12%
💵 Mastercard $MA
•5-Year EPS CAGR: 13%
•Forward EPS CAGR: 15%
📸 Meta Platforms $META
•5-Year EPS CAGR: 21%
•Forward EPS CAGR: 13%
☀️ ASML Holding $ASML
•5-Year EPS CAGR: 25%
•Forward EPS CAGR: 24%
🏦 Fair Isaac $FICO
•5-Year EPS CAGR: 26%
•Forward EPS CAGR: 24%
tweet
Offshore
Photo
Stock Analysis Compilation
Nightview Capital on Netflix $NFLX US
Thesis: Netflix is leveraging its streaming leadership to expand into advertising and live events, with strong subscriber growth and operational excellence, indicating significant future growth potential.
(Extract from their Q4 letter) https://t.co/gQYxZRrYne
tweet
Nightview Capital on Netflix $NFLX US
Thesis: Netflix is leveraging its streaming leadership to expand into advertising and live events, with strong subscriber growth and operational excellence, indicating significant future growth potential.
(Extract from their Q4 letter) https://t.co/gQYxZRrYne
tweet
Offshore
Photo
Investing visuals
Netflix $NFLX posted a strong quarter and is up +12% today.
Here's everything you need to know about $NFLX after its Q4'24 results👇 https://t.co/XqqCiTSooR
tweet
Netflix $NFLX posted a strong quarter and is up +12% today.
Here's everything you need to know about $NFLX after its Q4'24 results👇 https://t.co/XqqCiTSooR
tweet
Offshore
Photo
InsideArbitrage
Sonim Technologies $SONM Forms Special Committee to Evaluate Strategic Alternatives -
🛜Mike Mulica will chair the committee, which includes Mulica and James Cassano.
🛜In consultation with its advisors, including Roth Capital Partners, the committee will carefully review strategic alternatives from several parties, including, but not limited to, Orbic North America.
🛜The committee will consider various strategic options, including business combinations such as mergers or acquisitions and other potential transactions, such as selling the company or a significant portion of its assets.
tweet
Sonim Technologies $SONM Forms Special Committee to Evaluate Strategic Alternatives -
🛜Mike Mulica will chair the committee, which includes Mulica and James Cassano.
🛜In consultation with its advisors, including Roth Capital Partners, the committee will carefully review strategic alternatives from several parties, including, but not limited to, Orbic North America.
🛜The committee will consider various strategic options, including business combinations such as mergers or acquisitions and other potential transactions, such as selling the company or a significant portion of its assets.
tweet
Offshore
Video
Quiver Quantitative
NEW: We just released a live feed that gives alerts on:
- Politicians' trading
- Government contracts
- Corporate lobbying
- Insider trading
- Hedge fund activity
- Company press releases
See below: https://t.co/MwovaXDshC
tweet
NEW: We just released a live feed that gives alerts on:
- Politicians' trading
- Government contracts
- Corporate lobbying
- Insider trading
- Hedge fund activity
- Company press releases
See below: https://t.co/MwovaXDshC
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
I’ve decided to begin accumulating shares of $NVO here at $79-$82 initial 3% position with a targeted ~5% allocation 🧬
Here’s why:
Despite recent negative sentiment and a sharp drop in share price, $NVO fundamentals remain strong 👇🏽
•Double-digit EPS growth
•History of strong returns on capital
•Innovation-led corporate culture
•Aggressive share buybacks
•Attractive valuation relative to growth
•AA- S&P Credit Rating
•$11.2B in cash & $7.7B in long-term debt
___
IF $NVO drops to $65 it’s a win-win as I get to build a full position with $NVO trading for 18x NTM EPS (which would be a rare multiple to pay for $NVO, a level not seen since 2018-2019 & well below its 10-Year average multiple of 25x)
Outsized returns in biotech often follow a familiar pattern: adverse news creates a buying opportunity, allowing investors to accumulate shares with a margin of safety when expectations have been significantly reduced. (e.g. $ABBV at $70 in 2019 & $VRTX at $200 in 2021)
tweet
I’ve decided to begin accumulating shares of $NVO here at $79-$82 initial 3% position with a targeted ~5% allocation 🧬
Here’s why:
Despite recent negative sentiment and a sharp drop in share price, $NVO fundamentals remain strong 👇🏽
•Double-digit EPS growth
•History of strong returns on capital
•Innovation-led corporate culture
•Aggressive share buybacks
•Attractive valuation relative to growth
•AA- S&P Credit Rating
•$11.2B in cash & $7.7B in long-term debt
___
IF $NVO drops to $65 it’s a win-win as I get to build a full position with $NVO trading for 18x NTM EPS (which would be a rare multiple to pay for $NVO, a level not seen since 2018-2019 & well below its 10-Year average multiple of 25x)
Outsized returns in biotech often follow a familiar pattern: adverse news creates a buying opportunity, allowing investors to accumulate shares with a margin of safety when expectations have been significantly reduced. (e.g. $ABBV at $70 in 2019 & $VRTX at $200 in 2021)
Novo Nordisk $NVO stock is currently trading near its lowest valuation multiple in the past 5 years 🧬
Notably, the only time it was lower was during the pandemic-driven stock market sell-off in March 2020 https://t.co/RvvOxB7h1H tweet