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Quiver Quantitative
BREAKING: Representative Thomas Kean Jr. just disclosed a purchase of Canadian Pacific stock, $CP.
Canadian Pacific is a freight railway company.
It's the first time we've seen a politician buy the stock since 2014.
Kean Jr. sat on the House subcommittee on railroads. https://t.co/5lL7R6MxU6
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BREAKING: Representative Thomas Kean Jr. just disclosed a purchase of Canadian Pacific stock, $CP.
Canadian Pacific is a freight railway company.
It's the first time we've seen a politician buy the stock since 2014.
Kean Jr. sat on the House subcommittee on railroads. https://t.co/5lL7R6MxU6
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Offshore
Video
Startup Archive
Ben Horowitz on the two things every successful technology startup must do
1. Build a product that improves how some large group of people does something by 10x. “You have to build a transformational product. There is no way to build a great new company without a great product… If you look at the great technology companies, the thing that distinguishes them is the ability to keep coming up with a better way of doing things.”
2. Taking the market. “You can come up with the best product, but if you don’t [take the market], you really don’t have a company. Most technology businesses are network effects businesses. You have to win… If you’re an engineer, what business skills do you need to build a technology company? They’re all around the skills that you need to win the market. How do you out-market, out-sell, and beat the competition?… Do you build a good enough company that you go win?”
Video source: @UCBerkeley (2009)
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Ben Horowitz on the two things every successful technology startup must do
1. Build a product that improves how some large group of people does something by 10x. “You have to build a transformational product. There is no way to build a great new company without a great product… If you look at the great technology companies, the thing that distinguishes them is the ability to keep coming up with a better way of doing things.”
2. Taking the market. “You can come up with the best product, but if you don’t [take the market], you really don’t have a company. Most technology businesses are network effects businesses. You have to win… If you’re an engineer, what business skills do you need to build a technology company? They’re all around the skills that you need to win the market. How do you out-market, out-sell, and beat the competition?… Do you build a good enough company that you go win?”
Video source: @UCBerkeley (2009)
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Offshore
Video
Startup Archive
RT @ArthurMacwaters: It's not enough to improve something 1-2x.
You have to improve that thing 10x plus. If you're not obsessed with this, you will likely fail.
In healthcare, it's super obvious. Make it cheaper, make it more intuitive/streamlined, and make it hyper-personal.
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RT @ArthurMacwaters: It's not enough to improve something 1-2x.
You have to improve that thing 10x plus. If you're not obsessed with this, you will likely fail.
In healthcare, it's super obvious. Make it cheaper, make it more intuitive/streamlined, and make it hyper-personal.
Ben Horowitz on the two things every successful technology startup must do
1. Build a product that improves how some large group of people does something by 10x. “You have to build a transformational product. There is no way to build a great new company without a great product… If you look at the great technology companies, the thing that distinguishes them is the ability to keep coming up with a better way of doing things.”
2. Taking the market. “You can come up with the best product, but if you don’t [take the market], you really don’t have a company. Most technology businesses are network effects businesses. You have to win… If you’re an engineer, what business skills do you need to build a technology company? They’re all around the skills that you need to win the market. How do you out-market, out-sell, and beat the competition?… Do you build a good enough company that you go win?”
Video source: @UCBerkeley (2009) tweet
Offshore
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Quiver Quantitative
Wow.
We posted this report earlier this month.
$GE has now risen 18% since Senator Capito's purchase.
Up another 6% today, after releasing quarterly earnings. https://t.co/Afm7VVa3Jq
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Wow.
We posted this report earlier this month.
$GE has now risen 18% since Senator Capito's purchase.
Up another 6% today, after releasing quarterly earnings. https://t.co/Afm7VVa3Jq
tweet
Offshore
Video
Quiver Quantitative
Seeing many claims that the DOGE Clock on the US Debt Clock is tracking live savings.
It's not.
It's tracking the "real-time savings objective".
So it's presumably a pre-set counter that will count up to the savings goal over the course of the year.
Might work on writing code to track spending under the Trump vs. Biden, adjusting for inflation, to provide a more accurate savings metric - if there is interest.
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Seeing many claims that the DOGE Clock on the US Debt Clock is tracking live savings.
It's not.
It's tracking the "real-time savings objective".
So it's presumably a pre-set counter that will count up to the savings goal over the course of the year.
Might work on writing code to track spending under the Trump vs. Biden, adjusting for inflation, to provide a more accurate savings metric - if there is interest.
tweet
Offshore
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Stock Analysis Compilation
Kerrisdale Capital on Red Cat Holdings $RCAT US
Thesis: Red Cat’s overstated military contracts and projections cast doubt on its growth prospects
(Extract from their Q4 letter) https://t.co/aOuBLjqUXB
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Kerrisdale Capital on Red Cat Holdings $RCAT US
Thesis: Red Cat’s overstated military contracts and projections cast doubt on its growth prospects
(Extract from their Q4 letter) https://t.co/aOuBLjqUXB
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InsideArbitrage
RT @AsifSuria: Postmortems are useful in multiple fields to understand what happened, what went wrong and what the failure could potentially teach us to avoid in the future.
Mergers & Acquisitions are no different and about a year ago we decided to start doing deal postmortems of key deals that failed.
Today we published our fourth postmortem about the failed merger of two grocery chain behemoths in the U.S., Albertsons $ACI and Kroger $KR
You can check out the full article from the link below.
In case reading a long article is not your cup of tea, a Google NotebookLLM generated podcast of the article is also included. I find it amazing that this podcast was auto-generated by AI in a couple of minutes.
https://t.co/xJway4bcdf
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RT @AsifSuria: Postmortems are useful in multiple fields to understand what happened, what went wrong and what the failure could potentially teach us to avoid in the future.
Mergers & Acquisitions are no different and about a year ago we decided to start doing deal postmortems of key deals that failed.
Today we published our fourth postmortem about the failed merger of two grocery chain behemoths in the U.S., Albertsons $ACI and Kroger $KR
You can check out the full article from the link below.
In case reading a long article is not your cup of tea, a Google NotebookLLM generated podcast of the article is also included. I find it amazing that this podcast was auto-generated by AI in a couple of minutes.
https://t.co/xJway4bcdf
tweet
Offshore
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator Ed Markey just introduced legislation to prevent any US president from launching a nuclear first strike without Congressional approval.
Do you support this?
Poll below. https://t.co/XAb1aHIFuy
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RT @QuiverCongress: JUST IN: Senator Ed Markey just introduced legislation to prevent any US president from launching a nuclear first strike without Congressional approval.
Do you support this?
Poll below. https://t.co/XAb1aHIFuy
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Dimitry Nakhla | Babylon Capital®
Didn’t get to post the $ICE analysis in time but last week at $143 it was one of my top 5 considerations … hoping for another opportunity🤞🏽 https://t.co/TroXWXXANl
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Didn’t get to post the $ICE analysis in time but last week at $143 it was one of my top 5 considerations … hoping for another opportunity🤞🏽 https://t.co/TroXWXXANl
@jblan010 I like $ICE here tweet