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Stock Analysis Compilation
Platinium AM on Uber $UBER US
Thesis: Uber is well-positioned to thrive in the autonomous vehicle market despite current competition, leveraging its existing business expertise as a cooperative partner for Waymo and Tesla.
(Extract from their Q4 letter) https://t.co/Y0ZgprBMhI
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Platinium AM on Uber $UBER US
Thesis: Uber is well-positioned to thrive in the autonomous vehicle market despite current competition, leveraging its existing business expertise as a cooperative partner for Waymo and Tesla.
(Extract from their Q4 letter) https://t.co/Y0ZgprBMhI
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Startup Archive
Jony Ive: “You have to reject reason to innovate”
“If it hasn’t been done and it’s of value, there’s really good reasons it’s not been done. And so when you’re confronted with those reasons, you’ve got two choices. You can say, ‘Oh, that’s a very good reason, I’m sorry for bothering you.’ Or you can say, ‘I don’t believe that. I’m going to find out more.’”
Jony Ive continues:
“George Bernard Shaw talked bout how you have to reject reason to innovate. You have to say, ‘We understand. This is all very reasonable. But I’m going to ignore you completely.’ And if you're a fairly sensitive person, ignoring very smart people is really difficult… [But] that decision to ignore expert option happens every single time we do something that’s new.”
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Jony Ive: “You have to reject reason to innovate”
“If it hasn’t been done and it’s of value, there’s really good reasons it’s not been done. And so when you’re confronted with those reasons, you’ve got two choices. You can say, ‘Oh, that’s a very good reason, I’m sorry for bothering you.’ Or you can say, ‘I don’t believe that. I’m going to find out more.’”
Jony Ive continues:
“George Bernard Shaw talked bout how you have to reject reason to innovate. You have to say, ‘We understand. This is all very reasonable. But I’m going to ignore you completely.’ And if you're a fairly sensitive person, ignoring very smart people is really difficult… [But] that decision to ignore expert option happens every single time we do something that’s new.”
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Stock Analysis Compilation
Nightview Capital on Hyatt $H US
Thesis: Hyatt is well-positioned for long-term growth through its asset-light model, strong loyalty program, luxury focus, and global expansion strategy.
(Extract from their Q4 letter) https://t.co/GUvc4n5Bua
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Nightview Capital on Hyatt $H US
Thesis: Hyatt is well-positioned for long-term growth through its asset-light model, strong loyalty program, luxury focus, and global expansion strategy.
(Extract from their Q4 letter) https://t.co/GUvc4n5Bua
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Dimitry Nakhla | Babylon Capital®
$FICO stock is down -24% from its highs 📉
2025-2028 EPS CAGR estimate of +23.8% 📊
Assuming $FICO stock ends 2028 with $55.94E in EPS, here’s its return potential:
50x - 12.4% CAGR
45x - 9.3% CAGR
40x - 5.8% CAGR
35x - 2.1% CAGR https://t.co/KwhKjPFw8Y
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$FICO stock is down -24% from its highs 📉
2025-2028 EPS CAGR estimate of +23.8% 📊
Assuming $FICO stock ends 2028 with $55.94E in EPS, here’s its return potential:
50x - 12.4% CAGR
45x - 9.3% CAGR
40x - 5.8% CAGR
35x - 2.1% CAGR https://t.co/KwhKjPFw8Y
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Stock Analysis Compilation
Nightview Capital on Goldman Sachs $GS US
Thesis: Goldman Sachs is poised for sustained growth due to its leadership in investment banking and strong performance in asset and wealth management.
(Extract from their Q4 letter) https://t.co/odHbqazCEO
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Nightview Capital on Goldman Sachs $GS US
Thesis: Goldman Sachs is poised for sustained growth due to its leadership in investment banking and strong performance in asset and wealth management.
(Extract from their Q4 letter) https://t.co/odHbqazCEO
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Startup Archive
RT @erenbali: Founders and CEOs – pin this article and read it when you find yourself complaining.
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RT @erenbali: Founders and CEOs – pin this article and read it when you find yourself complaining.
Nobody Cares by @bhorowitz https://t.co/Eu0yA9rlfJ tweet
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App Economy Insights
📊 4 of the Magnificent 7 report this week:
$AAPL $META $MSFT $TSLA
What do you expect? https://t.co/AMIXrWDFz1
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📊 4 of the Magnificent 7 report this week:
$AAPL $META $MSFT $TSLA
What do you expect? https://t.co/AMIXrWDFz1
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InsideArbitrage
Activist Ancora to Push U.S. Steel $X to Drop Merger With Nippon Steel, Oust CEO - WSJ
✴️Ancora Holdings is preparing to wage a proxy battle at U.S. Steel and wants the company to turn the page from its failed marriage with Nippon Steel.
✴️Ancora intends to rally shareholders around a plan to oust U.S. Steel’s chief executive and drop litigation to salvage a merger with the Japanese steelmaker.
✴️The firm isn’t interested in pursuing a sale of U.S. Steel to another party.
✴️Ancora has nominated nine director candidates to U.S. Steel’s 12-person board, including former Stelco CEO Alan Kestenbaum. Stelco was acquired by Cleveland-Cliffs $CLF last year.
✴️Ancora believes U.S. Steel let shareholders down by selling to a foreign buyer rather than a domestic suitor and pursuing litigation rather than prioritizing financial and operational fixes.
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Activist Ancora to Push U.S. Steel $X to Drop Merger With Nippon Steel, Oust CEO - WSJ
✴️Ancora Holdings is preparing to wage a proxy battle at U.S. Steel and wants the company to turn the page from its failed marriage with Nippon Steel.
✴️Ancora intends to rally shareholders around a plan to oust U.S. Steel’s chief executive and drop litigation to salvage a merger with the Japanese steelmaker.
✴️The firm isn’t interested in pursuing a sale of U.S. Steel to another party.
✴️Ancora has nominated nine director candidates to U.S. Steel’s 12-person board, including former Stelco CEO Alan Kestenbaum. Stelco was acquired by Cleveland-Cliffs $CLF last year.
✴️Ancora believes U.S. Steel let shareholders down by selling to a foreign buyer rather than a domestic suitor and pursuing litigation rather than prioritizing financial and operational fixes.
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InsideArbitrage
Building-Products Distributor QXO $QXO Launching Hostile Bid for Beacon $BECN - WSJ
✴️QXO is preparing to take its all-cash offer to acquire Beacon Roofing Supply directly to shareholders after being rebuffed several times.
✴️QXO is planning to launch a hostile bid for Beacon as soon as Monday.
✴️It will offer to buy all shares outstanding of Beacon for $124.25 per share, the same price it previously proposed. That would value Beacon at $7.7 billion, or roughly $11 billion including debt.
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Building-Products Distributor QXO $QXO Launching Hostile Bid for Beacon $BECN - WSJ
✴️QXO is preparing to take its all-cash offer to acquire Beacon Roofing Supply directly to shareholders after being rebuffed several times.
✴️QXO is planning to launch a hostile bid for Beacon as soon as Monday.
✴️It will offer to buy all shares outstanding of Beacon for $124.25 per share, the same price it previously proposed. That would value Beacon at $7.7 billion, or roughly $11 billion including debt.
Beacon Roofing Supply $BECN has started soliciting interest from potential buyers as it looks to fend off an $11 billion takeover bid from rival QXO $QXO, Bloomberg reports.
Beacon is seeking to gauge interest from strategic and private equity suitors after QXO’s unsolicited approach was revealed this month. tweet
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InsideArbitrage
Source Capital $SOR Proposes Merger With 180 Degree Capital $TURN -
💰The proposal involves 180 Degree merging into Source in an all-stock transaction, valuing 180 Degree at 101% of its net asset value per share.
💰Source is being advised by First Pacific Advisors and has assembled a team of advisors, including Akin Gump Strauss Hauer & Feld as legal counsel.
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Source Capital $SOR Proposes Merger With 180 Degree Capital $TURN -
💰The proposal involves 180 Degree merging into Source in an all-stock transaction, valuing 180 Degree at 101% of its net asset value per share.
💰Source is being advised by First Pacific Advisors and has assembled a team of advisors, including Akin Gump Strauss Hauer & Feld as legal counsel.
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