Offshore
Photo
Quiver Quantitative
Facebook stock, $META, has now risen 16% since Marjorie Taylor Greene started buying in November.
Up again today. https://t.co/rB9dIIGZoz
tweet
Facebook stock, $META, has now risen 16% since Marjorie Taylor Greene started buying in November.
Up again today. https://t.co/rB9dIIGZoz
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Talk about volatility & large swings 📈📉
In a wild 4-week ride, $NVDA stock price was +13% in 2025 & now it’s close to -13% YTD 🤖 https://t.co/3igsKqfoqQ
tweet
Talk about volatility & large swings 📈📉
In a wild 4-week ride, $NVDA stock price was +13% in 2025 & now it’s close to -13% YTD 🤖 https://t.co/3igsKqfoqQ
tweet
Offshore
Photo
Stock Analysis Compilation
Nightview Capital on Taiwan Semiconductor Manufacturing $TSM US
Thesis: Taiwan Semiconductor Manufacturing Co. (TSMC) is a dominant market leader in the semiconductor industry with significant revenue growth, strong AI demand, and an attractive valuation, solidifying its competitive advantage.
(Extract from their Q4 letter)
tweet
Nightview Capital on Taiwan Semiconductor Manufacturing $TSM US
Thesis: Taiwan Semiconductor Manufacturing Co. (TSMC) is a dominant market leader in the semiconductor industry with significant revenue growth, strong AI demand, and an attractive valuation, solidifying its competitive advantage.
(Extract from their Q4 letter)
tweet
Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CFO Insider Purchase
The CFO of $ALLY has just reported purchasing $750k of the company's stock, increasing his ownership stake by 10%
This is the first insider purchase we have seen at Ally in over 2 years.
tweet
RT @InsiderRadar: 🚨BREAKING: New CFO Insider Purchase
The CFO of $ALLY has just reported purchasing $750k of the company's stock, increasing his ownership stake by 10%
This is the first insider purchase we have seen at Ally in over 2 years.
tweet
Offshore
Photo
Startup Archive
RT @a16z: Timeless advice from @bhorowitz 👇
tweet
RT @a16z: Timeless advice from @bhorowitz 👇
Nobody Cares by @bhorowitz https://t.co/Eu0yA9rlfJ tweet
Offshore
Photo
Quiver Quantitative
Nancy Pelosi made $170K in the stock market today, per our estimates, on a day when the market fell 1.4%.
This is approximately equal to her yearly salary. https://t.co/CUGAWWCTij
tweet
Nancy Pelosi made $170K in the stock market today, per our estimates, on a day when the market fell 1.4%.
This is approximately equal to her yearly salary. https://t.co/CUGAWWCTij
tweet
Offshore
Photo
Stock Analysis Compilation
Platinium AM on Kuaishou $KUAISHOU HK
Thesis: Kuaishou is a highly engaged Chinese short-video platform with a significant user base and improving profitability, making it materially undervalued.
(Extract from their Q4 letter) https://t.co/EoYZwI1byv
tweet
Platinium AM on Kuaishou $KUAISHOU HK
Thesis: Kuaishou is a highly engaged Chinese short-video platform with a significant user base and improving profitability, making it materially undervalued.
(Extract from their Q4 letter) https://t.co/EoYZwI1byv
tweet
Offshore
Video
Startup Archive
Alex Schultz explains how Facebook resurrects churned users
Alex is asked by a founder in the audience how Facebook resurrects churned users, to which he responds:
“I think there’s a big question about why people leave. Generally folks over-index on the idea that people don’t like the product and leave. Usually what happens though is they don’t actually get to the point where they see the value in the product.”
As Alex explains, most Facebook users churn because they didn’t find their friends. So their resurrection strategy is all about getting them to that magic moment of finding their friends.
“The best thing we can do is have their friends send friend requests so we can notify them, they come back, see more and more friends, and get a a fuller newsfeed and have a great experience…. That’s really the main reason people don’t ramp up on Facebook. And realistically, most of the leaving Facebook is not leaving, it’s not ramping up. And so what we do is optimize on getting them to the magic moment when they’re on the site. If they’re not on the site, get someone else to send them a friend request. Notify them of that. When they come back, get them more friends. It’s very focused and we’ve stayed that way for 8 years, and it’s really worked.”
Video source: @khoslaventures (2015)
tweet
Alex Schultz explains how Facebook resurrects churned users
Alex is asked by a founder in the audience how Facebook resurrects churned users, to which he responds:
“I think there’s a big question about why people leave. Generally folks over-index on the idea that people don’t like the product and leave. Usually what happens though is they don’t actually get to the point where they see the value in the product.”
As Alex explains, most Facebook users churn because they didn’t find their friends. So their resurrection strategy is all about getting them to that magic moment of finding their friends.
“The best thing we can do is have their friends send friend requests so we can notify them, they come back, see more and more friends, and get a a fuller newsfeed and have a great experience…. That’s really the main reason people don’t ramp up on Facebook. And realistically, most of the leaving Facebook is not leaving, it’s not ramping up. And so what we do is optimize on getting them to the magic moment when they’re on the site. If they’re not on the site, get someone else to send them a friend request. Notify them of that. When they come back, get them more friends. It’s very focused and we’ve stayed that way for 8 years, and it’s really worked.”
Video source: @khoslaventures (2015)
tweet
Offshore
Photo
InsideArbitrage
Beacon’s $BECN Board has implemented a stockholder rights agreement in response to QXO’s $QXO buyout offer -
✴️On February 7, 2025, each shareholder will receive one preferred share purchase right per Beacon share they own.
✴️These rights are initially inactive but become active if someone acquires 15% or more of Beacon’s stock without approval.
✴️If triggered, shareholders can buy more Beacon shares at a 50% discount. If Beacon is later sold in a merger to an unapproved buyer, shareholders can purchase the acquiring company’s stock at a 50% discount.
✴️The plan expires on January 26, 2026, or earlier if redeemed, exchanged, or a Board-approved merger occurs.
tweet
Beacon’s $BECN Board has implemented a stockholder rights agreement in response to QXO’s $QXO buyout offer -
✴️On February 7, 2025, each shareholder will receive one preferred share purchase right per Beacon share they own.
✴️These rights are initially inactive but become active if someone acquires 15% or more of Beacon’s stock without approval.
✴️If triggered, shareholders can buy more Beacon shares at a 50% discount. If Beacon is later sold in a merger to an unapproved buyer, shareholders can purchase the acquiring company’s stock at a 50% discount.
✴️The plan expires on January 26, 2026, or earlier if redeemed, exchanged, or a Board-approved merger occurs.
QXO $QXO Launches Hostile Tender Offer to Acquire Beacon Roofing $BECN for $11 Billion in Cash -
✴️QXO will commence a tender offer to acquire all outstanding shares of Beacon for $124.25 per share, representing a 4.92% premium from the stock’s last close.
✴️QXO plans to complete the acquisition promptly after the tender offer expires in 20 business days, on February 24, 2025.
https://t.co/HXmmy0WylJ tweet