Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @investsavuri I prefer $DHR over $TMO (in general), yet given today’s valuations relative to growth I prefer $TMO
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RT @DimitryNakhla: @investsavuri I prefer $DHR over $TMO (in general), yet given today’s valuations relative to growth I prefer $TMO
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Dimitry Nakhla | Babylon Capital®
On 11/15/24 I stated that $TMO is more attractive than $DHR given their respective valuations at that time 💵
Since then?
$TMO +12.30% 📈
$DHR +0.26% 🟰 https://t.co/DfPKQQbuEQ
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On 11/15/24 I stated that $TMO is more attractive than $DHR given their respective valuations at that time 💵
Since then?
$TMO +12.30% 📈
$DHR +0.26% 🟰 https://t.co/DfPKQQbuEQ
@investsavuri I prefer $DHR over $TMO (in general), yet given today’s valuations relative to growth I prefer $TMO tweet
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Quiver Quantitative
We've seen members of Congress buying an unusual amount of one specific stock.
Here's what we are seeing: https://t.co/2n4ucJF53C
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We've seen members of Congress buying an unusual amount of one specific stock.
Here's what we are seeing: https://t.co/2n4ucJF53C
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Stock Analysis Compilation
Laughing Water Capital on Lifecore Biomedical $LFCR US
Thesis: Lifecore Biomedical (LFCR) is experiencing a turnaround under new management, with plans for significant revenue growth and potential change of control by 2028, suggesting more than 100% upside in the future.
(Extract from their Q4 letter)
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Laughing Water Capital on Lifecore Biomedical $LFCR US
Thesis: Lifecore Biomedical (LFCR) is experiencing a turnaround under new management, with plans for significant revenue growth and potential change of control by 2028, suggesting more than 100% upside in the future.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @QuiverCongress: BREAKING: Senator Brian Schatz has introduced bipartisan legislation to ban social media for people under the age of 13.
Do you support this?
Poll below. https://t.co/pinblOZT9I
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RT @QuiverCongress: BREAKING: Senator Brian Schatz has introduced bipartisan legislation to ban social media for people under the age of 13.
Do you support this?
Poll below. https://t.co/pinblOZT9I
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Quiver Quantitative
Wow.
The California Public Employees Retirement System sold $1.2B of Tesla stock last quarter.
This was their largest move by far.
$TSLA has now risen 48% since the report date. https://t.co/x3XUpqJnKt
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Wow.
The California Public Employees Retirement System sold $1.2B of Tesla stock last quarter.
This was their largest move by far.
$TSLA has now risen 48% since the report date. https://t.co/x3XUpqJnKt
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Startup Archive
Marc Andreessen on the 5 personality traits of an innovator
“When you’re talking about real innovators—people who actually do really creative, breakthrough work—I think you’re talking about a couple things:”
1. Very high in trait openness. “Just flat-out open to new ideas… And the nature of trait openness means you’re not just open to new ideas in one category—you’re open to many different kinds of new ideas… But of course, just being open is not sufficient because if you’re just open, you could just be curious and explore and spend your entire life reading, talking to people, but never actually create something.”
2. High level of conscientiousness. “You need somebody who’s really willing to apply themselves—typically over a period of many years to accomplish something great… For most of these people, it’s years and years of applied effort. You need somebody with an extreme willingness to basically defer gratification… Of course, this is why there aren’t many of these people—there aren’t many people who are high in openness and high in conscientiousness because to a certain extent, they’re opposed traits.”
3. High in disagreeableness. “If they’re not ornery, they’ll be talked out of their ideas… Because the reaction most people have to new ideas is ‘Oh, that’s dumb.’ So, somebody who’s too agreeable will be easily dissuaded to not pull on the thread anymore.”
4. High IQ. “They just need to be really smart because it’s hard to innovate in any category if you can’t synthesize large amounts of information quickly.”
5. Relatively low neuroticism. “If they’re too neurotic, they probably can’t handle the stress.”
Video source: @hubermanlab (2023)
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Marc Andreessen on the 5 personality traits of an innovator
“When you’re talking about real innovators—people who actually do really creative, breakthrough work—I think you’re talking about a couple things:”
1. Very high in trait openness. “Just flat-out open to new ideas… And the nature of trait openness means you’re not just open to new ideas in one category—you’re open to many different kinds of new ideas… But of course, just being open is not sufficient because if you’re just open, you could just be curious and explore and spend your entire life reading, talking to people, but never actually create something.”
2. High level of conscientiousness. “You need somebody who’s really willing to apply themselves—typically over a period of many years to accomplish something great… For most of these people, it’s years and years of applied effort. You need somebody with an extreme willingness to basically defer gratification… Of course, this is why there aren’t many of these people—there aren’t many people who are high in openness and high in conscientiousness because to a certain extent, they’re opposed traits.”
3. High in disagreeableness. “If they’re not ornery, they’ll be talked out of their ideas… Because the reaction most people have to new ideas is ‘Oh, that’s dumb.’ So, somebody who’s too agreeable will be easily dissuaded to not pull on the thread anymore.”
4. High IQ. “They just need to be really smart because it’s hard to innovate in any category if you can’t synthesize large amounts of information quickly.”
5. Relatively low neuroticism. “If they’re too neurotic, they probably can’t handle the stress.”
Video source: @hubermanlab (2023)
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Startup Archive
RT @bwinterrose: it’s easy to look at a company like Airbnb and say “ofc they were successful”
but so few people are willing to do this work to make these things happen
watch and learn
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RT @bwinterrose: it’s easy to look at a company like Airbnb and say “ofc they were successful”
but so few people are willing to do this work to make these things happen
watch and learn
Brian Chesky explains how Airbnb solved the chicken-and-egg problem
“Marketplaces are incredibly defensible at scale, and maybe it’s because they’re incredibly hard to start. And the problem is simple - they call it the chicken and egg problem.”
As Brian explains, it was tough to bootstrap Airbnb in the beginning because travelers couldn’t book homes if there was no inventory, and homeowners didn’t want to list their homes unless people were going to book them.
“We didn’t know what to do for a while .We tried a lot of different things. And I can tell you what worked. Summer of 2008, the press announces that Barack Obama is moving from a 20,000 seat basketball arena to an 80,000 seat football stadium. And we said, that’s our shot. You have 60,000 people that don’t have housing, surely at least a few of them are going to need a place to stay… And so we literally started with local people in Denver. Then we started emailing bloggers. We got the bloggers. Then the Denver Post and the Rocky Mountain News covered us. Then the local ABC and NBC and CBS affiliates. And then the Wall Street Journal. Then the New York Times and CNN are in our living room… We did that in a matter of three weeks.”
Brian continues:
“We started these little infernos. You start getting a few users here, a hundred here, fifty there… And we did the same thing with the inauguration. And when you have a hundred people here and there, then you obsessively meet them… Paul Graham, our first investor, said it’s better to have a hundred people love you than a million people kind of like you. And the reason why is it’s really hard to build off of a really wide but shallow base. But with a hundred people, you can find out everything they want… You meet them, you spend a ton of time with them, and once they fall in love with your product, they’ll tell every one of their friends. That’s why [Airbnb] took a really long time to start, but it grew much faster later on.”
Video source: @cwclub (2011) tweet
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Hidden Value Gems
Another UK stock is taken over by a US firm.
Kudos to @ValueSituations for consistently flagging $DWL.L case 👍 https://t.co/r0PHl39fix
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Another UK stock is taken over by a US firm.
Kudos to @ValueSituations for consistently flagging $DWL.L case 👍 https://t.co/r0PHl39fix
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