Offshore
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Stock Analysis Compilation
White Brook Capital on Box $BOX US
Thesis: Box’s AI-driven solutions and reaccelerating growth position it well for 2025 and beyond.
(Extract from their Q4 letter) https://t.co/x7clKhsiVj
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White Brook Capital on Box $BOX US
Thesis: Box’s AI-driven solutions and reaccelerating growth position it well for 2025 and beyond.
(Extract from their Q4 letter) https://t.co/x7clKhsiVj
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Quiver Quantitative
Wow.
Two weeks ago, we sent out a notification on Pelosi's purchase of Tempus AI call options.
$TEM has now risen 89% since her trade. https://t.co/5wZBQ5sm7M
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Wow.
Two weeks ago, we sent out a notification on Pelosi's purchase of Tempus AI call options.
$TEM has now risen 89% since her trade. https://t.co/5wZBQ5sm7M
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Offshore
Video
Startup Archive
Peter Thiel: “Steve Jobs probably gets too little credit”
When asked if Steve Jobs gets too much credit for the success of Apple, Thiel responds:
“There are probably ways in which he gets too little credit… The founders of these companies are not divine beings - they’re not omnipotent, omniscient, or anything like that… But I think the importance of a charismatic leader who can bring out the best in people in something that is very underestimated.”
Thiel named his venture fund Founders Fund to emphasize this idea:
“We think that these tech companies do best when they’re led by founders…. We’re much more skeptical of the tech companies that are not founder-led. I think it’s weirdly understated as a problem… [Being founder-led is] the first approximation that would tell you which [companies] you can expect to innovate in the future and which ones won’t.”
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Peter Thiel: “Steve Jobs probably gets too little credit”
When asked if Steve Jobs gets too much credit for the success of Apple, Thiel responds:
“There are probably ways in which he gets too little credit… The founders of these companies are not divine beings - they’re not omnipotent, omniscient, or anything like that… But I think the importance of a charismatic leader who can bring out the best in people in something that is very underestimated.”
Thiel named his venture fund Founders Fund to emphasize this idea:
“We think that these tech companies do best when they’re led by founders…. We’re much more skeptical of the tech companies that are not founder-led. I think it’s weirdly understated as a problem… [Being founder-led is] the first approximation that would tell you which [companies] you can expect to innovate in the future and which ones won’t.”
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Offshore
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InsideArbitrage
$SNY Sanofi announces the acquisition of 2.3% of its shares from long-standing shareholder L’Oréal. This transaction is part of Sanofi’s share buyback program announced on January 30, 2025
The transaction will involve the acquisition of 29,556,650 shares at a price of €101.50 per share, reflecting a discount of 2.8% to the closing price on January 31, 2025
The deal is worth €3 billion. Following the exchange, L'Oreal will own 7.2% of Sanofi, with 13.1% of voting rights
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$SNY Sanofi announces the acquisition of 2.3% of its shares from long-standing shareholder L’Oréal. This transaction is part of Sanofi’s share buyback program announced on January 30, 2025
The transaction will involve the acquisition of 29,556,650 shares at a price of €101.50 per share, reflecting a discount of 2.8% to the closing price on January 31, 2025
The deal is worth €3 billion. Following the exchange, L'Oreal will own 7.2% of Sanofi, with 13.1% of voting rights
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Offshore
Video
Startup Archive
RT @ArthurMacwaters: People are quick to say "oh yeah but X just hired great people, they're the talented ones"
Sure. It's a team effort.
But these companies simply would not exist, and would not rise to world-changing dominance, without the will and skill of great founders.
You can have a nuanced take and still respect the incredible things Jobs and Elon and others have to do.
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RT @ArthurMacwaters: People are quick to say "oh yeah but X just hired great people, they're the talented ones"
Sure. It's a team effort.
But these companies simply would not exist, and would not rise to world-changing dominance, without the will and skill of great founders.
You can have a nuanced take and still respect the incredible things Jobs and Elon and others have to do.
Peter Thiel: “Steve Jobs probably gets too little credit”
When asked if Steve Jobs gets too much credit for the success of Apple, Thiel responds:
“There are probably ways in which he gets too little credit… The founders of these companies are not divine beings - they’re not omnipotent, omniscient, or anything like that… But I think the importance of a charismatic leader who can bring out the best in people in something that is very underestimated.”
Thiel named his venture fund Founders Fund to emphasize this idea:
“We think that these tech companies do best when they’re led by founders…. We’re much more skeptical of the tech companies that are not founder-led. I think it’s weirdly understated as a problem… [Being founder-led is] the first approximation that would tell you which [companies] you can expect to innovate in the future and which ones won’t.” tweet
Offshore
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Quiver Quantitative
We just received data on a $436M payment to Huntington-Ingalls, $HII, from the US Navy.
It was for work on the USS Enterprise aircraft carrier, scheduled for completion in 2029. https://t.co/Ux0qbHpCoT
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We just received data on a $436M payment to Huntington-Ingalls, $HII, from the US Navy.
It was for work on the USS Enterprise aircraft carrier, scheduled for completion in 2029. https://t.co/Ux0qbHpCoT
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Offshore
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Stock Analysis Compilation
Nightview capital on Morgan Stanley $MS US
Thesis: Morgan Stanley is a strong investment opportunity due to its diversified business model, impressive revenue growth in investment banking and wealth management, and a compelling valuation.
(Extract from their Q4 letter) https://t.co/OqLOzmWGNm
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Nightview capital on Morgan Stanley $MS US
Thesis: Morgan Stanley is a strong investment opportunity due to its diversified business model, impressive revenue growth in investment banking and wealth management, and a compelling valuation.
(Extract from their Q4 letter) https://t.co/OqLOzmWGNm
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Offshore
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Stock Analysis Compilation
Greenlight Capital on Centene Corporation (CNC) $CNC US
Thesis: CNC is trading at a historically low valuation despite its status as the largest Managed Medicaid company, with potential for significant repricing in its core Medicaid business over the next two years amidst current concerns.
(Extract from their Q4 letter)
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Greenlight Capital on Centene Corporation (CNC) $CNC US
Thesis: CNC is trading at a historically low valuation despite its status as the largest Managed Medicaid company, with potential for significant repricing in its core Medicaid business over the next two years amidst current concerns.
(Extract from their Q4 letter)
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AkhenOsiris
MMYT opened red, now 7% higher
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MMYT opened red, now 7% higher
Indian budget was a shift from capex increase to an attempt to boost consumption.
Few ADRs to watch on Monday. MMYT (should gain as tourism stocks rallied), and financials HDB, IBN.
Shares of hotels and tourism companies like Indian Hotels and ITC Hotels surged up to 10% in the special Budget session on Saturday as Finance Minister Nirmala Sitharaman unveiled a slew of measures aimed to boost the tourism sector in the Union Budget 2025 speech.
FM Sitharaman has just changed the prescription for economic growth to rely more on boosting consumption in a slowing economy rather than firing the capex engine with another double-digit hike. The impact of the shift was clearly visible on the stock market where beaten-down stocks from the consumption space suddenly became investor favourite while the capex stocks were left reeling in losses. - AkhenOsiristweet