Offshore
Photo
Stock Analysis Compilation
Baron Small Cap Fund on JFrog Ltd. $FROG US
Thesis: JFrog Ltd. is a leading provider of software tools for managing and securing application binaries, known for its flagship product Artifactory, which supports over 30 package formats and fosters significant customer retention and expansion through strong product integration and security features.
(Extract from their Q4 letter)
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Baron Small Cap Fund on JFrog Ltd. $FROG US
Thesis: JFrog Ltd. is a leading provider of software tools for managing and securing application binaries, known for its flagship product Artifactory, which supports over 30 package formats and fosters significant customer retention and expansion through strong product integration and security features.
(Extract from their Q4 letter)
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Offshore
Photo
App Economy Insights
What are you watching this week?
• Monday: $DPZ, $HIMS, $MNST, $ZM.
• Tuesday: $AMC, $AS, $CART, $CPNG, $INTU, $WDAY.
• Wednesday: $AI, $CRM, $NVDA, $SNOW, $STLA, $NTNX, $PARA.
• Thursday: $ADSK, $DELL, $DUOL, $ESTC, $HPQ, $WBD.
All visualized in our PRO coverage next Saturday.
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What are you watching this week?
• Monday: $DPZ, $HIMS, $MNST, $ZM.
• Tuesday: $AMC, $AS, $CART, $CPNG, $INTU, $WDAY.
• Wednesday: $AI, $CRM, $NVDA, $SNOW, $STLA, $NTNX, $PARA.
• Thursday: $ADSK, $DELL, $DUOL, $ESTC, $HPQ, $WBD.
All visualized in our PRO coverage next Saturday.
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Offshore
Video
Startup Archive
Ben Horowitz: “Culture is not a set of beliefs. It’s a set of actions.”
In his book What You Do Is Who You Are, Ben explains that culture can feel abstract and secondary when you pit it against a concrete result that’s right in front of you.
But culture is a strategic investment in the company doing things the right way when you are not looking. It’s the set of assumptions your employees use to resolve the problems they face every day.
• Is that phone call so important I need to return it today or can it wait until tomorrow?
• Can I ask for a raise before my annual review?
• Is the quality if this document good enough or should I keep working on it?
• Do I have to be on time for that meeting?
• Should I stay at the Four Seasons or the Red Roof Inn? Should I go home at 5 p.m. or 8 p.m.?
• Should we discuss the color of this new product for five minutes or thirty hours?
• If I know something is badly broken in the company, should I say something? Whom should I tell?
• Is winning more important than ethics?
If you don’t methodically set your culture, then two-thirds of it will end up being accidental, and the rest will be a mistake.
In the clip below, Ben cites the quote from The Way of the Samurai: “A culture is not a set of beliefs. It’s a set of actions” and explains:
“[Culture is] not what you believe, it’s not what you think, it’s not what you tweet… who you are is what you do… the behaviors are the culture, not the values. When people say they have 20 values, I ask how many of those behaviors they have. If it’s none, your culture is hypocrisy.”
Video source: @cwclub (2019)
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Ben Horowitz: “Culture is not a set of beliefs. It’s a set of actions.”
In his book What You Do Is Who You Are, Ben explains that culture can feel abstract and secondary when you pit it against a concrete result that’s right in front of you.
But culture is a strategic investment in the company doing things the right way when you are not looking. It’s the set of assumptions your employees use to resolve the problems they face every day.
• Is that phone call so important I need to return it today or can it wait until tomorrow?
• Can I ask for a raise before my annual review?
• Is the quality if this document good enough or should I keep working on it?
• Do I have to be on time for that meeting?
• Should I stay at the Four Seasons or the Red Roof Inn? Should I go home at 5 p.m. or 8 p.m.?
• Should we discuss the color of this new product for five minutes or thirty hours?
• If I know something is badly broken in the company, should I say something? Whom should I tell?
• Is winning more important than ethics?
If you don’t methodically set your culture, then two-thirds of it will end up being accidental, and the rest will be a mistake.
In the clip below, Ben cites the quote from The Way of the Samurai: “A culture is not a set of beliefs. It’s a set of actions” and explains:
“[Culture is] not what you believe, it’s not what you think, it’s not what you tweet… who you are is what you do… the behaviors are the culture, not the values. When people say they have 20 values, I ask how many of those behaviors they have. If it’s none, your culture is hypocrisy.”
Video source: @cwclub (2019)
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Offshore
Photo
Finding Compounders
A great investor is a great rejector .
You have to read this !
Source : https://t.co/2OnWw2Gf8c https://t.co/NTmeIDy8ly
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A great investor is a great rejector .
You have to read this !
Source : https://t.co/2OnWw2Gf8c https://t.co/NTmeIDy8ly
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Read
RT @DeportElmoMusk: @kouroshshafi Holy crap. So all the $nvda A100s and H100s bought by hyperscalers in 2H2023 and 1H2024 will need to be upgraded later this year. On top of that, all the new expansion and capex? Fucking evergreen revenue stream for $nvda
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RT @DeportElmoMusk: @kouroshshafi Holy crap. So all the $nvda A100s and H100s bought by hyperscalers in 2H2023 and 1H2024 will need to be upgraded later this year. On top of that, all the new expansion and capex? Fucking evergreen revenue stream for $nvda
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Hidden Value Gems
Buffett's latest letter reads a bit like a farewell, which is quite sad...hopefully, it is just my feeling and we have another decade or more of his great letters and annual meetings in Omaha!
#BRK #WarrenBuffett
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Buffett's latest letter reads a bit like a farewell, which is quite sad...hopefully, it is just my feeling and we have another decade or more of his great letters and annual meetings in Omaha!
#BRK #WarrenBuffett
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Offshore
Photo
Finding Compounders
Must Read.
I need to find more of their letters
Source :@pitdesi https://t.co/Js1H1jdu8q
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Must Read.
I need to find more of their letters
Source :@pitdesi https://t.co/Js1H1jdu8q
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Offshore
Photo
Stock Analysis Compilation
Baron Real Estate Income Fund on Kilroy Realty Corporation $KRC US
Thesis: Kilroy Realty Corporation is a resilient REIT with a high-quality office portfolio positioned for growth in improving market conditions, particularly benefiting from AI industry expansion in the San Francisco Bay Area.
(Extract from their Q4 letter)
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Baron Real Estate Income Fund on Kilroy Realty Corporation $KRC US
Thesis: Kilroy Realty Corporation is a resilient REIT with a high-quality office portfolio positioned for growth in improving market conditions, particularly benefiting from AI industry expansion in the San Francisco Bay Area.
(Extract from their Q4 letter)
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