Offshore
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Morning Brew ☕️
when you receive one too many slack messages in a short amount of time https://t.co/IDOoBcvPZv
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when you receive one too many slack messages in a short amount of time https://t.co/IDOoBcvPZv
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Paul Graham
Now that a significant number of YC startups are old enough to have grown big (e.g. 15 are now public) I'm able to see a whole new set of patterns. Having known them from very early on, when the company was just the founders, I can see patterns in how companies evolve.
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Now that a significant number of YC startups are old enough to have grown big (e.g. 15 are now public) I'm able to see a whole new set of patterns. Having known them from very early on, when the company was just the founders, I can see patterns in how companies evolve.
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Offshore
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Jim OShaughnessy
Thanks again for all the wisdom @shreyas, you're a great thinker and teacher! https://t.co/cNm9Dcnwu8
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Thanks again for all the wisdom @shreyas, you're a great thinker and teacher! https://t.co/cNm9Dcnwu8
Don’t miss my conversation with @jposhaughnessy on leadership, org psychology & personal evolution. I thoroughly enjoyed this one & hope you will too.
apple
https://t.co/vQoisdS5OV
google
https://t.co/STQPSUJ2F3
youtube
https://t.co/9kH6v4F9NB
spotify
https://t.co/fccparaegY - Shreyas Doshitweet
Offshore
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Compounding Capital
$SLP revenue growth CAGR of 16% and EBITDA CAGR of 23% past 7 years.
Revenue and EBITDA should be able to grow 15% and 20% respectively for next 10 years given minimal TAM penetration. https://t.co/ictMLnBjoR
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$SLP revenue growth CAGR of 16% and EBITDA CAGR of 23% past 7 years.
Revenue and EBITDA should be able to grow 15% and 20% respectively for next 10 years given minimal TAM penetration. https://t.co/ictMLnBjoR
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Offshore
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Jim OShaughnessy
Recorded a great @InfiniteL88ps with @vitaliyk whose interests and passions overlap so much with mine the time sped by--the power of programing yourself; how music helps us understand nuance and how abracadabra means "I create as I speak" in Hebrew.
Great stuff! https://t.co/wJSfBRn50h
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Recorded a great @InfiniteL88ps with @vitaliyk whose interests and passions overlap so much with mine the time sped by--the power of programing yourself; how music helps us understand nuance and how abracadabra means "I create as I speak" in Hebrew.
Great stuff! https://t.co/wJSfBRn50h
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Special Situations 🌐 Research Newsletter (Jay)
$RIVN: another disaster quarter
-Rivian Auto says supply chain constraints 'to remain limiting factor'
-Rivian reports Q2 output of 4.40K and deliveries of 4.47K vehicles
*SEES FY ADJ EBITDA LOSS $5.45B, SAW LOSS $4.75B
*Rivian Auto affirms 2022 production target of 25K cars
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$RIVN: another disaster quarter
-Rivian Auto says supply chain constraints 'to remain limiting factor'
-Rivian reports Q2 output of 4.40K and deliveries of 4.47K vehicles
*SEES FY ADJ EBITDA LOSS $5.45B, SAW LOSS $4.75B
*Rivian Auto affirms 2022 production target of 25K cars
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Special Situations 🌐 Research Newsletter (Jay)
SSR SPAC Catalyst: Just send a SPAC litigation opportunity idea to subscribers with a 13-to-1 potential payoff if successful.
https://t.co/r7f3PlxC5V
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SSR SPAC Catalyst: Just send a SPAC litigation opportunity idea to subscribers with a 13-to-1 potential payoff if successful.
https://t.co/r7f3PlxC5V
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Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
Offshore
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Jim OShaughnessy
Chatting with my @InfiniteL88ps colleague @vtslkshk this morning and I asked if he followed a well-known person. Loved his response:
"I don't follow living gurus because the base rate of them being frauds is too damn high. I WILL read dead gurus however." 🤔🤨😝 https://t.co/LMGAfdUMQ3
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Chatting with my @InfiniteL88ps colleague @vtslkshk this morning and I asked if he followed a well-known person. Loved his response:
"I don't follow living gurus because the base rate of them being frauds is too damn high. I WILL read dead gurus however." 🤔🤨😝 https://t.co/LMGAfdUMQ3
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