Offshore
Photo
Quiver Quantitative
BREAKING: Representative Michael Burgess has sold up to $100K of Illumina stock, $ILMN, this month.
Illumina is a biotech company.
Burgess is a former doctor, and sits on a House Subcommittee on Health. https://t.co/rjTZcxBfPr
tweet
BREAKING: Representative Michael Burgess has sold up to $100K of Illumina stock, $ILMN, this month.
Illumina is a biotech company.
Burgess is a former doctor, and sits on a House Subcommittee on Health. https://t.co/rjTZcxBfPr
tweet
Offshore
Photo
Librarian Capital
Diageo $DGE has been long-time holding at Lindsell Train; also at Fundsmith until they sold in Aug-24
During COVID, EPS c. halved in FY20, before rebounding from FY21 onwards
EPS was 130.1p in FY19, peaked at 164.4p in FY23
Shares at 4,036p at 2021YE, 31x FY19 EPS
#NeverSell? https://t.co/7nR7kseniG
tweet
Diageo $DGE has been long-time holding at Lindsell Train; also at Fundsmith until they sold in Aug-24
During COVID, EPS c. halved in FY20, before rebounding from FY21 onwards
EPS was 130.1p in FY19, peaked at 164.4p in FY23
Shares at 4,036p at 2021YE, 31x FY19 EPS
#NeverSell? https://t.co/7nR7kseniG
tweet
Offshore
Photo
Offshore
Photo
Offshore
Photo
Capital Employed
We're big fans of Tony Deden.
He doesn't do many interviews so this was a rare treat and a great conversation with him and @iancassel
Well worth a read... 👇
https://t.co/tKIg1jRuvG
tweet
We're big fans of Tony Deden.
He doesn't do many interviews so this was a rare treat and a great conversation with him and @iancassel
Well worth a read... 👇
https://t.co/tKIg1jRuvG
tweet
Offshore
Photo
Ahmad Jivraj
tech pricing = deflationary
tweet
tech pricing = deflationary
If you add the current 4o-mini pricing to the chart, the drop in token pricing is 99.7% over last 18 months!
For everyone nervous about the real-time audio pricing being ~$120 / 1m tokens, take comfort in the below chart. This price will undoubtedly come down significantly! https://t.co/gmti8XHVHu tweet
Librarian Capital
Elon Musk made Jack Dorsey a secret promise at the Twitter buyout to get Dorsey to roll his 2.4% stake
Musk promised to buy Dorsey out at the takeover price of $54.20 if Dorsey were to need it
With Twitter valuation now down ~80%, would Musk fulfill his promise at some point?
- Yes
- No
tweet
Elon Musk made Jack Dorsey a secret promise at the Twitter buyout to get Dorsey to roll his 2.4% stake
Musk promised to buy Dorsey out at the takeover price of $54.20 if Dorsey were to need it
With Twitter valuation now down ~80%, would Musk fulfill his promise at some point?
- Yes
- No
tweet
Offshore
Photo
Alex Bilzerian
RT @mikeharrisNY: New S@bst@ck article: Negative probability: Does it exist? Link in bio. 👇 https://t.co/TvNE6cKI41
tweet
RT @mikeharrisNY: New S@bst@ck article: Negative probability: Does it exist? Link in bio. 👇 https://t.co/TvNE6cKI41
tweet
Ahmad Jivraj
This is the Burger King New Location Strategy at work.
What's the BK strategy, you ask?
They let $MCD McDonald’s spend a bunch of money on new location market research, to figure out where they should build their next location. Burger King on the other hand simply pays close attention to where McDonald’s is putting up locations and then buys property nearby.
Launch is to YC...what Burger King is to Mcdonalds
Launch is simply accepting YC applications.
Zero cost but significantly improves their top of funnel.
Good for Founders.
Good for Launch.
Win-Win
tweet
This is the Burger King New Location Strategy at work.
What's the BK strategy, you ask?
They let $MCD McDonald’s spend a bunch of money on new location market research, to figure out where they should build their next location. Burger King on the other hand simply pays close attention to where McDonald’s is putting up locations and then buys property nearby.
Launch is to YC...what Burger King is to Mcdonalds
Launch is simply accepting YC applications.
Zero cost but significantly improves their top of funnel.
Good for Founders.
Good for Launch.
Win-Win
If you send your YC application and/or rejection to yc@launch.co, my team will meet with you. If you make it to the second round of meetings, I get a deal memo about your vision.... and might invite you to come on the pod or set up a meeting!
yc and launch accept < 1%, so double your chances! tweet
twitter.com
undefined
undefined
Offshore
Photo
Stock Analysis Compilation
Pender on GFL Environmental $GFL US
Thesis: GFL’s strategic position in the resilient waste management sector, combined with solid growth potential and buyout offers, makes it a valuable long-term play.
(Extract from their Q2 letter) https://t.co/ATQwrmFfOP
tweet
Pender on GFL Environmental $GFL US
Thesis: GFL’s strategic position in the resilient waste management sector, combined with solid growth potential and buyout offers, makes it a valuable long-term play.
(Extract from their Q2 letter) https://t.co/ATQwrmFfOP
tweet
Alex Bilzerian
RT @DrBrianKeating: The soothsayers
The game of science is, in principle, without end. He who decides one day that scientific statements do not call for any further test, and that they can be regarded as finally verified, retires from the game.
- Karl Popper
tweet
RT @DrBrianKeating: The soothsayers
The game of science is, in principle, without end. He who decides one day that scientific statements do not call for any further test, and that they can be regarded as finally verified, retires from the game.
- Karl Popper
tweet