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Quiver Quantitative
RT @InsiderRadar: $UPB stock is up almost 9% so far today https://t.co/6QNYvcXW2g
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RT @InsiderRadar: $UPB stock is up almost 9% so far today https://t.co/6QNYvcXW2g
🚨 Big insider purchases in Upstream Bio following IPO
3 insiders at $UPB just reported new multimillion dollar stock purchases.
These are the first insider trades that have been reported since the company's IPO earlier this week. https://t.co/D5sugvqwhs tweet
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Stock Analysis Compilation
Headwaters Capital on Altus $ALS CN
Thesis: Altus is poised for significant upside, driven by its ARGUS software platform, SaaS transition, and the sale of its Property Tax business, which will unlock value
(Extract from their Q3 letter, link to the full analysis in SAC#60) https://t.co/bfqdEat1Ze
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Headwaters Capital on Altus $ALS CN
Thesis: Altus is poised for significant upside, driven by its ARGUS software platform, SaaS transition, and the sale of its Property Tax business, which will unlock value
(Extract from their Q3 letter, link to the full analysis in SAC#60) https://t.co/bfqdEat1Ze
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Quiver Quantitative
🚨 UPDATE: Nancy Pelosi has now made $24,000,000 in the stock market in 2024, per our estimates.
Here's how that compares with the rest of Congress: https://t.co/qJ0sIDo99t
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🚨 UPDATE: Nancy Pelosi has now made $24,000,000 in the stock market in 2024, per our estimates.
Here's how that compares with the rest of Congress: https://t.co/qJ0sIDo99t
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Stock Analysis Compilation
Alphyn Capital Management on Amazon $AMZN US
Thesis: Amazon is seeing strong performance in AWS and advertising, with operational improvements such as 'regionalization' driving margin expansion and long-term profitability
(Extract from their Q3 letter) https://t.co/JWGRRi8UVN
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Alphyn Capital Management on Amazon $AMZN US
Thesis: Amazon is seeing strong performance in AWS and advertising, with operational improvements such as 'regionalization' driving margin expansion and long-term profitability
(Extract from their Q3 letter) https://t.co/JWGRRi8UVN
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Quiver Quantitative
RT @InsiderRadar: Here's a round-up on all of the new insider purchases that we reported on this week:
Disclosed on 10/11: $BYRN - $28k purchase by CFO. Since then, the stock has risen 18%.
10/15: $DKL - $250k in purchases across 4 executives. Since then, the stock has fallen 1%.
10/15: $MRVL - $1m purchase by CEO. Since then, the stock has fallen 1%.
10/15: $NEOG - $200k purchase by CEO. Since then, the stock has risen 1%.
10/15: $WOR - $100k purchase by EVP/CFO. Since then, the stock has risen 2%.
10/16: $SNDA - $800k purchase by director. Since then, the stock has risen 13%.
10/17: $UPB - $1m+ purchases by 3 insiders. Since then, the stock has risen 12%.
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RT @InsiderRadar: Here's a round-up on all of the new insider purchases that we reported on this week:
Disclosed on 10/11: $BYRN - $28k purchase by CFO. Since then, the stock has risen 18%.
10/15: $DKL - $250k in purchases across 4 executives. Since then, the stock has fallen 1%.
10/15: $MRVL - $1m purchase by CEO. Since then, the stock has fallen 1%.
10/15: $NEOG - $200k purchase by CEO. Since then, the stock has risen 1%.
10/15: $WOR - $100k purchase by EVP/CFO. Since then, the stock has risen 2%.
10/16: $SNDA - $800k purchase by director. Since then, the stock has risen 13%.
10/17: $UPB - $1m+ purchases by 3 insiders. Since then, the stock has risen 12%.
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Startup Archive
RT @salestaxceo: The biggest risk I've taken? Starting a company.
I followed a traditional path my entire life.
I worked hard to get into a good school, grinded through college to get a good job, and eventually landed a job on Wall Street.
It was a well-trodden path—until I decided to take a detour into entrepreneurship.
It was terrifying, leaving comfort for uncertainty.
But I knew it was now or never.
There's never a "right" time to take a risk—you just have to go for it.
Success isn’t an accident. It’s a result of risk, determination, and hard work.
The real failure is not trying.
Don't get stuck in "what if." Take that risk and commit.
You might be surprised where it leads.
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RT @salestaxceo: The biggest risk I've taken? Starting a company.
I followed a traditional path my entire life.
I worked hard to get into a good school, grinded through college to get a good job, and eventually landed a job on Wall Street.
It was a well-trodden path—until I decided to take a detour into entrepreneurship.
It was terrifying, leaving comfort for uncertainty.
But I knew it was now or never.
There's never a "right" time to take a risk—you just have to go for it.
Success isn’t an accident. It’s a result of risk, determination, and hard work.
The real failure is not trying.
Don't get stuck in "what if." Take that risk and commit.
You might be surprised where it leads.
Sam Altman: “Most people don’t take enough risk”
“I think people have terrible risk calculus in general… almost always A) you’re wrong about what is risky and what is not risky, and B) most people don’t take enough risk—especially early in your career. Being young, unknown, and poor, is actually a great gift in terms of the amount of risk you can take.”
Sam continues:
“I think what risk actually looks like is not doing something that you will spend the rest of your life regretting… So if you really believe in something—if there’s an idea you’re super passionate about—and you take a calculated risk to start a company realizing you may forego a couple of years of steady income and maybe people call you a failure, that’s a great risk to take. And if you don’t take that risk, I think you have a very high chance that you end up regretting that.”
Sam believes most people overrate the risk of reputation damage and embarrassment from trying and failing. It’s worse to not even try:
“One really important thing to strive for in your career is to be a doer, not a talker. And the reason that people don’t do stuff is 1) it’s hard, and 2) it’s risky. And so you have these people that want to dabble in a bunch of different projects, but never be all-in on one… I think that’s really bad. I think history belongs to the doers, and I think you should take a risk and actually do something.” tweet
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Protean funds on Getinge $GETIB SS
Thesis: Getinge’s ECMO franchise concerns may be overblown, making it an attractive play as quality improvements and potential M&A set the stage for a turnaround
(Extract from their Q3 letter) https://t.co/8kxLLlZcS9
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Protean funds on Getinge $GETIB SS
Thesis: Getinge’s ECMO franchise concerns may be overblown, making it an attractive play as quality improvements and potential M&A set the stage for a turnaround
(Extract from their Q3 letter) https://t.co/8kxLLlZcS9
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Rockwood Strategic on Facilities by ADF $ADF LN
Thesis: Facilities by ADF, with high barriers to entry and growth from TV/Film demand, offers attractive margins and strategic acquisition potential, making it a promising investment for the future
(Extract from their Q3 letter) https://t.co/TqozLuQxWb
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Rockwood Strategic on Facilities by ADF $ADF LN
Thesis: Facilities by ADF, with high barriers to entry and growth from TV/Film demand, offers attractive margins and strategic acquisition potential, making it a promising investment for the future
(Extract from their Q3 letter) https://t.co/TqozLuQxWb
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