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iinvested
3Q'24 Patient Capital Management on $QXO, $PLAY
https://t.co/ElUS4IoqIz
More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/LsSqtiZN8j
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3Q'24 Patient Capital Management on $QXO, $PLAY
https://t.co/ElUS4IoqIz
More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/LsSqtiZN8j
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Dimitry Nakhla | Babylon Capital®
“You know, tomorrow morning a stock that we have been following for seven or ten years could suddenly drop 40% in price, and we need to act quickly because a lot of those inefficiencies don't last very long.
It might last a few days, a few weeks, and then it's gone. So, we're spending a lot of our time figuring out where we want to invest and then waiting for that catalyst.”
— Dev Kantesaria 🗣️
$ASML
#stocks #investing
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“You know, tomorrow morning a stock that we have been following for seven or ten years could suddenly drop 40% in price, and we need to act quickly because a lot of those inefficiencies don't last very long.
It might last a few days, a few weeks, and then it's gone. So, we're spending a lot of our time figuring out where we want to invest and then waiting for that catalyst.”
— Dev Kantesaria 🗣️
$ASML
#stocks #investing
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Offshore
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Stock Analysis Compilation
Royce IP on Mativ Holdings $MATV US
Thesis: Mativ Holdings is at a turnaround point with improving demand, cost-saving initiatives, and significant debt reduction following the divestiture of its Engineered Papers business
(Extract from their article) https://t.co/uwXfgHfyVB
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Royce IP on Mativ Holdings $MATV US
Thesis: Mativ Holdings is at a turnaround point with improving demand, cost-saving initiatives, and significant debt reduction following the divestiture of its Engineered Papers business
(Extract from their article) https://t.co/uwXfgHfyVB
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Ahmad Jivraj
McDonald’s should start a hedge fund lol
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McDonald’s should start a hedge fund lol
The McRib is back. BTC historically goes up >2x after the McRib returns. Don't fade the McRib.
Not financial advice. https://t.co/HSsEcWHj2a tweet
Offshore
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Stock Analysis Compilation
Brasada on Camden Property Trust $CPT US
Thesis: Camden Property Trust presents a long-term opportunity with favorable demographic trends, offering attractive returns as interest rates stabilize and apartment supply peaks
(Extract from their Q3 letter) https://t.co/RJiaKvB9sQ
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Brasada on Camden Property Trust $CPT US
Thesis: Camden Property Trust presents a long-term opportunity with favorable demographic trends, offering attractive returns as interest rates stabilize and apartment supply peaks
(Extract from their Q3 letter) https://t.co/RJiaKvB9sQ
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Offshore
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iinvested
3Q'24 Blue Tower Asset Management on $WCC
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/4f0fS1qCIu
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3Q'24 Blue Tower Asset Management on $WCC
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/4f0fS1qCIu
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iinvested
RT @East72Dynasty: Our quarterly report for September is attached. The company pumping oil out of the Yemeni boat is Boskalis, which HAL Trust $HAL.AS acquired the 54% "minority" in 2022. For 3x EV/EB ITDA. In our view, it marks a turning point for HAL after some years. We dig deeply into this secretive entity which we hold. We also update $BOL.PA galaxy and $DIE.BR https://t.co/qvfJOms3tF
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RT @East72Dynasty: Our quarterly report for September is attached. The company pumping oil out of the Yemeni boat is Boskalis, which HAL Trust $HAL.AS acquired the 54% "minority" in 2022. For 3x EV/EB ITDA. In our view, it marks a turning point for HAL after some years. We dig deeply into this secretive entity which we hold. We also update $BOL.PA galaxy and $DIE.BR https://t.co/qvfJOms3tF
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Offshore
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Startup Archive
Sam Altman on the Paul Graham advice that not enough people take to heart
“One of the things that Paul Graham used to say that I think never became venerated advice to the degree it should have is this idea that you should try to be relentlessly resourceful. Surprisingly often, if you just keep looking for new attack vectors on a problem in front of you, you can figure it out. And I think this is one of the most important skills in life… it works in almost all scenarios.”
Sam recalls trying to get a deal done with a mobile operator that risked killing his first startup when he was 19 years old:
“They didn’t really work with startups or technology companies in general, and we probably tried 30 different paths into this company…. [Then] the key decision maker said, I’m finally going to meet with you because I want you to stop bothering us.”
He continues:
“You can just keep doing that until something works. And I think most people — at the first ignored email or at least the second — would just stop.”
Video source: @HarvardHBS (2024)
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Sam Altman on the Paul Graham advice that not enough people take to heart
“One of the things that Paul Graham used to say that I think never became venerated advice to the degree it should have is this idea that you should try to be relentlessly resourceful. Surprisingly often, if you just keep looking for new attack vectors on a problem in front of you, you can figure it out. And I think this is one of the most important skills in life… it works in almost all scenarios.”
Sam recalls trying to get a deal done with a mobile operator that risked killing his first startup when he was 19 years old:
“They didn’t really work with startups or technology companies in general, and we probably tried 30 different paths into this company…. [Then] the key decision maker said, I’m finally going to meet with you because I want you to stop bothering us.”
He continues:
“You can just keep doing that until something works. And I think most people — at the first ignored email or at least the second — would just stop.”
Video source: @HarvardHBS (2024)
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