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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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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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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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Startup Archive
RT @mikemcg0: I wrote an essay explaining why I want this to exist.
I think it's absurd that so many Op-Eds sit behind paywalls in legacy media publications.
Just a few examples:
- Peter Thiel in the New York Times
- Marc Andreessen in the Wall Street Journal
- Patrick Collison in The Atlantic
- Sam Altman in the Washington Post
- Palmer Luckey in the Washington Post
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RT @mikemcg0: I wrote an essay explaining why I want this to exist.
I think it's absurd that so many Op-Eds sit behind paywalls in legacy media publications.
Just a few examples:
- Peter Thiel in the New York Times
- Marc Andreessen in the Wall Street Journal
- Patrick Collison in The Atlantic
- Sam Altman in the Washington Post
- Palmer Luckey in the Washington Post
Announcing The Founders' Tribune
For more about the long-term vision, please read the full post here: https://t.co/1mfO0BOQy3 https://t.co/6NYPEZYZk1 tweet
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Stock Analysis Compilation
Upslope capital on CompoSecure $CMPO
Thesis: CompoSecure’s transformative transaction with David Cote is reshaping the company’s structure and growth potential, while mitigating previous risks, making the stock an attractive long-term opportunity
(Extract from their Q3 letter) https://t.co/27eKQtom7b
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Upslope capital on CompoSecure $CMPO
Thesis: CompoSecure’s transformative transaction with David Cote is reshaping the company’s structure and growth potential, while mitigating previous risks, making the stock an attractive long-term opportunity
(Extract from their Q3 letter) https://t.co/27eKQtom7b
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Stock Analysis Compilation
Alphyn Capital Management on Cogent Communications $CCOI US
Thesis: Cogent offers strong upside potential through 'hidden asset' monetization and wave revenue growth, with a target of $500 million in operating profits over the coming years
(Extract from their Q3 letter) https://t.co/b92wl0K1pI
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Alphyn Capital Management on Cogent Communications $CCOI US
Thesis: Cogent offers strong upside potential through 'hidden asset' monetization and wave revenue growth, with a target of $500 million in operating profits over the coming years
(Extract from their Q3 letter) https://t.co/b92wl0K1pI
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Startup Archive
Marc Andreessen on Steve Jobs:
"The standards have to be enforced. If the standards aren’t enforced, then the standards slip. This is the role of the CEO in any company. Some care and some don’t. Great CEOs care a lot. Steve cared a lot."
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Marc Andreessen on Steve Jobs:
"The standards have to be enforced. If the standards aren’t enforced, then the standards slip. This is the role of the CEO in any company. Some care and some don’t. Great CEOs care a lot. Steve cared a lot."
Steve Jobs and "Nice CEOs" by @pmarca https://t.co/flEgfiBzXG tweet
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RT @foundertribune: Steve Jobs and "Nice CEOs" by @pmarca https://t.co/flEgfiBzXG
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RT @foundertribune: Steve Jobs and "Nice CEOs" by @pmarca https://t.co/flEgfiBzXG
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Startup Archive
RT @jordanjoecooper: The world would be a better place if more people really cared and pushed people to do their very best work.
Reminds me of @jasonfried talking about how much awful software he saw that made him mad.
I agree , for every amazing product there seems to be a hundred or more absolutely dire ones.
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RT @jordanjoecooper: The world would be a better place if more people really cared and pushed people to do their very best work.
Reminds me of @jasonfried talking about how much awful software he saw that made him mad.
I agree , for every amazing product there seems to be a hundred or more absolutely dire ones.
Marc Andreessen on Steve Jobs:
"The standards have to be enforced. If the standards aren’t enforced, then the standards slip. This is the role of the CEO in any company. Some care and some don’t. Great CEOs care a lot. Steve cared a lot." tweet
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Startup Archive
RT @rvivek: Also known as the Parkinson's law: Work expands to fill the available time
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RT @rvivek: Also known as the Parkinson's law: Work expands to fill the available time
Keith Rabois tells the story of Elon Musk observing interns waiting in line for coffee at SpaceX
Keith is asked how Elon Musk gets so much done, to which he replies:
“If you approach every day and every week of your life with the question, ‘What did you accomplish this week?’ I think that compounds, and very few people do that. I think that’s the number one ingredient.”
As for the second ingredient, Keith tells a story he heard from some friends at SpaceX where Elon observed a line of interns piling up around the coffee machine. This prompted Elon to send a memo to the company asking:
“Why are all the interns wasting all this time? If you feel like you have nothing better to do than waiting in line, you’re at the wrong company. And by the way, I’m installing cameras to make sure that we don’t have lines at the coffee shop.”
Keith believes that stamping out entitlement and expecting people to accomplish things every day also compounds over decades in Elon’s career. He recalls a principle PayPal cofounder Max Levchin taught him where he compares startups to gas in chemistry:
“Gas expands to the size of the container… If you tell people they have a month, it’ll take a month. If you tell people it takes two weeks, it’ll take two weeks. Tell them a week, it’ll take a week. So you want to constantly compress the container size because those accomplishments add up over months, quarters, years, and decades.”
Video source: @imchrisvasquez (2024) tweet
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Stock Analysis Compilation
Royce IP on Kyndryl Holdings $KD
Thesis: Kyndryl is in the process of repricing contracts and implementing transformational measures, with a focus on improving margins as it strengthens its leadership position in IT infrastructure services
(Extract from their Q3 letter) https://t.co/3wTiANBTOJ
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Royce IP on Kyndryl Holdings $KD
Thesis: Kyndryl is in the process of repricing contracts and implementing transformational measures, with a focus on improving margins as it strengthens its leadership position in IT infrastructure services
(Extract from their Q3 letter) https://t.co/3wTiANBTOJ
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