⁠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
tweet

⁠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
tweet

⁠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."

Steve Jobs and "Nice CEOs" by @pmarca https://t.co/flEgfiBzXG - The Founders' Tribune
tweet

⁠Startup Archive
RT @foundertribune: Steve Jobs and "Nice CEOs" by @pmarca https://t.co/flEgfiBzXG
tweet

⁠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.

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." - Startup Archive
tweet

⁠Startup Archive
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) - Startup Archive
tweet

⁠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
tweet

⁠Stock Analysis Compilation
Black Bear VP on ARCH Resources $ARCH US

Thesis: The merger between ARCH and CONSOL is set to create modest synergies as global demand for metallurgical coal rises, driven by development in Asia and limited supply

(Extract from their Q3 letter) https://t.co/1SQBbJEXE7
tweet

⁠Stock Analysis Compilation
Pernas Research on Upwork $UPWK US

Thesis: Upwork, despite recent concerns over growth and AI disruption, presents a strong long-term investment opportunity with 70% upside potential driven by continued demand for freelancers

(Extract from their Q3 letter) https://t.co/riu7I8zjNi
tweet