Offshore
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iinvested
3Q'24 Third Avenue Small-Cap Value Fund on $SD, $PBF
More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/IwDxy8wYjU
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3Q'24 Third Avenue Small-Cap Value Fund on $SD, $PBF
More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/IwDxy8wYjU
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Offshore
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Quiver Quantitative
This keeps getting wilder.
We posted this report last month.
$HL has now risen 48% since the trade.
It's up another 2% today. https://t.co/OYL00XfaUF
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This keeps getting wilder.
We posted this report last month.
$HL has now risen 48% since the trade.
It's up another 2% today. https://t.co/OYL00XfaUF
tweet
Offshore
Video
Value Spotlight (Andrew Sather)
Tutorial: Stock-based compensation and Growth estimates from ROIC
$CRM https://t.co/fSOv2LyjBp
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Tutorial: Stock-based compensation and Growth estimates from ROIC
$CRM https://t.co/fSOv2LyjBp
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Offshore
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Quiver Quantitative
Berkshire Hathaway has disclosed a purchase of ~$42m of Sirius XM stock.
This adds to their existing ~$3b position in the company. https://t.co/y3MBxJioSc
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Berkshire Hathaway has disclosed a purchase of ~$42m of Sirius XM stock.
This adds to their existing ~$3b position in the company. https://t.co/y3MBxJioSc
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Offshore
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Stock Analysis Compilation
Right Tail Capital on CDW Corp $CDW US
Thesis: CDW Corp and NSIT, leading IT solutions providers, offer strong long-term growth opportunities in a fragmented market, backed by exceptional customer and vendor relationships
(Extract from their Q3 letter) https://t.co/l81RdisqXr
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Right Tail Capital on CDW Corp $CDW US
Thesis: CDW Corp and NSIT, leading IT solutions providers, offer strong long-term growth opportunities in a fragmented market, backed by exceptional customer and vendor relationships
(Extract from their Q3 letter) https://t.co/l81RdisqXr
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Offshore
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Startup Archive
RT @foundertribune: Another excerpt from Marc Andreessen's foreword to Becoming Steve Jobs by Brent Schlender in 2016:
"Steve Jobs and the Tall Poppy Syndrome" https://t.co/e0IEz1AfHm
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RT @foundertribune: Another excerpt from Marc Andreessen's foreword to Becoming Steve Jobs by Brent Schlender in 2016:
"Steve Jobs and the Tall Poppy Syndrome" https://t.co/e0IEz1AfHm
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Offshore
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Startup Archive
Marc Andreessen on Steve Jobs and the "tall poppy syndrome":
"There’s a major urge in American society today to implement the tall poppy syndrome. It’s this movement right now in politics and economics, this purported ideal that everybody ought to be equal, which is to say, for nobody to be special. Steve embodied the other side of that. The whole point of Steve, and the whole point of Apple, was to be special"
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Marc Andreessen on Steve Jobs and the "tall poppy syndrome":
"There’s a major urge in American society today to implement the tall poppy syndrome. It’s this movement right now in politics and economics, this purported ideal that everybody ought to be equal, which is to say, for nobody to be special. Steve embodied the other side of that. The whole point of Steve, and the whole point of Apple, was to be special"
Another excerpt from Marc Andreessen's foreword to Becoming Steve Jobs by Brent Schlender in 2016:
"Steve Jobs and the Tall Poppy Syndrome" https://t.co/e0IEz1AfHm tweet