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
Offshore
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Quiver Quantitative
The market is red today, but Nancy Pelosi is still making money.
Up $100K today, per our estimates.
Her position in Nvidia, $NVDA, is up big. https://t.co/G7treYDZpB
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The market is red today, but Nancy Pelosi is still making money.
Up $100K today, per our estimates.
Her position in Nvidia, $NVDA, is up big. https://t.co/G7treYDZpB
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AkhenOsiris
A new Bloomberg analysis of 500 hedge funds tracked by Hazeltree, a data compiler in the alternative investment industry, finds an increasing number of Wall Street hedge funds are, on average, net short batteries, solar, electric vehicles, and hydrogen companies compared to those long green companies.
Data also shows that more funds are net long fossil fuels than shorting oil, natural gas, and coal. This comes despite the Western world and China deploying hundreds of billions of dollars in green stimuli packages to support these industries.
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A new Bloomberg analysis of 500 hedge funds tracked by Hazeltree, a data compiler in the alternative investment industry, finds an increasing number of Wall Street hedge funds are, on average, net short batteries, solar, electric vehicles, and hydrogen companies compared to those long green companies.
Data also shows that more funds are net long fossil fuels than shorting oil, natural gas, and coal. This comes despite the Western world and China deploying hundreds of billions of dollars in green stimuli packages to support these industries.
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AkhenOsiris
RT @trader_53: $APP BofA says "valuation too low for a core biz growing 20% sustainably"
AppLovin reiterated Buy, but massive target upgrade $120 -> $210
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RT @trader_53: $APP BofA says "valuation too low for a core biz growing 20% sustainably"
AppLovin reiterated Buy, but massive target upgrade $120 -> $210
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