Offshore
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Quiver Quantitative
RT @InsiderRadar: UPDATE: $TELA stock is up 7.5% this morning https://t.co/5az9aUp4Px
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RT @InsiderRadar: UPDATE: $TELA stock is up 7.5% this morning https://t.co/5az9aUp4Px
🚨 BREAKING: The CEO, CTO, CFO, and CCO of $TELA have all just reported insider purchases, ~$400k in total https://t.co/820RPekgfH tweet
Offshore
Video
Startup Archive
Peter Thiel on the importance of starting with a small market
“It’s always a big mistake going after a giant market on day 1. That’s typically evidence that you haven’t defined the categories correctly, and there’s going to be too much competition. Almost all of the successful companies in Silicon Valley had some model of starting with small markets and expanding.”
Amazon started with books
eBay started with Pez dispensers and Beanie Babies
PayPal started with power-sellers on eBay
Facebook started with Harvard
“What’s very counterintuitive about many of these companies is that they often start with markets so small that most people don’t think they’re valuable at all.”
The opposite of this is companies that start out targeting really big markets, and he uses clean tech companies in 2005-2008 trying to capture a small percentage of a trillion dollar market as an example:
“Once you’re a minnow in a vast ocean, that’s not a good place to be. It means you have tons of competitors, and you don’t even know who all of the competitors are.”
As Thiel puts it:
“You want to be a one-of-a-kind company where it’s the only one in a small ecosystem… large existing markets typically mean you have tons of competition and it’s very hard to differentiate.”
Video source: @ycombinator (2014)
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Peter Thiel on the importance of starting with a small market
“It’s always a big mistake going after a giant market on day 1. That’s typically evidence that you haven’t defined the categories correctly, and there’s going to be too much competition. Almost all of the successful companies in Silicon Valley had some model of starting with small markets and expanding.”
Amazon started with books
eBay started with Pez dispensers and Beanie Babies
PayPal started with power-sellers on eBay
Facebook started with Harvard
“What’s very counterintuitive about many of these companies is that they often start with markets so small that most people don’t think they’re valuable at all.”
The opposite of this is companies that start out targeting really big markets, and he uses clean tech companies in 2005-2008 trying to capture a small percentage of a trillion dollar market as an example:
“Once you’re a minnow in a vast ocean, that’s not a good place to be. It means you have tons of competitors, and you don’t even know who all of the competitors are.”
As Thiel puts it:
“You want to be a one-of-a-kind company where it’s the only one in a small ecosystem… large existing markets typically mean you have tons of competition and it’s very hard to differentiate.”
Video source: @ycombinator (2014)
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Offshore
Photo
Stock Analysis Compilation
Plural Investing on Seaport $SEG
Thesis: Seaport's undervalued assets, including Pier 17 and prime Manhattan land, combined with management's plans to redevelop, offer strong potential for recovery and growth.
(Extract from their Q3 letter, link to the full analysis in SAC#61) https://t.co/kGsnxcNOcO
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Plural Investing on Seaport $SEG
Thesis: Seaport's undervalued assets, including Pier 17 and prime Manhattan land, combined with management's plans to redevelop, offer strong potential for recovery and growth.
(Extract from their Q3 letter, link to the full analysis in SAC#61) https://t.co/kGsnxcNOcO
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Offshore
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App Economy Insights
🚖 Robotaxi race heats up! 🔥
Waymo just raised $5.6B. $GOOG
🔎 Alphabet leads funding round.
📱 Expanded partnership with Uber.
🗺️ SF, LA, Phoenix, Austin and Atlanta.
🤖 Continued investment in AI expected. https://t.co/tbUH6bNwv0
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🚖 Robotaxi race heats up! 🔥
Waymo just raised $5.6B. $GOOG
🔎 Alphabet leads funding round.
📱 Expanded partnership with Uber.
🗺️ SF, LA, Phoenix, Austin and Atlanta.
🤖 Continued investment in AI expected. https://t.co/tbUH6bNwv0
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Offshore
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Quiver Quantitative
Quiver's Insider Purchases strategy is up 20.19% this month.
Here are some of the top holdings:
$SCKT (2 directors made insider purchases in Aug.)
$MERC (CEO made purchase in Sept.)
$XPER (CEO made purchase in Sept.)
$DAIO (Director made purchase in Aug.)
To see the full holdings list, and replicate the strategy, visit our site.
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Quiver's Insider Purchases strategy is up 20.19% this month.
Here are some of the top holdings:
$SCKT (2 directors made insider purchases in Aug.)
$MERC (CEO made purchase in Sept.)
$XPER (CEO made purchase in Sept.)
$DAIO (Director made purchase in Aug.)
To see the full holdings list, and replicate the strategy, visit our site.
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Offshore
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Quiver Quantitative
Nvidia stock has now risen 194% since Nancy Pelosi bought up to $5,000,000 in $NVDA call options last year: https://t.co/9ukQfQwvd2
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Nvidia stock has now risen 194% since Nancy Pelosi bought up to $5,000,000 in $NVDA call options last year: https://t.co/9ukQfQwvd2
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Offshore
Video
Value Spotlight (Andrew Sather)
A Tale of Two Businesses: How to Evaluate Retail Stocks Using ROIC (Tutorial)
$DKS $TGT https://t.co/0BmK8gLZyo
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A Tale of Two Businesses: How to Evaluate Retail Stocks Using ROIC (Tutorial)
$DKS $TGT https://t.co/0BmK8gLZyo
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Offshore
Photo
Stock Analysis Compilation
Palm Harbour Capital on M Dias Branco $MDIA3 BZ
Thesis: M Dias is positioned to improve margins and benefit from market consolidation, offering a strong cash flow yield with potential for dividend growth.
(Extract from their Q3 letter, link to the full analysis in SAC#61) https://t.co/tqGrZxGGB8
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Palm Harbour Capital on M Dias Branco $MDIA3 BZ
Thesis: M Dias is positioned to improve margins and benefit from market consolidation, offering a strong cash flow yield with potential for dividend growth.
(Extract from their Q3 letter, link to the full analysis in SAC#61) https://t.co/tqGrZxGGB8
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Offshore
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CapMrkt KGB
RT @holistic_pm: Secondary players market mapping by Rothschild & Co (Five Arrows) https://t.co/TQLHV8Qiyd
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RT @holistic_pm: Secondary players market mapping by Rothschild & Co (Five Arrows) https://t.co/TQLHV8Qiyd
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Ahmad Jivraj
$MSTR has engineered itself to become something for everyone:
-You can go long the shares
-The shares are optionable
-You can buy debt or the convertible bonds
-You can hedge your Bitcoin exposure
-You can short the shares
Does this mean you should buy Microstrategy stock?
Tomorrow I will discuss the pros and cons of investing in $MSTR vs $BTC itself.
Signup for the Newsletter (link in bio) so you don't miss it!
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$MSTR has engineered itself to become something for everyone:
-You can go long the shares
-The shares are optionable
-You can buy debt or the convertible bonds
-You can hedge your Bitcoin exposure
-You can short the shares
Does this mean you should buy Microstrategy stock?
Tomorrow I will discuss the pros and cons of investing in $MSTR vs $BTC itself.
Signup for the Newsletter (link in bio) so you don't miss it!
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Quiver Quantitative
RT @InsiderRadar: 📊 Here's a round-up on all of the new insider purchases that we reported on this week:
10/21: $HEI - $200k purchase by each board member. Since then, the stock has fallen 3%.
10/22: $JANX - $53M purchase by firm with board seat. Since then, the stock has risen 2%.
10/23: $NRDS - $5M purchase by >10% owner. Since then, the stock has risen 3%.
10/24: $MAN - $500k purchase by CFO. Since then, the stock has been flat.
10/24: $TELA - ~$400k in purchases across CEO, CTO, CFO, and CCO. Since then, the stock has risen 20%.
10/24: $TECX - $10M purchase by director. Since then, the stock has risen 5%.
10/25: $FPH - $10M purchases by director. Since then, the stock has risen 7%.
10/25: $NSC - $250k purchases by two board members. Since then, the stock has fallen 1%.
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RT @InsiderRadar: 📊 Here's a round-up on all of the new insider purchases that we reported on this week:
10/21: $HEI - $200k purchase by each board member. Since then, the stock has fallen 3%.
10/22: $JANX - $53M purchase by firm with board seat. Since then, the stock has risen 2%.
10/23: $NRDS - $5M purchase by >10% owner. Since then, the stock has risen 3%.
10/24: $MAN - $500k purchase by CFO. Since then, the stock has been flat.
10/24: $TELA - ~$400k in purchases across CEO, CTO, CFO, and CCO. Since then, the stock has risen 20%.
10/24: $TECX - $10M purchase by director. Since then, the stock has risen 5%.
10/25: $FPH - $10M purchases by director. Since then, the stock has risen 7%.
10/25: $NSC - $250k purchases by two board members. Since then, the stock has fallen 1%.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing
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RT @DimitryNakhla: “It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing
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