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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
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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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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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Offshore
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Stock Analysis Compilation
Platinium on JINS $3046 JP
Thesis: JINS benefits from strong consumer demand and premium pricing, with same-store sales growth and an attractive valuation compared to its sector.
(Extract from their Q3 letter) https://t.co/OBUdG8ySAO
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Platinium on JINS $3046 JP
Thesis: JINS benefits from strong consumer demand and premium pricing, with same-store sales growth and an attractive valuation compared to its sector.
(Extract from their Q3 letter) https://t.co/OBUdG8ySAO
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Offshore
Video
Startup Archive
Ben Horowitz tells the story of Slack’s pivot from a failed gaming app into a $28 billion company
Ben recalls investing in Stewart Butterfield’s new company Tiny Speck.
In 2001, Stewart began building an online game, pivoted into Flickr, and the company was acquired by Yahoo in 2005 for $25 million. In early 2009, Stewart decided he wanted to try building the online game again. This time, it would be called Glitch.
Ben tells the story:
“And so he builds Glitch. I love Glitch - it was a marvelous game. But it had two major problems. One, he started it in 2006 and built on Flash before Steve Jobs declared war on Flash. So it wasn’t going to work on the iPhone. And then the other problem was people would finish the game in two days, and so that’s not very good for retention.”
After raising more than $15 million to build Glitch, Stewart called Ben to tell his investor that they only had $6 million left:
“Ben, I’ve got $6 million left. I have no way to raise money because I’ve made really no progress because of these issues. It’s going to cost me more than $6 million to finish the game. So I’ve got three choices. I can pray for rain and try and finish it. I can shut down the company and give you your $6 million back. Or we build this tool that we use in our engineering team to communicate with each other and make engineering work a little better, and I could just put that out as a product.”
Ben replies:
“What? You just like built some tool to talk to each other and you want to put that out as a product? And you’re a consumer guy and you want to become an enterprise software guy?”
Stewart says, “Yeah, I think it’d be a pretty good idea.” And so Ben said, “$6 million isn’t going to make a big difference in my life. If you really think it’s a good idea and you want to do that, go ahead.”
Stewart decided to call the new product Slack, and it soon became the fastest growing enterprise software company of all time before SalesForce acquired it for $27.7 billion in July 2021.
Ben points out an important lesson here:
“A lot of the process is do you have a secret? Do you know something that nobody else knows? And because [Stewart] was pulling his hair out, literally smoking 8 packs of cigarettes a day, trying to get Glitch out the door, he was doing everything to optimize that development, and so he learned where software development was suboptimal… And that’s a really big key. You have to do something really hard if you want to learn something about the world that nobody else knows or is acting on. That’s when you have a breakthrough. But it starts with hard work.”
Video source: @SutardjaCenter (2020)
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Ben Horowitz tells the story of Slack’s pivot from a failed gaming app into a $28 billion company
Ben recalls investing in Stewart Butterfield’s new company Tiny Speck.
In 2001, Stewart began building an online game, pivoted into Flickr, and the company was acquired by Yahoo in 2005 for $25 million. In early 2009, Stewart decided he wanted to try building the online game again. This time, it would be called Glitch.
Ben tells the story:
“And so he builds Glitch. I love Glitch - it was a marvelous game. But it had two major problems. One, he started it in 2006 and built on Flash before Steve Jobs declared war on Flash. So it wasn’t going to work on the iPhone. And then the other problem was people would finish the game in two days, and so that’s not very good for retention.”
After raising more than $15 million to build Glitch, Stewart called Ben to tell his investor that they only had $6 million left:
“Ben, I’ve got $6 million left. I have no way to raise money because I’ve made really no progress because of these issues. It’s going to cost me more than $6 million to finish the game. So I’ve got three choices. I can pray for rain and try and finish it. I can shut down the company and give you your $6 million back. Or we build this tool that we use in our engineering team to communicate with each other and make engineering work a little better, and I could just put that out as a product.”
Ben replies:
“What? You just like built some tool to talk to each other and you want to put that out as a product? And you’re a consumer guy and you want to become an enterprise software guy?”
Stewart says, “Yeah, I think it’d be a pretty good idea.” And so Ben said, “$6 million isn’t going to make a big difference in my life. If you really think it’s a good idea and you want to do that, go ahead.”
Stewart decided to call the new product Slack, and it soon became the fastest growing enterprise software company of all time before SalesForce acquired it for $27.7 billion in July 2021.
Ben points out an important lesson here:
“A lot of the process is do you have a secret? Do you know something that nobody else knows? And because [Stewart] was pulling his hair out, literally smoking 8 packs of cigarettes a day, trying to get Glitch out the door, he was doing everything to optimize that development, and so he learned where software development was suboptimal… And that’s a really big key. You have to do something really hard if you want to learn something about the world that nobody else knows or is acting on. That’s when you have a breakthrough. But it starts with hard work.”
Video source: @SutardjaCenter (2020)
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iinvested
3Q'24 Firebird U.S. Value Fund on $TRV, $AIZ
https://t.co/lRR5HVxN4Z
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/B2XJZhQVsH
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3Q'24 Firebird U.S. Value Fund on $TRV, $AIZ
https://t.co/lRR5HVxN4Z
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/B2XJZhQVsH
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