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Stock Analysis Compilation
Aristotle on Eli Lilly $LLY US
Thesis: Eli Lilly’s leading drug pipeline and potential for expanding Mounjaro’s indications beyond Type 2 diabetes support its growth and premium valuation.
(Extract from their Q3 letter) https://t.co/yDQQWNqMNx
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Aristotle on Eli Lilly $LLY US
Thesis: Eli Lilly’s leading drug pipeline and potential for expanding Mounjaro’s indications beyond Type 2 diabetes support its growth and premium valuation.
(Extract from their Q3 letter) https://t.co/yDQQWNqMNx
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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: The Executive Chairman of $BYON has just reported purchasing $1m of his company's stock.
The stock is up 12% so far this morning.
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RT @InsiderRadar: 🚨 BREAKING: The Executive Chairman of $BYON has just reported purchasing $1m of his company's stock.
The stock is up 12% so far this morning.
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Quiver Quantitative
RT @InsiderRadar: $TECX stock is up another 6% this morning, and is now up 13% since this insider trade was first reported https://t.co/oIhhqt9DSE
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RT @InsiderRadar: $TECX stock is up another 6% this morning, and is now up 13% since this insider trade was first reported https://t.co/oIhhqt9DSE
🚨 New Insider Purchase 🚨
A director at $TECX just reported the purchase of $10M of the company's stock.
The stock is up 5% today, and 50% over the last month. tweet
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Quiver Quantitative
🚨 Nancy Pelosi is now worth $257.1M per our estimates.
She's up $1.4M in the stock market so far today. https://t.co/7dy30UfmpH
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🚨 Nancy Pelosi is now worth $257.1M per our estimates.
She's up $1.4M in the stock market so far today. https://t.co/7dy30UfmpH
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Investing visuals
Visa $V reports earnings tomorrow. Here’s everything you need to know 🔍👇
🔹Est. Revenue: $9.49 Bln (+10.2%)
🔹Est. EBITDA: $6.64 Bln (+14.5%)
🔹Est. Earnings per share: $2.58 (+10.5%) https://t.co/roTmMLQGGd
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Visa $V reports earnings tomorrow. Here’s everything you need to know 🔍👇
🔹Est. Revenue: $9.49 Bln (+10.2%)
🔹Est. EBITDA: $6.64 Bln (+14.5%)
🔹Est. Earnings per share: $2.58 (+10.5%) https://t.co/roTmMLQGGd
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Startup Archive
The founders of Stripe and Pinterest on how to convince people to join your startup when most fail
Stripe CEO Patrick Collison argues that part of the reason startups resonate so much is because the outcome is not guaranteed:
"If it were guaranteed, it would be boring... Whether or not you're the best person in the world at what you do, you're probably not going to alter Google's trajectory. But if you really want to benchmark yourself and see how much of a contribution and impact you can make--which is a really compelling prospect for a lot of the best people--a startup is a much better place to test that."
Pinterest founder Ben Silbermann emphasized this as well:
"No smart person that you're hiring is under the illusion that you have a crystal ball into the future and that joining is a guaranteed thing. In fact, if you're telling them that and they select in, you shouldn't hire them because they didn't pass a basic intelligence test. I think it's important to tell them what's exciting and where you think the company can go. But also tell them where it will be hard and chart your best plan. And then tell them why their role can be instrumental--because it will be... What I would discourage doing is whitewashing all of that. If people are joining your company because they want all of the certainty and safety of working at Google but also the perks of working at a small startup with lots of responsibility and transparency, that's a really negative sign."
Apparently in the early days of PayPal, Peter Thiel and Max Levchin would tell people after they interviewed all the reasons that the company would fail: "Visa and MasterCard want to kill us. We also might be doing something that's illegal. But if we succeed, we'll redefine payments."
Don't whitewash the risks. Instead tell them how your startup will change the world if you succeed and how their role will be instrumental in affecting that change.
Video source: @ycombinator (2014)
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The founders of Stripe and Pinterest on how to convince people to join your startup when most fail
Stripe CEO Patrick Collison argues that part of the reason startups resonate so much is because the outcome is not guaranteed:
"If it were guaranteed, it would be boring... Whether or not you're the best person in the world at what you do, you're probably not going to alter Google's trajectory. But if you really want to benchmark yourself and see how much of a contribution and impact you can make--which is a really compelling prospect for a lot of the best people--a startup is a much better place to test that."
Pinterest founder Ben Silbermann emphasized this as well:
"No smart person that you're hiring is under the illusion that you have a crystal ball into the future and that joining is a guaranteed thing. In fact, if you're telling them that and they select in, you shouldn't hire them because they didn't pass a basic intelligence test. I think it's important to tell them what's exciting and where you think the company can go. But also tell them where it will be hard and chart your best plan. And then tell them why their role can be instrumental--because it will be... What I would discourage doing is whitewashing all of that. If people are joining your company because they want all of the certainty and safety of working at Google but also the perks of working at a small startup with lots of responsibility and transparency, that's a really negative sign."
Apparently in the early days of PayPal, Peter Thiel and Max Levchin would tell people after they interviewed all the reasons that the company would fail: "Visa and MasterCard want to kill us. We also might be doing something that's illegal. But if we succeed, we'll redefine payments."
Don't whitewash the risks. Instead tell them how your startup will change the world if you succeed and how their role will be instrumental in affecting that change.
Video source: @ycombinator (2014)
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Stock Analysis Compilation
Clearbridge on Starbucks $SBUX US
Thesis: Starbucks’ brand strength and new leadership under CEO Brian Niccol present a solid turnaround opportunity despite recent challenges in U.S. store operations.
(Extract from their Q3 letter) https://t.co/IsN0ZlcsvO
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Clearbridge on Starbucks $SBUX US
Thesis: Starbucks’ brand strength and new leadership under CEO Brian Niccol present a solid turnaround opportunity despite recent challenges in U.S. store operations.
(Extract from their Q3 letter) https://t.co/IsN0ZlcsvO
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Quiver Quantitative
🚨 Donald Trump's net worth has increased by ~$881M so far today, per our estimates.
Trump Media stock, $DJT, has risen 19%.
This is over 3 Pelosis of net worth, in just 3 hours: https://t.co/8wJ28yay6C
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🚨 Donald Trump's net worth has increased by ~$881M so far today, per our estimates.
Trump Media stock, $DJT, has risen 19%.
This is over 3 Pelosis of net worth, in just 3 hours: https://t.co/8wJ28yay6C
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Value Spotlight (Andrew Sather)
Calculating ROIC Contest (Tutorial):
$NFLX in <90 seconds https://t.co/078ojgywid
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Calculating ROIC Contest (Tutorial):
$NFLX in <90 seconds https://t.co/078ojgywid
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AkhenOsiris
@ConsensusGurus @Kalshi
Kalshi needs to hit the SPAC button quick
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@ConsensusGurus @Kalshi
Kalshi needs to hit the SPAC button quick
ROBINHOOD ROLLS OUT PRESIDENTIAL ELECTION BETTING CONTRACTS – WSJ
$HOOD is launching contracts that let users bet on the 2024 presidential election, following a federal court ruling that cleared the way for election betting in the U.S. Starting today, eligible customers can purchase contracts for candidates like Kamala Harris or Donald Trump, priced between $0.02 and $0.99. Correct predictions will pay out $1 per contract.
The move marks Robinhood’s first step into prediction markets, expanding access to its 24 million funded users through a partnership with Interactive Brokers' ForecastEx platform. - Wall St Enginetweet