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Startup Archive
Steve Jobs reflects on his biggest weakness

“I think all of us need to be on guard against arrogance, which knocks at the door whenever you’re successful.”

Steve reflects on what many have called his “wilderness years” — the 12 year period between when he was fired at Apple and eventually came back to save it from the verge of bankruptcy:

“I was basically fired from Apple when I was 30 and invited to come back 12 years later. That was difficult when it happened but maybe the best thing that ever happened to me.”

If Steve wasn’t fired, there would be no Pixar. And as Brent Schlender (author of Becoming Steve Jobs) argues, there might not have been an Apple either — or at least not the Apple we know today:

“This middle period was the most pivotal of his life. And perhaps the happiest… He finally settled down, married, and had a family. He learned the value of patience and the ability to feign it when he lost it. Most important, his work with the two companies he led during that time, NeXT and Pixar, turned him into the kind of man, and leader, who would spur Apple to unimaginable heights upon his return.”
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Librarian Capital
Charter $CHTR +11.4% pre-market after 24Q3 results
At ~$365, it has risen ~15% since the below*
(* CHTR closed at $317.01 on 26-Sep)

Vitaliy Katsenelson on Charter $CHTR

"Fixed wireless has taken all the share it will take"
Easier for cable to add wireless subs. than vice versa
Verizon Frontier acq. "sign of supreme desperation"
CEO: "We build the company for our grandchildren"
IMA sees 2028 FCF/share $48-60
- Librarian Capital
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Librarian Capital
RT @bluestein: The highest early voting turnout in Georgia isn’t in Democratic strongholds such as DeKalb County or the fiercely contested suburbs that surround metro Atlanta. It’s in sparsely populated rural counties where Republicans dominate. #gapol
https://t.co/0gbjvxcaNl
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App Economy Insights
$MSFT Microsoft earnings:

AI is close to a $10B annual run rate.

☁️ Azure deceleration.
📊 New segmentation.
🤖 Autonomous agents.

Let’s dive into the visuals 👇
https://t.co/2d61NAqMpy
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Librarian Capital
RT @opinion: If Donald Trump is re-elected, he wants revenge.

@TimOBrien breaks down what a Trump 2.0 presidency would look like 🎥 https://t.co/uC8mFNd3sf
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Investing visuals
Apple $AAPL after earnings summary📜 https://t.co/1hnOEWnFkc
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Librarian Capital
RT @carlquintanilla: News cycle, heading into final weekend:

@washingtonpost @politico @WSJ @CNN https://t.co/h4ZRQ441sz
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Stock Analysis Compilation
Stock Analysis Compilation #62 is in your inbox 🔥
(link in bio)

46 stock pitches from the best hedge funds & newsletters :

$BWIN $BOC $CASY $CELH $CPRT $DBX $DAVA $ESQ $GOOGL $HIMS $IDXX $LRCX $MSFT $MYTE $PRM $PM $PPSI $RKLB $SOFI $STHO $TSLA $TXN $TYL $XPFL $SOPH and many more
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Mastercard $MA after earnings update📜
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