Offshore
Photo
Startup Archive
"Every great entrepreneur from Steve Jobs to Mark Zuckerberg went through The Struggle and struggle they did, so you are not alone. But that does not mean that you will make it. You may not make it. That is why it is The Struggle."

- Ben Horowitz

The Struggle by @bhorowitz https://t.co/cnH0fbF4hu
- The Founders' Tribune
tweet
Offshore
Photo
Librarian Capital
Again, no surprise to anyone who worked at Twitter

"Canvassers for Elon Musk’s America PAC Were Fired and Stranded in Michigan After Speaking Out" (Wired)

Fired en masse, then stranded in Michigan

WIRED: “.. the rest of her canvassing group of roughly a dozen people had just been fired en masse, after @WIRED reported that they had been tricked and threatened as part of Musk’s get-out-the-vote effort ..”

@WIRED @JakeLahut
https://t.co/lYVRjN6l1w https://t.co/G7RPrbAC48
- Carl Quintanilla
tweet
Offshore
Photo
Stock Analysis Compilation
Munro on GE Vernova $GEV US

Thesis: GE Vernova's diversified clean energy portfolio and high-demand segments position it as a key player in the energy transition, with financial targets set to rise.

(Extract from their Q3 letter) https://t.co/93nbzcr9Y1
tweet
Offshore
Photo
Librarian Capital
Many Twitter accounts will go "private" now that "block" is neutered

By definition we're more likely to dislike Elon Musk and, by extension, Donald Trump

Could this be the goal? Get a lot of anti-Musk/Trump accounts to go "private" to reduce our reach just before the election? https://t.co/NjOxEEAwLh
tweet
Offshore
Video
Startup Archive
Jony Ive on what Steve Jobs taught him about focus

“This sounds really simplistic, but it shocks me how few people actually practice this—and it’s a struggle to practice… Steve was the most remarkably focused person I’ve ever met in my life.”

As Jony explains, the tricky thing with focus is that it’s a struggle to practice. Every minute you have to ask: “Why are we talking about this?” if it’s not what you’re actually working on.

“You can achieve so much if you truly focus.”

Steve would regularly ask Jony how many things he has said “no” to. As Jony explains:

“What focus means is saying ‘no’ to something that you believe with every bone in your body is a phenomenal idea. You wake up thinking about it, but you say ‘no’ to it because you’re focusing on something else.”

Video source: @VanityFair (2014)
tweet
Offshore
Photo
Stock Analysis Compilation
Oakmark on Merck $MRK US

Thesis: Merck’s strong portfolio, particularly Keytruda’s growth potential, and a promising pipeline offer an attractive investment at a discounted valuation.

(Extract from their Q3 letter) https://t.co/wANoEa2B8R
tweet
Librarian Capital
Markets, asset allocation & personal portfolio https://t.co/n0miIrGJEn
tweet
Offshore
Photo
Stock Analysis Compilation
Clearbridge on ATS $ATS CN

Thesis: ATS’s automation expertise and strong market position in high-barrier industries offer a resilient growth outlook amid global trends like near-shoring and labor automation.

(Extract from their Q3 letter) https://t.co/16T1d5VNtj
tweet
Offshore
Video
Librarian Capital
RT @Acyn: Obama on Trump: Who cannot understand how an NBA superstar can be both Greek and Black… Who spreads ridiculous fantasies that Haitians are eating people’s pets. Who just this past week arranged for one of his supporters to tell jokes about Black people eating watermelon and Puerto Rico being an island of garbage right there on stage at Madison Square Garden. Do you that is someone who will look out for you?
tweet