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Startup Archive
RT @alexisohanian: Very intrigued to see what these 776 founders are building here: Announcing The Founders' Tribune https://t.co/mZeEWEkedM
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iinvested
3Q'24 Plural Investing on $SEG

More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/M41j0Bb45v
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Librarian Capital
RT @EricColumbus: Important thread by Trump's DHS General Counsel @JohnMitnick—a conservative who's voting for Kamala Harris. Please read and circulate to anyone you know who could benefit from reading it.👇👇

🧵

A thread addressed to my fellow conservatives who are planning to vote, or considering voting, for Trump. 1/13
- John Mitnick
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Librarian Capital
RT @Noahpinion: Trump's desire to cancel the CHIPS Act follows a very predictable pattern: Anything that would make the U.S. more capable of resisting Chinese/Russian domination is something that Trump will eventually oppose.

https://t.co/11E450crEn
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Capital Employed
93 fund letters have been added so far to the list.

Here are 5 interesting stock ideas that are well worth a read... 👇 https://t.co/SoU8fbViUa
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Stock Analysis Compilation
Forager on OBIC Business Consultants $4733 JP

Thesis: OBIC Business Consultants capitalizes on Japan’s SaaS adoption with a robust recurring revenue model and strong growth potential in enterprise software.

(Extract from their Q3 letter) https://t.co/0omTk1miRv
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Librarian Capital
"Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips" (FT)

"Neocloud groups such as CoreWeave, Crusoe and Lambda Labs have acquired tens of thousands of Nvidia’s high-performance computer chips"

$NVDA $MSFT

$MSFT CEO Satya Nadella

"We are not actually selling raw GPUs for other people to train. In fact, that’s a business we turn away ... There’s a huge adverse selection problem today where ... it’s just a bunch of tech companies still using VC money to buy a bunch of GPUs" (FY25Q1) https://t.co/ejiTUAI57P
- Librarian Capital
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Librarian Capital
"British American Tobacco $BATS $BTI donated $17.2 m (£13.3m) to Republicans in the current cycle ... Donations include $8.5m (£6.5m) to Trump’s ‘Make America Great Again Inc’ PAC."

BAT "donated just $960 (£734) to Harris’s campaign"

🚨 Donald Trump's campaigns taken $45m from donors who've funded UK's secretive Tufton St think tanks

British American Tobacco and sanctioned Ukrainian billionaire among transatlantic “web of dark money”

Exclusive on Democracy for Sale + @BylineTimes
https://t.co/Highc999nm
- Peter Geoghegan @ democracyforsale.uk
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Librarian Capital
RT @business: Judy Dimon, the prominent political donor and wife of JPMorgan CEO Jamie Dimon, canvassed voters in Michigan this weekend in support of Kamala Harris’ presidential bid https://t.co/qY35ySI8KS
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