�𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. "- Dimitry Nakhla | Babylon Capital®
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⁠Quiver Quantitative
BREAKING: JD Vance now has up to half a million dollars in Bitcoin, #BTC

You can track his portfolio on Quiver https://t.co/5AQy0VJuTS
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⁠Quiver Quantitative
BREAKING: Trump has chosen Rep. Mike Waltz to be his national security advisor.

We estimate that Waltz has a net worth of approximately $10M.

He bought up to $100K of Bitcoin in 2021.

Full portfolio is up on Quiver. https://t.co/aktIZEch52
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⁠Startup Archive
Keith Rabois on what Peter Thiel taught him about promoting people

“So I actually learned from Peter Thiel back at PayPal that you only really want to promote someone when there’s a significant delta between that person’s performance and the next best person. The bigger the delta, the easier it is to promote somebody. Otherwise you’re better off leaving things flat until the gap is just unmistakable.”

The key benefit is a flatter organization with less bureaucracy. But Keith also argues that layering talented direct reports under an executive is a bad for morale:

“You’re going to demoralize them, and you’re never going to see how much upside they really have. As long as you think someone has unbounded upside, I’d be very leery of suppressing their potential.”

Video source: @imchrisvasquez (2024)
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⁠App Economy Insights
Why is $PLTR up 250% in 2024?

🤖 AIP bootcamps
🇺🇸 US business surge
📊 Financials visualized
🕵️ Palantir's differentiation
📈 Closer look at the valuation

Get the full breakdown 👇
https://t.co/fMhy8x52fc
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⁠Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Trading PEG <2.50x 📈

💳 visa $v (2.49x)

📲 applied materials $amat (2.33x)

✈️ booking holdings $bkng (2.29x)

🖨️ asml holding $asml (2.07x)

💿 nvidia corp $nvda (1.95x)

💵 paypal $pypl (1.73x)

🖱️ alphabet $goog $googl (1.37x)

📸 meta platforms $meta (1.33x)

📀 taiwan semiconductor $tsm (1.00x)

📦 amazon $amzn (0.82x using p/ocf)

#stocks #investing
_______

*data from finviz
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New Insider Purchase

A director of $SMLR has reported the purchase of ~$1.9M of the company's stock.

The stock rose over 35% between when the trade was made (on 11/7) and when it was reported.

This is only the first insider purchase at the company in over a year.
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⁠Stock Analysis Compilation
Choice Equities CM on PAR Technology $PAR US

Thesis: PAR Technology’s expansion into new channels and strong cross-selling opportunities, combined with controlled expenses, sets it up for sustained 20% organic growth and rising EBITDA margins

(Extract from their Q3 letter) https://t.co/PEO52pdtcv
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase

The CEO of $CLDX just reported the purchase of ~$300K of the company's stock.

This is the first insider purchase we have ever seen him make.
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⁠Investing visuals
Mastercard $MA: an overview of a great compounder👌 https://t.co/dJdMdeFm5Y
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⁠App Economy Insights
$SHOP Shopify Q3 FY24

📦 GMV +24% to $69.7B ($1.9B beat).
💳 GPV 62% of GMV (+4pp Y/Y).
📊 MRR +28% to $175M.

• Revenue +26% Y/Y to $2.2B ($50M beat).
• Operating margin 13% (+6pp Y/Y).
• Q4 FY24 growth: mid-to-high-20s. https://t.co/kNX1X1I7Uk
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⁠Quiver Quantitative
We published this report, when a Carvana bankruptcy looked imminent.

$CVNA has now risen 5,500% since then.

That's not a typo:

5,500% https://t.co/6zA6lgot1Z
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