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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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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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Offshore
Video
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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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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Offshore
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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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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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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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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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Offshore
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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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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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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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Offshore
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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 ($50M beat).
• Operating margin 13% (+6pp Y/Y).
• Q4 FY24 growth: mid-to-high-20s. https://t.co/kNX1X1I7Uk
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$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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Offshore
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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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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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Offshore
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Quiver Quantitative
Nancy Pelosi has made $7.5M in the stock market since the election, per our estimates.
We estimate that she is now worth $262M. https://t.co/g91vXdf3Td
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Nancy Pelosi has made $7.5M in the stock market since the election, per our estimates.
We estimate that she is now worth $262M. https://t.co/g91vXdf3Td
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