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Quiver Quantitative
RT @InsiderRadar: $SMLR has risen over 6% this morning, and is now up 8% since an insider purchase was reported yesterday https://t.co/JbaCFvvUdr
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RT @InsiderRadar: $SMLR has risen over 6% this morning, and is now up 8% since an insider purchase was reported yesterday https://t.co/JbaCFvvUdr
🚨 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. tweet
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Stock Analysis Compilation
Hedge funds' best ideas #18 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from Alta Fox / Aoris / Aristotle / Choice Equities CM / Clearbridge / Conestoga / Donville Kent / Greenlight / Greystone CM / Guinness GI / Harding Loevner / Massif Capital / Middle Coast Investing / Munro / Oakmark / Third Point / Tidefall Capital / Wedgewood Partners / White Brook Capital
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Hedge funds' best ideas #18 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from Alta Fox / Aoris / Aristotle / Choice Equities CM / Clearbridge / Conestoga / Donville Kent / Greenlight / Greystone CM / Guinness GI / Harding Loevner / Massif Capital / Middle Coast Investing / Munro / Oakmark / Third Point / Tidefall Capital / Wedgewood Partners / White Brook Capital
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Investing visuals
Spotify $SPOT delivery a strong Q3 and really turned on the cash printer lately. Here's everything you need to know👇 https://t.co/RPVPDm7ee3
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Spotify $SPOT delivery a strong Q3 and really turned on the cash printer lately. Here's everything you need to know👇 https://t.co/RPVPDm7ee3
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Hidden Value Gems
Should be an exciting reading on some of Buffett’s early investments. We are all keen to learn the method of generating 50% returns annually!
Thank you for writing this book, @brettgardner_10 🙌
cc @Investbythebook https://t.co/p2yFdlWHY0
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Should be an exciting reading on some of Buffett’s early investments. We are all keen to learn the method of generating 50% returns annually!
Thank you for writing this book, @brettgardner_10 🙌
cc @Investbythebook https://t.co/p2yFdlWHY0
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Investing visuals
Palantir $PLTR seems like an unstoppable rocket ship, hitting new all-time-highs📈
The market’s now betting on 30% FCF growth for the next 10 years. Let’s see how it all plays out 🤷♂️ https://t.co/y4aR3IJhN7
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Palantir $PLTR seems like an unstoppable rocket ship, hitting new all-time-highs📈
The market’s now betting on 30% FCF growth for the next 10 years. Let’s see how it all plays out 🤷♂️ https://t.co/y4aR3IJhN7
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Stock Analysis Compilation
Munro on Vertiv $VRT US
Thesis: Vertiv is set to double its earnings as AI-driven demand for advanced data centers surges, making it a critical partner for tech giants and hyperscalers worldwide.
(Extract from their Q3 letter) https://t.co/aFlYvY147V
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Munro on Vertiv $VRT US
Thesis: Vertiv is set to double its earnings as AI-driven demand for advanced data centers surges, making it a critical partner for tech giants and hyperscalers worldwide.
(Extract from their Q3 letter) https://t.co/aFlYvY147V
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Startup Archive
The advice from Paul Graham that helped Airbnb find product/market fit
“Paul Graham gave us a series of advice that probably changed our business for ever… He basically said: ‘It’s better to have 100 customers that love you than a million customers that just sort of like you.’”
Airbnb founder Brian Chesky continues:
“If you have 100 people who absolutely love your product, they’ll tell 100 people, and they’ll tell 100 people, and this thing will grow virally. In fact, almost all movements in history have grown this way as well—there are deeply passionate followers and they grow it, and they’re customer advocates.”
He contrasts this to the general wisdom in Silicon Valley of: “I need to build this app. It needs have this viral coefficient. I need to get millions of people to use it. And they need to like it enough to share it.”
Brian argues that this is the wrong way to think about building a great product. And once they stopped worrying about millions of people, it was totally freeing.
At this moment, the Airbnb founding team decided to get 100 people to love them, they would do things that don’t scale:
“Getting 100 people to love you means you need to meet them and understand their problem. We would fly during Y Combinator from Mountain View to New York and we would go door to door and meet with everyone of our hosts and literally live with them.”
This was a huge inflection point for the company.
“And once you have 100 people, you just focus on figuring out how to scale that. It’s a totally different intellectual problem to scale something 100 people love than to figure out [how to get 1 million people who like you to love you]. And that was the turning point for us.”
Video source: @GreylockVC (2015)
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The advice from Paul Graham that helped Airbnb find product/market fit
“Paul Graham gave us a series of advice that probably changed our business for ever… He basically said: ‘It’s better to have 100 customers that love you than a million customers that just sort of like you.’”
Airbnb founder Brian Chesky continues:
“If you have 100 people who absolutely love your product, they’ll tell 100 people, and they’ll tell 100 people, and this thing will grow virally. In fact, almost all movements in history have grown this way as well—there are deeply passionate followers and they grow it, and they’re customer advocates.”
He contrasts this to the general wisdom in Silicon Valley of: “I need to build this app. It needs have this viral coefficient. I need to get millions of people to use it. And they need to like it enough to share it.”
Brian argues that this is the wrong way to think about building a great product. And once they stopped worrying about millions of people, it was totally freeing.
At this moment, the Airbnb founding team decided to get 100 people to love them, they would do things that don’t scale:
“Getting 100 people to love you means you need to meet them and understand their problem. We would fly during Y Combinator from Mountain View to New York and we would go door to door and meet with everyone of our hosts and literally live with them.”
This was a huge inflection point for the company.
“And once you have 100 people, you just focus on figuring out how to scale that. It’s a totally different intellectual problem to scale something 100 people love than to figure out [how to get 1 million people who like you to love you]. And that was the turning point for us.”
Video source: @GreylockVC (2015)
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Quiver Quantitative
BREAKING: John Thune has been elected as Senate Majority Leader.
Thune has a net worth of $700K, per our estimates.
We have seen him trade stock just once while in office - a 2022 sale of $IRT. https://t.co/Aqx63YFqif
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BREAKING: John Thune has been elected as Senate Majority Leader.
Thune has a net worth of $700K, per our estimates.
We have seen him trade stock just once while in office - a 2022 sale of $IRT. https://t.co/Aqx63YFqif
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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase
The CEO of $EXAS just reported the purchase of ~$1M of the company's stock.
This is the first insider purchase we have EVER seen at Exact Sciences. https://t.co/cuT7meWNvY
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RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase
The CEO of $EXAS just reported the purchase of ~$1M of the company's stock.
This is the first insider purchase we have EVER seen at Exact Sciences. https://t.co/cuT7meWNvY
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