Offshore
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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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Offshore
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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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Offshore
Video
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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Offshore
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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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Offshore
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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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Offshore
Video
Value Spotlight (Andrew Sather)
When to add Line Item to ROIC Calculator (Tutorial):
Invested Capital for $WMT https://t.co/0HhdAs1Che
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When to add Line Item to ROIC Calculator (Tutorial):
Invested Capital for $WMT https://t.co/0HhdAs1Che
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Offshore
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Stock Analysis Compilation
Cleabridge on Tenet Healthcare $THC US
Thesis: Tenet Healthcare’s strategic focus on offsite surgical centers and divestiture of non-core assets positions it for profitable growth, driven by strong management and shifting industry dynamics.
(Extract from their Q3 letter) https://t.co/hfQTGVGDyV
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Cleabridge on Tenet Healthcare $THC US
Thesis: Tenet Healthcare’s strategic focus on offsite surgical centers and divestiture of non-core assets positions it for profitable growth, driven by strong management and shifting industry dynamics.
(Extract from their Q3 letter) https://t.co/hfQTGVGDyV
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Offshore
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App Economy Insights
$TCEHY Tencent Q3 FY24:
Revenue +8% Y/Y to RMB167B ($23B).
🎮 Gaming +13%
💬 Social Networks +4%
📢 Marketing Services +17%
💳 Business +2%
Weixin/WeChat: 1.38M MAU (+3% Y/Y). https://t.co/WOXPX2vt6H
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$TCEHY Tencent Q3 FY24:
Revenue +8% Y/Y to RMB167B ($23B).
🎮 Gaming +13%
💬 Social Networks +4%
📢 Marketing Services +17%
💳 Business +2%
Weixin/WeChat: 1.38M MAU (+3% Y/Y). https://t.co/WOXPX2vt6H
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