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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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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Offshore
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New Insider Purchase
The Chairman of the Board at $SEDG just reported the purchase of ~$2.1M of the company's stock.
This comes after the stock has fallen ~87% YTD. https://t.co/uAbN3Hx3AF
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RT @InsiderRadar: 🚨 JUST IN: New Insider Purchase
The Chairman of the Board at $SEDG just reported the purchase of ~$2.1M of the company's stock.
This comes after the stock has fallen ~87% YTD. https://t.co/uAbN3Hx3AF
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Dimitry Nakhla | Babylon Capital®
As a long-term investor, accept that even your best stocks may experience several flat years & periods of underperformance
When asked about handling years of consolidation in his concentrated portfolio, Dev Kantesaria (Valley Forge) shared incredibly invaluable insights‼️
“Yeah, I think temperament is hugely important in investing. We don't get happy when the stock price goes up, and we don’t get sad when it goes down. We are completely focused on bottom-up fundamentals.
The fact that their share prices were flat for a year or two didn’t bother us in the least. We're all about what these companies look like five years from now, ten years from now.
You’ll see that in our portfolio—you’ll see periods where there’s a year or two where there’s a pause, where returns don’t look very exciting, and then we have massive spurts.
That’s just the nature of investing. We don’t determine whether we’ve had a good year or a bad year based on our portfolio's appreciation.
We decide whether we've had a good year or a bad year by the underlying earnings and whether the businesses have increased their business quality, their margins, and how they’ve allocated capital.
That ability to avoid being influenced by share prices in terms of your thinking, being patient, and disciplined across those periods is hugely important to being a successful investor.”
#stocks #investing
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As a long-term investor, accept that even your best stocks may experience several flat years & periods of underperformance
When asked about handling years of consolidation in his concentrated portfolio, Dev Kantesaria (Valley Forge) shared incredibly invaluable insights‼️
“Yeah, I think temperament is hugely important in investing. We don't get happy when the stock price goes up, and we don’t get sad when it goes down. We are completely focused on bottom-up fundamentals.
The fact that their share prices were flat for a year or two didn’t bother us in the least. We're all about what these companies look like five years from now, ten years from now.
You’ll see that in our portfolio—you’ll see periods where there’s a year or two where there’s a pause, where returns don’t look very exciting, and then we have massive spurts.
That’s just the nature of investing. We don’t determine whether we’ve had a good year or a bad year based on our portfolio's appreciation.
We decide whether we've had a good year or a bad year by the underlying earnings and whether the businesses have increased their business quality, their margins, and how they’ve allocated capital.
That ability to avoid being influenced by share prices in terms of your thinking, being patient, and disciplined across those periods is hugely important to being a successful investor.”
#stocks #investing
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