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Brian Armstrong on the importance of disagreeableness if you want to do important things
“What I’ve realized about a lot of people who I think are building important things in the world is that they’ve developed this high disagreeableness muscle where they’ve recognized that they’re not going to make everybody happy and they’ve made peace with it.”
He gives Mark Zuckerberg as an example.
“They realized at a certain point that whether I do the thing that I think everyone’s going to like or the thing that is more authentic to me, someone’s going to be pissed no matter what .So at the end of the day, I’m just going to do the thing that I think is right. And they’ve leaned more into authenticity instead of trying to say what they think people want to hear. And that does require you to have thick skin and some kind of high disagreeableness. And then they can actually do even more interesting stuff because they’re being themselves instead of trying to be liked.”
This is something Brian himself is even trying to work on. And of course there are limits — you don’t want to get to a place where you’re listening to nobody. You want people around you have your best interest at heart and to listen to them. But for people who don’t have your best interest at heart, you need to build the ability to ignore them.
“It’s a real superpower to care less what other people think — at least people who don’t have your best interests at heart.”
Video source: @StevenBartlett (2022)
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Brian Armstrong on the importance of disagreeableness if you want to do important things
“What I’ve realized about a lot of people who I think are building important things in the world is that they’ve developed this high disagreeableness muscle where they’ve recognized that they’re not going to make everybody happy and they’ve made peace with it.”
He gives Mark Zuckerberg as an example.
“They realized at a certain point that whether I do the thing that I think everyone’s going to like or the thing that is more authentic to me, someone’s going to be pissed no matter what .So at the end of the day, I’m just going to do the thing that I think is right. And they’ve leaned more into authenticity instead of trying to say what they think people want to hear. And that does require you to have thick skin and some kind of high disagreeableness. And then they can actually do even more interesting stuff because they’re being themselves instead of trying to be liked.”
This is something Brian himself is even trying to work on. And of course there are limits — you don’t want to get to a place where you’re listening to nobody. You want people around you have your best interest at heart and to listen to them. But for people who don’t have your best interest at heart, you need to build the ability to ignore them.
“It’s a real superpower to care less what other people think — at least people who don’t have your best interests at heart.”
Video source: @StevenBartlett (2022)
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Dimitry Nakhla | Babylon Capital®
Semiconductor Valuations & EPS Growth Est📈
Nvidia $NVDA
•NTM P/E: 40.62x*
•2026 EPS: $4.19 (+46.7%)*
•2027 EPS: $5.01 (+19.6%)
•2028 EPS: $5.27 (+5.2%)
Applied Materials $AMAT
•NTM P/E: 17.88x*
•2025 EPS: $9.55 (+10.4%)*
•2026 EPS: $10.77 (+12.8%)
•2027 EPS: $11.94 (+10.9%)
ASML Holding $ASML
•NTM P/E: 40.62x*
•2025 EPS: $24.65 (+21.9%)*
•2026 EPS: $31.31 (+27.0%)
•2027 EPS: $38.22 (+22.8%)
Lam Research $LRCX
•NTM P/E: 19.32x*
•2025 EPS: $3.56 (+17.5%)*
•2026 EPS: $4.23 (+18.7%)
•2027 EPS: $4.83 (+14.2%)
KLA Corp $KLAC
•NTM P/E: 20.01x*
•2025 EPS: $30.69 (+29.3%)*
•2026 EPS: $33.00 (+7.5%)
•2027 EPS: $37.47 (+13.6%)
Analog Devices $ADI
•NTM P/E: 30.31x*
•2025 EPS: $7.48 (+17.9%)*
•2026 EPS: $9.21 (+23.2%)
•2027 EPS: $11.64 (+26.3%)
Texas Instruments $TXN
•NTM P/E: 37.39x*
•2025 EPS: $6.07 (+17.5%)*
•2026 EPS: $7.64 (+25.9%)
•2027 EPS: $9.58 (+25.4%)
Monolithic Power $MPWR
•NTM P/E: 36.45x*
•2025 EPS: $16.78 (+19.4%)*
•2026 EPS: $21.30 (+26.9%)
•2027 EPS: $25.23 (+18.5%)
Advanced Micro Devices $AMD
•NTM P/E: 30.47x*
•2025 EPS: $5.13 (+54.1%)*
•2026 EPS: $7.13 (+39.0%)
•2027 EPS: $9.15 (+28.3%)
Cadence Design Systems $CDNS
•NTM P/E: 43.57x*
•2025 EPS: $6.87 (+15.9%)*
•2026 EPS: $7.95 (+15.8%)
•2027 EPS: $8.81 (+10.8%)
#stocks #investing
___
**data from tikr
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Semiconductor Valuations & EPS Growth Est📈
Nvidia $NVDA
•NTM P/E: 40.62x*
•2026 EPS: $4.19 (+46.7%)*
•2027 EPS: $5.01 (+19.6%)
•2028 EPS: $5.27 (+5.2%)
Applied Materials $AMAT
•NTM P/E: 17.88x*
•2025 EPS: $9.55 (+10.4%)*
•2026 EPS: $10.77 (+12.8%)
•2027 EPS: $11.94 (+10.9%)
ASML Holding $ASML
•NTM P/E: 40.62x*
•2025 EPS: $24.65 (+21.9%)*
•2026 EPS: $31.31 (+27.0%)
•2027 EPS: $38.22 (+22.8%)
Lam Research $LRCX
•NTM P/E: 19.32x*
•2025 EPS: $3.56 (+17.5%)*
•2026 EPS: $4.23 (+18.7%)
•2027 EPS: $4.83 (+14.2%)
KLA Corp $KLAC
•NTM P/E: 20.01x*
•2025 EPS: $30.69 (+29.3%)*
•2026 EPS: $33.00 (+7.5%)
•2027 EPS: $37.47 (+13.6%)
Analog Devices $ADI
•NTM P/E: 30.31x*
•2025 EPS: $7.48 (+17.9%)*
•2026 EPS: $9.21 (+23.2%)
•2027 EPS: $11.64 (+26.3%)
Texas Instruments $TXN
•NTM P/E: 37.39x*
•2025 EPS: $6.07 (+17.5%)*
•2026 EPS: $7.64 (+25.9%)
•2027 EPS: $9.58 (+25.4%)
Monolithic Power $MPWR
•NTM P/E: 36.45x*
•2025 EPS: $16.78 (+19.4%)*
•2026 EPS: $21.30 (+26.9%)
•2027 EPS: $25.23 (+18.5%)
Advanced Micro Devices $AMD
•NTM P/E: 30.47x*
•2025 EPS: $5.13 (+54.1%)*
•2026 EPS: $7.13 (+39.0%)
•2027 EPS: $9.15 (+28.3%)
Cadence Design Systems $CDNS
•NTM P/E: 43.57x*
•2025 EPS: $6.87 (+15.9%)*
•2026 EPS: $7.95 (+15.8%)
•2027 EPS: $8.81 (+10.8%)
#stocks #investing
___
**data from tikr
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Offshore
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Investing visuals
All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours.
Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $33.1B (+83%)
🔹Est. EPS: $0.75 (+85%) https://t.co/MAcrRCCNy8
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All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours.
Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $33.1B (+83%)
🔹Est. EPS: $0.75 (+85%) https://t.co/MAcrRCCNy8
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Offshore
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App Economy Insights
Hedge funds' top holdings in Q3:
☁️ Hyperscalers: $AMZN $GOOG $MSFT
⚙️ AI tech stack: $AMD $META $NVDA $TSM
💳 Payments: $MELI $V
Dive in to learn what they were buying!👇
https://t.co/vd1FONr2Yf
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Hedge funds' top holdings in Q3:
☁️ Hyperscalers: $AMZN $GOOG $MSFT
⚙️ AI tech stack: $AMD $META $NVDA $TSM
💳 Payments: $MELI $V
Dive in to learn what they were buying!👇
https://t.co/vd1FONr2Yf
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Offshore
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Stock Analysis Compilation
Ennismore on Nelnet $NNI
Thesis: NNI’s undervaluation and growth in its asset-light, high-margin software business make it a hidden gem, with potential catalysts like an IPO of its largest VC holding poised to unlock significant shareholder value
(Extract from their Q3 letter) https://t.co/n6LRWtx4L7
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Ennismore on Nelnet $NNI
Thesis: NNI’s undervaluation and growth in its asset-light, high-margin software business make it a hidden gem, with potential catalysts like an IPO of its largest VC holding poised to unlock significant shareholder value
(Extract from their Q3 letter) https://t.co/n6LRWtx4L7
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Offshore
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Stock Analysis Compilation
Hedge funds' best ideas #19 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from Alger / Ariel Investments / Clearbridge / Deep Sail Capital / Ennismore / Gator Capital / Harding Loevner / Longriver Partners Fund / Maran Partners / Miller Value Fund / Munro / Oakmark / Vulcan Value Partners
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Hedge funds' best ideas #19 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from Alger / Ariel Investments / Clearbridge / Deep Sail Capital / Ennismore / Gator Capital / Harding Loevner / Longriver Partners Fund / Maran Partners / Miller Value Fund / Munro / Oakmark / Vulcan Value Partners
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Offshore
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Hidden Value Gems
Anyone going to the Sohn Conference in London tomorrow? https://t.co/f6456R5O03
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Anyone going to the Sohn Conference in London tomorrow? https://t.co/f6456R5O03
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New Insider Purchase
A director of $EL just reported the purchase of ~$10M of the company's stock.
This is the director's second multimillion dollar purchase within the last week.
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RT @InsiderRadar: 🚨 JUST IN: New Insider Purchase
A director of $EL just reported the purchase of ~$10M of the company's stock.
This is the director's second multimillion dollar purchase within the last week.
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Quiver Quantitative
RT @InsiderRadar: $OSCR stock is up another 11% today, now up 31% since our insider purchase report on the 14th.
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RT @InsiderRadar: $OSCR stock is up another 11% today, now up 31% since our insider purchase report on the 14th.
🚨 BREAKING: Kushner has just reported the purchase of an additional $5M in $OSCR shares.
The stock is up 9% today, and up 21% in total since we reported on his first insider purchase on the 14th. https://t.co/YdDdeRsMDS tweet
Offshore
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Investing visuals
$NVDA key metrics to keep an eye on heading into earnings https://t.co/3xNxPzzeeJ
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$NVDA key metrics to keep an eye on heading into earnings https://t.co/3xNxPzzeeJ
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