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Quiver Quantitative
We posted this report on a suspicious purchase of Fair Isaac stock by a U.S. Congressman in May.
$FICO has now risen 108% since the trade.
Look at this screenshot from Quiver: https://t.co/x6q8rv3oq0
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We posted this report on a suspicious purchase of Fair Isaac stock by a U.S. Congressman in May.
$FICO has now risen 108% since the trade.
Look at this screenshot from Quiver: https://t.co/x6q8rv3oq0
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Offshore
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Stock Analysis Compilation
Greenhaven Road Capital on Lifecore $LFCR US
Thesis: LifeCore’s margin expansion potential, strong capacity utilization, and upside from possible GLP-1 production position it as a high-growth, high-return opportunity
(Extract from their Q3 letter) https://t.co/uBmiYhGwHH
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Greenhaven Road Capital on Lifecore $LFCR US
Thesis: LifeCore’s margin expansion potential, strong capacity utilization, and upside from possible GLP-1 production position it as a high-growth, high-return opportunity
(Extract from their Q3 letter) https://t.co/uBmiYhGwHH
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Hidden Value Gems
If you are looking to invest in bank stocks, this 4 part series looks like a great teach in on the banking profitability in different rate environments.
Thank you @GSpier for recording & sharing this 🙏 https://t.co/rvAjxKEpu8
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If you are looking to invest in bank stocks, this 4 part series looks like a great teach in on the banking profitability in different rate environments.
Thank you @GSpier for recording & sharing this 🙏 https://t.co/rvAjxKEpu8
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Quiver Quantitative
RT @InsiderRadar: $ONEW is now up 6.5% the morning after this insider purchase https://t.co/4wT1yQFDNR
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RT @InsiderRadar: $ONEW is now up 6.5% the morning after this insider purchase https://t.co/4wT1yQFDNR
🚨 BREAKING: New CEO Insider Purchase
The CEO of $ONEW has reported the purchase of ~$450k of the company's stock.
He is a frequent inside buyer, but this is the largest purchase we have seen him report in the last 4 years. tweet
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Stock Analysis Compilation
Greenhaven Road Capital on Cellebrite $CLBT US
Thesis: Cellebrite’s unique market positioning and AI-driven potential make it a critical tool for law enforcement agencies, paving the way for significant growth
(Extract from their Q3 letter) https://t.co/8v7UKAR1mA
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Greenhaven Road Capital on Cellebrite $CLBT US
Thesis: Cellebrite’s unique market positioning and AI-driven potential make it a critical tool for law enforcement agencies, paving the way for significant growth
(Extract from their Q3 letter) https://t.co/8v7UKAR1mA
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Startup Archive
Vinod Khosla and Sam Altman on how much equity to give your first 10 employees
In the early days of Sun Microsystems, Vinod Khosla recruited some of the best engineers in the world: Andy Bechtolsheim, Bill Joy, and Eric Schmidt.
Sam Altman asks Vinod how he convinced these people to join him when Sun was just a small startup.
Vinod replies:
“I see this as a major problem nowadays. People aren’t allocating equity widely enough. I think among the first three or four founders at Sun, we kept less than half of the common. The total was something like 25-27% for the founders, an equal or slightly larger chunk for everybody else we would hire, and then investors had like 40% after the A round. In retrospect, that was a very good idea.”
When his son Neil founded the AI startup Curai Health, Vinod advised him to keep only 15% of the company rather than 45% and try to hire one or two people at 15%. Then he advised him to leave 30% of the pool for non-founders.
Vinod explains his reasoning:
“Even though they’re coming in later and they didn’t come up with the idea, they will be incredible resources, especially as magnets to attract other people. If you believe a company becomes the people it hires, then your task becomes attracting the best people, and selling depends on magnets.”
This what Vinod did with Bill Joy. Vinod gave Bill half his equity even though Bill joined later:
“Bill Joy was an incredible magnet. People wanted to work with Bill and Andy. And even if Bill didn’t do a day of work, he was more than worth it because he helped attract Eric Schmidt. I don’t think Eric would have come work for me as a 25 year old.”
Sam Altman agrees on Vinod’s philosophy of maximizing the size of the pie rather than your ownership percentage:
“I think this is the most important piece of advice we’ve talked about among many important things today. Being super generous with early employee equity and getting founder-quality people in the first 10 employees—I think all the evidence is on the side of doing this, and yet almost no one does. So there’s a huge edge if you’re willing to do it.”
Vinod argues it’s the “single-most important thing to do in the first six months of a company.” The best people can start their own companies. If you want them to join your company, you have to be generous with equity.
Video source: @ycombinator (2019)
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Vinod Khosla and Sam Altman on how much equity to give your first 10 employees
In the early days of Sun Microsystems, Vinod Khosla recruited some of the best engineers in the world: Andy Bechtolsheim, Bill Joy, and Eric Schmidt.
Sam Altman asks Vinod how he convinced these people to join him when Sun was just a small startup.
Vinod replies:
“I see this as a major problem nowadays. People aren’t allocating equity widely enough. I think among the first three or four founders at Sun, we kept less than half of the common. The total was something like 25-27% for the founders, an equal or slightly larger chunk for everybody else we would hire, and then investors had like 40% after the A round. In retrospect, that was a very good idea.”
When his son Neil founded the AI startup Curai Health, Vinod advised him to keep only 15% of the company rather than 45% and try to hire one or two people at 15%. Then he advised him to leave 30% of the pool for non-founders.
Vinod explains his reasoning:
“Even though they’re coming in later and they didn’t come up with the idea, they will be incredible resources, especially as magnets to attract other people. If you believe a company becomes the people it hires, then your task becomes attracting the best people, and selling depends on magnets.”
This what Vinod did with Bill Joy. Vinod gave Bill half his equity even though Bill joined later:
“Bill Joy was an incredible magnet. People wanted to work with Bill and Andy. And even if Bill didn’t do a day of work, he was more than worth it because he helped attract Eric Schmidt. I don’t think Eric would have come work for me as a 25 year old.”
Sam Altman agrees on Vinod’s philosophy of maximizing the size of the pie rather than your ownership percentage:
“I think this is the most important piece of advice we’ve talked about among many important things today. Being super generous with early employee equity and getting founder-quality people in the first 10 employees—I think all the evidence is on the side of doing this, and yet almost no one does. So there’s a huge edge if you’re willing to do it.”
Vinod argues it’s the “single-most important thing to do in the first six months of a company.” The best people can start their own companies. If you want them to join your company, you have to be generous with equity.
Video source: @ycombinator (2019)
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Quiver Quantitative
Matt Gaetz just quote-tweeted us, and announced his next move:
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Matt Gaetz just quote-tweeted us, and announced his next move:
Stock trading is such a huge part of congress.
It shouldn’t be.
I can’t wait to tell all these stories of corruption, treason and betrayal.
Coming soon. tweet
twitter.com
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Quiver Quantitative
Matt Gaetz just responded to our most recent report.
He has said that he will expose corruption from stock trading in Congress. https://t.co/27DwpgAdd8
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Matt Gaetz just responded to our most recent report.
He has said that he will expose corruption from stock trading in Congress. https://t.co/27DwpgAdd8
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Investing visuals
How much cash do you currently hold in your portfolio?💰 https://t.co/6tzLrFaaD2
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How much cash do you currently hold in your portfolio?💰 https://t.co/6tzLrFaaD2
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Stock Analysis Compilation
Blue Tower AM on Wesco International $WCC US
Thesis: Wesco’s strong positioning in electrical equipment distribution, supported by surging demand from EVs, solar, and data centers, offers substantial growth opportunities.
(Extract from their Q3 letter) https://t.co/QqwPk7ynCX
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Blue Tower AM on Wesco International $WCC US
Thesis: Wesco’s strong positioning in electrical equipment distribution, supported by surging demand from EVs, solar, and data centers, offers substantial growth opportunities.
(Extract from their Q3 letter) https://t.co/QqwPk7ynCX
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