⁠iinvested
3Q'24 Greenhaven Road Capital on $LFCR and long write up at the end of the letter on $SOC

Read the letter here:
https://t.co/ccjFhSPQ2v https://t.co/lrBY7zNEJo
tweet

AkhenOsiris
Bill and Dan's Excellent Adventure!

Netflix in talks with these 🤡
tweet

⁠Stock Analysis Compilation
Clearbridge on Sony $6758 JP

Thesis: Sony’s strategic focus on gaming and content, combined with attractive entry valuations, positions it well for strong recovery and long-term growth

(Extract from their Q3 letter) https://t.co/rdEPv2i8us
tweet

⁠Stock Analysis Compilation
Cooper Investors on HMC Capital $HMC AU

Thesis: HMC Capital's scalable growth strategy, diversified verticals, and strong management team position it as a high-potential, capital-light asset manager with a path to significant FUM expansion.

(Extract from their Q3 letter) https://t.co/I4xpnqwoGb
tweet

⁠Investing visuals
As an investor, you can be your own worst enemy. Here are 10 investing biases I wish I’d known when I started investing 🧵👇

#1 - Endowment effect🤩
tweet

⁠Startup Archive
Jeff Bezos explains why product is more important than marketing in the Internet era

In this 2012 interview with Charlie Rose, Bezos points out that the Internet has made word-of-mouth more powerful than ever. This, he argues, has dramatic implications for business strategy:

“In the past, if you were making a product, the right business strategy was to put 70% of your attention, energy, and dollars into marketing the product and 30% into building a great product. So you could win with a mediocre product if you were a good enough marketer. And I think that is getting harder to do.”

He continues:

“The right way to respond to this if you’re a company is to say, I’m going to put the vast majority of my energy, attention, and dollars into building a great product or service. And put a smaller amount into shouting about it (marketing). Because I know if I build a great product or service, my customers will tell each other.”
tweet

⁠Stock Analysis Compilation
Wasatch GI on Shift4 Payments $FOUR US

Thesis: Shift4 Payments' comprehensive ecosystem and strong market positioning provide a unique advantage for capturing market share in the expanding payments industry.

(Extract from their Q3 letter) https://t.co/ZDmTqhgXaE
tweet

⁠Startup Archive
RT @Taralson: I’ve been shouting this into the void for years. The more online we get, the more we rely on trusted sources aka friends and family to help us make decisions.

The ~only~ way to scale consumer products is building great products and ensuring your customers know how much you truly care about them. Delight drives word of mouth which cuts through the noise and delivers growth.

Jeff Bezos explains why product is more important than marketing in the Internet era

In this 2012 interview with Charlie Rose, Bezos points out that the Internet has made word-of-mouth more powerful than ever. This, he argues, has dramatic implications for business strategy:

“In the past, if you were making a product, the right business strategy was to put 70% of your attention, energy, and dollars into marketing the product and 30% into building a great product. So you could win with a mediocre product if you were a good enough marketer. And I think that is getting harder to do.”

He continues:

“The right way to respond to this if you’re a company is to say, I’m going to put the vast majority of my energy, attention, and dollars into building a great product or service. And put a smaller amount into shouting about it (marketing). Because I know if I build a great product or service, my customers will tell each other.” - Startup Archive
tweet

⁠Startup Archive
RT @foundertribune: "Why Training Is the Boss's Job" by Andy Grove https://t.co/5E7hqGf58v
tweet