⁠iinvested
It was very good letter from Bronte Capital touching on $REGN, $V, $COF, $DFS, $AXP, $SMMT

Read the full letter here:
https://t.co/ccjFhSPQ2v https://t.co/dppjRFHA3X
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⁠Stock Analysis Compilation
Heartland Advisors on Robert Half $RHI US

Thesis: Robert Half’s cyclical downturn creates an opportunity to invest in a cash-rich, resilient staffing leader with proven recovery potential

(Extract from their Q3 letter) https://t.co/3JZmjEtuNP
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⁠Startup Archive
RT @foundertribune: Narrowing The Focus by Frank Slootman https://t.co/kdvHfNujew
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⁠Startup Archive
"People naturally resist focus because they can’t decide what is important. Therein lies a problem: people can typically tell you after some deliberation what their top three priorities are, but they struggle to decide on just one."

- Frank Slootman

Narrowing The Focus by Frank Slootman https://t.co/kdvHfNujew - The Founders' Tribune
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⁠Investing visuals
Palantir $PLTR vs Snowflake $SNOW: who do you believe will outperform over the next decade? https://t.co/JSdyatQkpt
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⁠App Economy Insights
Here’s a sneak peek at our November 2024 report! 👀 https://t.co/sgOoMMvfkb
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⁠Stock Analysis Compilation
Hardman Johnson on Meta $META US

Thesis: Meta's pivot to AI and improved governance sets the stage for sustained growth and enhanced profitability

(Extract from their Q3 letter) https://t.co/4sp50eSVKn
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