Offshore
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Stock Analysis Compilation
Hedge funds' best ideas #21 is in your inbox 🔥
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Includes links to the Q3 letters from Acatis / Ace River Capital / Artemis / Artisan / Atai Capital Management / Ave Maria Funds / AVI / Cooper Investors / Desert Lion / Hardman Johnson / Heartland Advisors / Longleaf / Optimist Fund / Saltlight Capital / Sound Shore Fund / TCW
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Hedge funds' best ideas #21 is in your inbox 🔥
(link in bio)
Includes links to the Q3 letters from Acatis / Ace River Capital / Artemis / Artisan / Atai Capital Management / Ave Maria Funds / AVI / Cooper Investors / Desert Lion / Hardman Johnson / Heartland Advisors / Longleaf / Optimist Fund / Saltlight Capital / Sound Shore Fund / TCW
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Offshore
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Quiver Quantitative
$SKI has now risen 167% since we posted this report yesterday: https://t.co/hbwv5D3izl
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$SKI has now risen 167% since we posted this report yesterday: https://t.co/hbwv5D3izl
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Offshore
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Investing visuals
Teladoc $TDOC was a 2021 favorite, now down 93%.
Will Him & Hers $HIMS face the same fate, or is it built differently?🤔 https://t.co/XW1GZCF951
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Teladoc $TDOC was a 2021 favorite, now down 93%.
Will Him & Hers $HIMS face the same fate, or is it built differently?🤔 https://t.co/XW1GZCF951
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Offshore
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Stock Analysis Compilation
Lindsell Train on Intuit $INTU US
Thesis: Intuit’s AI-driven innovations enhance productivity, customer satisfaction, and pave the way for strong revenue growth
(Extract from their Q3 letter) https://t.co/QE7Emy5vCz
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Lindsell Train on Intuit $INTU US
Thesis: Intuit’s AI-driven innovations enhance productivity, customer satisfaction, and pave the way for strong revenue growth
(Extract from their Q3 letter) https://t.co/QE7Emy5vCz
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Offshore
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Startup Archive
Spotify founder Daniel Ek explains why he doesn’t worry about competition from Google and Apple
In this interview from 2015, Daniel Ek is asked how Spotify will compete against tech giants like Google and Apple who recently entered the music space. He responds:
“Apple and Google do this and 10,000 other things. We’re specialized. We don’t do anything other than our own service. This is all I do every day. We think with that focus and the thousands - if not millions of hours - that we put into creating [our] experience, we will win.”
He continues:
“The way you win in this fast-moving world… is by being super focused on solving one problem better than anyone else and by moving faster than everyone else in solving that problem. It’s really simple if you think about it like that… Sooner or later you’re going to get defocused if you do a thousand things. You can’t do all 1,000 things super well.”
In 2015 Spotify was valued at $8 billion. Today it’s valued at almost $100 billion.
Video source: @twistartups @jason (2015)
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Spotify founder Daniel Ek explains why he doesn’t worry about competition from Google and Apple
In this interview from 2015, Daniel Ek is asked how Spotify will compete against tech giants like Google and Apple who recently entered the music space. He responds:
“Apple and Google do this and 10,000 other things. We’re specialized. We don’t do anything other than our own service. This is all I do every day. We think with that focus and the thousands - if not millions of hours - that we put into creating [our] experience, we will win.”
He continues:
“The way you win in this fast-moving world… is by being super focused on solving one problem better than anyone else and by moving faster than everyone else in solving that problem. It’s really simple if you think about it like that… Sooner or later you’re going to get defocused if you do a thousand things. You can’t do all 1,000 things super well.”
In 2015 Spotify was valued at $8 billion. Today it’s valued at almost $100 billion.
Video source: @twistartups @jason (2015)
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit ANOTHER all-time high.
She has made $9M in the stock market this week, per our estimates.
We estimate that she is now worth $269M: https://t.co/AuWvzthh9q
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BREAKING: Nancy Pelosi's portfolio just hit ANOTHER all-time high.
She has made $9M in the stock market this week, per our estimates.
We estimate that she is now worth $269M: https://t.co/AuWvzthh9q
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Quiver Quantitative
I’ve been writing code that lets people track politicians’ portfolios on Quiver.
Here’s much money different members of Congress have made in the stock market in December.
Can you guess who the outlier is, without looking at the x-axis? https://t.co/6ESv8vuarU
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I’ve been writing code that lets people track politicians’ portfolios on Quiver.
Here’s much money different members of Congress have made in the stock market in December.
Can you guess who the outlier is, without looking at the x-axis? https://t.co/6ESv8vuarU
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Offshore
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Stock Analysis Compilation
Loomis Sayles on Alphabet $GOOGL US
Thesis: Alphabet’s unrivaled dominance in digital advertising positions it to thrive in the shift from traditional media
(Extract from their Q3 letter) https://t.co/h2dV9XnLHx
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Loomis Sayles on Alphabet $GOOGL US
Thesis: Alphabet’s unrivaled dominance in digital advertising positions it to thrive in the shift from traditional media
(Extract from their Q3 letter) https://t.co/h2dV9XnLHx
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Quiver Quantitative
This keeps getting more suspect.
We recently caught a STOCK Act violation by Senator Markwayne Mullin.
He bought stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
The stock has now risen 47% since. https://t.co/Rkw2f4t3vc
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This keeps getting more suspect.
We recently caught a STOCK Act violation by Senator Markwayne Mullin.
He bought stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
The stock has now risen 47% since. https://t.co/Rkw2f4t3vc
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