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Investing visuals
Mind-blowing fact: $NVDA's datacenter revenue jumped from $2 billion in 2020 to $82 billion today. Wild. https://t.co/TwQGqoOT1M
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Mind-blowing fact: $NVDA's datacenter revenue jumped from $2 billion in 2020 to $82 billion today. Wild. https://t.co/TwQGqoOT1M
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Offshore
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Stock Analysis Compilation
Loomis Sayles on MercadoLibre $MELI US
Thesis: MercadoLibre’s focus on ecosystem growth and profitability offers a discounted opportunity for long-term investors
(Extract from their Q3 letter) https://t.co/ocCWuXflrf
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Loomis Sayles on MercadoLibre $MELI US
Thesis: MercadoLibre’s focus on ecosystem growth and profitability offers a discounted opportunity for long-term investors
(Extract from their Q3 letter) https://t.co/ocCWuXflrf
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Offshore
Video
Quiver Quantitative
Rep. Pat Fallon and the acting Secret Service director just got HEATED.
Watch this: https://t.co/8ZSZoC7h9g
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Rep. Pat Fallon and the acting Secret Service director just got HEATED.
Watch this: https://t.co/8ZSZoC7h9g
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Offshore
Video
Startup Archive
Naval Ravikant’s advice to startup founders: “Stay small until you’ve figured out what’s working”
“Stay small until you’ve figured out what’s working. Steve Blank, who teaches at Stanford and started Epiphany among many other companies, defines a startup very nicely. He says a startup is a search for a scalable and repeatable business model. And so what you’re really doing is you’re searching, and until you’ve found that business model that you can repeat and you can scale, you should stay very, very small and very, very cheap.”
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Naval Ravikant’s advice to startup founders: “Stay small until you’ve figured out what’s working”
“Stay small until you’ve figured out what’s working. Steve Blank, who teaches at Stanford and started Epiphany among many other companies, defines a startup very nicely. He says a startup is a search for a scalable and repeatable business model. And so what you’re really doing is you’re searching, and until you’ve found that business model that you can repeat and you can scale, you should stay very, very small and very, very cheap.”
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Quiver Quantitative
We’ve been writing code to track government spending.
Here are our estimates of awards to publicly traded companies over the last 8 years.
Broken down by administration.
Working on building new tools to help breakdown where exactly new spending has been going.
Will be posting updates - stay tuned.
CC: @elonmusk, @DOGE, @VivekGRamaswamy
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We’ve been writing code to track government spending.
Here are our estimates of awards to publicly traded companies over the last 8 years.
Broken down by administration.
Working on building new tools to help breakdown where exactly new spending has been going.
Will be posting updates - stay tuned.
CC: @elonmusk, @DOGE, @VivekGRamaswamy
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Offshore
Photo
Quiver Quantitative
We’ve been writing code to track government spending.
Here are our estimates of awards to publicly traded companies over the last 8 years.
Broken down by administration.
Working on building new tools to help breakdown where exactly new spending has been going.
Will be posting updates - stay tuned.
CC: @elonmusk, @DOGE, @VivekGRamaswamy
tweet
We’ve been writing code to track government spending.
Here are our estimates of awards to publicly traded companies over the last 8 years.
Broken down by administration.
Working on building new tools to help breakdown where exactly new spending has been going.
Will be posting updates - stay tuned.
CC: @elonmusk, @DOGE, @VivekGRamaswamy
tweet
Offshore
Photo
Stock Analysis Compilation
Macquarie on Sunrun $RUN US
Thesis: Sunrun’s shift from rapid growth to cash flow generation positions it for long-term value creation in the solar market
(Extract from their Q3 letter) https://t.co/VwH2NTJlmk
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Macquarie on Sunrun $RUN US
Thesis: Sunrun’s shift from rapid growth to cash flow generation positions it for long-term value creation in the solar market
(Extract from their Q3 letter) https://t.co/VwH2NTJlmk
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Offshore
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
We estimate that she is now worth $270M.
Track politicians' portfolios here:
https://t.co/HWjy13y9Hx https://t.co/xtK6NINgVn
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BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
We estimate that she is now worth $270M.
Track politicians' portfolios here:
https://t.co/HWjy13y9Hx https://t.co/xtK6NINgVn
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Offshore
Photo
Stock Analysis Compilation
Artisan Partners on Sea $SE US
Thesis: Sea combines growth in e-commerce, gaming, and payments while holding its ground against TikTok’s market challenges
(Extract from their Q3 letter) https://t.co/XFuX2erX9p
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Artisan Partners on Sea $SE US
Thesis: Sea combines growth in e-commerce, gaming, and payments while holding its ground against TikTok’s market challenges
(Extract from their Q3 letter) https://t.co/XFuX2erX9p
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