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Quiver Quantitative
Last year, we saw Senator Markwayne Mullin buy stock in Axon Enterprises.
It's a major government contractor, that develops electroshock weapons.
Mullin sits on the Senate Armed Services Committee.
The stock has now risen 180% since his purchase. https://t.co/WBeIO7HaGQ
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Last year, we saw Senator Markwayne Mullin buy stock in Axon Enterprises.
It's a major government contractor, that develops electroshock weapons.
Mullin sits on the Senate Armed Services Committee.
The stock has now risen 180% since his purchase. https://t.co/WBeIO7HaGQ
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Offshore
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Startup Archive
RT @garrytan: Never pitch the kitchen sink
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RT @garrytan: Never pitch the kitchen sink
Peter Thiel on a common red flag he sees in startup pitches
“There’s a pattern recognition where if I see a presentation that says, ‘We have this great idea and we’re going to make money in one of these 5 ways: A, B, C, D, or E.’… That’s always sort of alarming and not very inspiring.”
Thiel continues:
“It’s always much better if people say we’re just going to make money doing A. It suggests you’ve actually thought it through and you think it’s going to actually work. Whereas when you list A through E, that sounds like a superset and you have more things going on, but the reality is that you often haven’t really thought through them very carefully.”
Thiel generalizes this insight:
“I think whenever people come up with a list of options or choices like this, that’s often a version of being lazy and not thinking really hard about what actually might work.”
Video source: @Wharton (2014) tweet
Offshore
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Startup Archive
Marc Andreessen explains why the “curse of the entrepreneur” is being too early
“My experience is the great founders almost always feel like they’re too late, and you’re almost always too early.”
The reason is because the idea seems obvious to the founder:
“You’ve got some idea in your head, and as far as you’re concerned, the world should already work this way, which is why you’re pursuing it. And so it’s a little inexplicable as to why it hasn’t happened to it… It must be just about to happen and I must be too late.”
This is how Marc felt at Netscape when he co-authored the first widely used web browser. But in reality, Marc explains, founders are almost always too early:
“We almost never see a qualified founder fail because they were too late to market. It’s almost always because they’re too early to market. And I don’t say that critically. When we screw up investments, I think that’s often the reason as well.”
It usually turns out that the world just wasn’t ready yet. Marc points out that when Apple launched the Newton in 1989, it was basically the same thing as the iPad. The world just wasn’t ready yet, and the required technologies weren’t in place (e.g. mobile broadband, high-resolution screens, battery technology, etc.).
“It convinced people for 20 years that tablet computing would never work. And then they did it again with the iPad, and it worked. I think that’s the permanent curse of the entrepreneur.”
In a previous YC talk, Marc told founders that if what you’re working on was the hot thing 3-4 years ago, you’re probably right on time because the infrastructure and consumer behavior has now caught up.
Video source: @ycombinator (2016)
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Marc Andreessen explains why the “curse of the entrepreneur” is being too early
“My experience is the great founders almost always feel like they’re too late, and you’re almost always too early.”
The reason is because the idea seems obvious to the founder:
“You’ve got some idea in your head, and as far as you’re concerned, the world should already work this way, which is why you’re pursuing it. And so it’s a little inexplicable as to why it hasn’t happened to it… It must be just about to happen and I must be too late.”
This is how Marc felt at Netscape when he co-authored the first widely used web browser. But in reality, Marc explains, founders are almost always too early:
“We almost never see a qualified founder fail because they were too late to market. It’s almost always because they’re too early to market. And I don’t say that critically. When we screw up investments, I think that’s often the reason as well.”
It usually turns out that the world just wasn’t ready yet. Marc points out that when Apple launched the Newton in 1989, it was basically the same thing as the iPad. The world just wasn’t ready yet, and the required technologies weren’t in place (e.g. mobile broadband, high-resolution screens, battery technology, etc.).
“It convinced people for 20 years that tablet computing would never work. And then they did it again with the iPad, and it worked. I think that’s the permanent curse of the entrepreneur.”
In a previous YC talk, Marc told founders that if what you’re working on was the hot thing 3-4 years ago, you’re probably right on time because the infrastructure and consumer behavior has now caught up.
Video source: @ycombinator (2016)
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Offshore
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Stock Analysis Compilation
Langdon on Aritzia $ATZ CN
Thesis: Aritzia’s thoughtful growth strategy and investments in talent position it for continued success in U.S. and international markets.
(Extract from their Q3 letter) https://t.co/Yhnxbap8ZX
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Langdon on Aritzia $ATZ CN
Thesis: Aritzia’s thoughtful growth strategy and investments in talent position it for continued success in U.S. and international markets.
(Extract from their Q3 letter) https://t.co/Yhnxbap8ZX
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Quiver Quantitative
RT @InsiderRadar: $IMNM has risen 8% today, and is up over 50% since we reported on these insider trades two weeks ago https://t.co/g9mj9wVP72
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RT @InsiderRadar: $IMNM has risen 8% today, and is up over 50% since we reported on these insider trades two weeks ago https://t.co/g9mj9wVP72
🚨 JUST IN: 3 New Insider Purchases at $IMNM
- $960K purchase by CEO
- $150K purchase by Chief Medical Officer
- $200K purchase by CTO
All three of these trades were filed this morning, shortly before market open. tweet
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Stock Analysis Compilation
Artisan Partners on Oracle $ORCL US
Thesis: Oracle’s cloud-driven growth strategy and ambitious revenue targets make it a compelling tech investment
(Extract from their Q3 letter) https://t.co/5LCEW4kYUw
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Artisan Partners on Oracle $ORCL US
Thesis: Oracle’s cloud-driven growth strategy and ambitious revenue targets make it a compelling tech investment
(Extract from their Q3 letter) https://t.co/5LCEW4kYUw
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: 2 Insider Purchases at $TREE
- $500K purchase by CEO
- $145K purchase by CTO
These are the first insider purchases they have reported in over a year.
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RT @InsiderRadar: 🚨BREAKING: 2 Insider Purchases at $TREE
- $500K purchase by CEO
- $145K purchase by CTO
These are the first insider purchases they have reported in over a year.
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Offshore
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Quiver Quantitative
RT @InsiderRadar: $PETS has ended the day up 15%, after this insider purchase was reported pre-market https://t.co/kzx6TbPwKR
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RT @InsiderRadar: $PETS has ended the day up 15%, after this insider purchase was reported pre-market https://t.co/kzx6TbPwKR
🚨 New Director Insider Purchase
A director of $PETS has reported the purchase of ~$320K of the company's stock.
This is the first insider purchase she has ever reported, and increases her ownership stake by 109%. tweet
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Quiver Quantitative
RT @InsiderRadar: $TREE skyrocketed after these trades were reported, with a 7% spike in the last 30min before market close https://t.co/rPjTLVR7JO
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RT @InsiderRadar: $TREE skyrocketed after these trades were reported, with a 7% spike in the last 30min before market close https://t.co/rPjTLVR7JO
🚨BREAKING: 2 Insider Purchases at $TREE
- $500K purchase by CEO
- $145K purchase by CTO
These are the first insider purchases they have reported in over a year. tweet
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App Economy Insights
$ORCL Oracle Q2 FY25 (November quarter).
• RPO +50% Y/Y fx neutral to $97B.
CEO Safra Catz:
"Record level AI demand drove Oracle Cloud Infrastructure revenue up 52% in Q2, a much higher growth rate than any of our hyperscale cloud infrastructure competitors."
• Revenue +9% Y/Y to $14.1B ($20M miss).
• Non-GAAP EPS $1.47 ($0.01 miss).
• Dividend $0.40/share (unchanged).
Cloud revenue +24% Y/Y to $5.9B:
• Application (SaaS) +10% Y/Y to $3.5B.
• Infrastructure (IaaS) +52% Y/Y to $2.4B.
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$ORCL Oracle Q2 FY25 (November quarter).
• RPO +50% Y/Y fx neutral to $97B.
CEO Safra Catz:
"Record level AI demand drove Oracle Cloud Infrastructure revenue up 52% in Q2, a much higher growth rate than any of our hyperscale cloud infrastructure competitors."
• Revenue +9% Y/Y to $14.1B ($20M miss).
• Non-GAAP EPS $1.47 ($0.01 miss).
• Dividend $0.40/share (unchanged).
Cloud revenue +24% Y/Y to $5.9B:
• Application (SaaS) +10% Y/Y to $3.5B.
• Infrastructure (IaaS) +52% Y/Y to $2.4B.
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: Massive New Insider Purchase
A director at $RVMD has just reported buying $60M of the company's stock. This purchase was made through a venture fund where he is the managing partner.
This is the first insider purchase he has made in over a year.
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RT @InsiderRadar: 🚨BREAKING: Massive New Insider Purchase
A director at $RVMD has just reported buying $60M of the company's stock. This purchase was made through a venture fund where he is the managing partner.
This is the first insider purchase he has made in over a year.
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