Offshore
Photo
Startup Archive
RT @foundertribune: "What important truth do very few people agree with you on?" by Peter Thiel https://t.co/rKleim5OTb
tweet
RT @foundertribune: "What important truth do very few people agree with you on?" by Peter Thiel https://t.co/rKleim5OTb
tweet
Offshore
Photo
Startup Archive
"Brilliant thinking is rare, but courage is in even shorter supply than genius." - Peter Thiel
tweet
"Brilliant thinking is rare, but courage is in even shorter supply than genius." - Peter Thiel
"What important truth do very few people agree with you on?" by Peter Thiel https://t.co/rKleim5OTb tweet
Offshore
Video
Startup Archive
Stack Overflow founder Joel Spolsky breaks down what made Amazon “the best company in the world”
In this 2013 interview, Joel breaks down Jeff Bezos’s process for inventing new companies:
“The Amazon strategy is to constantly try to find the moving parts in the business and break them apart.”
He continues:
“They have 37 businesses and everybody looks at them and says, ‘These are unrelated businesses.’… But this is the new business model: I’ll start with a bookstore, and I’ll just break off every little single piece that I can find, and I’ll make them all compete as if they were independent businesses… This is Jeff Bezos’s mitosis - his system for inventing new companies.”
It is through this process that Amazon has created AWS, Mechanical Turk, Fulfillment, and dozens of other businesses. AWS alone generated almost $100 billion of revenue last year and comprises 17% of Amazon’s total revenue.
Joel contrasts this to the strategies of other tech giants:
“What’s Yahoo’s system for inventing new companies? I don’t know, I’ll buy something really popular - that’s all I can figure out. What’s Microsoft’s? I don’t even know. Google was like, let’s make 20% time and people will do random stuff.”
Video source: @twistartups @jason (2013)
tweet
Stack Overflow founder Joel Spolsky breaks down what made Amazon “the best company in the world”
In this 2013 interview, Joel breaks down Jeff Bezos’s process for inventing new companies:
“The Amazon strategy is to constantly try to find the moving parts in the business and break them apart.”
He continues:
“They have 37 businesses and everybody looks at them and says, ‘These are unrelated businesses.’… But this is the new business model: I’ll start with a bookstore, and I’ll just break off every little single piece that I can find, and I’ll make them all compete as if they were independent businesses… This is Jeff Bezos’s mitosis - his system for inventing new companies.”
It is through this process that Amazon has created AWS, Mechanical Turk, Fulfillment, and dozens of other businesses. AWS alone generated almost $100 billion of revenue last year and comprises 17% of Amazon’s total revenue.
Joel contrasts this to the strategies of other tech giants:
“What’s Yahoo’s system for inventing new companies? I don’t know, I’ll buy something really popular - that’s all I can figure out. What’s Microsoft’s? I don’t even know. Google was like, let’s make 20% time and people will do random stuff.”
Video source: @twistartups @jason (2013)
tweet
Offshore
Video
Startup Archive
RT @mikemcg0: Jeff Bezos's "mitosis" for inventing new companies
tweet
RT @mikemcg0: Jeff Bezos's "mitosis" for inventing new companies
Stack Overflow founder Joel Spolsky breaks down what made Amazon “the best company in the world”
In this 2013 interview, Joel breaks down Jeff Bezos’s process for inventing new companies:
“The Amazon strategy is to constantly try to find the moving parts in the business and break them apart.”
He continues:
“They have 37 businesses and everybody looks at them and says, ‘These are unrelated businesses.’… But this is the new business model: I’ll start with a bookstore, and I’ll just break off every little single piece that I can find, and I’ll make them all compete as if they were independent businesses… This is Jeff Bezos’s mitosis - his system for inventing new companies.”
It is through this process that Amazon has created AWS, Mechanical Turk, Fulfillment, and dozens of other businesses. AWS alone generated almost $100 billion of revenue last year and comprises 17% of Amazon’s total revenue.
Joel contrasts this to the strategies of other tech giants:
“What’s Yahoo’s system for inventing new companies? I don’t know, I’ll buy something really popular - that’s all I can figure out. What’s Microsoft’s? I don’t even know. Google was like, let’s make 20% time and people will do random stuff.”
Video source: @twistartups @jason (2013) tweet
Offshore
Photo
Stock Analysis Compilation
Horos AM on Noah Holdings $NOAH US
Thesis: Noah’s pivot to shareholder-friendly policies and global expansion marks a turning point for its undervalued stock
(Extract from their Q3 letter) https://t.co/YEUYTuBHHm
tweet
Horos AM on Noah Holdings $NOAH US
Thesis: Noah’s pivot to shareholder-friendly policies and global expansion marks a turning point for its undervalued stock
(Extract from their Q3 letter) https://t.co/YEUYTuBHHm
tweet
Offshore
Photo
Quiver Quantitative
RT @InsiderRadar: Last month, we reported on an insider purchase of $EL while the stock was near its 52-week low.
Since then, the stock has been gaining slowly but steadily, and is now up 27%. https://t.co/RcvRhOYfm7
tweet
RT @InsiderRadar: Last month, we reported on an insider purchase of $EL while the stock was near its 52-week low.
Since then, the stock has been gaining slowly but steadily, and is now up 27%. https://t.co/RcvRhOYfm7
🚨 JUST IN: New Insider Purchase
A director of $EL just reported the purchase of ~$10M of the company's stock.
This is the director's second multimillion dollar purchase within the last week. tweet
Offshore
Photo
Stock Analysis Compilation
Artisan Partners on UPS $UPS US
Thesis: UPS offers strong cash flows and an attractive dividend despite short-term headwinds and undervalued potential
(Extract from their Q3 letter) https://t.co/1bvZPN4F9K
tweet
Artisan Partners on UPS $UPS US
Thesis: UPS offers strong cash flows and an attractive dividend despite short-term headwinds and undervalued potential
(Extract from their Q3 letter) https://t.co/1bvZPN4F9K
tweet
Offshore
Photo
Quiver Quantitative
Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 61% since then. https://t.co/BVeEX48eDf
tweet
Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 61% since then. https://t.co/BVeEX48eDf
tweet
Offshore
Photo
Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #103 with John Davenport @JohnJSCap from J&S Capital @JandSCap
John does a deep dive into a US small cap trading well under its NAV + much more.
You can read the full interview here 👇
https://t.co/EsyO05HhgC https://t.co/r2kRJbrrvA
tweet
FRESH OFF THE PRESS 🔥
Investor interview #103 with John Davenport @JohnJSCap from J&S Capital @JandSCap
John does a deep dive into a US small cap trading well under its NAV + much more.
You can read the full interview here 👇
https://t.co/EsyO05HhgC https://t.co/r2kRJbrrvA
tweet
Offshore
Photo
Stock Analysis Compilation
Loomis Sayles on Adyen $ADYEN NA
Thesis: Adyen’s industry leadership, secular shift to digital payments, and margin expansion potential position it for long-term growth at a discounted valuation
(Extract from their Q3 letter) https://t.co/8isGv7mbYr
tweet
Loomis Sayles on Adyen $ADYEN NA
Thesis: Adyen’s industry leadership, secular shift to digital payments, and margin expansion potential position it for long-term growth at a discounted valuation
(Extract from their Q3 letter) https://t.co/8isGv7mbYr
tweet