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Quiver Quantitative
JUST IN: Representative Chip Roy is reportedly making a bid to lead the House Rules Committee next year.
Chip Roy has cosponsored a bill that would ban congressional stock trading.
The Rules Committee decides which bills come to the floor for a vote. https://t.co/Kz1E2KE5fF
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JUST IN: Representative Chip Roy is reportedly making a bid to lead the House Rules Committee next year.
Chip Roy has cosponsored a bill that would ban congressional stock trading.
The Rules Committee decides which bills come to the floor for a vote. https://t.co/Kz1E2KE5fF
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Stock Analysis Compilation
Artisan Partners on Warner Music Group $WMG US
Thesis: Warner Music Group stands to benefit from streaming monetization growth while trading at a trough valuation, offering a strong growth runway
(Extract from their Q3 letter) https://t.co/AsdA2PBdpu
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Artisan Partners on Warner Music Group $WMG US
Thesis: Warner Music Group stands to benefit from streaming monetization growth while trading at a trough valuation, offering a strong growth runway
(Extract from their Q3 letter) https://t.co/AsdA2PBdpu
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Dimitry Nakhla | Babylon Capital®
Not many were interested in $GOOG when it traded for <20x earnings just 3 weeks ago …
now, everyone is interested & wants $goog after its +17% rally …
investing tip: be interested in high-quality stocks when others aren’t, it will serve you well 📝
#stocks #investing $googl https://t.co/7pmzncil1k
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Not many were interested in $GOOG when it traded for <20x earnings just 3 weeks ago …
now, everyone is interested & wants $goog after its +17% rally …
investing tip: be interested in high-quality stocks when others aren’t, it will serve you well 📝
#stocks #investing $googl https://t.co/7pmzncil1k
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Quiver Quantitative
Ouch.
Senator Sheldon Whitehouse sold his entire position in Tesla stock before the election.
Up to $300K in total sales.
$TSLA has now risen 60% since then.
Practically lost a year of congressional salary from the sales, so far. https://t.co/UMUBNBmfZM
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Ouch.
Senator Sheldon Whitehouse sold his entire position in Tesla stock before the election.
Up to $300K in total sales.
$TSLA has now risen 60% since then.
Practically lost a year of congressional salary from the sales, so far. https://t.co/UMUBNBmfZM
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Stock Analysis Compilation
Mar Vista on Ametek $AME US
Thesis: AMETEK’s consistent acquisition strategy, niche market focus, and discounted valuation make it an attractive long-term growth compounder
(Extract from their Q3 letter) https://t.co/m0uxE9tWyr
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Mar Vista on Ametek $AME US
Thesis: AMETEK’s consistent acquisition strategy, niche market focus, and discounted valuation make it an attractive long-term growth compounder
(Extract from their Q3 letter) https://t.co/m0uxE9tWyr
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App Economy Insights
$ADBE Adobe Q4 FY24:
• RPO +16% to $20.0B.
• Creative ARR +10% to $13.9B.
• Document Cloud ARR +23% to $3.5B.
• Revenue +11% to $5.6B ($70M beat).
• Non-GAAP EPS $4.81 ($0.14 beat).
FY25 revenue ~$23.4B ($23.8B expected). https://t.co/IS6BX4sqoF
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$ADBE Adobe Q4 FY24:
• RPO +16% to $20.0B.
• Creative ARR +10% to $13.9B.
• Document Cloud ARR +23% to $3.5B.
• Revenue +11% to $5.6B ($70M beat).
• Non-GAAP EPS $4.81 ($0.14 beat).
FY25 revenue ~$23.4B ($23.8B expected). https://t.co/IS6BX4sqoF
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $UAMY has reported the purchase of ~$300K of the company's stock, increasing his ownership stake by 15%.
This is the first insider buy we have ever seen him report. A director at the company also reported a $100K purchase today.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $UAMY has reported the purchase of ~$300K of the company's stock, increasing his ownership stake by 15%.
This is the first insider buy we have ever seen him report. A director at the company also reported a $100K purchase today.
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Stock Analysis Compilation
Artisan Partners on Kingfisher $KGF LN
Thesis: Kingfisher’s strong cash flow generation and undervaluation, combined with disciplined capital returns, offer attractive upside post-pandemic normalization
(Extract from their Q3 letter) https://t.co/Wy5PBpub1T
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Artisan Partners on Kingfisher $KGF LN
Thesis: Kingfisher’s strong cash flow generation and undervaluation, combined with disciplined capital returns, offer attractive upside post-pandemic normalization
(Extract from their Q3 letter) https://t.co/Wy5PBpub1T
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Startup Archive
Elon Musk on how to get people to believe in your startup
“If you think about a company, a company is a group of people that are organized to create a product or service. So in order to create such a thing, you have to convince others to join you in your effort.”
But, as Elon explains, this is hard in the beginning:
“In the beginning, there will be few people who believe in you or what you’re doing. But then over time — as you make progress — the evidence will build and more and more people will believe in what you’re doing.”
So, Elon argues, the first thing you should do when starting a company is create a good demo or mock-up so that people can really envision what it’s about.
“Try to get to that point as soon as possible, and then iterate to make it as real as possible, as fast as possible.”
A good example of this is the Tesla Roadster. Tesla debuted the concept vehicle in 2006 with a famous photograph of co-founder J. B. Straubel driving California Governor Arnold Schwarzenegger. Tesla was a long way from mass-producing the Roadster at any level of affordability, but the demo made their vision more real and helped Tesla secure additional funding. This funding bought the company more time and resources to deliver its first 500 vehicles between February 2008 and June 2009.
Video source: @ComputerHistory (2013)
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Elon Musk on how to get people to believe in your startup
“If you think about a company, a company is a group of people that are organized to create a product or service. So in order to create such a thing, you have to convince others to join you in your effort.”
But, as Elon explains, this is hard in the beginning:
“In the beginning, there will be few people who believe in you or what you’re doing. But then over time — as you make progress — the evidence will build and more and more people will believe in what you’re doing.”
So, Elon argues, the first thing you should do when starting a company is create a good demo or mock-up so that people can really envision what it’s about.
“Try to get to that point as soon as possible, and then iterate to make it as real as possible, as fast as possible.”
A good example of this is the Tesla Roadster. Tesla debuted the concept vehicle in 2006 with a famous photograph of co-founder J. B. Straubel driving California Governor Arnold Schwarzenegger. Tesla was a long way from mass-producing the Roadster at any level of affordability, but the demo made their vision more real and helped Tesla secure additional funding. This funding bought the company more time and resources to deliver its first 500 vehicles between February 2008 and June 2009.
Video source: @ComputerHistory (2013)
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