Offshore
Photo
Investing visuals
NVIDIA $NVDA: I think the company selling picks and shovels in the AI era is actually reasonably priced right now👌 https://t.co/C4NylpiWFl
tweet
NVIDIA $NVDA: I think the company selling picks and shovels in the AI era is actually reasonably priced right now👌 https://t.co/C4NylpiWFl
tweet
Offshore
Photo
Stock Analysis Compilation
Macquarie on Lockheed Martin $LMT US
Thesis: Lockheed Martin’s strong defense demand, improving contract margins, and geopolitical tailwinds make it a robust long-term investment.
(Extract from their Q3 letter) https://t.co/PL1l4RtwIj
tweet
Macquarie on Lockheed Martin $LMT US
Thesis: Lockheed Martin’s strong defense demand, improving contract margins, and geopolitical tailwinds make it a robust long-term investment.
(Extract from their Q3 letter) https://t.co/PL1l4RtwIj
tweet
Quiver Quantitative
RT @InsiderRadar: Another strong week for insiders, with an average return to-date of +4.4% for trades we reported on this week:
- $60M purchase of $RVMD by director on 12/9. Since our report, the stock is down 4%.
- $9.7M purchase of $SCVL by Chairman on 12/9. Since our report, the stock is down 2%.
- $1.8M purchase of $MSCI by CEO on 12/9. Since our report, the stock is up 1%.
- $960K purchase of $PLAY by CEO on 12/12. Since our report, the stock is up 7%.
- $645K in purchases of $TREE by CEO and CTO on 12/9. Since our report, the stock is up 1%.
- $320K purchase of $PETS by director on 12/9. Since our report, the stock is down 5%.
- $300K purchase of $UAMY by CEO on 12/11. Since our report, the stock is up 33%.
tweet
RT @InsiderRadar: Another strong week for insiders, with an average return to-date of +4.4% for trades we reported on this week:
- $60M purchase of $RVMD by director on 12/9. Since our report, the stock is down 4%.
- $9.7M purchase of $SCVL by Chairman on 12/9. Since our report, the stock is down 2%.
- $1.8M purchase of $MSCI by CEO on 12/9. Since our report, the stock is up 1%.
- $960K purchase of $PLAY by CEO on 12/12. Since our report, the stock is up 7%.
- $645K in purchases of $TREE by CEO and CTO on 12/9. Since our report, the stock is up 1%.
- $320K purchase of $PETS by director on 12/9. Since our report, the stock is down 5%.
- $300K purchase of $UAMY by CEO on 12/11. Since our report, the stock is up 33%.
tweet
Offshore
Photo
Stock Analysis Compilation
Madison Funds on Charles Schwab $SCHW US
Thesis: Charles Schwab’s growth in customer assets and lower interest expenses post-rate hikes set the stage for strong earnings growth
(Extract from their Q3 letter) https://t.co/2ZsjbGobID
tweet
Madison Funds on Charles Schwab $SCHW US
Thesis: Charles Schwab’s growth in customer assets and lower interest expenses post-rate hikes set the stage for strong earnings growth
(Extract from their Q3 letter) https://t.co/2ZsjbGobID
tweet
AkhenOsiris
RT @lokoyacap: Hock told you this 90 days ago. You just chose not to listen and couldn't wait for the second marshmallow:
"Yes, no, we continue to see orders. We continue to see upsides, and you're right in the pattern of that behavior that's going, because it's as our customers, these are hyperscalers trying to deploy more and more capacity of AI data centers, in AI data centers, and you start to hear them talk in terms of power. They don't even talk in terms of how many XPU or GPU cloud they found in there or 500 megawatt, 1 gigawatt, was not yet, but people are dreaming that. So, we are, as they get this enabled, we're getting pull-ins, we're getting upsides, and I expect that to happen a lot more in 2025. We're not putting that in any guidance or indication we're giving you, but probably what you say is exactly right on. We do expect to see upsides, as we've been seeing recently. We continue to see that probably going forward over the next 12 months, especially related to XPUs getting deployed and getting infrastructure available and rushing to deploy them. We see quite a bit of that." $avgo
tweet
RT @lokoyacap: Hock told you this 90 days ago. You just chose not to listen and couldn't wait for the second marshmallow:
"Yes, no, we continue to see orders. We continue to see upsides, and you're right in the pattern of that behavior that's going, because it's as our customers, these are hyperscalers trying to deploy more and more capacity of AI data centers, in AI data centers, and you start to hear them talk in terms of power. They don't even talk in terms of how many XPU or GPU cloud they found in there or 500 megawatt, 1 gigawatt, was not yet, but people are dreaming that. So, we are, as they get this enabled, we're getting pull-ins, we're getting upsides, and I expect that to happen a lot more in 2025. We're not putting that in any guidance or indication we're giving you, but probably what you say is exactly right on. We do expect to see upsides, as we've been seeing recently. We continue to see that probably going forward over the next 12 months, especially related to XPUs getting deployed and getting infrastructure available and rushing to deploy them. We see quite a bit of that." $avgo
tweet
Offshore
Photo
Quiver Quantitative
Two politicians who put integrity over profit:
Senator Ossoff had up to $1M in Apple stock, but set up a blind trust upon entering office.
$AAPL has risen 97% since.
Senator Lummis had up to $100K in Bitcoin, but set up a blind trust in 2022.
$BTC has risen 492% since. https://t.co/M4NvmXOBaC
tweet
Two politicians who put integrity over profit:
Senator Ossoff had up to $1M in Apple stock, but set up a blind trust upon entering office.
$AAPL has risen 97% since.
Senator Lummis had up to $100K in Bitcoin, but set up a blind trust in 2022.
$BTC has risen 492% since. https://t.co/M4NvmXOBaC
tweet
Offshore
Photo
Capital Employed
35 top stock pitches to work your way through this weekend... 👇
https://t.co/QOli1c5QWM https://t.co/TASn9rd56F
tweet
35 top stock pitches to work your way through this weekend... 👇
https://t.co/QOli1c5QWM https://t.co/TASn9rd56F
tweet
Offshore
Photo
Stock Analysis Compilation
Loomis Sayles on Wisetech $WTC AU
Thesis: Wisetech’s dominant market position, scale advantages, and growing logistics demand provide a strong path for sustainable 20% revenue growth
(Extract from their Q3 letter) https://t.co/wkcr1Va40T
tweet
Loomis Sayles on Wisetech $WTC AU
Thesis: Wisetech’s dominant market position, scale advantages, and growing logistics demand provide a strong path for sustainable 20% revenue growth
(Extract from their Q3 letter) https://t.co/wkcr1Va40T
tweet
Offshore
Photo
Investing visuals
5 high quality software businesses I believe will do great over the next decade.
A short 🧵👇
#1 - Crowdstrike $CRWD: A leading cybersecurity company leveraging AI-driven threat intelligence and a cloud-native platform to protect enterprises from evolving digital threats https://t.co/6Gnw1CpO7i
tweet
5 high quality software businesses I believe will do great over the next decade.
A short 🧵👇
#1 - Crowdstrike $CRWD: A leading cybersecurity company leveraging AI-driven threat intelligence and a cloud-native platform to protect enterprises from evolving digital threats https://t.co/6Gnw1CpO7i
tweet
Offshore
Video
Startup Archive
Sam Altman on why you shouldn’t track absolute user growth in the early days of a startup
“It is more important to have a small number of users that love you than a lot of users that like you. And almost all startups get this wrong. Eventually what you want of course is a lot of users that really love your product, but that’s almost impossible to do.”
In practice you have two choices:
1. Deep and Narrow: “You have a small number of users that really love you and then find out how to find more and more of those users and broaden the appeal of the product.”
2. Shallow and Wide: “You can have a lot of people that sort of use the product once or twice and kind of like it and try to figure out how to get them more engaged over time.”
“With high confidence, I can say that you want to start with a small number of users that really love you. Almost all great companies have products that start this way.”
A good indicator of users loving your product, Sam argues, is retention and frequency of use:
“In fact, I think this is so important that you actually shouldn’t track absolute growth in number of users in the early days of a startup. You should just track how often they’re using it… That’s a good early indicator of users that love you—better still is them spontaneously telling their friends to buy your product.”
Video source: @StanfordOnline (2017)
tweet
Sam Altman on why you shouldn’t track absolute user growth in the early days of a startup
“It is more important to have a small number of users that love you than a lot of users that like you. And almost all startups get this wrong. Eventually what you want of course is a lot of users that really love your product, but that’s almost impossible to do.”
In practice you have two choices:
1. Deep and Narrow: “You have a small number of users that really love you and then find out how to find more and more of those users and broaden the appeal of the product.”
2. Shallow and Wide: “You can have a lot of people that sort of use the product once or twice and kind of like it and try to figure out how to get them more engaged over time.”
“With high confidence, I can say that you want to start with a small number of users that really love you. Almost all great companies have products that start this way.”
A good indicator of users loving your product, Sam argues, is retention and frequency of use:
“In fact, I think this is so important that you actually shouldn’t track absolute growth in number of users in the early days of a startup. You should just track how often they’re using it… That’s a good early indicator of users that love you—better still is them spontaneously telling their friends to buy your product.”
Video source: @StanfordOnline (2017)
tweet