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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
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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
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Capital Employed
35 top stock pitches to work your way through this weekend... 👇
https://t.co/QOli1c5QWM https://t.co/TASn9rd56F
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35 top stock pitches to work your way through this weekend... 👇
https://t.co/QOli1c5QWM https://t.co/TASn9rd56F
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Offshore
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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
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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
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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
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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
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Offshore
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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)
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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)
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Ahmad Jivraj
Joel Greenblatt in 2021. He explains in less than 3 mins how he approaches high-conviction position sizing for market-beating returns.
Look down, not up 👏👏👏.
https://t.co/m73RyfTjsY
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Joel Greenblatt in 2021. He explains in less than 3 mins how he approaches high-conviction position sizing for market-beating returns.
Look down, not up 👏👏👏.
https://t.co/m73RyfTjsY
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Stock Analysis Compilation
Mar Vista on Stryker $SYK US
Thesis: Stryker’s durable moat, innovative product platform, and margin expansion strategy support long-term double-digit compounding potential.
(Extract from their Q3 letter) https://t.co/z43oF5n767
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Mar Vista on Stryker $SYK US
Thesis: Stryker’s durable moat, innovative product platform, and margin expansion strategy support long-term double-digit compounding potential.
(Extract from their Q3 letter) https://t.co/z43oF5n767
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App Economy Insights
$AVGO Broadcom has joined the $1T Club.
What fueled a 24% surge in a single day?
We’ve broken down the numbers for you. 👇
https://t.co/7uuW5ckPPT https://t.co/ZBq7J5xlYj
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$AVGO Broadcom has joined the $1T Club.
What fueled a 24% surge in a single day?
We’ve broken down the numbers for you. 👇
https://t.co/7uuW5ckPPT https://t.co/ZBq7J5xlYj
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Offshore
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Stock Analysis Compilation
Artisan Partners on MGM $MGM US
Thesis: MGM’s strong free cash flow, solid fundamentals, and exposure to growing online gambling position it as a value play despite near-term macro concerns
(Extract from their Q3 letter) https://t.co/h3wdodRrB5
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Artisan Partners on MGM $MGM US
Thesis: MGM’s strong free cash flow, solid fundamentals, and exposure to growing online gambling position it as a value play despite near-term macro concerns
(Extract from their Q3 letter) https://t.co/h3wdodRrB5
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