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Startup Archive
RT @robinren: Having worked at @Tesla and for @elonmusk was an incredible privilege and experience."
Marc Andreessen on what makes Elon impossible to compete with
“I’m not aware of another CEO who operates the way he does.”
Marc believes you have to go back in history to the industrialists of the late 1800s and early 1900s to find founders comparable to Elon Musk (e.g. Henry Ford, Andrew Carnegie, Thomas Watson, Andrew Mellon, Cornelius Vanderbilt).
“Those guys ran very similar to the way Elon runs things… The top line thing is just this incredible devotion from the leader of the company to fully, deeply understand what the company does, to be completely knowledgeable about every aspect of it, and to be in the trenches and talking directly to the people who do the work to deeply understand the issues. And then be the lead problem solver in the organization. Basically what Elon does is he shows up every week at each of his companies, identifies the biggest problem the company’s having that week and he fixes it. He does that every week for 52 weeks in a row and then each of his companies has solved the 52 biggest problems that year.”
Marc juxtaposes this process with more conventional CEOs who respond to problems with planning, meetings, and reports.
The other crucial factor in Elon’s success that Marc points to is his ability to attract incredible talent:
“Many of the best people in the world want to work with him because if you work with Elon the expectations are through the roof in terms of your level of performance. And he is going to know who you are and what you’ve done. He’s going to know what you’ve done this week and if you’re underperforming. And he may fire you in the meeting if you’re not carrying your weight. But if you are as committed to the company as he is, and hard working and capable, many people who have worked for him say that they had the best experience of their lives.”
Marc recalls a famous line from somebody who joined SpaceX from another aerospace company and said, “It’s like being dropped into a shocking zone of competence. Everybody around me is so absolutely competent.”
And lastly, as Marc argues, Elon’s technical ability is another competitive advantage versus non-technical CEOs:
“When he identifies the bottleneck, he goes and talks to the line engineers who understand the technical nature of the bottleneck… He’s not asking the VP of Engineering to ask the Director of Engineering to ask the manager to ask the individual contributor to write a report that’s to be reviewed in three weeks. He doesn’t do that. What he does is he goes and personally finds the engineer who actually has the knowledge about the thing, and then he sits in the room with that engineer and fixes the problem with them. And again, this is why he inspires such incredible loyalty from especially the technical people who he works with. They’re just like, ‘Wow, if I’m up against a problem I don’t know how to solve, freaking Elon Musk is going to show up in his Gulfstream and he’s going to sit with me overnight in front of the keyboard or in front of the manufacturing line and help me figure this out.’”
Video source: @ChrisWillx (2024) "- Startup Archive
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RT @robinren: Having worked at @Tesla and for @elonmusk was an incredible privilege and experience."
Marc Andreessen on what makes Elon impossible to compete with
“I’m not aware of another CEO who operates the way he does.”
Marc believes you have to go back in history to the industrialists of the late 1800s and early 1900s to find founders comparable to Elon Musk (e.g. Henry Ford, Andrew Carnegie, Thomas Watson, Andrew Mellon, Cornelius Vanderbilt).
“Those guys ran very similar to the way Elon runs things… The top line thing is just this incredible devotion from the leader of the company to fully, deeply understand what the company does, to be completely knowledgeable about every aspect of it, and to be in the trenches and talking directly to the people who do the work to deeply understand the issues. And then be the lead problem solver in the organization. Basically what Elon does is he shows up every week at each of his companies, identifies the biggest problem the company’s having that week and he fixes it. He does that every week for 52 weeks in a row and then each of his companies has solved the 52 biggest problems that year.”
Marc juxtaposes this process with more conventional CEOs who respond to problems with planning, meetings, and reports.
The other crucial factor in Elon’s success that Marc points to is his ability to attract incredible talent:
“Many of the best people in the world want to work with him because if you work with Elon the expectations are through the roof in terms of your level of performance. And he is going to know who you are and what you’ve done. He’s going to know what you’ve done this week and if you’re underperforming. And he may fire you in the meeting if you’re not carrying your weight. But if you are as committed to the company as he is, and hard working and capable, many people who have worked for him say that they had the best experience of their lives.”
Marc recalls a famous line from somebody who joined SpaceX from another aerospace company and said, “It’s like being dropped into a shocking zone of competence. Everybody around me is so absolutely competent.”
And lastly, as Marc argues, Elon’s technical ability is another competitive advantage versus non-technical CEOs:
“When he identifies the bottleneck, he goes and talks to the line engineers who understand the technical nature of the bottleneck… He’s not asking the VP of Engineering to ask the Director of Engineering to ask the manager to ask the individual contributor to write a report that’s to be reviewed in three weeks. He doesn’t do that. What he does is he goes and personally finds the engineer who actually has the knowledge about the thing, and then he sits in the room with that engineer and fixes the problem with them. And again, this is why he inspires such incredible loyalty from especially the technical people who he works with. They’re just like, ‘Wow, if I’m up against a problem I don’t know how to solve, freaking Elon Musk is going to show up in his Gulfstream and he’s going to sit with me overnight in front of the keyboard or in front of the manufacturing line and help me figure this out.’”
Video source: @ChrisWillx (2024) "- Startup Archive
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Offshore
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Stock Analysis Compilation
Silver Ring VP on Pediatrix Medical Group $MD US
Thesis: Pediatrix’s turnaround story, with a strong niche business and clean financials, offers a promising investment with solid margin of safety
(Extract from their Q3 letter) https://t.co/EauFqF156t
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Silver Ring VP on Pediatrix Medical Group $MD US
Thesis: Pediatrix’s turnaround story, with a strong niche business and clean financials, offers a promising investment with solid margin of safety
(Extract from their Q3 letter) https://t.co/EauFqF156t
tweet
AkhenOsiris
For every asinine claim this 🤡 makes, he gets a few schmucks to send him money...grifting 101.
Don't be a schmuck.
"If $NFLX is up 700X+ since IPO, I don’t see why $PLTR and $HIMS can’t 100X from here. "- Antonio Linares
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For every asinine claim this 🤡 makes, he gets a few schmucks to send him money...grifting 101.
Don't be a schmuck.
"If $NFLX is up 700X+ since IPO, I don’t see why $PLTR and $HIMS can’t 100X from here. "- Antonio Linares
tweet
AkhenOsiris
Nothing pisses off the pros more than a market where everything is up and the "common" man has made good money. Is this because the common man is deemed to be dumb and therefore they made money on sheer luck? And if that is true, I still don't get why they so angry 😂
Even parking to the side the meme crap that has exploded this year, buyside buddy was legit furious today when he told me story of his hair stylist having made over a million on megacaps this year.
Good for the hair stylist I said (got him more pissed off 😂)
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Nothing pisses off the pros more than a market where everything is up and the "common" man has made good money. Is this because the common man is deemed to be dumb and therefore they made money on sheer luck? And if that is true, I still don't get why they so angry 😂
Even parking to the side the meme crap that has exploded this year, buyside buddy was legit furious today when he told me story of his hair stylist having made over a million on megacaps this year.
Good for the hair stylist I said (got him more pissed off 😂)
tweet
AkhenOsiris
RT @trader_53: Not one word why the AI opportunity is quantified at 1 tln. Neither here nor in the note. Not one word why regulation would only benefit $TSLA.
This is not research. This is about staying in talk shows by reclaiming the street high px target. One page PDF but zero substance.
"Raising price target on Tesla to $515 as we believe the Trump White House will be a "total game changer" for the autonomous and AI story for Tesla and Musk over the coming years. Bull case is $650 for 2025. AI/autonomous opportunity is worth at least $1 trillion 🔥🏆🐂🍿📍 "- Dan Ives
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RT @trader_53: Not one word why the AI opportunity is quantified at 1 tln. Neither here nor in the note. Not one word why regulation would only benefit $TSLA.
This is not research. This is about staying in talk shows by reclaiming the street high px target. One page PDF but zero substance.
"Raising price target on Tesla to $515 as we believe the Trump White House will be a "total game changer" for the autonomous and AI story for Tesla and Musk over the coming years. Bull case is $650 for 2025. AI/autonomous opportunity is worth at least $1 trillion 🔥🏆🐂🍿📍 "- Dan Ives
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Offshore
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Quiver Quantitative
Before the election, we launched portfolios on Autopilot that were comprised of some of the top donors to each candidate.
Palantir was in both portfolios, with employees who had made large donations to both parties.
$PLTR has now risen 80% since we posted this: https://t.co/g5foGXtzd3
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Before the election, we launched portfolios on Autopilot that were comprised of some of the top donors to each candidate.
Palantir was in both portfolios, with employees who had made large donations to both parties.
$PLTR has now risen 80% since we posted this: https://t.co/g5foGXtzd3
tweet
Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $GPN has reported the purchase of ~$670K of the company's stock, increasing his ownership stake by 16%.
This is the first insider buy we have seen at the company in over a year.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $GPN has reported the purchase of ~$670K of the company's stock, increasing his ownership stake by 16%.
This is the first insider buy we have seen at the company in over a year.
tweet
Dimitry Nakhla | Babylon Capital®
In the last two years:
📦 Amazon $AMZN
•OCF: +140%
•Price: +165%
🖱️ Google $GOOG $GOOGL
•EPS: +75%
•Price: +118%
💳 Visa $V
•EPS: +32%
•Price: +53%
💸 Mastercard $MA
•EPS: +37%
•Price: +53%
🖨️ ASML Holding $ASML
•EPS: +33%
•Price: +26%
🧾 PayPal $PYPL
•EPS: +12%
•Price: +24%
📊 Salesforce $CRM
•EPS: +103%
•Price: +178%
_______
While @wesbury post offers valuable insights, it's essential to differentiate between individual business performance and broader market trends, as exemplified by the S&P 500 $SPY
Notably, the majority of growth in the S&P 500 over the past two years can be attributed to multiple expansion, rather than earnings growth
In contrast, several of the names mentioned above have demonstrated robust EPS growth, providing a fundamental justification for their share price appreciation
It's also important to recognize that multiple expansion is to be expected, given the market's decline of approximately 20% from its peak to December 2022 lows
#stocks #investing"
In the past two years:
SP500 +60%
SP500 Earnings +5%
Something has to give. "- Brian Wesbury
tweet
In the last two years:
📦 Amazon $AMZN
•OCF: +140%
•Price: +165%
🖱️ Google $GOOG $GOOGL
•EPS: +75%
•Price: +118%
💳 Visa $V
•EPS: +32%
•Price: +53%
💸 Mastercard $MA
•EPS: +37%
•Price: +53%
🖨️ ASML Holding $ASML
•EPS: +33%
•Price: +26%
🧾 PayPal $PYPL
•EPS: +12%
•Price: +24%
📊 Salesforce $CRM
•EPS: +103%
•Price: +178%
_______
While @wesbury post offers valuable insights, it's essential to differentiate between individual business performance and broader market trends, as exemplified by the S&P 500 $SPY
Notably, the majority of growth in the S&P 500 over the past two years can be attributed to multiple expansion, rather than earnings growth
In contrast, several of the names mentioned above have demonstrated robust EPS growth, providing a fundamental justification for their share price appreciation
It's also important to recognize that multiple expansion is to be expected, given the market's decline of approximately 20% from its peak to December 2022 lows
#stocks #investing"
In the past two years:
SP500 +60%
SP500 Earnings +5%
Something has to give. "- Brian Wesbury
tweet
twitter.com
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Hidden Value Gems
“It now takes nearly $2 of new government debt to generate an additional $1 of US GDP growth — a 50 per cent increase on just five years ago. If any other country were spending this way, investors would be fleeing, but for now, they think America can get away with anything, as the world’s leading economy and issuer of the reserve currency.”
Ruchir Sharma, ex Morgan Stanley strategist
tweet
“It now takes nearly $2 of new government debt to generate an additional $1 of US GDP growth — a 50 per cent increase on just five years ago. If any other country were spending this way, investors would be fleeing, but for now, they think America can get away with anything, as the world’s leading economy and issuer of the reserve currency.”
Ruchir Sharma, ex Morgan Stanley strategist
tweet
Offshore
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Hidden Value Gems
“In 6 of the last 11 decades, the [US] stock market lagged behind the rest of the world, most recently in the 2000s when it delivered zero returns and emerging markets tripled in value.”"
“It now takes nearly $2 of new government debt to generate an additional $1 of US GDP growth — a 50 per cent increase on just five years ago. If any other country were spending this way, investors would be fleeing, but for now, they think America can get away with anything, as the world’s leading economy and issuer of the reserve currency.”
Ruchir Sharma, ex Morgan Stanley strategist "- Hidden Value Gems
tweet
“In 6 of the last 11 decades, the [US] stock market lagged behind the rest of the world, most recently in the 2000s when it delivered zero returns and emerging markets tripled in value.”"
“It now takes nearly $2 of new government debt to generate an additional $1 of US GDP growth — a 50 per cent increase on just five years ago. If any other country were spending this way, investors would be fleeing, but for now, they think America can get away with anything, as the world’s leading economy and issuer of the reserve currency.”
Ruchir Sharma, ex Morgan Stanley strategist "- Hidden Value Gems
tweet
Dimitry Nakhla | Babylon Capital®
In the last two years:
📦 Amazon $AMZN
•OCF: +140%
•Price: +165%
🖱️ Google $GOOG $GOOGL
•EPS: +75%
•Price: +118%
💳 Visa $V
•EPS: +32%
•Price: +53%
💸 Mastercard $MA
•EPS: +37%
•Price: +53%
🖨️ ASML Holding $ASML
•EPS: +30%
•Price: +26%
🧾 PayPal $PYPL
•EPS: +12%
•Price: +24%
📊 Salesforce $CRM
•EPS: +103%
•Price: +178%
_______
While @wesbury post offers valuable insights, it's essential to differentiate between individual business performance and broader market trends, as exemplified by the S&P 500 $SPY
Notably, the majority of growth in the S&P 500 over the past two years can be attributed to multiple expansion, rather than earnings growth
In contrast, several of the names mentioned above have demonstrated robust EPS growth, providing a fundamental justification for their share price appreciation
It's also important to recognize that multiple expansion is to be expected, given the market's decline of approximately 20% from its peak to December 2022 lows
#stocks #investing"
In the past two years:
SP500 +60%
SP500 Earnings +5%
Something has to give. "- Brian Wesbury
tweet
In the last two years:
📦 Amazon $AMZN
•OCF: +140%
•Price: +165%
🖱️ Google $GOOG $GOOGL
•EPS: +75%
•Price: +118%
💳 Visa $V
•EPS: +32%
•Price: +53%
💸 Mastercard $MA
•EPS: +37%
•Price: +53%
🖨️ ASML Holding $ASML
•EPS: +30%
•Price: +26%
🧾 PayPal $PYPL
•EPS: +12%
•Price: +24%
📊 Salesforce $CRM
•EPS: +103%
•Price: +178%
_______
While @wesbury post offers valuable insights, it's essential to differentiate between individual business performance and broader market trends, as exemplified by the S&P 500 $SPY
Notably, the majority of growth in the S&P 500 over the past two years can be attributed to multiple expansion, rather than earnings growth
In contrast, several of the names mentioned above have demonstrated robust EPS growth, providing a fundamental justification for their share price appreciation
It's also important to recognize that multiple expansion is to be expected, given the market's decline of approximately 20% from its peak to December 2022 lows
#stocks #investing"
In the past two years:
SP500 +60%
SP500 Earnings +5%
Something has to give. "- Brian Wesbury
tweet
twitter.com
undefined
undefined
Offshore
Photo
App Economy Insights
RT @EconomyApp: $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
tweet
RT @EconomyApp: $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
tweet