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Stock Analysis Compilation
Fairlight Capital on Logic Instrument $ALLOG FP
Thesis: Logic Instrument’s rapid growth, military-grade products, and undervaluation position it as an overlooked gem in rugged tech solutions
(Extract from their Q3 letter) https://t.co/56pJYDVLUV
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Fairlight Capital on Logic Instrument $ALLOG FP
Thesis: Logic Instrument’s rapid growth, military-grade products, and undervaluation position it as an overlooked gem in rugged tech solutions
(Extract from their Q3 letter) https://t.co/56pJYDVLUV
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Video
Startup Archive
Jensen Huang explains his decision to start NVIDIA as a parent with young children
Jensen was 30 years old when he quit his job at LSI Logic to co-found NVIDIA in 1993. Asked how he made this decision as a young parent at the time, he responds:
“I believed in [my co-founders], and I believed in myself… Even though we had a family and our kids were young — they were just one and two — and that could cause us to be quite risk averse, I was never concerned about being able to do something else if it didn’t work out. And so I felt like I wasn’t risking anything. Maybe that’s too careless by some other standards, but I really believed it. I believed that we weren’t putting our family in harm’s way. And if things didn’t work out, there’ll be an even better job for me somewhere, someday… Lori and I were young and it wasn’t a decision that was difficult per se. It was probably even less than a dinner conversation. Maybe even less than that.”
Jensen offers the following advice to the Berkeley students in the audience:
“All of you are young and bright, and there’s so much opportunity out there. I genuinely don’t believe that when you make a decision to start a company or join a startup that it’s a horribly difficult life decision. The only thing that really matters, in my estimation, is are you going to love the people that you work with? Are you going to love the work that you’re going to do? Are you going to love it so much that all the pain and suffering that’s going to come your way — which I promise you will be lots: setbacks, disappointments, the list of bad days — you’ll be able to keep carrying on. So long as you love the work that you do, you’ll be able to keep carrying on. That’s really it. That’s 100% of the wisdom.”
Video source: @BerkeleyHaas (2023)
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Jensen Huang explains his decision to start NVIDIA as a parent with young children
Jensen was 30 years old when he quit his job at LSI Logic to co-found NVIDIA in 1993. Asked how he made this decision as a young parent at the time, he responds:
“I believed in [my co-founders], and I believed in myself… Even though we had a family and our kids were young — they were just one and two — and that could cause us to be quite risk averse, I was never concerned about being able to do something else if it didn’t work out. And so I felt like I wasn’t risking anything. Maybe that’s too careless by some other standards, but I really believed it. I believed that we weren’t putting our family in harm’s way. And if things didn’t work out, there’ll be an even better job for me somewhere, someday… Lori and I were young and it wasn’t a decision that was difficult per se. It was probably even less than a dinner conversation. Maybe even less than that.”
Jensen offers the following advice to the Berkeley students in the audience:
“All of you are young and bright, and there’s so much opportunity out there. I genuinely don’t believe that when you make a decision to start a company or join a startup that it’s a horribly difficult life decision. The only thing that really matters, in my estimation, is are you going to love the people that you work with? Are you going to love the work that you’re going to do? Are you going to love it so much that all the pain and suffering that’s going to come your way — which I promise you will be lots: setbacks, disappointments, the list of bad days — you’ll be able to keep carrying on. So long as you love the work that you do, you’ll be able to keep carrying on. That’s really it. That’s 100% of the wisdom.”
Video source: @BerkeleyHaas (2023)
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Dimitry Nakhla | Babylon Capital®
Thermo Fisher Scientific $TMO boasts a stellar record of EPS growth over the long haul 📈
Pre-pandemic, it saw revenue increase in 14 of 15 years ✅
Post-boom normalization has been a challenge, but 2024 looks set for a growth resurgence 🧬
#stocks #investing https://t.co/vWgDBKQYj2
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Thermo Fisher Scientific $TMO boasts a stellar record of EPS growth over the long haul 📈
Pre-pandemic, it saw revenue increase in 14 of 15 years ✅
Post-boom normalization has been a challenge, but 2024 looks set for a growth resurgence 🧬
#stocks #investing https://t.co/vWgDBKQYj2
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Offshore
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Stock Analysis Compilation
FPA on Advanced Auto Parts $AAP US
Thesis: Advanced Auto Parts’ major turnaround under new leadership, combined with a deeply discounted valuation, offers patient investors a long-term opportunity
(Extract from their Q3 letter) https://t.co/6xbqMGxF89
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FPA on Advanced Auto Parts $AAP US
Thesis: Advanced Auto Parts’ major turnaround under new leadership, combined with a deeply discounted valuation, offers patient investors a long-term opportunity
(Extract from their Q3 letter) https://t.co/6xbqMGxF89
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Offshore
Video
App Economy Insights
🚖 Waymo grabs 22% of SF rideshares.
What does this REALLY mean for Uber and Lyft?
Will Tesla steal the show?⚡
Read on 👇 $GOOG $UBER $LYFT $TSLA $GM
https://t.co/D3J1aYPoGv https://t.co/SBUcMBpZCl
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🚖 Waymo grabs 22% of SF rideshares.
What does this REALLY mean for Uber and Lyft?
Will Tesla steal the show?⚡
Read on 👇 $GOOG $UBER $LYFT $TSLA $GM
https://t.co/D3J1aYPoGv https://t.co/SBUcMBpZCl
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App Economy Insights
$SOFI just hit 10M members!
Here's a look at how they make money. https://t.co/amdBMEgiQ6
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$SOFI just hit 10M members!
Here's a look at how they make money. https://t.co/amdBMEgiQ6
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Investing visuals
$SOFI officially hit 10 million members today! Here's their impressive growth over the past years: https://t.co/PDaUtM4Ih0
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$SOFI officially hit 10 million members today! Here's their impressive growth over the past years: https://t.co/PDaUtM4Ih0
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Offshore
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Stock Analysis Compilation
Silver Ring VP on Qurate Retail $QRTEA US
Thesis: Qurate’s stock, priced like a call option, offers massive upside with stabilization potential despite significant risks and debt pressures
(Extract from their Q3 letter) https://t.co/GRVCRopuY8
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Silver Ring VP on Qurate Retail $QRTEA US
Thesis: Qurate’s stock, priced like a call option, offers massive upside with stabilization potential despite significant risks and debt pressures
(Extract from their Q3 letter) https://t.co/GRVCRopuY8
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Offshore
Video
Startup Archive
Former Google CEO Eric Schmidt on what many of the greatest products have in common
"If you think about the greatest products, they've almost always been designed for the benefit of the people who are actually building them."
Uber is one example. The original Uber was a private timeshare limousine service for Garrett Camp and his friends.
Google is another:
“Larry and Sergey built Google for Stanford—and particularly for themselves. The server was in Larry’s dorm room…. They opened up the server for the entire campus, and the usage was phenomenal. Andy Bechtolsheim heard about it through David Cheriton and wrote a $100,000 check. They didn’t have a name for a company… Sergey left it in his wallet for a month until they had the name Google invented.”
Video source: @GreylockVC (2015)
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Former Google CEO Eric Schmidt on what many of the greatest products have in common
"If you think about the greatest products, they've almost always been designed for the benefit of the people who are actually building them."
Uber is one example. The original Uber was a private timeshare limousine service for Garrett Camp and his friends.
Google is another:
“Larry and Sergey built Google for Stanford—and particularly for themselves. The server was in Larry’s dorm room…. They opened up the server for the entire campus, and the usage was phenomenal. Andy Bechtolsheim heard about it through David Cheriton and wrote a $100,000 check. They didn’t have a name for a company… Sergey left it in his wallet for a month until they had the name Google invented.”
Video source: @GreylockVC (2015)
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