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Ahmad Jivraj
Some interesting companies to research
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Some interesting companies to research
These 10 stocks are trading below 10x NTM EV/Sales but offer +30% YoY revenue growth (and are profitable) 👇🧵
1. MercadoLibre | $MELI
EV/Sales: 3.5x
Revenue Growth: 35.3%
Net Income Margin: 7.5%
$MELI trades near it's 2022 EV/Sales lows despite:
- Increasing revenue ~$8.5 billion
- Growing Argentina and Mexico revenue by over 2x
- More than doubling total payment transactions tweet
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Quiver Quantitative
BREAKING: THE HOUSE CR VOTE HAS PASSED
Hakeem Jeffries has reportedly said that they defeated Elon Musk on this one.
Voting is still going on, but here is the count so far.
Will post updates as they arrive: https://t.co/DtDcJN4ClC
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BREAKING: THE HOUSE CR VOTE HAS PASSED
Hakeem Jeffries has reportedly said that they defeated Elon Musk on this one.
Voting is still going on, but here is the count so far.
Will post updates as they arrive: https://t.co/DtDcJN4ClC
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Quiver Quantitative
BREAKING: NASA just awarded a $4.82B contract, which includes money for Viasat to support missions in low Earth orbit.
Just last month, we posted this report on a purchase of Viasat stock by Rep. Wasserman Schultz.
$VSAT has now risen 26% since we posted the report: https://t.co/pXKuK1ddzJ
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BREAKING: NASA just awarded a $4.82B contract, which includes money for Viasat to support missions in low Earth orbit.
Just last month, we posted this report on a purchase of Viasat stock by Rep. Wasserman Schultz.
$VSAT has now risen 26% since we posted the report: https://t.co/pXKuK1ddzJ
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Quiver Quantitative
The new bill did remove almost all of the items that were specifically called out by @elonmusk:
- No pay raise for Congress
- No transfer of the RFK stadium land
- No "justice-involved individuals" and "individuals experiencing homelessness" language changes
- No Global Engagement Center extension
- No section on "Pandemic Preparedness and Response"
However, it did not include the debt limit suspension requested by Trump.
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The new bill did remove almost all of the items that were specifically called out by @elonmusk:
- No pay raise for Congress
- No transfer of the RFK stadium land
- No "justice-involved individuals" and "individuals experiencing homelessness" language changes
- No Global Engagement Center extension
- No section on "Pandemic Preparedness and Response"
However, it did not include the debt limit suspension requested by Trump.
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InsideArbitrage
Northern Oil and Gas $NOG In Bid to Acquire Smaller Rival Granite Ridge $GRNT - Reuters
🛢️Northern has submitted at least two offers for Granite Ridge.
🛢️The latest bid, made in recent weeks, was at a roughly 20% premium to the target's share price.
🛢️While Granite Ridge's management has rebuffed the overtures so far, Northern remains interested in a deal and could sweeten its offer next year.
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Northern Oil and Gas $NOG In Bid to Acquire Smaller Rival Granite Ridge $GRNT - Reuters
🛢️Northern has submitted at least two offers for Granite Ridge.
🛢️The latest bid, made in recent weeks, was at a roughly 20% premium to the target's share price.
🛢️While Granite Ridge's management has rebuffed the overtures so far, Northern remains interested in a deal and could sweeten its offer next year.
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Stock Analysis Compilation
Latitude IM on Ryanair $RYA LN
Thesis: Ryanair’s ultra-low cost structure, market-leading efficiency, and strong financials make it a standout exception in the risky airline sector
(Extract from their Q3 letter) https://t.co/jEl5Ky93CL
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Latitude IM on Ryanair $RYA LN
Thesis: Ryanair’s ultra-low cost structure, market-leading efficiency, and strong financials make it a standout exception in the risky airline sector
(Extract from their Q3 letter) https://t.co/jEl5Ky93CL
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Startup Archive
LinkedIn founder Reid Hoffman: Founders have no work-life balance
“I actually think founders have no balance… If I ever hear a founder talking about how ‘this is how I have a balanced life’ and so forth, they’re not committed to winning… The really great founders are like: ‘I am going to literally pour everything into doing this. Now it only may be for a couple of years… But while I’m doing this, I am unbalanced at this thing.’ It’s not to say that you don’t take breaks or you don’t go on dates or whatever else. But you’re super focused on this because it’s really hard and there’s lots of ways to die.”
Elon Musk emphasizes this as well:
“If other people are putting in 40-hour work weeks, and you’re putting in 80 hour work weeks, you will achieve in 6 months what takes them a year to achieve, which will greatly improve your odds of success”
Why make such extreme sacrifices?
Well, as Paul Graham puts it in his essay How To Make Wealth:
“Economically, you can think of a startup as a way to compress your whole working life into a few years. Instead of working at a low intensity for forty years, you work as hard as you possibly can for four.”
In the early years, you will have to make lots of sacrifices and shouldn’t really expect much work-life balance if you want your startup to be successful.
But you can view it as an opportunity to compress your whole working life into a few years.
And hopefully excitement about what you’re building and the extremely-talented team you’re building it with make those long hours way more fun and rewarding than a normal 9-to-5 job.
Video source: @ycombinator (2014)
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LinkedIn founder Reid Hoffman: Founders have no work-life balance
“I actually think founders have no balance… If I ever hear a founder talking about how ‘this is how I have a balanced life’ and so forth, they’re not committed to winning… The really great founders are like: ‘I am going to literally pour everything into doing this. Now it only may be for a couple of years… But while I’m doing this, I am unbalanced at this thing.’ It’s not to say that you don’t take breaks or you don’t go on dates or whatever else. But you’re super focused on this because it’s really hard and there’s lots of ways to die.”
Elon Musk emphasizes this as well:
“If other people are putting in 40-hour work weeks, and you’re putting in 80 hour work weeks, you will achieve in 6 months what takes them a year to achieve, which will greatly improve your odds of success”
Why make such extreme sacrifices?
Well, as Paul Graham puts it in his essay How To Make Wealth:
“Economically, you can think of a startup as a way to compress your whole working life into a few years. Instead of working at a low intensity for forty years, you work as hard as you possibly can for four.”
In the early years, you will have to make lots of sacrifices and shouldn’t really expect much work-life balance if you want your startup to be successful.
But you can view it as an opportunity to compress your whole working life into a few years.
And hopefully excitement about what you’re building and the extremely-talented team you’re building it with make those long hours way more fun and rewarding than a normal 9-to-5 job.
Video source: @ycombinator (2014)
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iinvested
3Q'24 Voss Capital on $PHIN
More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/CxNkkimM31
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3Q'24 Voss Capital on $PHIN
More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/CxNkkimM31
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