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3Q'24 FPA Queens Road Small Cap Value Fund on $AAP, $SFM, $IDCC, $FN, $CSWI, $DECK, $CNXC, $ALTM, $VSH, $DAR
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/ioXOTdp0MB
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3Q'24 FPA Queens Road Small Cap Value Fund on $AAP, $SFM, $IDCC, $FN, $CSWI, $DECK, $CNXC, $ALTM, $VSH, $DAR
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/ioXOTdp0MB
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Stock Analysis Compilation
Sohra Peak on Auto Partner $APN PW
Thesis: Auto Partner’s normalized margins and strategic expansion into Western Europe signal robust growth opportunities ahead
(Extract from their Q3 letter) https://t.co/TFjvVSvbIS
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Sohra Peak on Auto Partner $APN PW
Thesis: Auto Partner’s normalized margins and strategic expansion into Western Europe signal robust growth opportunities ahead
(Extract from their Q3 letter) https://t.co/TFjvVSvbIS
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Ahmad Jivraj
Keep it simple: For the stock market to go up long term we need GDP per capita to go up
AI = productivity gains (and these gains are almost certainly higher than population growth rates)
Therefore, this should lead the markets higher long term
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Keep it simple: For the stock market to go up long term we need GDP per capita to go up
AI = productivity gains (and these gains are almost certainly higher than population growth rates)
Therefore, this should lead the markets higher long term
Here’s a way to think about the market size of AI. US labor costs are $11T. If a company pays 2% of headcount expenses to get a 10-50% productivity gain with AI, that’s $200B+. The US enterprise software market today is around $150-200B. So AI doubles that just in the base case. tweet
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Startup Archive
Jony Ive recounts the time Steve Jobs called him vain
Jony recounts the time he asked Steve Jobs to be less harsh in his critique of a piece of work.
When Steve asked “why?”, Jony replied: “Well, because I care about the team.”
Steve then said, as Jony puts it, “this brutally, brilliantly, insightful thing”:
“No Jony, you’re just really vain. You just want people to like you. And I’m surprised at you because I thought you really held the work up as the most important—not how you believe you are perceived by other people.”
Jony reflects on the remark:
“I was terribly cross because I knew he was right.”
Video source: @VanityFair (2014)
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Jony Ive recounts the time Steve Jobs called him vain
Jony recounts the time he asked Steve Jobs to be less harsh in his critique of a piece of work.
When Steve asked “why?”, Jony replied: “Well, because I care about the team.”
Steve then said, as Jony puts it, “this brutally, brilliantly, insightful thing”:
“No Jony, you’re just really vain. You just want people to like you. And I’m surprised at you because I thought you really held the work up as the most important—not how you believe you are perceived by other people.”
Jony reflects on the remark:
“I was terribly cross because I knew he was right.”
Video source: @VanityFair (2014)
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Startup Archive
RT @foundertribune: "The Steve Jobs Roller Coaster" by @edcatmull https://t.co/arhd3I7sFW
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RT @foundertribune: "The Steve Jobs Roller Coaster" by @edcatmull https://t.co/arhd3I7sFW
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Startup Archive
Ed Catmull on the sale of Pixar to Steve Jobs:
"The CFO, in particular, underestimated Steve, assuming he was just another rich kid in over his head. This CFO told me that the way to establish his authority in the room was to arrive last... All that it ended up establishing, however, was that he’d never met anyone like Steve Jobs."
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Ed Catmull on the sale of Pixar to Steve Jobs:
"The CFO, in particular, underestimated Steve, assuming he was just another rich kid in over his head. This CFO told me that the way to establish his authority in the room was to arrive last... All that it ended up establishing, however, was that he’d never met anyone like Steve Jobs."
"The Steve Jobs Roller Coaster" by @edcatmull https://t.co/arhd3I7sFW tweet
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Investing visuals
10 business breakdowns mega thread!🧵👇
I’ve delved into 10 high-quality companies shaping the future. Let's dive in and find your next investment gem💎
#1 NVIDIA $NVDA: A powerhouse in gaming and AI. Can it maintain its dominance? https://t.co/27IqudxUhY
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10 business breakdowns mega thread!🧵👇
I’ve delved into 10 high-quality companies shaping the future. Let's dive in and find your next investment gem💎
#1 NVIDIA $NVDA: A powerhouse in gaming and AI. Can it maintain its dominance? https://t.co/27IqudxUhY
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Stock Analysis Compilation
Royce Invest on Agilysys $AGYS US
Thesis: Agilysys leverages its secure and specialized payment solutions to dominate the growing hospitality technology market
(Extract from their article) https://t.co/wsLN43Dsfy
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Royce Invest on Agilysys $AGYS US
Thesis: Agilysys leverages its secure and specialized payment solutions to dominate the growing hospitality technology market
(Extract from their article) https://t.co/wsLN43Dsfy
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