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Startup Archive
Marc Andreessen on Mark Zuckerberg’s founder “superpower”
“There are certain fields in which you really get to see somebody’s core personality. You get to see their core attributes, their core virtues, their core vices, and their core weaknesses. And it’s really only under situations of extreme stress where you really get to see that.”
Startups is one of those fields, and Marc points to Mark Zuckerberg as someone who handles extremely stressful situations well:
“A great superpower that Mark Zuckerberg has that is probably not well-understood enough is he does not get emotionally upset in stressful situations. He is able to maintain an analytical frame of mind even when other people would be bursting into tears and hiding under the table. And I’ve seen that many, many times… I’ve been involved almost for 20 years and we’ve been through almost everything good and bad, and I have literally not once seen him raise his voice.”
Marc explains why he believes this ability to keep your cool and maintain control of your emotions is such an important quality:
“Generally the thing that happens before a company goes down is the team cracks internally. The founders turn on each other. The management team dissolves. And so a big part of it with these things is just like: Can you keep the team together? If you can keep the team together then most these companies can battle through most things. I’ve seen just as many incredible last minute saves, rescues, and turnarounds as I have screaming disasters. And so, there is reason for optimism going into even the dark times.”
Video source: @ChrisWillx (2024)
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Marc Andreessen on Mark Zuckerberg’s founder “superpower”
“There are certain fields in which you really get to see somebody’s core personality. You get to see their core attributes, their core virtues, their core vices, and their core weaknesses. And it’s really only under situations of extreme stress where you really get to see that.”
Startups is one of those fields, and Marc points to Mark Zuckerberg as someone who handles extremely stressful situations well:
“A great superpower that Mark Zuckerberg has that is probably not well-understood enough is he does not get emotionally upset in stressful situations. He is able to maintain an analytical frame of mind even when other people would be bursting into tears and hiding under the table. And I’ve seen that many, many times… I’ve been involved almost for 20 years and we’ve been through almost everything good and bad, and I have literally not once seen him raise his voice.”
Marc explains why he believes this ability to keep your cool and maintain control of your emotions is such an important quality:
“Generally the thing that happens before a company goes down is the team cracks internally. The founders turn on each other. The management team dissolves. And so a big part of it with these things is just like: Can you keep the team together? If you can keep the team together then most these companies can battle through most things. I’ve seen just as many incredible last minute saves, rescues, and turnarounds as I have screaming disasters. And so, there is reason for optimism going into even the dark times.”
Video source: @ChrisWillx (2024)
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InsideArbitrage
Prosus Acquires Despegar $DESP for $1.7 Billion in Cash Deal -
🏖️Each outstanding share of Despegar will be converted into the right to receive $19.50 per share in cash, representing a 33.11% premium from the stock’s last close.
🏖️Once the transaction is complete, expected in Q2 2025, Despegar will become a private company.
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Prosus Acquires Despegar $DESP for $1.7 Billion in Cash Deal -
🏖️Each outstanding share of Despegar will be converted into the right to receive $19.50 per share in cash, representing a 33.11% premium from the stock’s last close.
🏖️Once the transaction is complete, expected in Q2 2025, Despegar will become a private company.
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Stock Analysis Compilation
Pender Fund on Calian Group $CGY CN
Thesis: Calian’s diversified operations and strategic capital allocation offer strong long-term growth potential amid short-term headwinds
(Extract from their Q3 letter) https://t.co/VP6FIgrAbo
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Pender Fund on Calian Group $CGY CN
Thesis: Calian’s diversified operations and strategic capital allocation offer strong long-term growth potential amid short-term headwinds
(Extract from their Q3 letter) https://t.co/VP6FIgrAbo
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Ahmad Jivraj
Great investment ideas are rare.
Warren Buffett's legendary investment success came from fewer than 20 key investments throughout his career.
Successful investing does not require constantly finding and acting on new opportunities.
So don't chase every apparent opportunity; instead, wait (really wait) for exceptional ones.
Easier said than done though....
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Great investment ideas are rare.
Warren Buffett's legendary investment success came from fewer than 20 key investments throughout his career.
Successful investing does not require constantly finding and acting on new opportunities.
So don't chase every apparent opportunity; instead, wait (really wait) for exceptional ones.
Easier said than done though....
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Dimitry Nakhla | Babylon Capital®
$NVO is down -42% from its highs 📉
10-Year Rev CAGR: 10.8%
10-Year FCF CAGR: 11.8%
10-Year EPS CAGR: 14.8%
10-Year Stock CAGR: 17.3%
5-Year Rev CAGR: 17.5%
5-Year FCF CAGR: 18.7%
5-Year EPS CAGR: 22.8%
5-Year Stock CAGR: 29.6%
NTM FCF Yield: 3.4% 💵
NTM P/E: 23.06💵 https://t.co/MuLzW9qnNG
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$NVO is down -42% from its highs 📉
10-Year Rev CAGR: 10.8%
10-Year FCF CAGR: 11.8%
10-Year EPS CAGR: 14.8%
10-Year Stock CAGR: 17.3%
5-Year Rev CAGR: 17.5%
5-Year FCF CAGR: 18.7%
5-Year EPS CAGR: 22.8%
5-Year Stock CAGR: 29.6%
NTM FCF Yield: 3.4% 💵
NTM P/E: 23.06💵 https://t.co/MuLzW9qnNG
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InsideArbitrage
Nordstrom $JWN Acquired by Nordstrom Family and Liverpool in a $6.25 Billion Cash Deal -
🛍️Nordstrom common shareholders will receive $24.25 in cash for each share of Nordstrom common stock they hold, representing a discount of 1.14% from the stock’s last close.
🛍️The founding family had offered to acquire the company in September for $23 per share in cash. Reports of the family looking to take the retailer private had been making rounds since March. The company had formed a special committee in February to evaluate the proposal.
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Nordstrom $JWN Acquired by Nordstrom Family and Liverpool in a $6.25 Billion Cash Deal -
🛍️Nordstrom common shareholders will receive $24.25 in cash for each share of Nordstrom common stock they hold, representing a discount of 1.14% from the stock’s last close.
🛍️The founding family had offered to acquire the company in September for $23 per share in cash. Reports of the family looking to take the retailer private had been making rounds since March. The company had formed a special committee in February to evaluate the proposal.
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InsideArbitrage
RT @ReutersLegal: EU antitrust regulators are set to approve US chip design software company Synopsys' $35 billion acquisition of Ansys based on the former's pledge to sell two assets, people with direct knowledge of the matter said https://t.co/XZYajXtD1d https://t.co/ZJ1IiVBLQ1
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RT @ReutersLegal: EU antitrust regulators are set to approve US chip design software company Synopsys' $35 billion acquisition of Ansys based on the former's pledge to sell two assets, people with direct knowledge of the matter said https://t.co/XZYajXtD1d https://t.co/ZJ1IiVBLQ1
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Stock Analysis Compilation
Royce Invest on PAR Technology $PAR US
Thesis: PAR Technology’s innovative payment solutions and SaaS model, backed by growth outside the U.S., position it for strong market share gains
(Extract from their article) https://t.co/CqiI6jOn0K
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Royce Invest on PAR Technology $PAR US
Thesis: PAR Technology’s innovative payment solutions and SaaS model, backed by growth outside the U.S., position it for strong market share gains
(Extract from their article) https://t.co/CqiI6jOn0K
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InsideArbitrage
Singular Genomics Systems $OMIC to be Taken Private by Deerfield in an All-Cash Deal :
🧬As per the terms of the merger agreement, an affiliate of Deerfield Management Company, L.P will acquire Singular Genomics for $20.00 per share in cash, representing a premium of 2.30% from the stock’s last close.
🧬The deal is expected to close in the first half of 2025.
🧬Singular Genomics had received an offer from Deerfield for $10 a share in September. The company was trading at $5.65 per share before the offer was made.
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Singular Genomics Systems $OMIC to be Taken Private by Deerfield in an All-Cash Deal :
🧬As per the terms of the merger agreement, an affiliate of Deerfield Management Company, L.P will acquire Singular Genomics for $20.00 per share in cash, representing a premium of 2.30% from the stock’s last close.
🧬The deal is expected to close in the first half of 2025.
🧬Singular Genomics had received an offer from Deerfield for $10 a share in September. The company was trading at $5.65 per share before the offer was made.
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