Offshore
Photo
Stock Analysis Compilation
Parnassus on UnitedHeath Group $UNH US
Thesis: UnitedHealth’s leadership in health care, driven by data analytics and secular trends, positions it for near-term growth
(Extract from their Q3 letter) https://t.co/nKE11zHurV
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Parnassus on UnitedHeath Group $UNH US
Thesis: UnitedHealth’s leadership in health care, driven by data analytics and secular trends, positions it for near-term growth
(Extract from their Q3 letter) https://t.co/nKE11zHurV
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Offshore
Photo
Stock Analysis Compilation
Artisan Partners on Installed Building Products $IBP US
Thesis: Installed Building Products capitalizes on housing completions and geographic expansion, driving growth through insulation services and cross-selling
(Extract from their Q3 letter) https://t.co/dE1IPjKflF
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Artisan Partners on Installed Building Products $IBP US
Thesis: Installed Building Products capitalizes on housing completions and geographic expansion, driving growth through insulation services and cross-selling
(Extract from their Q3 letter) https://t.co/dE1IPjKflF
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Offshore
Photo
Hidden Value Gems
My favourite 2024 charts by @charliebilello
🧵👇
1⃣ Don't make portfolio changes on headlines
1/7 https://t.co/hMW2AsWHCG
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My favourite 2024 charts by @charliebilello
🧵👇
1⃣ Don't make portfolio changes on headlines
1/7 https://t.co/hMW2AsWHCG
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Offshore
Photo
Stock Analysis Compilation
Desert Lion on Lewis $LEW SJ
Thesis: Lewis’ disciplined capital allocation and robust growth potential make it a compelling opportunity in retail and credit sales
(Extract from their november letter) https://t.co/324Ma379wc
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Desert Lion on Lewis $LEW SJ
Thesis: Lewis’ disciplined capital allocation and robust growth potential make it a compelling opportunity in retail and credit sales
(Extract from their november letter) https://t.co/324Ma379wc
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Offshore
Video
Startup Archive
Peter Thiel on the question he asks every startup founder he invests in
“Why will the 20th talented person join your company when they can get paid way more at Google, they will have to work way less hard at Google, and it will look better on their resume to go to Google?”
The 20th employee won’t get the equity or prestige that someone on the founding team will get, so there needs to be another incentive if you’re going to build a truly great company and attract the best people in the world.
Thiel believes the best answer is something along the lines of:
“This is the only place in the world where you can work on this incredibly important problem.”
He continues:
“It has to—on some dimension—be a really important problem that at least some people think is the most important problem in the world. Those are the kind of businesses that are unique, and when they work, they end up being leaders in their respective markets.”
If it’s a problem that a bunch of other team are working on, it will be hard to attract a truly world-class employee #20.
Video source: @PandoDaily (2012)
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Peter Thiel on the question he asks every startup founder he invests in
“Why will the 20th talented person join your company when they can get paid way more at Google, they will have to work way less hard at Google, and it will look better on their resume to go to Google?”
The 20th employee won’t get the equity or prestige that someone on the founding team will get, so there needs to be another incentive if you’re going to build a truly great company and attract the best people in the world.
Thiel believes the best answer is something along the lines of:
“This is the only place in the world where you can work on this incredibly important problem.”
He continues:
“It has to—on some dimension—be a really important problem that at least some people think is the most important problem in the world. Those are the kind of businesses that are unique, and when they work, they end up being leaders in their respective markets.”
If it’s a problem that a bunch of other team are working on, it will be hard to attract a truly world-class employee #20.
Video source: @PandoDaily (2012)
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Offshore
Photo
Stock Analysis Compilation
Diamond Hill on Helios Technologies $HLIO US
Thesis: Helios Technologies is leveraging its diversified portfolio and high-value systems to drive margin and earnings growth in recovering end markets.
(Extract from their Q3 letter) https://t.co/wlajVurxQH
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Diamond Hill on Helios Technologies $HLIO US
Thesis: Helios Technologies is leveraging its diversified portfolio and high-value systems to drive margin and earnings growth in recovering end markets.
(Extract from their Q3 letter) https://t.co/wlajVurxQH
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Offshore
Photo
Stock Analysis Compilation
Hedge funds' best ideas #24 is in your inbox 🔥
(link in bio)
Includes links to the Q3 letters from Artisan Partners / Curreen Capital / Diamond Hill / Granular Capital / Latitude IM / Montaka / Orbis / Parnassus / Pender Fund / Pernas Research / Riverwater Partners / Royce Invest / RS Investments / Sohra Peak
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Hedge funds' best ideas #24 is in your inbox 🔥
(link in bio)
Includes links to the Q3 letters from Artisan Partners / Curreen Capital / Diamond Hill / Granular Capital / Latitude IM / Montaka / Orbis / Parnassus / Pender Fund / Pernas Research / Riverwater Partners / Royce Invest / RS Investments / Sohra Peak
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Offshore
Photo
Stock Analysis Compilation
Royce IP on MKS Instruments $MKSI US
Thesis: MKS Instruments is poised for earnings recovery through its technological edge in semiconductor capital equipment and advanced packaging
(Extract from their article) https://t.co/BeTF3V2DQP
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Royce IP on MKS Instruments $MKSI US
Thesis: MKS Instruments is poised for earnings recovery through its technological edge in semiconductor capital equipment and advanced packaging
(Extract from their article) https://t.co/BeTF3V2DQP
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Offshore
Video
Startup Archive
Keith Rabois on the “one person, one problem" framework he learned from Peter Thiel
“You need to spend a lot of time focusing people. This is something I learned from Peter Thiel. He used to insist at PayPal that every single person could only do exactly one thing. And we all rebelled. You feel like it’s insulting to be asked to do just one thing, but Peter would enforce this pretty strictly.”
Thiel would say:
“I will not talk to you about anything else except for this one thing that I’ve assigned to you. I don’t want to hear about how great your doing in this other area. Just focus until you conquer this one problem.”
Keith explains:
“The insight behind this is that most people will solve problems that they understand how to solve. Roughly speaking, they will solve B+ problems instead of A+ problems. A+ problems are high-impact problems for your company but they’re difficult—you don’t wake up in the morning with a solution to them, so you tend to procrastinate… If you have a company that’s always solving B+ problems, you’ll grow and add value, but you’ll never create the breakthrough idea because no one is spending 100% of their time banging their head against the wall every day until they solve it.”
Video source: @ycombinator (2014)
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Keith Rabois on the “one person, one problem" framework he learned from Peter Thiel
“You need to spend a lot of time focusing people. This is something I learned from Peter Thiel. He used to insist at PayPal that every single person could only do exactly one thing. And we all rebelled. You feel like it’s insulting to be asked to do just one thing, but Peter would enforce this pretty strictly.”
Thiel would say:
“I will not talk to you about anything else except for this one thing that I’ve assigned to you. I don’t want to hear about how great your doing in this other area. Just focus until you conquer this one problem.”
Keith explains:
“The insight behind this is that most people will solve problems that they understand how to solve. Roughly speaking, they will solve B+ problems instead of A+ problems. A+ problems are high-impact problems for your company but they’re difficult—you don’t wake up in the morning with a solution to them, so you tend to procrastinate… If you have a company that’s always solving B+ problems, you’ll grow and add value, but you’ll never create the breakthrough idea because no one is spending 100% of their time banging their head against the wall every day until they solve it.”
Video source: @ycombinator (2014)
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AkhenOsiris
He's been long NVDA all 2024, @jbulltard1 been long TSLA, and @BigBullCap been long PLTR.
Merry Xmas friends!
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He's been long NVDA all 2024, @jbulltard1 been long TSLA, and @BigBullCap been long PLTR.
Merry Xmas friends!
So GB200 shipment went from Q3 to Q4 to Q1 2025 now and nobody care? Maybe because Nvidia already booked these revenue. So, is it really matter when it will be shipped to the customer? - Kakashiitweet