⁠Stock Analysis Compilation
Royce IP on FormFactor $FORM US

Thesis: FormFactor is capitalizing on the demand for next-gen chips with its leading probe card solutions and resilient revenue base.

(Extract from their article) https://t.co/lVZCCh5KnW
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⁠Startup Archive
RT @foundertribune: "Analogies Give Customers Superpowers" by @tfadell https://t.co/T0PmJJKf2a
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⁠Startup Archive
"[Steve Jobs would] always say that analogies give customers superpowers. A great analogy allows a customer to instantly grasp a difficult feature and then describe that feature to others. That’s why “1,000 songs in your pocket” was so powerful."

- Tony Fadell

"Analogies Give Customers Superpowers" by @tfadell https://t.co/T0PmJJKf2a - The Founders' Tribune
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⁠InsideArbitrage
RT @AsifSuria: Thrilled to see that @MoneyWeek magazine picked The Event-Driven Edge in Investing as one of their best investment books of 2024!

The most accurate review of the book was the one left on the Audible version. After reading Richer, Wiser, Happier by @WilliamGreen72 I realized how much flare I was missing in my writing.
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⁠Stock Analysis Compilation
Heartland Advisors on Centrus Energy $LEU US

Thesis: Centrus Energy’s unique position as a licensed uranium supplier and its strong balance sheet support its potential for long-term growth in clean energy

(Extract from their Q3 letter) https://t.co/l4k46USwqE
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⁠Startup Archive
RT @lulumeservey: The most basic skill of every great founder is convincing people to care

“You are going to be convincing employees to join you. You’re going to be convincing investors to invest in you. When you get to the point where you’re doing deals with bigger companies, you have to convince them. Your whole world is convincing people, and so you have to be able to communicate your idea and convince people why they should care about you more than any of the other hundreds of startups out there.”

Jessica Livingston on investing in Stripe when the Collison Brothers were teenagers

Jessica reflects on a 19-year old Patrick Collison telling her and the other co-founders of Y Combinator that he wanted to take on the financial industry with his younger brother John.

“We were like, ‘Do you realize how hard this is? And you don’t have connections.’ But they were intrepid. They were like, ‘Well, we don’t have connections, but we’ll find connections.’”

She recalls their determination and focus:

“You think the head of a bank is going to take a 19-year old startup founder seriously? It seems pretty implausible, right? But they were good enough that they were able to convince these banks to work with them.”

Determination, Jessica argues, is “by far the most important quality. More than intelligence. More than previous success in school.” When she co-founded Y Combinator, the hypothesis was that they’d just fund all the best hackers from MIT and Harvard and they’d turn out to be great startup founders. But that turned out to not be true.

“Determination is the most important thing. Understanding your users and building a product with a great user experience is second most important.”

Jessica also believes being flexible minded is very important:

“You have this idea, you test it out, and it doesn’t always work the first time. You have to be able to say, ‘Okay, I thought I was going to do this, but let’s try this, even though I have a lot of energy vested in this, let’s try this direction. You really have to be open minded.”

And then you have to be convincing and a good leader:

“You are going to be convincing employees to join you. You’re going to be convincing investors to invest in you. When you get to the point where you’re doing deals with bigger companies, you have to convince them. Your whole world is convincing people, and so you have to be able to communicate your idea and convince people why they should care about you more than any of the other hundreds of startups out there.”

Video source: @ycombinator (2016) - Startup Archive
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase

A director of $NKE has reported the purchase of ~$191K of the company's stock, increasing his ownership stake by 9%.

This is the first insider buy we have seen from this director in over 2 years.
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⁠Capital Employed
RT @capitalemployed: What stock are you super bullish on as head into 2025? 🐂
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⁠Capital Employed
40 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…👇

https://t.co/RxS6KcsSGL https://t.co/qajCPC7Ckl
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⁠InsideArbitrage
$QFIN Share Repurchase Update - Completes its 2024 Share Repurchase Plan

The company had utilized all of the total authorized value under the March share repurchase plan. The company purchased 15.1 million ADSs in the open market for a total amount of~$350 million at an average price of $23.14 per ADS
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⁠Hidden Value Gems
Do you make New Year resolutions? 🎅🎄
- Yes, and it works
- Yes, but it doesn’t work
- No
- No, but I will try it
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⁠InsideArbitrage
RT @dividendology: A Dividend King is a company that has increased its dividends for at least 50 consecutive years.

There were 2 new additions to this list in 2024:

- $ADP
- $ED

And 3 companies were removed:

- $MMM
- $LEG
- $WBA

You can see the full list of 2025 Dividend Kings here: https://t.co/Vc2ybSmckx
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