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Investing visuals
Which stock do you think will perform better under the Trump presidency: Palantir $PLTR or Snowflake $SNOW? https://t.co/cbCqKDSlL8
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Which stock do you think will perform better under the Trump presidency: Palantir $PLTR or Snowflake $SNOW? https://t.co/cbCqKDSlL8
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Stock Analysis Compilation
Black Bear value partners on Paramount Resources $POU CN
Thesis: Paramount Resources is a promising energy exploration and production company poised for growth after selling mature assets and distributing significant cash to shareholders, with a projected asset value of ~$18 per share against a stock price of $32.
(Extract from their Q4 letter)
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Black Bear value partners on Paramount Resources $POU CN
Thesis: Paramount Resources is a promising energy exploration and production company poised for growth after selling mature assets and distributing significant cash to shareholders, with a projected asset value of ~$18 per share against a stock price of $32.
(Extract from their Q4 letter)
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Offshore
Video
Startup Archive
Reid Hoffman explains the Paypal Mafia’s unique hiring strategy
“The thing that was unique about the PayPal crew is typically when people start companies they’ll go: ‘I need to get people with a lot of experience at doing just this job’—you have a lot of experience coding, running a data center, marketing, selling, etc. But PayPal opted for very high-talent young people with the expectation that the high-talent young people would learn the jobs.”
He continues:
“So as opposed to hiring someone who has had a ton of experience doing an exact job, we said: we’re going to hire someone we think is a very fast learner, and we’re going to trust that they’re going to learn the job really fast… We’ll hire some experienced people too, but we had a huge predilection to [hiring fast learners].”
Video source: @khanacademy (2014)
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Reid Hoffman explains the Paypal Mafia’s unique hiring strategy
“The thing that was unique about the PayPal crew is typically when people start companies they’ll go: ‘I need to get people with a lot of experience at doing just this job’—you have a lot of experience coding, running a data center, marketing, selling, etc. But PayPal opted for very high-talent young people with the expectation that the high-talent young people would learn the jobs.”
He continues:
“So as opposed to hiring someone who has had a ton of experience doing an exact job, we said: we’re going to hire someone we think is a very fast learner, and we’re going to trust that they’re going to learn the job really fast… We’ll hire some experienced people too, but we had a huge predilection to [hiring fast learners].”
Video source: @khanacademy (2014)
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Hidden Value Gems
Stanley Druckenmiler on markets (20 Jan ‘25):
“I’ve been doing this for 49 years, and we’re probably going from the most anti-business administration to the opposite. We do a lot of talking to CEOs and companies on the ground. And I’d say CEOs are somewhere between relieved and giddy. So we’re a believer in animal spirits.”
“In terms of the markets, I would say it’s complicated. You’re going to have this push of a strong economy versus bond yields rising in response to that strong economy, and that kind of makes me not have a strong opinion one way or the other.”
“We have a fiscal problem, we need revenues. To me, tariffs are simply a consumption tax that foreigners pay for some of it. Now the risk is retaliation, but as long as we stay in the 10% range, ...I think the risks are overblown relative to the rewards, the rewards on high.”
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Stanley Druckenmiler on markets (20 Jan ‘25):
“I’ve been doing this for 49 years, and we’re probably going from the most anti-business administration to the opposite. We do a lot of talking to CEOs and companies on the ground. And I’d say CEOs are somewhere between relieved and giddy. So we’re a believer in animal spirits.”
“In terms of the markets, I would say it’s complicated. You’re going to have this push of a strong economy versus bond yields rising in response to that strong economy, and that kind of makes me not have a strong opinion one way or the other.”
“We have a fiscal problem, we need revenues. To me, tariffs are simply a consumption tax that foreigners pay for some of it. Now the risk is retaliation, but as long as we stay in the 10% range, ...I think the risks are overblown relative to the rewards, the rewards on high.”
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Quiver Quantitative
Nancy Pelosi disclosed a sale of $7.9M of Apple stock yesterday.
The stock has now fallen 11% since her sale.
Look at this screenshot from Quiver: https://t.co/2WzXJe2Hc1
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Nancy Pelosi disclosed a sale of $7.9M of Apple stock yesterday.
The stock has now fallen 11% since her sale.
Look at this screenshot from Quiver: https://t.co/2WzXJe2Hc1
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Quiver Quantitative
RT @QuiverCongress: The Government just launched a DOGE website: https://t.co/kjkWxEWpLH
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RT @QuiverCongress: The Government just launched a DOGE website: https://t.co/kjkWxEWpLH
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Quiver Quantitative
The US Debt Clock has added a DOGE Clock.
It appears to track how much the national debt has increased since Trump's inauguration. https://t.co/DWUND1XJmT
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The US Debt Clock has added a DOGE Clock.
It appears to track how much the national debt has increased since Trump's inauguration. https://t.co/DWUND1XJmT
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Stock Analysis Compilation
Montaka on MongoDB $MDB US
Thesis: MDB is poised for potential growth as AI applications increasingly demand flexible database solutions for unstructured data, despite current market challenges.
(Extract from their Q4 letter) https://t.co/OuIxfGPm8m
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Montaka on MongoDB $MDB US
Thesis: MDB is poised for potential growth as AI applications increasingly demand flexible database solutions for unstructured data, despite current market challenges.
(Extract from their Q4 letter) https://t.co/OuIxfGPm8m
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Quiver Quantitative
JUST IN: The defense contractor Huntington Ingalls, $HII, just disclosed $1.1M of new lobbying https://t.co/buvwKPIzan
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JUST IN: The defense contractor Huntington Ingalls, $HII, just disclosed $1.1M of new lobbying https://t.co/buvwKPIzan
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Dimitry Nakhla | Babylon Capital®
4 Signs a Company’s Quality may be Declining‼️
1. Unexplained pressure on margins
2. Poor growth execution
3. Discussions of competitive pressures
4. Increasing debt coupled with declining FCF
A few examples: $WBA $INTC $BDX $HRL $BF.B $DEO $MDT
Share some more below 👇🏽
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4 Signs a Company’s Quality may be Declining‼️
1. Unexplained pressure on margins
2. Poor growth execution
3. Discussions of competitive pressures
4. Increasing debt coupled with declining FCF
A few examples: $WBA $INTC $BDX $HRL $BF.B $DEO $MDT
Share some more below 👇🏽
tweet