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Stock Analysis Compilation
Upslope Capital Management on VF Corp $VFC US
Thesis: V.F. Corp's new leadership and financial improvements signal early but promising signs of a turnaround
(Extract from their Q4 letter) https://t.co/SoTtsXA2q9
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Upslope Capital Management on VF Corp $VFC US
Thesis: V.F. Corp's new leadership and financial improvements signal early but promising signs of a turnaround
(Extract from their Q4 letter) https://t.co/SoTtsXA2q9
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Offshore
Video
Startup Archive
Sam Altman: “The good founders are people who have ideas all the time”
“You can give a founder an idea and they can start a company. The problem is they need to come up with new ideas for the company basically every week. You have to come up with crazy new ideas and big changes all the time.”
When Sam was at Y Combinator, they tried an experiment where they funded 20 teams of strong founders that didn’t have ideas but were otherwise really good. They all failed.
“What we learned is that the good founders are people who have ideas all the time. There’s an intelligence component to this. There’s a creativity component to this. There’s an ability to think independent thoughts component to this. But whatever you want to call this - this particular kind of intelligence that leads to seeing problems in different ways and thinking of ideas that don’t yet exist but should - you’ve got to have that in a founder.”
Video source: @ycombinator (2018)
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Sam Altman: “The good founders are people who have ideas all the time”
“You can give a founder an idea and they can start a company. The problem is they need to come up with new ideas for the company basically every week. You have to come up with crazy new ideas and big changes all the time.”
When Sam was at Y Combinator, they tried an experiment where they funded 20 teams of strong founders that didn’t have ideas but were otherwise really good. They all failed.
“What we learned is that the good founders are people who have ideas all the time. There’s an intelligence component to this. There’s a creativity component to this. There’s an ability to think independent thoughts component to this. But whatever you want to call this - this particular kind of intelligence that leads to seeing problems in different ways and thinking of ideas that don’t yet exist but should - you’ve got to have that in a founder.”
Video source: @ycombinator (2018)
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InsideArbitrage
📢 $MDT Medtronic has announced Thierry Pieton, Renault's finance chief, as its new CFO, effective March 3, 2025.
💰 Pieton’s base salary is set at $850K/year, with a target bonus of 110% of his salary and a $3 million cash bonus.
🏥 Pieton will succeed Gary Corona, who has been serving as Interim CFO. Gary Corona stepped in after the departure of Medtronic’s previous CFO, Karen Parkhill, in June 2024.
🔄 Parkhill’s departure occurred months after Medtronic, as part of a turnaround strategy, exited its unprofitable ventilator product line within its patient monitoring and respiratory interventions (PMRI) business.
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📢 $MDT Medtronic has announced Thierry Pieton, Renault's finance chief, as its new CFO, effective March 3, 2025.
💰 Pieton’s base salary is set at $850K/year, with a target bonus of 110% of his salary and a $3 million cash bonus.
🏥 Pieton will succeed Gary Corona, who has been serving as Interim CFO. Gary Corona stepped in after the departure of Medtronic’s previous CFO, Karen Parkhill, in June 2024.
🔄 Parkhill’s departure occurred months after Medtronic, as part of a turnaround strategy, exited its unprofitable ventilator product line within its patient monitoring and respiratory interventions (PMRI) business.
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Quiver Quantitative
We just received data on Robert F. Kennedy Jr.'s portfolio.
Here is a link to our findings:
https://t.co/3AgjwsNi8R https://t.co/oS28KksI4n
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We just received data on Robert F. Kennedy Jr.'s portfolio.
Here is a link to our findings:
https://t.co/3AgjwsNi8R https://t.co/oS28KksI4n
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Offshore
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Stock Analysis Compilation
Plural AM on Seaport Entertainment $SEG US
Thesis: Seaport Entertainment is a newly spun-off company from Howard Hughes focused on revitalizing its valuable properties in Lower Manhattan, with an estimated intrinsic value growth projected over the next three years.
(Extract from their Q4 letter)
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Plural AM on Seaport Entertainment $SEG US
Thesis: Seaport Entertainment is a newly spun-off company from Howard Hughes focused on revitalizing its valuable properties in Lower Manhattan, with an estimated intrinsic value growth projected over the next three years.
(Extract from their Q4 letter)
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Offshore
Video
Quiver Quantitative
New post from @DOGE:
"$784 MILLION in taxpayer dollars for a new U.S. embassy in South Sudan, initiated in 2023. This is not a reasonable expenditure."
We actually did a video on this exact embassy back in 2023.
See below: https://t.co/cPnS7zXSQ2
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New post from @DOGE:
"$784 MILLION in taxpayer dollars for a new U.S. embassy in South Sudan, initiated in 2023. This is not a reasonable expenditure."
We actually did a video on this exact embassy back in 2023.
See below: https://t.co/cPnS7zXSQ2
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Offshore
Video
Value Spotlight (Andrew Sather)
ROIIC vs ROIC Grudge Match (Tutorial)
Which is better?
When is it better to use one versus the other? Find out as I calculate the ROIC and ROIIC of $NOW https://t.co/qOK8jA0CTB
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ROIIC vs ROIC Grudge Match (Tutorial)
Which is better?
When is it better to use one versus the other? Find out as I calculate the ROIC and ROIIC of $NOW https://t.co/qOK8jA0CTB
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: One of the UK’s most successful hedge funds just added ONE new stock to their holdings that I recently stated was a good buy 💸
The stock?
$TMO 🔬
As of their latest 13F filing, Lindsell Train allocated 5.30% of the fund to $TMO (at a higher reported price than my suggestion) https://t.co/wkOcIFkNhC
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RT @DimitryNakhla: One of the UK’s most successful hedge funds just added ONE new stock to their holdings that I recently stated was a good buy 💸
The stock?
$TMO 🔬
As of their latest 13F filing, Lindsell Train allocated 5.30% of the fund to $TMO (at a higher reported price than my suggestion) https://t.co/wkOcIFkNhC
Two months ago I stated:
“I’d be more interested in $TMO closer to $500💵 (8% below today’s price) where I can reasonably expect ~11% to ~12% CAGR while assuming a 23x - 24x end multiple, ensuring a margin of safety”
$TMO traded at my target price for less than 24 hours 📈 https://t.co/r2awaMkY7L tweet
Offshore
Video
Quiver Quantitative
Representative @AOC just said:
“I want folks at home to look at what members of Congress are invested in private prison companies..
It is atrocious that people are lining their pockets with private prison profits”
Here's what we found, using the data on Quiver:
- We do not see any active members of Congress with $GEO or $CXW in their portfolios. @AOC, please let us know if we're missing something.
- However, executives at Geo Group and CoreCivic did make large donations to Trump.
- Both stocks are up over 70% since Trump was elected.
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Representative @AOC just said:
“I want folks at home to look at what members of Congress are invested in private prison companies..
It is atrocious that people are lining their pockets with private prison profits”
Here's what we found, using the data on Quiver:
- We do not see any active members of Congress with $GEO or $CXW in their portfolios. @AOC, please let us know if we're missing something.
- However, executives at Geo Group and CoreCivic did make large donations to Trump.
- Both stocks are up over 70% since Trump was elected.
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