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4Q'24 Heartland Value Fund on $DK, $PDCO, $XRAY
More fund letters here:
https://t.co/dVDkhhwsJS https://t.co/L8tGQm6yso
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4Q'24 Heartland Value Fund on $DK, $PDCO, $XRAY
More fund letters here:
https://t.co/dVDkhhwsJS https://t.co/L8tGQm6yso
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InsideArbitrage
✈️ $GE GE Aerospace reports strong Q4 with top and bottom line beating estimates, plans $7B buyback in 2025 while increasing dividend by 30%; expects another year of substantial growth in 2025
✈️Repurchased shares worth $4.9B in FY'24 under current $15B authorization
Chairman and CEO H. Lawrence Culp, Jr. :“GE Aerospace delivered a strong finish to 2024 given robust demand for our services and products with fourth quarter orders up 46%, EPS more than doubling, and free cash flow increasing over 20%. Our performance capped off a monumental first year as a standalone company with $1.7 billion of profit growth and $1.3 billion of free cash flow growth.”
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✈️ $GE GE Aerospace reports strong Q4 with top and bottom line beating estimates, plans $7B buyback in 2025 while increasing dividend by 30%; expects another year of substantial growth in 2025
✈️Repurchased shares worth $4.9B in FY'24 under current $15B authorization
Chairman and CEO H. Lawrence Culp, Jr. :“GE Aerospace delivered a strong finish to 2024 given robust demand for our services and products with fourth quarter orders up 46%, EPS more than doubling, and free cash flow increasing over 20%. Our performance capped off a monumental first year as a standalone company with $1.7 billion of profit growth and $1.3 billion of free cash flow growth.”
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Startup Archive
Chamath Palihapitiya on the growth principles that got Facebook to billions of users
“The most important thing we did was I teased out virality, and said, ‘You cannot do it. Don’t talk about it. Don’t touch it. I don’t want you to give me any product plans that revolve around this idea of virality. I don’t want to hear it.”
Instead, Chamath urged the growth team at Facebook to focus on “the three most difficult and hard problems that any consumer product has to deal with”:
1. How do you get people in the front door?
2. How do you get them to an aha moment as quickly as possible?
3. How do you deliver core product value as often as possible?
Chamath warns that focusing on virality is why you see so many startups experience this amazingly steep rise and then fall off a cliff.
The second thing he set out to do at Facebook was invalidate all of the lore:
“In any given product, there’s always people who strut out around the office like, ‘I have this gut feeling.’ It’s all about gut feeling. And most people’s gut feelings are morons. They don’t know what they’re talking about. Gut feel is not useful because most people can’t predict correctly. We know this. So one of the most important things that we did was just invalidate all of the lore… You can’t believe your own BS. Because when you do, you start to compound these massively structural mistakes that don’t expose core product value… You don’t listen to customers because you think it’s all about your gut. You don’t bother doing any of the traditional, straightforward, obvious things, and you lose yourself.”
As Chamath explains, a maniacal focus on delivering core product value as frequently and fast as possible is what led Facebook to its most important realization:
“The single biggest thing we realized was to get any individual to 7 friends in 10 days. That was it… There was not much more complexity than that. There’s an entire team now of hundreds of people that have helped ramp this product to a billion users, based on that one simple rule — a very elegant statement of what it was to capture core product value… And then what we did at the company was talk about nothing else. Every Q&A. Every all-hands… It was the single, sole focus.”
He continues:
“You have to work backwards from: What is the thing that people are here to do? What is the ‘aha moment’ that they want? Why can I not give that to them as fast as possible? That’s how you win.”
Chamath recommends starting with a cohort of your most engaged users — What features are they using? What pathways in your product did they take? Then work backwards and try to get all of your other users to that same state.
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Chamath Palihapitiya on the growth principles that got Facebook to billions of users
“The most important thing we did was I teased out virality, and said, ‘You cannot do it. Don’t talk about it. Don’t touch it. I don’t want you to give me any product plans that revolve around this idea of virality. I don’t want to hear it.”
Instead, Chamath urged the growth team at Facebook to focus on “the three most difficult and hard problems that any consumer product has to deal with”:
1. How do you get people in the front door?
2. How do you get them to an aha moment as quickly as possible?
3. How do you deliver core product value as often as possible?
Chamath warns that focusing on virality is why you see so many startups experience this amazingly steep rise and then fall off a cliff.
The second thing he set out to do at Facebook was invalidate all of the lore:
“In any given product, there’s always people who strut out around the office like, ‘I have this gut feeling.’ It’s all about gut feeling. And most people’s gut feelings are morons. They don’t know what they’re talking about. Gut feel is not useful because most people can’t predict correctly. We know this. So one of the most important things that we did was just invalidate all of the lore… You can’t believe your own BS. Because when you do, you start to compound these massively structural mistakes that don’t expose core product value… You don’t listen to customers because you think it’s all about your gut. You don’t bother doing any of the traditional, straightforward, obvious things, and you lose yourself.”
As Chamath explains, a maniacal focus on delivering core product value as frequently and fast as possible is what led Facebook to its most important realization:
“The single biggest thing we realized was to get any individual to 7 friends in 10 days. That was it… There was not much more complexity than that. There’s an entire team now of hundreds of people that have helped ramp this product to a billion users, based on that one simple rule — a very elegant statement of what it was to capture core product value… And then what we did at the company was talk about nothing else. Every Q&A. Every all-hands… It was the single, sole focus.”
He continues:
“You have to work backwards from: What is the thing that people are here to do? What is the ‘aha moment’ that they want? Why can I not give that to them as fast as possible? That’s how you win.”
Chamath recommends starting with a cohort of your most engaged users — What features are they using? What pathways in your product did they take? Then work backwards and try to get all of your other users to that same state.
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AkhenOsiris
$FLUT $DKNG
FOS:
Prediction Market Company Kalshi to Launch Super Bowl Betting
Kalshi filed with the CFTC to list Super Bowl betting odds. Industry observers wonder whether exchanges could disrupt traditional sportsbooks.
There’s been discussion in sports business circles about how much of an existential threat exchange-based sports betting poses for traditional sportsbooks like FanDuel and DraftKings.
The exchanges are available in all 50 states, whereas sportsbooks are not available in about a dozen states, including California and Texas. And exchanges can offer substantially lower “vig” on bets since they are peer-to-peer as opposed to the public betting against the house.
This month Kalshi began offering odds on which NFL coaches would be hired by various teams with vacancies, including the Bears (who have landed Ben Johnson) and the Jaguars.
Right now, exchanges are dipping their proverbial toes in the water of futures wagers. But if and when they start offering single-game odds and player props, they’ll pose a much greater threat to the traditional sports betting industry. frontofficesports.com/predic…
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$FLUT $DKNG
FOS:
Prediction Market Company Kalshi to Launch Super Bowl Betting
Kalshi filed with the CFTC to list Super Bowl betting odds. Industry observers wonder whether exchanges could disrupt traditional sportsbooks.
There’s been discussion in sports business circles about how much of an existential threat exchange-based sports betting poses for traditional sportsbooks like FanDuel and DraftKings.
The exchanges are available in all 50 states, whereas sportsbooks are not available in about a dozen states, including California and Texas. And exchanges can offer substantially lower “vig” on bets since they are peer-to-peer as opposed to the public betting against the house.
This month Kalshi began offering odds on which NFL coaches would be hired by various teams with vacancies, including the Bears (who have landed Ben Johnson) and the Jaguars.
Right now, exchanges are dipping their proverbial toes in the water of futures wagers. But if and when they start offering single-game odds and player props, they’ll pose a much greater threat to the traditional sports betting industry. frontofficesports.com/predic…
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InsideArbitrage
🚨 Aptiv $APTV Plans to Spin Off Its Electrical Distribution Systems Business.
🌍🚗The Board has approved the separation of its Electrical Distribution Systems (EDS) business, creating two independent companies.
🔌 Aptiv Post-Spinoff: Focused on advanced safety, electrification, and automation with a sensor-to-cloud technology stack serving industries like automotive, telecom, and aerospace.
⚡ EDS Post-Spinoff: Specializing in low and high-voltage electrical architectures for vehicles, with a focus on electric vehicle growth and optimized systems for OEMs. 🚘
🗓️ Timeline: The spinoff is expected to be completed by March 31, 2026, pending approvals, tax opinions, and regulatory filings.
The transaction is expected to be tax-free to Aptiv and its shareholders for both Swiss and U.S. federal income tax purposes.
🔜 Aptiv will release Q4 2024 results on February 6, 2025
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🚨 Aptiv $APTV Plans to Spin Off Its Electrical Distribution Systems Business.
🌍🚗The Board has approved the separation of its Electrical Distribution Systems (EDS) business, creating two independent companies.
🔌 Aptiv Post-Spinoff: Focused on advanced safety, electrification, and automation with a sensor-to-cloud technology stack serving industries like automotive, telecom, and aerospace.
⚡ EDS Post-Spinoff: Specializing in low and high-voltage electrical architectures for vehicles, with a focus on electric vehicle growth and optimized systems for OEMs. 🚘
🗓️ Timeline: The spinoff is expected to be completed by March 31, 2026, pending approvals, tax opinions, and regulatory filings.
The transaction is expected to be tax-free to Aptiv and its shareholders for both Swiss and U.S. federal income tax purposes.
🔜 Aptiv will release Q4 2024 results on February 6, 2025
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Stock Analysis Compilation
Upslope Capital Management on QinetiQ $QQ/ LN
Thesis: QinetiQ is a high-quality UK defense company well-positioned to benefit from increased UK and European defense spending, with a strong financial model and undervalued shares.
(Extract from their Q4 letter) https://t.co/MRe6FyqFjY
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Upslope Capital Management on QinetiQ $QQ/ LN
Thesis: QinetiQ is a high-quality UK defense company well-positioned to benefit from increased UK and European defense spending, with a strong financial model and undervalued shares.
(Extract from their Q4 letter) https://t.co/MRe6FyqFjY
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Palantir $PLTR stock prediction update: pretty much on track so far👀
I think there are two likely scenario's moving forward. See comments. https://t.co/KPJ57V1sJ8
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Palantir $PLTR stock prediction update: pretty much on track so far👀
I think there are two likely scenario's moving forward. See comments. https://t.co/KPJ57V1sJ8
Palantir $PLTR stock: a bold prediction of how I think its stock chart will look like🔮
Details in comments https://t.co/wblJeJtfu0 tweet