⁠Startup Archive
RT @jeffreydmorelli: This is the single most difficult part of starting a company, a true product driven company. Every expert and logical reason will tell you what to think and which direction to go in. Your job is to ignore them even though by the very nature of building something new that didn’t exist before, you don’t know what you’re doing.

Jony Ive: “You have to reject reason to innovate”

“If it hasn’t been done and it’s of value, there’s really good reasons it’s not been done. And so when you’re confronted with those reasons, you’ve got two choices. You can say, ‘Oh, that’s a very good reason, I’m sorry for bothering you.’ Or you can say, ‘I don’t believe that. I’m going to find out more.’”

Jony Ive continues:

“George Bernard Shaw talked bout how you have to reject reason to innovate. You have to say, ‘We understand. This is all very reasonable. But I’m going to ignore you completely.’ And if you're a fairly sensitive person, ignoring very smart people is really difficult… [But] that decision to ignore expert option happens every single time we do something that’s new.” - Startup Archive
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⁠Hidden Value Gems
Unexpected trajectory if you zoom out - no real decline in alcohol consumption?

h/t Troy Asset Management

https://t.co/EwBq94Vh2D https://t.co/DO70EjTag6

Missed this news on $DGE.L - apparently considering the sale / IPO of Guinness (est. $10bn) and its 34% interest in Moet Hennessy (JV with LVMH).

With so much pessimism over this sector, looks like it is worth doing more work on the name/sector... https://t.co/4do6oLWiYR - Hidden Value Gems
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⁠Quiver Quantitative
Representative Tim Burchett just said:

"Congress shouldn’t own individual stocks."

Burchett is one of the few members of Congress without any individual stocks in his portfolio.

His page on Quiver is pretty empty: https://t.co/NK8UYwD4KE
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⁠InsideArbitrage
Barnes Group Inc. $B announced the completion of it's acquisition by funds managed by affiliates of Apollo Global Management $APO. It took 111 days for this deal to complete. https://t.co/AYdCWzAxrD
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⁠Dimitry Nakhla | Babylon Capital®
A turbulent day in the stock market, yet Visa $V & Mastercard $MA keep doing their thing 💸 https://t.co/1trdOPt9qI
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⁠Stock Analysis Compilation
Upslope Capital Management on Charles River $CRL US

Thesis: Charles River’s strong market position and improving fundamentals suggest potential upside as the biotech cycle turns

(Extract from their Q4 letter) https://t.co/wYxsOVrleC
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⁠InsideArbitrage
Israel Acquisitions Corp. $ISRL and Gadfin Ltd; an Israeli technology company specializing in all-weather, long range, heavy-duty, drone delivery for essential cargo, announced the entry into a definitive business combination agreement for an equity value USD 200 million. https://t.co/oB9jZ3ARcZ
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