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Quiver Quantitative
RT @QuiverCongress: Representative Ro Khanna just said:
"We must ban PAC and lobbyist spending and overturn Citizens United to break the unholy alliance between wealth and power in Washington."
Do you agree?
Poll below. https://t.co/WdCTUlVRwi
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RT @QuiverCongress: Representative Ro Khanna just said:
"We must ban PAC and lobbyist spending and overturn Citizens United to break the unholy alliance between wealth and power in Washington."
Do you agree?
Poll below. https://t.co/WdCTUlVRwi
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Stock Analysis Compilation
Platinium AM on NICE $NICE US
Thesis: NICE is an Israeli company offering cloud-based contact center software with strong margins and growth potential, particularly through AI module sales as large enterprises transition from legacy systems.
(Extract from their Q4 letter) https://t.co/GPFJM5kdaY
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Platinium AM on NICE $NICE US
Thesis: NICE is an Israeli company offering cloud-based contact center software with strong margins and growth potential, particularly through AI module sales as large enterprises transition from legacy systems.
(Extract from their Q4 letter) https://t.co/GPFJM5kdaY
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Startup Archive
Brian Chesky explains how Airbnb solved the chicken-and-egg problem
“Marketplaces are incredibly defensible at scale, and maybe it’s because they’re incredibly hard to start. And the problem is simple - they call it the chicken and egg problem.”
As Brian explains, it was tough to bootstrap Airbnb in the beginning because travelers couldn’t book homes if there was no inventory, and homeowners didn’t want to list their homes unless people were going to book them.
“We didn’t know what to do for a while .We tried a lot of different things. And I can tell you what worked. Summer of 2008, the press announces that Barack Obama is moving from a 20,000 seat basketball arena to an 80,000 seat football stadium. And we said, that’s our shot. You have 60,000 people that don’t have housing, surely at least a few of them are going to need a place to stay… And so we literally started with local people in Denver. Then we started emailing bloggers. We got the bloggers. Then the Denver Post and the Rocky Mountain News covered us. Then the local ABC and NBC and CBS affiliates. And then the Wall Street Journal. Then the New York Times and CNN are in our living room… We did that in a matter of three weeks.”
Brian continues:
“We started these little infernos. You start getting a few users here, a hundred here, fifty there… And we did the same thing with the inauguration. And when you have a hundred people here and there, then you obsessively meet them… Paul Graham, our first investor, said it’s better to have a hundred people love you than a million people kind of like you. And the reason why is it’s really hard to build off of a really wide but shallow base. But with a hundred people, you can find out everything they want… You meet them, you spend a ton of time with them, and once they fall in love with your product, they’ll tell every one of their friends. That’s why [Airbnb] took a really long time to start, but it grew much faster later on.”
Video source: @cwclub (2011)
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Brian Chesky explains how Airbnb solved the chicken-and-egg problem
“Marketplaces are incredibly defensible at scale, and maybe it’s because they’re incredibly hard to start. And the problem is simple - they call it the chicken and egg problem.”
As Brian explains, it was tough to bootstrap Airbnb in the beginning because travelers couldn’t book homes if there was no inventory, and homeowners didn’t want to list their homes unless people were going to book them.
“We didn’t know what to do for a while .We tried a lot of different things. And I can tell you what worked. Summer of 2008, the press announces that Barack Obama is moving from a 20,000 seat basketball arena to an 80,000 seat football stadium. And we said, that’s our shot. You have 60,000 people that don’t have housing, surely at least a few of them are going to need a place to stay… And so we literally started with local people in Denver. Then we started emailing bloggers. We got the bloggers. Then the Denver Post and the Rocky Mountain News covered us. Then the local ABC and NBC and CBS affiliates. And then the Wall Street Journal. Then the New York Times and CNN are in our living room… We did that in a matter of three weeks.”
Brian continues:
“We started these little infernos. You start getting a few users here, a hundred here, fifty there… And we did the same thing with the inauguration. And when you have a hundred people here and there, then you obsessively meet them… Paul Graham, our first investor, said it’s better to have a hundred people love you than a million people kind of like you. And the reason why is it’s really hard to build off of a really wide but shallow base. But with a hundred people, you can find out everything they want… You meet them, you spend a ton of time with them, and once they fall in love with your product, they’ll tell every one of their friends. That’s why [Airbnb] took a really long time to start, but it grew much faster later on.”
Video source: @cwclub (2011)
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Quiver Quantitative
Senator Wicker: Are we in peacetime now?
Palantir CTO: In my opinion, no. But I think we gotta get the whole country to realize that. https://t.co/XQd7NRyJwU
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Senator Wicker: Are we in peacetime now?
Palantir CTO: In my opinion, no. But I think we gotta get the whole country to realize that. https://t.co/XQd7NRyJwU
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Stock Analysis Compilation
Nightview Capital on Wynn Resorts $WYNN US
Thesis: Wynn Resorts is a compelling investment opportunity, benefiting from a rebounding gaming market and luxury travel trends, along with an undervalued portfolio and strong revenue growth.
(Extract from their Q4 letter) https://t.co/26MoLnMchO
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Nightview Capital on Wynn Resorts $WYNN US
Thesis: Wynn Resorts is a compelling investment opportunity, benefiting from a rebounding gaming market and luxury travel trends, along with an undervalued portfolio and strong revenue growth.
(Extract from their Q4 letter) https://t.co/26MoLnMchO
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Dimitry Nakhla | Babylon Capital®
RT @The_AI_Investor: Nvidia Quaterly Revenue from US - China - Singapore https://t.co/MGLwsF7aYe
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RT @The_AI_Investor: Nvidia Quaterly Revenue from US - China - Singapore https://t.co/MGLwsF7aYe
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Quiver Quantitative
JUST IN: Nancy Pelosi and Marjorie Taylor Greene have both been buying up Palo Alto Networks stock, $PANW.
Pelosi bought up to $1.2M of call options last year, and just exercised them, keeping the shares.
Greene has bought up to $75K of the stock.
Bipartisanship? https://t.co/QtxmW5wH3N
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JUST IN: Nancy Pelosi and Marjorie Taylor Greene have both been buying up Palo Alto Networks stock, $PANW.
Pelosi bought up to $1.2M of call options last year, and just exercised them, keeping the shares.
Greene has bought up to $75K of the stock.
Bipartisanship? https://t.co/QtxmW5wH3N
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Quiver Quantitative
NEW: Just released improvements to the Quiver iOS app.
You can now get notifications on new:
- Congressional stock trades
- Government contracts
- Corporate lobbying
- Insider Trades
Should let you see the data even before we post about it.
Hopefully coming to Android soon. https://t.co/QTyi4UEQGE
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NEW: Just released improvements to the Quiver iOS app.
You can now get notifications on new:
- Congressional stock trades
- Government contracts
- Corporate lobbying
- Insider Trades
Should let you see the data even before we post about it.
Hopefully coming to Android soon. https://t.co/QTyi4UEQGE
tweet