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🚨 $COUR Coursera appoints Gregory Hart as President & CEO, effective Feb 3, 2025.
- He replaces Jeffrey Maggioncalda, who is retiring.
📉 Jeffrey Maggioncalda served as Coursera’s President & CEO for 7 years and 8 months, during which the stock declined -78.71%
📌 Gregory Hart's Background: Former COO & CPO at Compass
💰 Compensation:
Base Salary: $590K
Annual Bonus: 100% of salary (prorated for 2025)
Equity Grants: ~$38M in RSUs & stock options (time-based & performance-based).
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🚨 $COUR Coursera appoints Gregory Hart as President & CEO, effective Feb 3, 2025.
- He replaces Jeffrey Maggioncalda, who is retiring.
📉 Jeffrey Maggioncalda served as Coursera’s President & CEO for 7 years and 8 months, during which the stock declined -78.71%
📌 Gregory Hart's Background: Former COO & CPO at Compass
💰 Compensation:
Base Salary: $590K
Annual Bonus: 100% of salary (prorated for 2025)
Equity Grants: ~$38M in RSUs & stock options (time-based & performance-based).
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Hidden Value Gems
Not really saying much new, rebuilding relationships with dealers, meeting Trump this year...Lets see what they say during #Exor investor day next month.
$STLA
via @FT https://t.co/zQzl0yCi6l
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Not really saying much new, rebuilding relationships with dealers, meeting Trump this year...Lets see what they say during #Exor investor day next month.
$STLA
via @FT https://t.co/zQzl0yCi6l
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InsideArbitrage
$SNY Sanofi shares trade higher Pre-market as the French pharmaceutical company
▪️ Reports Q4 sales growth of 10.3%,
▪️ 2024 business EPS guidance exceeded,
▪️ Strong business EPS rebound expected in 2025
▪️Intends to execute a share buyback program in 2025 of €5 billion ($5.2 billion - ~4% of its current market cap) - stemming from the exit of its consumer health business Opella
Paul Hudson, CEO: “We achieved double-digit sales growth in 2024 while pursuing the transformation of the company. Innovation was a key driver of our growth as launches already contributed 11 percent of sales, with Beyfortus becoming a blockbuster in its first full year of sales. We exceeded our business EPS guidance. In 2024, we announced an intention to sell a controlling stake in Opella consumer health, which will make Sanofi a focused, science-driven biopharma company. We increased R&D investments and achieved significant progress with our pipeline in 2024, including positive phase 3 study results for new medicines. As we enter 2025, we expect continued, solid growth in sales and a strong rebound in earnings. We are also confident in the mid to long-term growth prospects of Sanofi, supported by ongoing launches, Dupixent (currently expected to reach sales of around €22 billion in 2030, in line with the current ambition), and expected future launches from our pipeline.”
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$SNY Sanofi shares trade higher Pre-market as the French pharmaceutical company
▪️ Reports Q4 sales growth of 10.3%,
▪️ 2024 business EPS guidance exceeded,
▪️ Strong business EPS rebound expected in 2025
▪️Intends to execute a share buyback program in 2025 of €5 billion ($5.2 billion - ~4% of its current market cap) - stemming from the exit of its consumer health business Opella
Paul Hudson, CEO: “We achieved double-digit sales growth in 2024 while pursuing the transformation of the company. Innovation was a key driver of our growth as launches already contributed 11 percent of sales, with Beyfortus becoming a blockbuster in its first full year of sales. We exceeded our business EPS guidance. In 2024, we announced an intention to sell a controlling stake in Opella consumer health, which will make Sanofi a focused, science-driven biopharma company. We increased R&D investments and achieved significant progress with our pipeline in 2024, including positive phase 3 study results for new medicines. As we enter 2025, we expect continued, solid growth in sales and a strong rebound in earnings. We are also confident in the mid to long-term growth prospects of Sanofi, supported by ongoing launches, Dupixent (currently expected to reach sales of around €22 billion in 2030, in line with the current ambition), and expected future launches from our pipeline.”
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Startup Archive
Bill Gurley on what he learned from his mistake of not investing in Google’s Series A
“The biggest mistake I ever made is I met Larry [Page] and Sergey [Brin] when they had 25 employees at Google and had them present to my partnership, and we didn’t follow through and try to invest.”
Bill reflects on what he learned from this:
“A lot of people talk about this in venture, but you have asymmetric returns — you can lose 1x your money, but when you miss on [a Google], you can miss out on 10,000x your money. So we had a saying internally, ‘What could go right?’ We never sweated a zero… But when we miss big winners, we talk about that frequently…. And one interesting thing about venture is it’s a complex system and there are no rules… I’ve often thought about it as: You develop a set of pattern recognition, which is enhanced if you’re working with a partnership because everybody has their own. And then you have like 10 loose rules that you apply when you see a company. But a lot of the times when you make a great investment, it’s because decide to relax one or two of those rules.”
He emphasizes that Google wasn’t an obvious winner at the time:
“Yahoo had fallen from $82 to $10 as a public company. Excite was in bankruptcy. These were the other search companies at the time. Larry and Sergey both wanted to be CEO and they were PhD students at Stanford. Co-CEO PhD students is not on the checklist. And they wanted a really high price.”
But what Bill finds most interesting is that two of the all-time great venture capitalists were able to look past these problems:
“Two of the very best venture capitalists of all time — John Doerr and Mike Moritz — did the deal. So they had a superior mental framework in that situation and broke a lot of the rules. Another thing was they split the deal at a really high price so their ownership was much lower than they traditionally get. But they knew to break that rule at the time.”
Bill gives Tesla as another example of an investment that “likely violated most people’s entire rule set” but being contrarian is what made the return so high.
Video source: @UTexasMcCombs (2025)
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Bill Gurley on what he learned from his mistake of not investing in Google’s Series A
“The biggest mistake I ever made is I met Larry [Page] and Sergey [Brin] when they had 25 employees at Google and had them present to my partnership, and we didn’t follow through and try to invest.”
Bill reflects on what he learned from this:
“A lot of people talk about this in venture, but you have asymmetric returns — you can lose 1x your money, but when you miss on [a Google], you can miss out on 10,000x your money. So we had a saying internally, ‘What could go right?’ We never sweated a zero… But when we miss big winners, we talk about that frequently…. And one interesting thing about venture is it’s a complex system and there are no rules… I’ve often thought about it as: You develop a set of pattern recognition, which is enhanced if you’re working with a partnership because everybody has their own. And then you have like 10 loose rules that you apply when you see a company. But a lot of the times when you make a great investment, it’s because decide to relax one or two of those rules.”
He emphasizes that Google wasn’t an obvious winner at the time:
“Yahoo had fallen from $82 to $10 as a public company. Excite was in bankruptcy. These were the other search companies at the time. Larry and Sergey both wanted to be CEO and they were PhD students at Stanford. Co-CEO PhD students is not on the checklist. And they wanted a really high price.”
But what Bill finds most interesting is that two of the all-time great venture capitalists were able to look past these problems:
“Two of the very best venture capitalists of all time — John Doerr and Mike Moritz — did the deal. So they had a superior mental framework in that situation and broke a lot of the rules. Another thing was they split the deal at a really high price so their ownership was much lower than they traditionally get. But they knew to break that rule at the time.”
Bill gives Tesla as another example of an investment that “likely violated most people’s entire rule set” but being contrarian is what made the return so high.
Video source: @UTexasMcCombs (2025)
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InsideArbitrage
RT @Retail_Guru: Wow! $UPS to see 50% cut in volume from $AMZN over next 18 months. 🥶 https://t.co/yVsbQ63tqJ
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RT @Retail_Guru: Wow! $UPS to see 50% cut in volume from $AMZN over next 18 months. 🥶 https://t.co/yVsbQ63tqJ
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InsideArbitrage
📢 $CI Cigna shares tumble as Q4 earnings miss- quarterly EPS of $6.64, missing expectations by 15.10% ; 2025 outlook disappoints
Board approves an increase of $6 billion (7% of current market cap) in incremental share repurchase authorization, bringing total authorization to $10.3 billion
CEO: "While higher medical costs in our stop loss product impacted fourth quarter earnings, we are taking corrective actions to address these near-term pressures,"
Full Year 2024 Results
🔹 Revenue: $247.1B (+27% YoY)
🔹 Net Income: $3.4B ($12.12/share)
🔹 Adj. Income from Ops: $7.7B ($27.33/share)
🔹 2025 Outlook: At least $7.9B ($29.50/share)
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📢 $CI Cigna shares tumble as Q4 earnings miss- quarterly EPS of $6.64, missing expectations by 15.10% ; 2025 outlook disappoints
Board approves an increase of $6 billion (7% of current market cap) in incremental share repurchase authorization, bringing total authorization to $10.3 billion
CEO: "While higher medical costs in our stop loss product impacted fourth quarter earnings, we are taking corrective actions to address these near-term pressures,"
Full Year 2024 Results
🔹 Revenue: $247.1B (+27% YoY)
🔹 Net Income: $3.4B ($12.12/share)
🔹 Adj. Income from Ops: $7.7B ($27.33/share)
🔹 2025 Outlook: At least $7.9B ($29.50/share)
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Ahmad Jivraj
Do you doubt yourself when it comes to the stock market? Then read this 👇
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Do you doubt yourself when it comes to the stock market? Then read this 👇
1/18 Thread: Imposter Syndrome in the Stock Market...and How to Deal With It
Nothing screws over an investor more than self doubt.
It is easy to fall into a trap of thinking “there are so many institutions investing in the stock market today, so how can I possibly compete?” https://t.co/htFjBetzy9 tweet
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Dimitry Nakhla | Babylon Capital®
Excellent all around earnings reports from $MA $TMO $ROP & $BX 💰
Source: Earnings Hub https://t.co/5aPaCzZjOK
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Excellent all around earnings reports from $MA $TMO $ROP & $BX 💰
Source: Earnings Hub https://t.co/5aPaCzZjOK
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