Offshore
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Investing visuals
It’s been a busy earnings week!
In case you missed anything, here’s a breakdown of 9 companies that reported -- covering $ASML, $MSFT, $AAPL, $V, $MA, $INTC, $TSLA, $NFLX & $META 🧵👇
#1 $ASML Q4 2024 breakdown https://t.co/LZX0ahn7Zj
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It’s been a busy earnings week!
In case you missed anything, here’s a breakdown of 9 companies that reported -- covering $ASML, $MSFT, $AAPL, $V, $MA, $INTC, $TSLA, $NFLX & $META 🧵👇
#1 $ASML Q4 2024 breakdown https://t.co/LZX0ahn7Zj
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Offshore
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Startup Archive
Ben Horowitz on the ideal founding team for a startup
Ben looks for two people on a founding team:
1. The inventor. “It’s the inventor’s job to build a product that’s 10x better than anything that’s available to solve that problem.”
2. The entrepreneur. “The entrepreneur’s job is to take the market.”
When Ben and Marc Andreessen founded Opsware, Ben was the entrepreneur and Marc was the inventor.
“What helped us a lot was that - as an entrepreneur - I’ve got a master’s degree in computer science, so I understood invention. And I understood how to drive the company around continuous innovation. And that’s really, really important. And Marc, although he invented the browser and a lot of important things, he knows a lot about business, markets and competition.”
Ben continues:
“The best thing to do is to have two people who know how to do both, but at least one person who’s world-class in each. And that’s how you think about the founding team.”
Video source: @UCBerkeley (2009)
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Ben Horowitz on the ideal founding team for a startup
Ben looks for two people on a founding team:
1. The inventor. “It’s the inventor’s job to build a product that’s 10x better than anything that’s available to solve that problem.”
2. The entrepreneur. “The entrepreneur’s job is to take the market.”
When Ben and Marc Andreessen founded Opsware, Ben was the entrepreneur and Marc was the inventor.
“What helped us a lot was that - as an entrepreneur - I’ve got a master’s degree in computer science, so I understood invention. And I understood how to drive the company around continuous innovation. And that’s really, really important. And Marc, although he invented the browser and a lot of important things, he knows a lot about business, markets and competition.”
Ben continues:
“The best thing to do is to have two people who know how to do both, but at least one person who’s world-class in each. And that’s how you think about the founding team.”
Video source: @UCBerkeley (2009)
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Stock Analysis Compilation
Alluvial Capital on Titan Cement $TITC GA
Thesis: Titan Cement’s planned US IPO unlocks value, with shares trading at a discount despite strong global operations and financial stewardship
(Extract from their Q4 letter) https://t.co/zhYODpfFSh
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Alluvial Capital on Titan Cement $TITC GA
Thesis: Titan Cement’s planned US IPO unlocks value, with shares trading at a discount despite strong global operations and financial stewardship
(Extract from their Q4 letter) https://t.co/zhYODpfFSh
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App Economy Insights
📊 This Week in Visuals:
📱Apple $AAPL
♾ Meta $META
🚖 Tesla $TSLA
💳 Visa $V
💳 Mastercard $MA
👜 LVMH $LVMUY
☁️ SAP $SAP
💊 Abbvie $ABBV
and more!
https://t.co/1lOB8u7cro
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📊 This Week in Visuals:
📱Apple $AAPL
♾ Meta $META
🚖 Tesla $TSLA
💳 Visa $V
💳 Mastercard $MA
👜 LVMH $LVMUY
☁️ SAP $SAP
💊 Abbvie $ABBV
and more!
https://t.co/1lOB8u7cro
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Stock Analysis Compilation
Massif Capital on Harbour Energy $HBR LN
Thesis: Harbour Energy is well-positioned for growth and value generation through strategic acquisitions and strong cash flow, particularly following its recent expansion into diverse international markets and increased natural gas exposure.
(Extract from their Q4 letter)
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Massif Capital on Harbour Energy $HBR LN
Thesis: Harbour Energy is well-positioned for growth and value generation through strategic acquisitions and strong cash flow, particularly following its recent expansion into diverse international markets and increased natural gas exposure.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @QuiverCongress: Representative Thomas Massie has introduced legislation to terminate the Department of Education.
Do you support this?
Poll below. https://t.co/g7432iPX66
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RT @QuiverCongress: Representative Thomas Massie has introduced legislation to terminate the Department of Education.
Do you support this?
Poll below. https://t.co/g7432iPX66
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Offshore
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App Economy Insights
🔥 Another Mega Earnings Week Ahead!
What are you watching?
• Monday: $MCD, $PLTR.
• Tuesday: $AMD, $AMGN, $CMG, $EA, $GOOG, $FI $PEP, $PFE, $PYPL, $MDLZ, $MTCH, $MRK, $RACE, $SNAP, $SPOT.
• Wednesday: $ALGN, $ARM, $DIS, $F, $GSK, $NYT, $QCOM, $NVO, $UBER.
• Thursday: $AFRM, $AMZN, $EXPE, $FTNT, $HSY, $LLY, $NET, $PINS, $PTON, $RBLX, $TTWO, $YUM.
All visualized in our newsletter this week!
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🔥 Another Mega Earnings Week Ahead!
What are you watching?
• Monday: $MCD, $PLTR.
• Tuesday: $AMD, $AMGN, $CMG, $EA, $GOOG, $FI $PEP, $PFE, $PYPL, $MDLZ, $MTCH, $MRK, $RACE, $SNAP, $SPOT.
• Wednesday: $ALGN, $ARM, $DIS, $F, $GSK, $NYT, $QCOM, $NVO, $UBER.
• Thursday: $AFRM, $AMZN, $EXPE, $FTNT, $HSY, $LLY, $NET, $PINS, $PTON, $RBLX, $TTWO, $YUM.
All visualized in our newsletter this week!
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Offshore
Video
Startup Archive
Former Google CEO Eric Schmidt’s #1 piece of advice for startups building in the age of AI
“I am struck by the speed with which you can build demonstrations of new ideas.”
Eric shares that in a recent hackathon he was a part of, the winning team used AI to generate Python code that was able to fly a drone in a simulator.
“It would have taken a week or two for good professional programmers to do that.”
He advises founders:
“If you can't get your prototype built in a day using these various tools, you need to think about that, because that's what your competitor is doing… My biggest advice is when you start thinking about a company: it's very important to prototype your idea using these tools as quickly as you can. Because you can be sure there's another person doing exactly that same thing in another company, in another university, in a place that you've never been.”
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Former Google CEO Eric Schmidt’s #1 piece of advice for startups building in the age of AI
“I am struck by the speed with which you can build demonstrations of new ideas.”
Eric shares that in a recent hackathon he was a part of, the winning team used AI to generate Python code that was able to fly a drone in a simulator.
“It would have taken a week or two for good professional programmers to do that.”
He advises founders:
“If you can't get your prototype built in a day using these various tools, you need to think about that, because that's what your competitor is doing… My biggest advice is when you start thinking about a company: it's very important to prototype your idea using these tools as quickly as you can. Because you can be sure there's another person doing exactly that same thing in another company, in another university, in a place that you've never been.”
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Stock Analysis Compilation
White Falcon Capital Management on Perrigo $PRGO US
Thesis: Perrigo is poised for significant growth with the launch of Opill, the first FDA-approved over-the-counter contraception, expected to contribute positively to earnings by 2025-26, potentially doubling its share price to $50.
(Extract from their Q4 letter)
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White Falcon Capital Management on Perrigo $PRGO US
Thesis: Perrigo is poised for significant growth with the launch of Opill, the first FDA-approved over-the-counter contraception, expected to contribute positively to earnings by 2025-26, potentially doubling its share price to $50.
(Extract from their Q4 letter)
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