Offshore
Photo
Dimitry Nakhla | Babylon Capital®
PayPal $PYPL Reports a Solid Q4 🎯
✅ Revenue: $8.37B vs $8.28B (est)
✅ Adjusted EPS: $1.19 vs $1.12 (est) https://t.co/DXrXB4Ctmu
tweet
PayPal $PYPL Reports a Solid Q4 🎯
✅ Revenue: $8.37B vs $8.28B (est)
✅ Adjusted EPS: $1.19 vs $1.12 (est) https://t.co/DXrXB4Ctmu
tweet
InsideArbitrage
📢 $J Jacobs Delivers Strong Fiscal Q1 2025 Results; Board Approves $1.5 billion share repurchase program – The largest in the company's history! Equals ~9% of its current market cap
Results Highlights
📈 Backlog Up 18.9% YoY with a TTM Book-to-Bill Ratio of 1.3x
🔄 $202M in share repurchases completed in Q1
📊 Dividend Raised to $0.32/share – A 10% YoY Increase 💵
📢 FY 2025 Adjusted EPS Guidance Raised 📈
https://t.co/2GymPn4z0C
tweet
📢 $J Jacobs Delivers Strong Fiscal Q1 2025 Results; Board Approves $1.5 billion share repurchase program – The largest in the company's history! Equals ~9% of its current market cap
Results Highlights
📈 Backlog Up 18.9% YoY with a TTM Book-to-Bill Ratio of 1.3x
🔄 $202M in share repurchases completed in Q1
📊 Dividend Raised to $0.32/share – A 10% YoY Increase 💵
📢 FY 2025 Adjusted EPS Guidance Raised 📈
https://t.co/2GymPn4z0C
tweet
twitter.com
undefined
undefined
Offshore
Video
Startup Archive
Robinhood founder Baiju Bhatt on the importance of qualitative user research
One of the more formative insights Baiju came to while building Robinhood was the difference between quantitative and qualitative user research.
Asking a user to use a prototype and talk through it is an example he points to as qualitative research. If you show the prototype to 5 people and they can’t figure out how it works, it becomes very obvious what about the prototype is giving users trouble.
However, if you only do quantitative research — A/B tests, surveys, looking at your metrics, conversion analysis, etc. — you probably would not come to same insights.
As Baiju puts it:
“If you just do quantitative stuff, you gloss over stuff like that. You gloss over the questions you didn’t ask. And the questions you didn’t ask might be more important than the questions you did ask.”
He continues:
“Another way of putting it is that in the breakdown between qualitative research and quantitative research, the qualitative side is valuable for hypothesis generation. It’s like: ‘We talked to 10 people and 7 of them said this thing. We think that a lot of people might be experiencing this, so let’s try to solve it because it might be a problem for a bunch of people.’”
Then you can use a combination of quantitative and qualitative research to verify that your hypothesis was correct.
Video source: @ThePeelPod @TurnerNovak (2025)
tweet
Robinhood founder Baiju Bhatt on the importance of qualitative user research
One of the more formative insights Baiju came to while building Robinhood was the difference between quantitative and qualitative user research.
Asking a user to use a prototype and talk through it is an example he points to as qualitative research. If you show the prototype to 5 people and they can’t figure out how it works, it becomes very obvious what about the prototype is giving users trouble.
However, if you only do quantitative research — A/B tests, surveys, looking at your metrics, conversion analysis, etc. — you probably would not come to same insights.
As Baiju puts it:
“If you just do quantitative stuff, you gloss over stuff like that. You gloss over the questions you didn’t ask. And the questions you didn’t ask might be more important than the questions you did ask.”
He continues:
“Another way of putting it is that in the breakdown between qualitative research and quantitative research, the qualitative side is valuable for hypothesis generation. It’s like: ‘We talked to 10 people and 7 of them said this thing. We think that a lot of people might be experiencing this, so let’s try to solve it because it might be a problem for a bunch of people.’”
Then you can use a combination of quantitative and qualitative research to verify that your hypothesis was correct.
Video source: @ThePeelPod @TurnerNovak (2025)
tweet
Offshore
Photo
InsideArbitrage
Davidson Kempner Proposes to Acquire Vacasa $VCSA -
🏨Davidson Kempner has proposed acquiring all outstanding shares of Vacasa at $5.25 per share in cash.
🏨The firm has engaged Moelis & Co. as its financial advisor and Dechert as its legal counsel for the proposal. The non-binding offer is not subject to any financing condition.
🏨"(Vacasa's) strategic review resulted in the acceptance by the Board of an inadequate and conditional offer by Casago that undervalues Vacasa," Davidson Kempner said in a letter.
tweet
Davidson Kempner Proposes to Acquire Vacasa $VCSA -
🏨Davidson Kempner has proposed acquiring all outstanding shares of Vacasa at $5.25 per share in cash.
🏨The firm has engaged Moelis & Co. as its financial advisor and Dechert as its legal counsel for the proposal. The non-binding offer is not subject to any financing condition.
🏨"(Vacasa's) strategic review resulted in the acceptance by the Board of an inadequate and conditional offer by Casago that undervalues Vacasa," Davidson Kempner said in a letter.
Casago Announces Acquisition of Vacasa $VCSA in An All-Cash Transaction :
🏨 As per the terms; the premier vacation rental management company Casago will acquire all the outstanding shares of Vacasa at $5.02 per share, subject to adjustment as set forth in the merger agreement.
🏨The acquisition price represents a 31.76% premium over Vacasa's last close as on December 27, 2024.
🏨The transaction is expected to be completed towards the end of the first quarter or the early part of the second quarter of 2025. tweet
Offshore
Photo
InsideArbitrage
$PYPL PayPal delivered solid Q4 and 2024 results; begins 2025 with strong foundation for continued transformation and new $15 billion share repurchase authorization: Equals ~17% of its current market cap!
✴️Targets $6 billion worth of share repurchases in 2025
✴️The new repurchase authorization is in addition to the company’s June 2022 $15B stock repurchase program, which had $4.86 billion remaining as of December 31, 2024
✴️Returned $1.2 billion to stockholders by repurchasing approximately 15 million shares of common stock in 4Q'24
✴️Regular repurchases - reducing shares outstanding by ~14% over the last 3 years
tweet
$PYPL PayPal delivered solid Q4 and 2024 results; begins 2025 with strong foundation for continued transformation and new $15 billion share repurchase authorization: Equals ~17% of its current market cap!
✴️Targets $6 billion worth of share repurchases in 2025
✴️The new repurchase authorization is in addition to the company’s June 2022 $15B stock repurchase program, which had $4.86 billion remaining as of December 31, 2024
✴️Returned $1.2 billion to stockholders by repurchasing approximately 15 million shares of common stock in 4Q'24
✴️Regular repurchases - reducing shares outstanding by ~14% over the last 3 years
tweet
Offshore
Photo
Stock Analysis Compilation
Alluvial Capital on McBride $MCB LN
Thesis: McBride is a British private label soaps and detergents manufacturer that has improved its margins and reduced debt, making its shares a bargain below GBP 200 despite economic challenges.
(Extract from their Q4 letter) https://t.co/82ImU4UZkK
tweet
Alluvial Capital on McBride $MCB LN
Thesis: McBride is a British private label soaps and detergents manufacturer that has improved its margins and reduced debt, making its shares a bargain below GBP 200 despite economic challenges.
(Extract from their Q4 letter) https://t.co/82ImU4UZkK
tweet
Offshore
Photo
InsideArbitrage
The acquisition of Brightcove $BCOV by Bending Spoons was completed on February 4, 2025. It took 71 days for the deal to be completed. https://t.co/XIPSERgj7z
tweet
The acquisition of Brightcove $BCOV by Bending Spoons was completed on February 4, 2025. It took 71 days for the deal to be completed. https://t.co/XIPSERgj7z
tweet
Offshore
Photo
App Economy Insights
$META Meta crushed earnings.
💰 Revenue +21%.
📈 EPS +50%.
🐳 Now, DeepSeek might help cut costs.
How? Let’s break it down.
https://t.co/egwdjHjqsw
tweet
$META Meta crushed earnings.
💰 Revenue +21%.
📈 EPS +50%.
🐳 Now, DeepSeek might help cut costs.
How? Let’s break it down.
https://t.co/egwdjHjqsw
tweet
Offshore
Photo
Quiver Quantitative
Wow.
Before the election, we released portfolios of some of the top donors to each candidate.
Palantir was in both portfolios, with employees who had made large donations to both parties.
$PLTR has now risen 150% since we posted this: https://t.co/4dSbLxtVa6
tweet
Wow.
Before the election, we released portfolios of some of the top donors to each candidate.
Palantir was in both portfolios, with employees who had made large donations to both parties.
$PLTR has now risen 150% since we posted this: https://t.co/4dSbLxtVa6
tweet
Offshore
Photo
Startup Archive
RT @foundertribune: "Emulate Chefs" by @jasonfried & @dhh https://t.co/VziianOM9e
tweet
RT @foundertribune: "Emulate Chefs" by @jasonfried & @dhh https://t.co/VziianOM9e
tweet