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Bill Gurley on work-life balance
“There’s this great dichotomy because we’ve all gotten so excited about the notion of work-life balance… When we study great athletes or musicians or chess players or painters, like if a ballet dancer works 80 hours per week on her craft, we all think that’s glorious. Michael Jordan practices more than anyone else. But when you apply it to the work environment, all of a sudden it’s heretical and you don’t believe in work-life balance.”
Bill believes that if you want to do truly great work, you have to be just as dedicated as a great athlete.
“If you want to be at the top of your game, you have to decide whether you want to make that tradeoff or not. You don’t have to. There are plenty of jobs on this planet where you can work 9-to-5. And you may care way more about your family life or personal life, and that’s fine too. But to think you’re going to excel and not grind? Good luck.”
Vide o source: @UTexasMcCombs (2025)
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Bill Gurley on work-life balance
“There’s this great dichotomy because we’ve all gotten so excited about the notion of work-life balance… When we study great athletes or musicians or chess players or painters, like if a ballet dancer works 80 hours per week on her craft, we all think that’s glorious. Michael Jordan practices more than anyone else. But when you apply it to the work environment, all of a sudden it’s heretical and you don’t believe in work-life balance.”
Bill believes that if you want to do truly great work, you have to be just as dedicated as a great athlete.
“If you want to be at the top of your game, you have to decide whether you want to make that tradeoff or not. You don’t have to. There are plenty of jobs on this planet where you can work 9-to-5. And you may care way more about your family life or personal life, and that’s fine too. But to think you’re going to excel and not grind? Good luck.”
Vide o source: @UTexasMcCombs (2025)
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InsideArbitrage
Crown Laboratories and Revance Therapeutics announced that the tender offer to purchase all of Revance's outstanding shares at $3.65 per share expired on February 4, 2025.
The companies expect to consummate the acquisition on February 6, 2025.
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Crown Laboratories and Revance Therapeutics announced that the tender offer to purchase all of Revance's outstanding shares at $3.65 per share expired on February 4, 2025.
The companies expect to consummate the acquisition on February 6, 2025.
Teoxane Withdraws Bid for Revance $RVNC -
✴️Teoxane announced that, despite its efforts to secure financing since submitting its proposal to Revance, it is unable to obtain committed financing within the timeline of Crown’s revised offer.
✴️Consequently, Teoxane is withdrawing its proposal effective immediately and will tender all its Revance shares into Crown’s revised offer. tweet
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Dimitry Nakhla | Babylon Capital®
Novo Nordisk $NVO Reports a Strong Q4✅
✅Rev*: $12.26B vs $11.34B (est) | +28% YoY
✅EPS*: $0.91 vs $0.83 (est) | +28% YoY
*In USD
**Full Year results below (in DKK) 👇🏽 https://t.co/HpH9orVsHK
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Novo Nordisk $NVO Reports a Strong Q4✅
✅Rev*: $12.26B vs $11.34B (est) | +28% YoY
✅EPS*: $0.91 vs $0.83 (est) | +28% YoY
*In USD
**Full Year results below (in DKK) 👇🏽 https://t.co/HpH9orVsHK
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Stock Analysis Compilation
Focus CM on Burford Capital $BUR LN
Thesis: Burford Capital is a global litigation finance company showing strong operational growth and potential for recovery in stock valuation despite recent legal challenges and a significant ongoing case against Argentina.
(Extract from their Q4 letter)
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Focus CM on Burford Capital $BUR LN
Thesis: Burford Capital is a global litigation finance company showing strong operational growth and potential for recovery in stock valuation despite recent legal challenges and a significant ongoing case against Argentina.
(Extract from their Q4 letter)
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Investing visuals
$AMD is down -10% after after weaker-than-expected data center revenue.
Big picture: data center revenue is up 650% over the past 4 years👌 https://t.co/YjdU9hDifE
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$AMD is down -10% after after weaker-than-expected data center revenue.
Big picture: data center revenue is up 650% over the past 4 years👌 https://t.co/YjdU9hDifE
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Quiver Quantitative
This is wild.
Last week we sent out a notification on Pelosi's purchase of Tempus AI call options.
$TEM has now risen 118% since the purchase.
118%.
It's been like three weeks.
It has risen almost every day.
Up another 10% today. https://t.co/HqFNVusVGj
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This is wild.
Last week we sent out a notification on Pelosi's purchase of Tempus AI call options.
$TEM has now risen 118% since the purchase.
118%.
It's been like three weeks.
It has risen almost every day.
Up another 10% today. https://t.co/HqFNVusVGj
tweet
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App Economy Insights
$DIS Disney Q1 FY25:
• Revenue +5% Y/Y to $24.7B ($150M beat).
• Non-GAAP EPS $1.76 ($0.33 beat).
Segment operating margin:
🍿 Entertainment: 16% (+7pp Y/Y).
🏈 Sports: 5% (+7pp Y/Y).
🏰 Experience: 33% (-1pp Y/Y).
FY25 EPS growth high single digit (unchanged). https://t.co/C9G3aosZ2k
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$DIS Disney Q1 FY25:
• Revenue +5% Y/Y to $24.7B ($150M beat).
• Non-GAAP EPS $1.76 ($0.33 beat).
Segment operating margin:
🍿 Entertainment: 16% (+7pp Y/Y).
🏈 Sports: 5% (+7pp Y/Y).
🏰 Experience: 33% (-1pp Y/Y).
FY25 EPS growth high single digit (unchanged). https://t.co/C9G3aosZ2k
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