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Quiver Quantitative
RT @QuiverCongress: Representative Brian Fitzpatrick just introduced a bipartisan bill to make 9/11 a federal holiday.
Follow here for updates. https://t.co/oEH2AWqmLp
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RT @QuiverCongress: Representative Brian Fitzpatrick just introduced a bipartisan bill to make 9/11 a federal holiday.
Follow here for updates. https://t.co/oEH2AWqmLp
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InsideArbitrage
The InsideArbitrage Buyback Wednesdays is out!
"Significant Stock Repurchases at Twilio and DNOW"
👉 Full Article link in the final tweet!
🧵1/n https://t.co/UiXFJ0bsyn
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The InsideArbitrage Buyback Wednesdays is out!
"Significant Stock Repurchases at Twilio and DNOW"
👉 Full Article link in the final tweet!
🧵1/n https://t.co/UiXFJ0bsyn
tweet
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App Economy Insights
$UBER Uber Q4 FY24:
• Gross bookings +21% Y/Y fxn to $44.2B.
• Revenue +20% Y/Y to $12.0B ($190M beat).
• Adj. EBITDA +44% Y/Y to $1.8B ($10M miss).
Q1 FY25 guidance:
• Gross bookings ~$42.8B ($43.5B expected).
• Adjusted EBITDA ~$1.84B (in-line). https://t.co/WLPNfQDgBV
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$UBER Uber Q4 FY24:
• Gross bookings +21% Y/Y fxn to $44.2B.
• Revenue +20% Y/Y to $12.0B ($190M beat).
• Adj. EBITDA +44% Y/Y to $1.8B ($10M miss).
Q1 FY25 guidance:
• Gross bookings ~$42.8B ($43.5B expected).
• Adjusted EBITDA ~$1.84B (in-line). https://t.co/WLPNfQDgBV
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InsideArbitrage
RT @ReutersLegal: United Steelworkers president David McCall filed a motion to dismiss a lawsuit filed against him by US Steel and Nippon Steel, the union said https://t.co/JpHmwD9QSi https://t.co/trFTnw3jyn
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RT @ReutersLegal: United Steelworkers president David McCall filed a motion to dismiss a lawsuit filed against him by US Steel and Nippon Steel, the union said https://t.co/JpHmwD9QSi https://t.co/trFTnw3jyn
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Stock Analysis Compilation
Ace River Capital on RCI Hospitality $RICK US
Thesis: RCI Hospitality’s strong acquisition pipeline and innovative tech platform offer unique growth opportunities in the adult entertainment industry
(Extract from their Q4 letter) https://t.co/yGACd9FJGx
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Ace River Capital on RCI Hospitality $RICK US
Thesis: RCI Hospitality’s strong acquisition pipeline and innovative tech platform offer unique growth opportunities in the adult entertainment industry
(Extract from their Q4 letter) https://t.co/yGACd9FJGx
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InsideArbitrage
RT @Reuters: Renault to defend its interests amid reports of end of Honda-Nissan merger talks https://t.co/EMJUTSnQpI https://t.co/kyvkYERsAl
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RT @Reuters: Renault to defend its interests amid reports of end of Honda-Nissan merger talks https://t.co/EMJUTSnQpI https://t.co/kyvkYERsAl
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Quiver Quantitative
Pelosi's purchase of Tempus AI call options:
How it started........how it's going https://t.co/rz6D4ca5yP
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Pelosi's purchase of Tempus AI call options:
How it started........how it's going https://t.co/rz6D4ca5yP
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Startup Archive
iPhone co-creator Tony Fadell on how to choose a company to work for
The most important question to ask yourself, Tony believes, is:
“What do you want to learn, and who do you want to learn from?”
He explains:
“Don’t just go and say ‘I want to work at Google’ or ‘I want to work at Apple’. You want to go to a certain team with a certain set of people and work with them on something that you’re really curious about… Most people go where they can make the most money in their position, but you should be starting with the ‘why’: what’s your curiosity and what do you want to learn? I took the lowest job on the totem pole at General Magic because I wanted to get in there to work with the right team… The way you figure out what you want to do in life is by figuring out what you don’t want to do.”
Video source: @lexfridman (2022)
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iPhone co-creator Tony Fadell on how to choose a company to work for
The most important question to ask yourself, Tony believes, is:
“What do you want to learn, and who do you want to learn from?”
He explains:
“Don’t just go and say ‘I want to work at Google’ or ‘I want to work at Apple’. You want to go to a certain team with a certain set of people and work with them on something that you’re really curious about… Most people go where they can make the most money in their position, but you should be starting with the ‘why’: what’s your curiosity and what do you want to learn? I took the lowest job on the totem pole at General Magic because I wanted to get in there to work with the right team… The way you figure out what you want to do in life is by figuring out what you don’t want to do.”
Video source: @lexfridman (2022)
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