Offshore
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Stock Analysis Compilation
Maran Capital on Vistry $VTY LN
Thesis: Vistry is undervalued despite recent challenges, with potential for significant upside if management can rebuild credibility.
(Extract from their Q4 letter) https://t.co/JQN8oicpwB
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Maran Capital on Vistry $VTY LN
Thesis: Vistry is undervalued despite recent challenges, with potential for significant upside if management can rebuild credibility.
(Extract from their Q4 letter) https://t.co/JQN8oicpwB
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Offshore
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App Economy Insights
📊 This Week in Visuals:
☁️ Amazon $AMZN
💊 Eli Lilly $LLY
🇩🇰 Novo Nordisk $NVO
🦠 Merck $MRK
🏰 Disney $DIS
🥤 PepsiCo $PEP
🕵️ Palantir $PLTR
and more!
https://t.co/iYGlk19a9k
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📊 This Week in Visuals:
☁️ Amazon $AMZN
💊 Eli Lilly $LLY
🇩🇰 Novo Nordisk $NVO
🦠 Merck $MRK
🏰 Disney $DIS
🥤 PepsiCo $PEP
🕵️ Palantir $PLTR
and more!
https://t.co/iYGlk19a9k
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Offshore
Photo
Stock Analysis Compilation
O'Keefe Stevens on Beyond $BYON US
Thesis: Beyond’s asset-light model, strategic partnerships, and undervalued investments position it for significant growth and operational leverage
(Extract from their Q4 letter) https://t.co/gpZPXm4eMw
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O'Keefe Stevens on Beyond $BYON US
Thesis: Beyond’s asset-light model, strategic partnerships, and undervalued investments position it for significant growth and operational leverage
(Extract from their Q4 letter) https://t.co/gpZPXm4eMw
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Offshore
Photo
App Economy Insights
🔥 Another big week ahead!
What are you watching?
• Monday: $MCD, $MNDY.
• Tuesday: $CFLT, $KO, $LYFT, $MAR, $SHOP, $Z.
• Wednesday: $APP, $CSCO, $HOOD, $HUBS, $KHC, $QSR, $RDDT, $TTD.
• Thursday: $ABNB, $AMAT, $COIN, $CYBR, $DDOG, $DKNG, $MCO, $PANW, $PCOR, $ROKU, $SONY, $TWLO.
All visualized in our newsletter this week!
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🔥 Another big week ahead!
What are you watching?
• Monday: $MCD, $MNDY.
• Tuesday: $CFLT, $KO, $LYFT, $MAR, $SHOP, $Z.
• Wednesday: $APP, $CSCO, $HOOD, $HUBS, $KHC, $QSR, $RDDT, $TTD.
• Thursday: $ABNB, $AMAT, $COIN, $CYBR, $DDOG, $DKNG, $MCO, $PANW, $PCOR, $ROKU, $SONY, $TWLO.
All visualized in our newsletter this week!
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Offshore
Video
Startup Archive
Patrick Collison’s advice for people in their 20s: “Work at a place with high standards”
When asked for career advice for people in their 20s, Patrick recalls the book Apprentice to Genius. It follows three generations of scientists that mentored each other and were all extremely successful. It then reflects on what was transferred.
One important thing that the mentees say they learned from their mentors was problem selection. In science, you have to choose problems that are sufficiently important yet not so intractable that you can’t actually make any progress.
The other thing the mentees describe is just learning about high standards and what high standards actually are.
Patrick believes this is a really important point:
“When I talk to people in other domains, this is so frequently the thing that I hear from them. That when they worked with X person or Y organization or in Z environment, they learned what great actually is, and that just permanently changed their sense for what their own standard for their work ought to be.”
He continues:
“So maybe one versions of the ‘what people in their twenties should do’ is get some idea as to the domains you’re interested in, but then figure out where you can learn the highest standards. Where are the highest standards embodied? And where can you go and experience that firsthand?”
Video source: @dwarkesh_sp (2024)
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Patrick Collison’s advice for people in their 20s: “Work at a place with high standards”
When asked for career advice for people in their 20s, Patrick recalls the book Apprentice to Genius. It follows three generations of scientists that mentored each other and were all extremely successful. It then reflects on what was transferred.
One important thing that the mentees say they learned from their mentors was problem selection. In science, you have to choose problems that are sufficiently important yet not so intractable that you can’t actually make any progress.
The other thing the mentees describe is just learning about high standards and what high standards actually are.
Patrick believes this is a really important point:
“When I talk to people in other domains, this is so frequently the thing that I hear from them. That when they worked with X person or Y organization or in Z environment, they learned what great actually is, and that just permanently changed their sense for what their own standard for their work ought to be.”
He continues:
“So maybe one versions of the ‘what people in their twenties should do’ is get some idea as to the domains you’re interested in, but then figure out where you can learn the highest standards. Where are the highest standards embodied? And where can you go and experience that firsthand?”
Video source: @dwarkesh_sp (2024)
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Offshore
Photo
Stock Analysis Compilation
Heartland Mid Cap Value Fund on Sysco $SYY US
Thesis: Sysco is leveraging a transformative self-help strategy with enhanced digital capabilities and specialty services to capture market share and drive growth in the fragmented food service distribution industry.
(Extract from their Q4 letter)
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Heartland Mid Cap Value Fund on Sysco $SYY US
Thesis: Sysco is leveraging a transformative self-help strategy with enhanced digital capabilities and specialty services to capture market share and drive growth in the fragmented food service distribution industry.
(Extract from their Q4 letter)
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Offshore
Photo
Stock Analysis Compilation
Heartland Opportunistic Value Equity on Hexcel Corporation (HXL) $HXL US
Thesis: Hexcel Corporation (HXL) is a promising investment opportunity due to its potential for growth in the recovering commercial aerospace market and attractive valuation relative to cash flow.
(Extract from their Q4 letter)
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Heartland Opportunistic Value Equity on Hexcel Corporation (HXL) $HXL US
Thesis: Hexcel Corporation (HXL) is a promising investment opportunity due to its potential for growth in the recovering commercial aerospace market and attractive valuation relative to cash flow.
(Extract from their Q4 letter)
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Offshore
Video
Startup Archive
RT @fkasummer: I maintain that problem selection is the most important expression of taste during a paradigm shift
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RT @fkasummer: I maintain that problem selection is the most important expression of taste during a paradigm shift
Patrick Collison’s advice for people in their 20s: “Work at a place with high standards”
When asked for career advice for people in their 20s, Patrick recalls the book Apprentice to Genius. It follows three generations of scientists that mentored each other and were all extremely successful. It then reflects on what was transferred.
One important thing that the mentees say they learned from their mentors was problem selection. In science, you have to choose problems that are sufficiently important yet not so intractable that you can’t actually make any progress.
The other thing the mentees describe is just learning about high standards and what high standards actually are.
Patrick believes this is a really important point:
“When I talk to people in other domains, this is so frequently the thing that I hear from them. That when they worked with X person or Y organization or in Z environment, they learned what great actually is, and that just permanently changed their sense for what their own standard for their work ought to be.”
He continues:
“So maybe one versions of the ‘what people in their twenties should do’ is get some idea as to the domains you’re interested in, but then figure out where you can learn the highest standards. Where are the highest standards embodied? And where can you go and experience that firsthand?”
Video source: @dwarkesh_sp (2024) tweet
Offshore
Photo
Stock Analysis Compilation
Patient Capital on CVS Health Corp. $CVS US
Thesis: CVS Health Corp. is undergoing a turnaround with management upgrades and a clear pathway to improving margins, leveraging its diverse healthcare assets while offering an attractive 5.8% dividend yield.
(Extract from their Q4 letter)
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Patient Capital on CVS Health Corp. $CVS US
Thesis: CVS Health Corp. is undergoing a turnaround with management upgrades and a clear pathway to improving margins, leveraging its diverse healthcare assets while offering an attractive 5.8% dividend yield.
(Extract from their Q4 letter)
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