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Dimitry Nakhla | Babylon Capital®
What is the greatest wonder in the world? 🌎
“Everyone sees countless people dying every day, but they act and think as if they will live forever…”
What is the greatest wonder in the world of investing … ⁉️
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“What I Learned About Investing From Darwin” — Pulak Prasad 📖 https://t.co/v95wvpd9CL
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What is the greatest wonder in the world? 🌎
“Everyone sees countless people dying every day, but they act and think as if they will live forever…”
What is the greatest wonder in the world of investing … ⁉️
___
“What I Learned About Investing From Darwin” — Pulak Prasad 📖 https://t.co/v95wvpd9CL
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Offshore
Video
Startup Archive
Peter Thiel: “If you are in favor of innovation, founders have to stay in control”
“I think the founding period is the period when you have innovation. And once that’s over, it becomes a normal business that runs in a bureaucratic, mechanistic sort of way. And it’s a very important question - how can one enable the founding of these companies to last?”
Thiel points to Apple as the classic example:
“The judgement call the board at Apple in 1985 made was that computers were like Pepsi. It was just a marketing thing. There was going to be no more innovation in the computer industry. You could get rid of the founder, and you could replace the founder with someone who would run the business in a much more predictable, mechanistic sort of way. And that turned out to be a bit of a mistake.”
He continues:
“Sort of miraculously, Jobs came back and then we saw another 14 years of innovation… If you are in favor of innovation, you have to figure out ways for founders to stay in control as long as possible and to avoid selling a business or substituting someone other than the founder in as CEO.”
Video source: @HarvardIOP (2012)
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Peter Thiel: “If you are in favor of innovation, founders have to stay in control”
“I think the founding period is the period when you have innovation. And once that’s over, it becomes a normal business that runs in a bureaucratic, mechanistic sort of way. And it’s a very important question - how can one enable the founding of these companies to last?”
Thiel points to Apple as the classic example:
“The judgement call the board at Apple in 1985 made was that computers were like Pepsi. It was just a marketing thing. There was going to be no more innovation in the computer industry. You could get rid of the founder, and you could replace the founder with someone who would run the business in a much more predictable, mechanistic sort of way. And that turned out to be a bit of a mistake.”
He continues:
“Sort of miraculously, Jobs came back and then we saw another 14 years of innovation… If you are in favor of innovation, you have to figure out ways for founders to stay in control as long as possible and to avoid selling a business or substituting someone other than the founder in as CEO.”
Video source: @HarvardIOP (2012)
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iinvested
4Q'24 SouthernSun Small Cap on $AEIS, $OXM
Full letter here:
https://t.co/dVDkhhwsJS https://t.co/M2zo6yqgWZ
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4Q'24 SouthernSun Small Cap on $AEIS, $OXM
Full letter here:
https://t.co/dVDkhhwsJS https://t.co/M2zo6yqgWZ
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Stock Analysis Compilation
Focus CM on Silicon Motion $SIMO US
Thesis: Silicon Motion is a promising investment opportunity with significant revenue growth and market share expansion anticipated in 2024, especially in high-end PC and AI/data center segments, despite a current stock loss.
(Extract from their Q4 letter)
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Focus CM on Silicon Motion $SIMO US
Thesis: Silicon Motion is a promising investment opportunity with significant revenue growth and market share expansion anticipated in 2024, especially in high-end PC and AI/data center segments, despite a current stock loss.
(Extract from their Q4 letter)
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Quiver Quantitative
JUST IN: Representatives Ro Khanna and Don Beyer are reintroducing the Supreme Court Term Limits & Regular Appointments Act.
It would create 18-year term limits for justices. https://t.co/RCeKdJCnLt
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JUST IN: Representatives Ro Khanna and Don Beyer are reintroducing the Supreme Court Term Limits & Regular Appointments Act.
It would create 18-year term limits for justices. https://t.co/RCeKdJCnLt
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Stock Analysis Compilation
Aristotle Small Cap Equity on Amentum Holdings $AMTM US
Thesis: Amentum Holdings (AMTM) is a well-positioned global engineering and technology solutions provider poised to benefit from increased government spending on digital modernization, cybersecurity, and next-generation technologies.
(Extract from their Q4 letter)
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Aristotle Small Cap Equity on Amentum Holdings $AMTM US
Thesis: Amentum Holdings (AMTM) is a well-positioned global engineering and technology solutions provider poised to benefit from increased government spending on digital modernization, cybersecurity, and next-generation technologies.
(Extract from their Q4 letter)
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InsideArbitrage
Activist Ancora Pushes U.S. Steel $X to Terminate Merger Agreement with Nippon Steel -
Ancora said that President Trump’s latest remarks confirm that the sale of U.S. Steel to Nippon Steel has no chance of being resurrected.
The activist asked U.S. Steel to take the following steps to increase value for shareholders:
✴️Immediately terminate the merger agreement and collect the $565 million breakup fee from Nippon;
✴️Immediately end the deal-related advocacy and withdraw from the litigation filed with Nippon, and;
✴️Engage with Ancora, which has offered the Board a viable catalyst for a turnaround in Alan Kestenbaum, who oversaw the turnaround at Stelco after U.S. Steel bankrupted the business.
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Activist Ancora Pushes U.S. Steel $X to Terminate Merger Agreement with Nippon Steel -
Ancora said that President Trump’s latest remarks confirm that the sale of U.S. Steel to Nippon Steel has no chance of being resurrected.
The activist asked U.S. Steel to take the following steps to increase value for shareholders:
✴️Immediately terminate the merger agreement and collect the $565 million breakup fee from Nippon;
✴️Immediately end the deal-related advocacy and withdraw from the litigation filed with Nippon, and;
✴️Engage with Ancora, which has offered the Board a viable catalyst for a turnaround in Alan Kestenbaum, who oversaw the turnaround at Stelco after U.S. Steel bankrupted the business.
Activist Ancora to Push U.S. Steel $X to Drop Merger With Nippon Steel, Oust CEO - WSJ
✴️Ancora Holdings is preparing to wage a proxy battle at U.S. Steel and wants the company to turn the page from its failed marriage with Nippon Steel.
✴️Ancora intends to rally shareholders around a plan to oust U.S. Steel’s chief executive and drop litigation to salvage a merger with the Japanese steelmaker.
✴️The firm isn’t interested in pursuing a sale of U.S. Steel to another party.
✴️Ancora has nominated nine director candidates to U.S. Steel’s 12-person board, including former Stelco CEO Alan Kestenbaum. Stelco was acquired by Cleveland-Cliffs $CLF last year.
✴️Ancora believes U.S. Steel let shareholders down by selling to a foreign buyer rather than a domestic suitor and pursuing litigation rather than prioritizing financial and operational fixes. tweet