Offshore
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Stock Analysis Compilation
Baron Focused Growth Fund on Live Nation Entertainment, Inc. $LYV US
Thesis: Live Nation Entertainment, Inc. is a leading company in live concert management with significant competitive advantages, strong growth potential, and attractive valuation despite economic concerns.
(Extract from their Q4 letter)
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Baron Focused Growth Fund on Live Nation Entertainment, Inc. $LYV US
Thesis: Live Nation Entertainment, Inc. is a leading company in live concert management with significant competitive advantages, strong growth potential, and attractive valuation despite economic concerns.
(Extract from their Q4 letter)
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Quiver Quantitative
The net worth numbers on this 38M view post appear to be made up.
Nancy Pelosi is actually worth significantly more: $269M by our estimates.
McConnell, Warren, and Schumer are all worth significantly less.
I'd encourage people to use Quiver for politician portfolio tracking, because there are a lot of celebrity net worth sites that just make up numbers.
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The net worth numbers on this 38M view post appear to be made up.
Nancy Pelosi is actually worth significantly more: $269M by our estimates.
McConnell, Warren, and Schumer are all worth significantly less.
I'd encourage people to use Quiver for politician portfolio tracking, because there are a lot of celebrity net worth sites that just make up numbers.
Nancy Pelosi
Annual salary: $223,000
Net worth: $202 million
Mitch McConnell
Annual salary: $200,000
Net worth: $95 million
Chuck Schumer
Annual salary: $210,000
Net worth: $75 million
Elizabeth Warren
Annual salary: $285,000
Net worth: $67 million
@elonmusk @DOGE tweet
twitter.com
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
The Chief Commercial Officer of $AMD has just reported purchasing $500K of the company's stock, increasing his ownership stake by 16%.
This is the first insider purchase we have seen at the company in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
The Chief Commercial Officer of $AMD has just reported purchasing $500K of the company's stock, increasing his ownership stake by 16%.
This is the first insider purchase we have seen at the company in over 4 years.
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AkhenOsiris
Ok Larry Balik can fuck off now. The gaming thesis was bullshit.
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Ok Larry Balik can fuck off now. The gaming thesis was bullshit.
Too many Larry Balik posts, can APP just go up after earns - AkhenOsiristweet
Offshore
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Quiver Quantitative
BREAKING: @elonmusk released the first version of a government-wide org chart on the @DOGE website.
You can view breakdowns of the federal workforce by agency, seeing the average employee wage, age, and tenure. https://t.co/jSUphmtgtp
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BREAKING: @elonmusk released the first version of a government-wide org chart on the @DOGE website.
You can view breakdowns of the federal workforce by agency, seeing the average employee wage, age, and tenure. https://t.co/jSUphmtgtp
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Offshore
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Hidden Value Gems
Abrams Capital (ex Baupost) increased its stake in Vistry to 10.2%
#Vistry $VTY.L https://t.co/yAaUuCYx5e
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Abrams Capital (ex Baupost) increased its stake in Vistry to 10.2%
#Vistry $VTY.L https://t.co/yAaUuCYx5e
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Offshore
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Stock Analysis Compilation
ARAR Fund on Nippon Shindo $5753 JT
Thesis: Nippon Shindo is a Japanese Net-Net with significant cash on its balance sheet, a low P/E of 5, growing profits, and potential for future shareholder value creation amidst pressure to utilize its cash.
(Extract from their Q4 letter) https://t.co/8oxafkgJ7H
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ARAR Fund on Nippon Shindo $5753 JT
Thesis: Nippon Shindo is a Japanese Net-Net with significant cash on its balance sheet, a low P/E of 5, growing profits, and potential for future shareholder value creation amidst pressure to utilize its cash.
(Extract from their Q4 letter) https://t.co/8oxafkgJ7H
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Offshore
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Hidden Value Gems
Who would have guessed? European banks performed in line with Mag7 since 2021!
"The striking statistic is partly a reminder of the importance of choosing the right time series — go back to the start of 2015 and banking sector returns are pretty much static; the Mag 7 rises to 2,700%. Still, it does highlight that, sometimes, beaten down value stocks do rear their heads again."
h/t @NicholasMegaw
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Who would have guessed? European banks performed in line with Mag7 since 2021!
"The striking statistic is partly a reminder of the importance of choosing the right time series — go back to the start of 2015 and banking sector returns are pretty much static; the Mag 7 rises to 2,700%. Still, it does highlight that, sometimes, beaten down value stocks do rear their heads again."
h/t @NicholasMegaw
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Offshore
Video
Startup Archive
Marc Andreessen on why we shouldn’t encourage people to be entrepreneurs
“The idea of being an entrepreneur has been a romanticized concept. There used to be TV shows talking about how fun it was. And people ask questions, ‘How do we encourage more people to be entrepreneurs?’ And my answer was always: no, we shouldn’t do that. People shouldn’t be encouraged to do something that painful. They should do it because they really want to do it. In fact, they should do it because they can’t not do it.”
Marc continues:
“It’s tremendously painful. Most of the experience of being in business as a startup is being told no. You need all these things: employees, financing, customers. Then you go around all day long asking people for those things and they tell you no. Half the time they don’t even respond. And then just when you think you get it working, a new competitor emerges and just starts punching you square in the face. The minute you think your product is working, there’s a problem in it, and you have to do a recall. It’s just this constant rolling horror story.”
Video source: @ChrisWillx (2024)
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Marc Andreessen on why we shouldn’t encourage people to be entrepreneurs
“The idea of being an entrepreneur has been a romanticized concept. There used to be TV shows talking about how fun it was. And people ask questions, ‘How do we encourage more people to be entrepreneurs?’ And my answer was always: no, we shouldn’t do that. People shouldn’t be encouraged to do something that painful. They should do it because they really want to do it. In fact, they should do it because they can’t not do it.”
Marc continues:
“It’s tremendously painful. Most of the experience of being in business as a startup is being told no. You need all these things: employees, financing, customers. Then you go around all day long asking people for those things and they tell you no. Half the time they don’t even respond. And then just when you think you get it working, a new competitor emerges and just starts punching you square in the face. The minute you think your product is working, there’s a problem in it, and you have to do a recall. It’s just this constant rolling horror story.”
Video source: @ChrisWillx (2024)
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