Offshore
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Quiver Quantitative
JUST IN: Representative Seth Magaziner has introduced legislation to prohibit funds for the Armed Forces to invade Canada, Panama, or Greenland. https://t.co/Uou5nDFMYR
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JUST IN: Representative Seth Magaziner has introduced legislation to prohibit funds for the Armed Forces to invade Canada, Panama, or Greenland. https://t.co/Uou5nDFMYR
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Offshore
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App Economy Insights
$HIMS Hims & Hers shuts down Apostrophe, its $190M dermatology acquisition from 2019.
🔹 Closing March 7, 2025.
🔹 Streamlining skincare under one brand.
🔹 Refunds to be processed in the coming weeks. https://t.co/bmfIZteGzw
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$HIMS Hims & Hers shuts down Apostrophe, its $190M dermatology acquisition from 2019.
🔹 Closing March 7, 2025.
🔹 Streamlining skincare under one brand.
🔹 Refunds to be processed in the coming weeks. https://t.co/bmfIZteGzw
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Offshore
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The All-In Podcast
RT @AutismCapital: 🚨NEW: David Friedberg and Joe Lonsdale share that a large percentage of the US workforce are contractors and NGOs paid by agencies which don't show up on Federal payroll. They say that Senators aren't willing to play ball which hampers Elon's DOGE effort
@friedberg @JTLonsdale https://t.co/3TtoEltkLi
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RT @AutismCapital: 🚨NEW: David Friedberg and Joe Lonsdale share that a large percentage of the US workforce are contractors and NGOs paid by agencies which don't show up on Federal payroll. They say that Senators aren't willing to play ball which hampers Elon's DOGE effort
@friedberg @JTLonsdale https://t.co/3TtoEltkLi
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Offshore
Video
The All-In Podcast
Grok 3 Integration on X: Seamless, Elegant, Powerful
On E218, @chamath and @Jason discussed @grok 3 on @X:
Chamath:
"As a consumer, I've mostly flipped my usage to Grok 3."
"And the reason is that it's in line with where I consume most of my information."
"It's elegantly integrated."
Jason:
" On the top right hand of a tweet, there's an @xai button."
"When you click it, it just gives you the full context of the tweet."
"This is very elegant."
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Grok 3 Integration on X: Seamless, Elegant, Powerful
On E218, @chamath and @Jason discussed @grok 3 on @X:
Chamath:
"As a consumer, I've mostly flipped my usage to Grok 3."
"And the reason is that it's in line with where I consume most of my information."
"It's elegantly integrated."
Jason:
" On the top right hand of a tweet, there's an @xai button."
"When you click it, it just gives you the full context of the tweet."
"This is very elegant."
tweet
Offshore
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Finding Compounders
A great business at the wrong price will result in a bad investment https://t.co/day75gHSPP
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A great business at the wrong price will result in a bad investment https://t.co/day75gHSPP
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Offshore
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Finding Compounders
Only if it was much harder to sell a stock, maybe there would be longer holding periods. https://t.co/fp2e6zNTUx
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Only if it was much harder to sell a stock, maybe there would be longer holding periods. https://t.co/fp2e6zNTUx
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Offshore
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Alvin
One of the reasons why vivo China's OriginOS 5 is in my top 3 smartphone OS/skin so far is the customisation options.
Probably one of the best and most diverse in the smartphone world right now.
These wallpapers, visual effects, and animations look so beautiful. https://t.co/uzFEWasMzu
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One of the reasons why vivo China's OriginOS 5 is in my top 3 smartphone OS/skin so far is the customisation options.
Probably one of the best and most diverse in the smartphone world right now.
These wallpapers, visual effects, and animations look so beautiful. https://t.co/uzFEWasMzu
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The Investing for Beginners Podcast
RT @IFB_podcast: ROIC > WACC for value creation
Measure using EVA (Economic Value Added)
EVA = NOPAT - (IC × WACC)
Where:
NOPAT = Net Operating Profit After Taxes
IC = Invested Capital
WACC = Weighted Average Cost of Capital
$MSFT example:
MSFT EVA = $71.8B - ($290.7B x 10%) = $42.7B
The formula can be interpreted as follows:
If EVA > 0: The company is creating value for shareholders
If EVA = 0: The company is breaking even
If EVA < 0: The company is destroying value for shareholders
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RT @IFB_podcast: ROIC > WACC for value creation
Measure using EVA (Economic Value Added)
EVA = NOPAT - (IC × WACC)
Where:
NOPAT = Net Operating Profit After Taxes
IC = Invested Capital
WACC = Weighted Average Cost of Capital
$MSFT example:
MSFT EVA = $71.8B - ($290.7B x 10%) = $42.7B
The formula can be interpreted as follows:
If EVA > 0: The company is creating value for shareholders
If EVA = 0: The company is breaking even
If EVA < 0: The company is destroying value for shareholders
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