Offshore
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App Economy Insights
Google to acquire Wiz for $32B.
💰 $GOOG 's biggest deal ever.
👀 Wiz turned down $23B last year.
🔹Unified security across all major clouds.
🔹AI-powered threat detection & response.
🔹Integration with Google Security & Mandiant. https://t.co/ESLagCdYjK
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Google to acquire Wiz for $32B.
💰 $GOOG 's biggest deal ever.
👀 Wiz turned down $23B last year.
🔹Unified security across all major clouds.
🔹AI-powered threat detection & response.
🔹Integration with Google Security & Mandiant. https://t.co/ESLagCdYjK
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Offshore
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Alvin
Using the Sony Bravia Theatre U is so satisfying.
This neckband sounds awesome and it can be very useful for those who like to watch movies or play music but don't want to use wireless earbuds.
I would recommend using this at home, not in public. That's because people around you can hear what you're listening to, especially if they stand close to you.
I just tried it yesterday, and it does feel great and comfortable to wear!
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Using the Sony Bravia Theatre U is so satisfying.
This neckband sounds awesome and it can be very useful for those who like to watch movies or play music but don't want to use wireless earbuds.
I would recommend using this at home, not in public. That's because people around you can hear what you're listening to, especially if they stand close to you.
I just tried it yesterday, and it does feel great and comfortable to wear!
tweet
Offshore
Video
The Kobeissi Letter
BREAKING: General Motors, $GM, has selected Nvidia, $NVDA, to build its self-driving car fleet. https://t.co/o7r9sKOHHu
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BREAKING: General Motors, $GM, has selected Nvidia, $NVDA, to build its self-driving car fleet. https://t.co/o7r9sKOHHu
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Offshore
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The Investing for Beginners Podcast
Learning to analyze companies is like weight-lifting.
You have to put in the reps.
Once you do, you will start to develop better systems and move through the process quicker.
Here are 5 quick steps to get started down the path. 🧵⬇️ https://t.co/xagkf1oBdQ
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Learning to analyze companies is like weight-lifting.
You have to put in the reps.
Once you do, you will start to develop better systems and move through the process quicker.
Here are 5 quick steps to get started down the path. 🧵⬇️ https://t.co/xagkf1oBdQ
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Offshore
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App Economy Insights
Bloomberg reveals $GRAB has begun due diligence to acquire rival GoTo in a potential $7B+ deal.
A merger would control 60-70% of South-East Asia’s on-demand market. https://t.co/RUo8xNgS2g
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Bloomberg reveals $GRAB has begun due diligence to acquire rival GoTo in a potential $7B+ deal.
A merger would control 60-70% of South-East Asia’s on-demand market. https://t.co/RUo8xNgS2g
$GRAB Grab Q4 FY24:
💰 GMV +20% Y/Y to $5.0B.
🏍️ Group MTUs +17% Y/Y to 44M.
• Revenue +17% to $764M ($6M beat).
• Adj. EBITDA +173% to $97M ($3M beat).
• FY25 Revenue +21% to $3.37B ($0.3B miss). https://t.co/1N2h5WyFz3 tweet
Offshore
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Stock Analysis Compilation
Harris Global Concentrated Strategy on Sysco Corporation $SYY US
Thesis: Sysco Corporation is a high-quality foodservice distribution company benefiting from scale advantages, poised for long-term growth despite recent slowdowns in independent restaurant sales.
(Extract from their Q4 letter)
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Harris Global Concentrated Strategy on Sysco Corporation $SYY US
Thesis: Sysco Corporation is a high-quality foodservice distribution company benefiting from scale advantages, poised for long-term growth despite recent slowdowns in independent restaurant sales.
(Extract from their Q4 letter)
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Offshore
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Finding Compounders
When Entry Multiples Don’t Matter
Great piece by Andreessen Horowitz https://t.co/9C24jfK4mg
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When Entry Multiples Don’t Matter
Great piece by Andreessen Horowitz https://t.co/9C24jfK4mg
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