⁠Quiver Quantitative
JUST IN: Senator Ashley Moody just disclosed over a dozen stock trades.

These two caught my eye:

A purchase of up to $250K of stock in the pharma company Eli Lilly (Moody sits on the Senate Health Committee).

A purchase of stock in a small company called Genius Sports, $GENI. https://t.co/TZ7ymNSgw7
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⁠Investing visuals
$ASML's stock is down 🔻26% over the past year and trading near a 1-year low. Meanwhile:

🔹 Revenue is up 28%
🔹 Free cash flow is up 238%
🔹 Holds $9 billion in cash
🔹 Maintains a monopoly position in the industry https://t.co/HpHqCfCvMZ
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⁠Finding Compounders
Charles D, Ellis just absolutely rips through diversification. https://t.co/crJxUAexWW
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⁠The All-In Podcast
Treasury Secretary @SecScottBessent lays out Trump's economic plan to the Besties:

-- De-lever the government via cutting spending

-- Shed excess labor from the government

-- Re-lever the private sector by de-regulating the financial system

-- Allow an unshackled private sector to absorb laid off government workers

-- Re-order global trade through tariffs

-- Bring manufacturing jobs back to the US

-- Re-invigorate the middle class

-- Unleash American energy, dropping prices

-- Prices down, real wages up

Thanks to our partners for making the DC trip happen:

@wearehims: https://t.co/AMh4ngrEHo | https://t.co/LNav2Y8k8u

@Gemini: https://t.co/4U7NUkFzaU

@iTrustCapital (use code allin): https://t.co/TyBmNQbZ9Z
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⁠Finding Compounders
The Inside Story of Warren Buffett https://t.co/uIR99jqawR
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⁠The Kobeissi Letter
The Kobeissi Letter for the week of March 24th has been published and may be viewed through the link below:

https://t.co/6TDuawkxql

The Chart of the Week for the week of March 24th has been published. View or sign up for FREE through the link below:

https://t.co/jCCx3iTj1h
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Look at market fluctuations as your friend rather than your enemy. Profit from folly rather than participate in it.”

— Warren Buffett 🗣️
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⁠The All-In Podcast
How to Hustle Your Way Into a Deal: Pokemon Go Edition

Earlier this month, Pokemon Go-maker @NianticLabs sold its games division to @scopely for $3.5B. 💰

@cyantist was one of the only angel investors in Niantic, and the story of how she got into the deal is WILD! 🤯

She broke it down on E220 of the All-In Podcast:

-- Before Pokemon Go, Niantic had a game called Ingress

-- Ingress, like Pokemon Go, relied on AR and GPS to allow players to interact with the real world

-- Cyan started playing Ingress with her friends and noticed them doing weird stuff to advance in the game, like chartering helicopters and traveling all over

-- "I was like, why are these people spending so much time? And not only that, but why are they going around taking pictures of points of interest for Google? Like what is Google actually doing with this asset was my number one question."

-- "So I realized that Ingress was part of a bigger mapping plan."

-- "I went around telling everybody, 'If I had a chance to invest in anything, it would be Niantic.'"

-- At the time, Niantic was still part of Google

-- When Niantic spun out in late 2015, Cyan had no contacts at Google to hit up about an investment

-- Eventually, she connected with Niantic founder John Hanke through one of her portfolio founders

-- Then, she showed up to Niantic's office with "two badass engineers who were players"

-- "I figured I gotta show up with some value here."

-- "We sat on the front stairs and said, 'Please take our money.' He's like, 'I don't need you. I've got Nintendo, I've got Google.'"

-- "And we're like, 'No, you really need us.'"

-- Eventually, John Hanke took her investment, gave one of the engineers a job offer, and it all worked out!

That's how you hustle your way into a dream startup! 💪
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