Offshore
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Michael Fritzell (Asian Century Stocks)
The watchlist has been added to the top menu bar https://t.co/cn1kE9L4Ns
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The watchlist has been added to the top menu bar https://t.co/cn1kE9L4Ns
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Dimitry Nakhla | Babylon Capitalยฎ
25 Quality Stocks With Estimated EPS CAGR โฅ15% Over the Next 2 Years ๐ต
1. $INTU 15%
2. $BKNG 16%
3. $GE 16%
4. $MSFT 16%
5. $AMZN 17%
6. $MA 17%
7. $KLAC 18%
8. $HWM 19%
9. $TXN 19%
10. $CSU 20%
11. $NOW 20%
12. $NFLX 22%
13. $ANET 24%
14. $APH 24%
15. $AXON 24%
16. $TSM 29%
17. $LRCX 30%
18. $FICO 33%
19. $ALAB 35%
20. $PLTR 35%
21. $FTAI 42%
22. $MELI 44%
23. $NVDA 45%
24. $AMD 61%
25. $GEV 74%
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25 Quality Stocks With Estimated EPS CAGR โฅ15% Over the Next 2 Years ๐ต
1. $INTU 15%
2. $BKNG 16%
3. $GE 16%
4. $MSFT 16%
5. $AMZN 17%
6. $MA 17%
7. $KLAC 18%
8. $HWM 19%
9. $TXN 19%
10. $CSU 20%
11. $NOW 20%
12. $NFLX 22%
13. $ANET 24%
14. $APH 24%
15. $AXON 24%
16. $TSM 29%
17. $LRCX 30%
18. $FICO 33%
19. $ALAB 35%
20. $PLTR 35%
21. $FTAI 42%
22. $MELI 44%
23. $NVDA 45%
24. $AMD 61%
25. $GEV 74%
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Offshore
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Jukan
As usual, AYZ has dropped another brilliant piece.
He starts by firmly disclaiming that itโs not financial advice, but the moment I read it, I couldnโt help but go ahead and invest lol. https://t.co/VMwMshEdYu
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As usual, AYZ has dropped another brilliant piece.
He starts by firmly disclaiming that itโs not financial advice, but the moment I read it, I couldnโt help but go ahead and invest lol. https://t.co/VMwMshEdYu
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @arctotherium42: In the early 20th century, Chinese intellectuals who studied overseas in Japan or the US tended to become right-wing, those who studied in France tended to become Communists. https://t.co/RMJSkSgjJx
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RT @arctotherium42: In the early 20th century, Chinese intellectuals who studied overseas in Japan or the US tended to become right-wing, those who studied in France tended to become Communists. https://t.co/RMJSkSgjJx
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @henrysgao: If you live long enough... https://t.co/68Xa5Bz2Zm
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RT @henrysgao: If you live long enough... https://t.co/68Xa5Bz2Zm
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Offshore
Video
Startup Archive
Marc Andreessen on the 3 things he looks for when investing in a startup
The first thing Marc Andreesen looks for is a big market:
โIs there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?โ
The second thing he looks for is a 10x better product:
โIs there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If itโs not 10x, we as both VCs and entrepreneurs have to ask ourselves if itโs really worth doing because itโs really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market thatโs so much better than what exists that it punches through the status quo.โ
The third is the team:
โIs the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist โ quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.โ
Marc believes that you need all three of these, but if youโre going to compromise on one of those as an investor, it should be the product:
โA great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just arenโt that many customers so itโs hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.โ
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Marc Andreessen on the 3 things he looks for when investing in a startup
The first thing Marc Andreesen looks for is a big market:
โIs there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?โ
The second thing he looks for is a 10x better product:
โIs there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If itโs not 10x, we as both VCs and entrepreneurs have to ask ourselves if itโs really worth doing because itโs really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market thatโs so much better than what exists that it punches through the status quo.โ
The third is the team:
โIs the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist โ quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.โ
Marc believes that you need all three of these, but if youโre going to compromise on one of those as an investor, it should be the product:
โA great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just arenโt that many customers so itโs hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.โ
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Offshore
Video
Startup Archive
Marc Andreessen on the 3 things he looks for when investing in a startup
The first thing Marc Andreesen looks for is a big market:
โIs there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?โ
The second thing he looks for is a 10x better product:
โIs there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If itโs not 10x, we as both VCs and entrepreneurs have to ask ourselves if itโs really worth doing because itโs really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market thatโs so much better than what exists that it punches through the status quo.โ
The third is the team:
โIs the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist โ quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.โ
Marc believes that you need all three of these, but if youโre going to compromise on one of those as an investor, it should be the product:
โA great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just arenโt that many customers so itโs hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.โ
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Marc Andreessen on the 3 things he looks for when investing in a startup
The first thing Marc Andreesen looks for is a big market:
โIs there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?โ
The second thing he looks for is a 10x better product:
โIs there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If itโs not 10x, we as both VCs and entrepreneurs have to ask ourselves if itโs really worth doing because itโs really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market thatโs so much better than what exists that it punches through the status quo.โ
The third is the team:
โIs the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist โ quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.โ
Marc believes that you need all three of these, but if youโre going to compromise on one of those as an investor, it should be the product:
โA great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just arenโt that many customers so itโs hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.โ
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Offshore
Video
Dimitry Nakhla | Babylon Capitalยฎ
Dev Kantesaria is famously known for having very little trading activity โ and an exceptional long-term track record.
When asked what his โsecret sauceโ is to staying away from the sell button, his answer was simple:
Focus on ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐ช๐ฎ๐๐ฅ๐ข๐ญ๐ฒ.
โItโs a much easier way to make money, itโs more tax efficient, and itโs a more predictable way to make money. So the lack of turnover is really nothing other than a natural outcome of how we think about business quality.โ
___
Dev credits the Warren Buffett and Charlie Munger playbook โ avoid short-term trading (speculation) and instead own companies that can compound intrinsic value year after year for decades.
This ties closely to Chris Hohnโs emphasis on long-termism.
๐๐ฉ๐ฆ๐ฏ ๐บ๐ฐ๐ถ ๐ข๐ฏ๐ค๐ฉ๐ฐ๐ณ ๐ฐ๐ฏ ๐ฒ๐ถ๐ข๐ญ๐ช๐ต๐บ ๐ข๐ฏ๐ฅ ๐ฅ๐ถ๐ณ๐ข๐ฃ๐ช๐ญ๐ช๐ต๐บ, ๐ฅ๐ฐ๐ช๐ฏ๐จ ๐ฏ๐ฐ๐ต๐ฉ๐ช๐ฏ๐จ ๐ฃ๐ฆ๐ค๐ฐ๐ฎ๐ฆ๐ด ๐ต๐ฉ๐ฆ ๐ฅ๐ฆ๐ง๐ข๐ถ๐ญ๐ต โ ๐ข๐ฏ๐ฅ ๐ฐ๐ง๐ต๐ฆ๐ฏ ๐ต๐ฉ๐ฆ ๐ฎ๐ฐ๐ด๐ต ๐ฑ๐ณ๐ฐ๐ง๐ช๐ต๐ข๐ฃ๐ญ๐ฆ ๐ข๐ค๐ต๐ช๐ฐ๐ฏ.
Video: Good Investing Talks Podcast (10/27/2022)
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Dev Kantesaria is famously known for having very little trading activity โ and an exceptional long-term track record.
When asked what his โsecret sauceโ is to staying away from the sell button, his answer was simple:
Focus on ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐ช๐ฎ๐๐ฅ๐ข๐ญ๐ฒ.
โItโs a much easier way to make money, itโs more tax efficient, and itโs a more predictable way to make money. So the lack of turnover is really nothing other than a natural outcome of how we think about business quality.โ
___
Dev credits the Warren Buffett and Charlie Munger playbook โ avoid short-term trading (speculation) and instead own companies that can compound intrinsic value year after year for decades.
This ties closely to Chris Hohnโs emphasis on long-termism.
๐๐ฉ๐ฆ๐ฏ ๐บ๐ฐ๐ถ ๐ข๐ฏ๐ค๐ฉ๐ฐ๐ณ ๐ฐ๐ฏ ๐ฒ๐ถ๐ข๐ญ๐ช๐ต๐บ ๐ข๐ฏ๐ฅ ๐ฅ๐ถ๐ณ๐ข๐ฃ๐ช๐ญ๐ช๐ต๐บ, ๐ฅ๐ฐ๐ช๐ฏ๐จ ๐ฏ๐ฐ๐ต๐ฉ๐ช๐ฏ๐จ ๐ฃ๐ฆ๐ค๐ฐ๐ฎ๐ฆ๐ด ๐ต๐ฉ๐ฆ ๐ฅ๐ฆ๐ง๐ข๐ถ๐ญ๐ต โ ๐ข๐ฏ๐ฅ ๐ฐ๐ง๐ต๐ฆ๐ฏ ๐ต๐ฉ๐ฆ ๐ฎ๐ฐ๐ด๐ต ๐ฑ๐ณ๐ฐ๐ง๐ช๐ต๐ข๐ฃ๐ญ๐ฆ ๐ข๐ค๐ต๐ช๐ฐ๐ฏ.
Video: Good Investing Talks Podcast (10/27/2022)
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