Offshore
Photo
Librarian Capital
British Medical Association calls for anti-vape steps
Ban on disposables
Ban on non-tobacco flavors
Ban on display of imagery, colouring & brands
Restrict vape sale to behind the counter
Also calls for plain packaging for nicotine pouches
$BATS $IMB $PM https://t.co/3gucOGaerT
tweet
British Medical Association calls for anti-vape steps
Ban on disposables
Ban on non-tobacco flavors
Ban on display of imagery, colouring & brands
Restrict vape sale to behind the counter
Also calls for plain packaging for nicotine pouches
$BATS $IMB $PM https://t.co/3gucOGaerT
tweet
Offshore
Photo
Invest In Assets 📈
RT @InvestInAssets: Amazon's price-to-operating cash flow is at a decade low: https://t.co/ZgNgvra1wb
tweet
RT @InvestInAssets: Amazon's price-to-operating cash flow is at a decade low: https://t.co/ZgNgvra1wb
tweet
Offshore
Photo
Matt McGarry
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter, get your first 10,000+ subscribers, and $10,000+ in sales.
✅ It’s for both beginners and advanced founders. We cover the fundamentals of picking a niche, writing your newsletter, and growing your list. [...]
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter, get your first 10,000+ subscribers, and $10,000+ in sales.
✅ It’s for both beginners and advanced founders. We cover the fundamentals of picking a niche, writing your newsletter, and growing your list. [...]
Offshore
Matt McGarry ANNOUNCEMENT: How to build a personal monopoly. Would you rather have 100,000 email newsletter subscribers? OR 1,000,000 Twitter followers? I would take the email subscribers any day. That seems crazy. But let me explain why... The best…
Plus, advanced tactics like paid acquisition, sponsorship sales, info products, and much more.
✅ You can join live OR asynchronously. There are live sessions, Q&As, and coaching calls. Everything is recorded. You’ll get the edited videos, notes, timestamps, transcripts, and slides. It’s totally fine to move at your own pace.
Write, Grow, Sell has everything you need to start, grow, and monetize your newsletter.
I created this program based on my own experience and work with 50+ of the largest and most successful newsletters and creators, including:
- 1440
- Chartr
- Milk Road
- Sahil Bloom
- WorkWeek
- Dan Martel
- James Clear
- Money .com
- 1440 Media
- James Clear
- Wondermind
- The Rundown
- Codie Sanchez
- Sherwood News
- The Daily Upside
- And many, many more
I've used the Write, Grow, Sell system to:
1) Drive 10,000,000+ newsletter subscribers for my clients in the past 2 years.
2) Grow my newsletter to 25,000+ subscribers in <2 years and build a 7-figure arr business from it.
this system works.
it's all based on real-world experience.
so, if you want to start and grow your newsletter, here's what you need to know:
✅ write, grow, sell starts monday, september 16th. you must enroll before then to get access.
✅ the program is limited to 250 students to ensure we have enough time to support everyone.
✅ there is a 100% money-back guarantee for students who complete the required course material.
✅ a $200 off early-bird discount is available for the first 100 students.
learn more and enroll here:
https://t.co/8ctdjewhn1
i hope to see you inside!
p.s. there are now only 43 early-bird discounts left!
after announcing this to my email list saturday, 57 people have enrolled.
the remaining $200 off discounts will go fast.
tap above to enroll. 👆
tweet
✅ You can join live OR asynchronously. There are live sessions, Q&As, and coaching calls. Everything is recorded. You’ll get the edited videos, notes, timestamps, transcripts, and slides. It’s totally fine to move at your own pace.
Write, Grow, Sell has everything you need to start, grow, and monetize your newsletter.
I created this program based on my own experience and work with 50+ of the largest and most successful newsletters and creators, including:
- 1440
- Chartr
- Milk Road
- Sahil Bloom
- WorkWeek
- Dan Martel
- James Clear
- Money .com
- 1440 Media
- James Clear
- Wondermind
- The Rundown
- Codie Sanchez
- Sherwood News
- The Daily Upside
- And many, many more
I've used the Write, Grow, Sell system to:
1) Drive 10,000,000+ newsletter subscribers for my clients in the past 2 years.
2) Grow my newsletter to 25,000+ subscribers in <2 years and build a 7-figure arr business from it.
this system works.
it's all based on real-world experience.
so, if you want to start and grow your newsletter, here's what you need to know:
✅ write, grow, sell starts monday, september 16th. you must enroll before then to get access.
✅ the program is limited to 250 students to ensure we have enough time to support everyone.
✅ there is a 100% money-back guarantee for students who complete the required course material.
✅ a $200 off early-bird discount is available for the first 100 students.
learn more and enroll here:
https://t.co/8ctdjewhn1
i hope to see you inside!
p.s. there are now only 43 early-bird discounts left!
after announcing this to my email list saturday, 57 people have enrolled.
the remaining $200 off discounts will go fast.
tap above to enroll. 👆
tweet
Offshore
Photo
Quality Stocks
👟 Nike $NKE is an interesting case as 2 investment styles come into conflict
First, why did the stock price drop?
2 simple answers
1⃣ The stock was too expensive, trading with a PE close to 40x at its peak in 2021
2⃣ Degrading fundamentals. Decreasing revenue, slower projected growth, decreasing margin
It is normal in this case to see a price drop. The company remains expensive with a 27x PE
Investment style 1: quality first
For this investment style, the company is currently uninvestable. The brand remains strong and financials ok, but the metrics are worsening (margin, growth, capital efficiency)
And the worst part is the company is losing market share, probably one of the most important metrics to look at
Investment style 2: waiting for a rebound
The company remains one of the top brands in the world, has a lot of assets and opportunities to rebound
Short time movements doesn't change the potential of the company and the 30%+ price drop since ATH is an opportunity
If this investment style is riskier, it can be rewarding as bounce back (especially unexpected ones) have great impact on the stock price
I am in the style 1: as long as the metrics don't improve, I won't invest in a stock. What about you?
tweet
👟 Nike $NKE is an interesting case as 2 investment styles come into conflict
First, why did the stock price drop?
2 simple answers
1⃣ The stock was too expensive, trading with a PE close to 40x at its peak in 2021
2⃣ Degrading fundamentals. Decreasing revenue, slower projected growth, decreasing margin
It is normal in this case to see a price drop. The company remains expensive with a 27x PE
Investment style 1: quality first
For this investment style, the company is currently uninvestable. The brand remains strong and financials ok, but the metrics are worsening (margin, growth, capital efficiency)
And the worst part is the company is losing market share, probably one of the most important metrics to look at
Investment style 2: waiting for a rebound
The company remains one of the top brands in the world, has a lot of assets and opportunities to rebound
Short time movements doesn't change the potential of the company and the 30%+ price drop since ATH is an opportunity
If this investment style is riskier, it can be rewarding as bounce back (especially unexpected ones) have great impact on the stock price
I am in the style 1: as long as the metrics don't improve, I won't invest in a stock. What about you?
tweet
Offshore
Photo
Bourbon Capital
Super Micro Computer, Inc. $SMCI down 14%🔴
The stock is down 60% from its peak and all the people buying and selling this company daily are gone..... https://t.co/NrZWW5ifC4
tweet
Super Micro Computer, Inc. $SMCI down 14%🔴
The stock is down 60% from its peak and all the people buying and selling this company daily are gone..... https://t.co/NrZWW5ifC4
tweet
Matt McGarry
RT @jenniferchou25: the feedback from this course was especially helpful!!
it forces you to get the right things done for your newsletter especially if you're someone who puts off the "boring" tasks"
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter[...]
RT @jenniferchou25: the feedback from this course was especially helpful!!
it forces you to get the right things done for your newsletter especially if you're someone who puts off the "boring" tasks"
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter[...]
twitter.com
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undefined
Offshore
Matt McGarry RT @jenniferchou25: the feedback from this course was especially helpful!! it forces you to get the right things done for your newsletter especially if you're someone who puts off the "boring" tasks" ANNOUNCEMENT: How to build a personal monopoly.…
, get your first 10,000+ subscribers, and $10,000+ in sales.
✅ It’s for both beginners and advanced founders. We cover the fundamentals of picking a niche, writing your newsletter, and growing your list. Plus, advanced tactics like paid acquisition, sponsorship sales, info products, and much more.
✅ You can join live OR asynchronously. There are live sessions, Q&As, and coaching calls. Everything is recorded. You’ll get the edited videos, notes, timestamps, transcripts, and slides. It’s totally fine to move at your own pace.
Write, Grow, Sell has everything you need to start, grow, and monetize your newsletter.
I created this program based on my own experience and work with 50+ of the largest and most successful newsletters and creators, including:
- 1440
- Chartr
- Milk Road
- Sahil Bloom
- WorkWeek
- Dan Martel
- James Clear
- Money .com
- 1440 Media
- James Clear
- Wondermind
- The Rundown
- Codie Sanchez
- Sherwood News
- The Daily Upside
- And many, many more
I've used the Write, Grow, Sell system to:
1) Drive 10,000,000+ newsletter subscribers for my clients in the past 2 years.
2) Grow my newsletter to 25,000+ subscribers in <2"- Matt McGarry
tweet
✅ It’s for both beginners and advanced founders. We cover the fundamentals of picking a niche, writing your newsletter, and growing your list. Plus, advanced tactics like paid acquisition, sponsorship sales, info products, and much more.
✅ You can join live OR asynchronously. There are live sessions, Q&As, and coaching calls. Everything is recorded. You’ll get the edited videos, notes, timestamps, transcripts, and slides. It’s totally fine to move at your own pace.
Write, Grow, Sell has everything you need to start, grow, and monetize your newsletter.
I created this program based on my own experience and work with 50+ of the largest and most successful newsletters and creators, including:
- 1440
- Chartr
- Milk Road
- Sahil Bloom
- WorkWeek
- Dan Martel
- James Clear
- Money .com
- 1440 Media
- James Clear
- Wondermind
- The Rundown
- Codie Sanchez
- Sherwood News
- The Daily Upside
- And many, many more
I've used the Write, Grow, Sell system to:
1) Drive 10,000,000+ newsletter subscribers for my clients in the past 2 years.
2) Grow my newsletter to 25,000+ subscribers in <2"- Matt McGarry
tweet
X (formerly Twitter)
Matt McGarry (@JMatthewMcGarry) on X
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are…
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are…
Offshore
Photo
Stock Analysis Compilation
Hedge funds' best ideas #7 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
Cooper Investors / Distillate Capital / FMI Funds / Heartland Advisors / Loomis Sayles / Madison Funds / Mar Vista / Mayar Capital / Newbridge AM / Pershing Square / Polar Capital / Polen Capital / Rewey AM / Riverwater Partners / Ross & Van Compernolle / Royal London AM / THB AM
tweet
Hedge funds' best ideas #7 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
Cooper Investors / Distillate Capital / FMI Funds / Heartland Advisors / Loomis Sayles / Madison Funds / Mar Vista / Mayar Capital / Newbridge AM / Pershing Square / Polar Capital / Polen Capital / Rewey AM / Riverwater Partners / Ross & Van Compernolle / Royal London AM / THB AM
tweet
Offshore
Photo
Bourbon Capital
The old man from Omaha $BRK.B hits +$1 TRILLION for the first time https://t.co/fxX7JcbK7V
tweet
The old man from Omaha $BRK.B hits +$1 TRILLION for the first time https://t.co/fxX7JcbK7V
tweet
Offshore
Photo
Bourbon Capital
Super Micro Computer, Inc. $SMCI has experienced a significant decline, reverting to January levels following delays in its 10-K filing https://t.co/Vqu80oAb4l
tweet
Super Micro Computer, Inc. $SMCI has experienced a significant decline, reverting to January levels following delays in its 10-K filing https://t.co/Vqu80oAb4l
tweet