Offshore
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Librarian Capital
It's become harder for fund managers to claim an edge from meeting management since Mifid II*
Fidelity's Alex Wright claims to have received training from former CIA agents on interviewing skills
$FSV 5-year NAV return: +9.1% p.a.
* Decoupled corp access from trade commissions https://t.co/K4i06KfgyJ
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It's become harder for fund managers to claim an edge from meeting management since Mifid II*
Fidelity's Alex Wright claims to have received training from former CIA agents on interviewing skills
$FSV 5-year NAV return: +9.1% p.a.
* Decoupled corp access from trade commissions https://t.co/K4i06KfgyJ
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Offshore
Video
Startup Archive
Sam Altman on the importance of surrounding yourself with people who don’t shoot down your ideas
“Good ideas are not a solo endeavor. You want to find a group of smart people that you can start bouncing things off of… You don’t just sit in a room and write on the window with the whiteboard pen and have the good ideas come to you. Good ideas come because you talk to people.”
But Sam stresses that this comes with an important caveat: surround yourself with people who build on your ideas rather than shoot them down:
“Ideas are very fragile. So when you find this set of people to start talking about ideas with, you want people who don’t immediately shoot down a bad, half-baked idea… You want people who will say, ‘Well, that sounds crazy unlikely to work, but think how big it could be if it did work.’.. And then you can figure out how to make it work if you want.”
Video source: @StanfordOnline (2017)
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Sam Altman on the importance of surrounding yourself with people who don’t shoot down your ideas
“Good ideas are not a solo endeavor. You want to find a group of smart people that you can start bouncing things off of… You don’t just sit in a room and write on the window with the whiteboard pen and have the good ideas come to you. Good ideas come because you talk to people.”
But Sam stresses that this comes with an important caveat: surround yourself with people who build on your ideas rather than shoot them down:
“Ideas are very fragile. So when you find this set of people to start talking about ideas with, you want people who don’t immediately shoot down a bad, half-baked idea… You want people who will say, ‘Well, that sounds crazy unlikely to work, but think how big it could be if it did work.’.. And then you can figure out how to make it work if you want.”
Video source: @StanfordOnline (2017)
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Offshore
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Librarian Capital
Twitter has de-prioritized stock tickers in search algos
A search for $PM will now give you posts that mention time ("6 pm", etc.), politics (PM = prime minister); nothing about Philip Morris
Seacrch for $MO gives posts about Missouri
Reminder: we are also on other platofrms https://t.co/6tXTO4rVOY
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Twitter has de-prioritized stock tickers in search algos
A search for $PM will now give you posts that mention time ("6 pm", etc.), politics (PM = prime minister); nothing about Philip Morris
Seacrch for $MO gives posts about Missouri
Reminder: we are also on other platofrms https://t.co/6tXTO4rVOY
tweet
Offshore
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Stock Analysis Compilation
Bonhoeffer Fund on Millicom $TIGO US
Thesis: Millicom's dominant market position, strategic cost cuts, and potential for value from its tower spin-off make it a strong long-term play in telecom
(Extract from their Q2 letter) https://t.co/WQuHW8BOfp
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Bonhoeffer Fund on Millicom $TIGO US
Thesis: Millicom's dominant market position, strategic cost cuts, and potential for value from its tower spin-off make it a strong long-term play in telecom
(Extract from their Q2 letter) https://t.co/WQuHW8BOfp
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Librarian Capital
Right Tail Capital (Kokemor) on $CDW
"Much more than a B2B distributor"
Fragmented customers and vendors
"Team mate for small businesses"
"Extension of a vendor's salesorce"
Grows 200-400 bps faster than market past decade
"Modest" op. leverage; "little fixed capital"
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Right Tail Capital (Kokemor) on $CDW
"Much more than a B2B distributor"
Fragmented customers and vendors
"Team mate for small businesses"
"Extension of a vendor's salesorce"
Grows 200-400 bps faster than market past decade
"Modest" op. leverage; "little fixed capital"
"This is the biggest market decline since the last decline you don't remember or care about anymore." - Morgan Housel
Right Tail Capital's Q3 2024 Letter https://t.co/UJC4P9Rq6H tweet
twitter.com
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Librarian Capital
PSA: Retweets are appreciated, but as said before we are not looking for conflict
If you @ someone they may also feel obliged to reply
So, in general, please do NOT retweet our criticisms of people back @ their accounts
We have said this before
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PSA: Retweets are appreciated, but as said before we are not looking for conflict
If you @ someone they may also feel obliged to reply
So, in general, please do NOT retweet our criticisms of people back @ their accounts
We have said this before
PS. While I am not hiding my opinions of these firms/people - some of whom I can see follow me here under their own names - I am not looking for conflict
Insofar as you find my opinions interesting, please do not make it harder for me to express them
One person who cc'd the individual here has been blocked (after a previous warning) tweet
twitter.com
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Offshore
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Hidden Value Gems
Hendrik Bessembinder's studies have enormous implications for investors. I think they are highly underrated, especially in various CFA/university curriculums. Here is a great interview with him by @Clay_Finck
The most important points I picked up 🧵👇🏽
1/4 https://t.co/74GlSDV3w5
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Hendrik Bessembinder's studies have enormous implications for investors. I think they are highly underrated, especially in various CFA/university curriculums. Here is a great interview with him by @Clay_Finck
The most important points I picked up 🧵👇🏽
1/4 https://t.co/74GlSDV3w5
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Offshore
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Dimitry Nakhla | Babylon Capital®
Intuit’s $INTU Linear Growth Last 10-Years👇🏽
📈Revenue CAGR: 13.70%
📈FCF CAGR: 13.89%
📈EPS CAGR: 17.11%
📈Dividend CAGR: 16.82%
#stocks #investing
*Financials in Billions USD https://t.co/vHc6mjEG5e
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Intuit’s $INTU Linear Growth Last 10-Years👇🏽
📈Revenue CAGR: 13.70%
📈FCF CAGR: 13.89%
📈EPS CAGR: 17.11%
📈Dividend CAGR: 16.82%
#stocks #investing
*Financials in Billions USD https://t.co/vHc6mjEG5e
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Offshore
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Stock Analysis Compilation
Diamond Hill on Magnolia Oil & Gas $MGY US
Thesis: Magnolia Oil & Gas’s low-cost structure and strong management team make it a solid, lower-risk play on rising commodity prices
(Extract from their Q2 letter) https://t.co/pX9kYum5uD
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Diamond Hill on Magnolia Oil & Gas $MGY US
Thesis: Magnolia Oil & Gas’s low-cost structure and strong management team make it a solid, lower-risk play on rising commodity prices
(Extract from their Q2 letter) https://t.co/pX9kYum5uD
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