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Hidden Value Gems
RT @HiddenValueGems: Q3 Oakmark's portfolio changes:
Sold $AXP $MO $GOOG
Purchased $DGE.L $RI.PA $GPC $MKKGY $AKZA.AS $AZE.BR
Summary of Buy theses 🧵👇🏽
1⃣ Diageo & Pernod Ricard
1/4 https://t.co/7tSE6LlprV
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RT @HiddenValueGems: Q3 Oakmark's portfolio changes:
Sold $AXP $MO $GOOG
Purchased $DGE.L $RI.PA $GPC $MKKGY $AKZA.AS $AZE.BR
Summary of Buy theses 🧵👇🏽
1⃣ Diageo & Pernod Ricard
1/4 https://t.co/7tSE6LlprV
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Librarian Capital
Barry Diller FT interview quotes:
On Hollywood: "It is no more. Netflix, Amazon and Apple are really the controllers of the worldwide film & television business"
On Trump: "I did not like him. It is 45 years now since my first encounter [and] I have never spoken to him since"
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Barry Diller FT interview quotes:
On Hollywood: "It is no more. Netflix, Amazon and Apple are really the controllers of the worldwide film & television business"
On Trump: "I did not like him. It is 45 years now since my first encounter [and] I have never spoken to him since"
Barry Diller: Hollywood’s hold over entertainment ‘is no more’ https://t.co/2looDHfcuc tweet
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Offshore
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Librarian Capital
"The total returns from the Fund’s three Swiss healthcare companies – Alcon, Novartis, and Roche – have each outperformed the Nasdaq index"
- Troy Global Equity Fund (Aug-24 update)
This appears to be no longer true
And it was not true on longer periods
$ALC $NOVN $ROG https://t.co/J9ocgx2PnE
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"The total returns from the Fund’s three Swiss healthcare companies – Alcon, Novartis, and Roche – have each outperformed the Nasdaq index"
- Troy Global Equity Fund (Aug-24 update)
This appears to be no longer true
And it was not true on longer periods
$ALC $NOVN $ROG https://t.co/J9ocgx2PnE
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Offshore
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Capital Employed
Interesting idea by @HiddenRockCap on Mammoth Energy Services $TUSK
Deep value idea with majority of market value in net cash.
Full write-up here 👇
https://t.co/rKp8wFMY9B
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Interesting idea by @HiddenRockCap on Mammoth Energy Services $TUSK
Deep value idea with majority of market value in net cash.
Full write-up here 👇
https://t.co/rKp8wFMY9B
tweet
Offshore
Video
Startup Archive
Flexport CEO Ryan Petersen explains why your initial vision for your company is probably wrong
When Ryan first applied to Y Combinator he wanted Flexport to be “TurboTax for customs.” But that vision changed a lot. As Ryan explains:
“The more you learn and the more customers you talk to and the more vendors you talk to, the more you realize how screwed up the world is in this space. Then [the vision] actually gets bigger and bigger and keeps expanding.”
Y Combinator CEO Garry Tan says this is a common pattern he sees in startups too:
“There’s a misconception that you wake up from a haze and you’re like ‘This is it. This is the vision.” But the story is actually ‘Oh here’s this thing that I know I can solve.’ And then once you solve it and people really like it, it sort of expands and expands.”
Ryan concludes:
“If a founder is too certain of exactly what the vision is and what the product’s going to look like and how it’s all going to work, they’re probably wrong. The world is super messy.”
Video source: @garrytan (2022)
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Flexport CEO Ryan Petersen explains why your initial vision for your company is probably wrong
When Ryan first applied to Y Combinator he wanted Flexport to be “TurboTax for customs.” But that vision changed a lot. As Ryan explains:
“The more you learn and the more customers you talk to and the more vendors you talk to, the more you realize how screwed up the world is in this space. Then [the vision] actually gets bigger and bigger and keeps expanding.”
Y Combinator CEO Garry Tan says this is a common pattern he sees in startups too:
“There’s a misconception that you wake up from a haze and you’re like ‘This is it. This is the vision.” But the story is actually ‘Oh here’s this thing that I know I can solve.’ And then once you solve it and people really like it, it sort of expands and expands.”
Ryan concludes:
“If a founder is too certain of exactly what the vision is and what the product’s going to look like and how it’s all going to work, they’re probably wrong. The world is super messy.”
Video source: @garrytan (2022)
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Offshore
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Stock Analysis Compilation
Praetorian Capital on St. Joe $JOE US
Thesis: St. Joe’s massive land holdings and high growth potential in a booming region position it as a key beneficiary of migration and inflation-driven appreciation
(Extract from their Q2 letter) https://t.co/pWhYuMXKjO
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Praetorian Capital on St. Joe $JOE US
Thesis: St. Joe’s massive land holdings and high growth potential in a booming region position it as a key beneficiary of migration and inflation-driven appreciation
(Extract from their Q2 letter) https://t.co/pWhYuMXKjO
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