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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: The CEO, CTO, CFO, and CCO of $TELA have all just reported insider purchases, ~$400k in total https://t.co/820RPekgfH
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RT @InsiderRadar: 🚨 BREAKING: The CEO, CTO, CFO, and CCO of $TELA have all just reported insider purchases, ~$400k in total https://t.co/820RPekgfH
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Quiver Quantitative
RT @InsiderRadar: Bob Duggan, the CEO of $SMMT, just purchased one of Miami's most expensive condos.
The biggest driver of his wealth? A well-timed insider purchase.
On March 6, 2023, Duggan purchased 376 million shares of $SMMT stock at a price of $1.05 per share.
Today, Summit stock trades for $19.46, up almost 20x from Duggan's massive purchase.
Bob Duggan now has an estimated net worth of $14B, almost entirely from his Summit stock.
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RT @InsiderRadar: Bob Duggan, the CEO of $SMMT, just purchased one of Miami's most expensive condos.
The biggest driver of his wealth? A well-timed insider purchase.
On March 6, 2023, Duggan purchased 376 million shares of $SMMT stock at a price of $1.05 per share.
Today, Summit stock trades for $19.46, up almost 20x from Duggan's massive purchase.
Bob Duggan now has an estimated net worth of $14B, almost entirely from his Summit stock.
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Ahmad Jivraj
Turnarounds are rare, but if they actually “turn” the results can be very lucrative.
5 examples:
$AAPL (Apple)
It was on the verge of bankruptcy in the 90s.
But Steve Jobs returned, simplified their product line, focused on innovation, and now it’s worth $3.5T today…one of the most valuable companies in the world.
$DPZ (Dominos)
Had a reputation for poor quality.
You may have heard that their “pizza tasted like cardboard”
The company admitted its flaws, reformulated its recipe, and invested in digital innovation like delivery tracking.
The stock went up 100X from its low, outperforming giants like $GOOG and $AMZN
It's the go-to low-cost provider for many families now.
Marvel, now Disney $DIS
Filed for bankruptcy in 1996 due to a downturn in the comic books industry & poor business decisions.
Pivoted to creating movies around it’s iconic comic book characters.
I still recall going to see the first Spiderman movie with my dad
The company was acquired for $4 Billion by $DIS, and has grossed billions of dollars now.
$GM (General Motors)
Declared bankruptcy in 2009 during the financial crisis, received a government bailout, streamlined operations, closed underperforming plants, went public again, and is now worth $56B.
I recall $MSFT CFO at the time left Microsoft to join GM as CFO. That felt odd…I guess that was a sign of things to come…
$BBY (Best Buy)
Was losing share to eCommerce.
CEO Hubert Joly implemented the “Renew Blue” strategy, which focused on price matching, expanding online sales, improving in-store experience, and enhancing customer service.
The stock is up ~9X since 2012.
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Turnarounds are rare, but if they actually “turn” the results can be very lucrative.
5 examples:
$AAPL (Apple)
It was on the verge of bankruptcy in the 90s.
But Steve Jobs returned, simplified their product line, focused on innovation, and now it’s worth $3.5T today…one of the most valuable companies in the world.
$DPZ (Dominos)
Had a reputation for poor quality.
You may have heard that their “pizza tasted like cardboard”
The company admitted its flaws, reformulated its recipe, and invested in digital innovation like delivery tracking.
The stock went up 100X from its low, outperforming giants like $GOOG and $AMZN
It's the go-to low-cost provider for many families now.
Marvel, now Disney $DIS
Filed for bankruptcy in 1996 due to a downturn in the comic books industry & poor business decisions.
Pivoted to creating movies around it’s iconic comic book characters.
I still recall going to see the first Spiderman movie with my dad
The company was acquired for $4 Billion by $DIS, and has grossed billions of dollars now.
$GM (General Motors)
Declared bankruptcy in 2009 during the financial crisis, received a government bailout, streamlined operations, closed underperforming plants, went public again, and is now worth $56B.
I recall $MSFT CFO at the time left Microsoft to join GM as CFO. That felt odd…I guess that was a sign of things to come…
$BBY (Best Buy)
Was losing share to eCommerce.
CEO Hubert Joly implemented the “Renew Blue” strategy, which focused on price matching, expanding online sales, improving in-store experience, and enhancing customer service.
The stock is up ~9X since 2012.
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Ahmad Jivraj
After today's move in $TSLA, these are now up ~90% in < 4 months.
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After today's move in $TSLA, these are now up ~90% in < 4 months.
If you believe $TSLA has bottomed, and that the stock will be higher than $215 by year end, here's how you can make double your money:
Buy the $210 Dec 20, 2024 Calls
Sell the $215 Dec 20, 2024 Calls
That costs $220 and will be worth $500 if the stock is above $215 by year end.
you're risking $220 to make $280 (+127%)
are you a buyer?
not financial advice of course... tweet
twitter.com
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Ahmad Jivraj
Some back of the envelope Cost Per Mile math for $TSLA robotaxis
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Some back of the envelope Cost Per Mile math for $TSLA robotaxis
@remouherek @larsmoravy Here is some back of the envelope math
It is unlikely that robotaxis take off unless Tesla’s cost per mile is less than Uber’s.
There are two components to the costs:
1) Operating Costs
2) Ownership Costs tweet
twitter.com
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Startup Archive
RT @mikemcg0: Jony Ive elaborates on this more in the book Becoming Steve Jobs:
"The reason you sugarcoat things is that you don't want anyone to think you're an asshole. So, that's vanity."
Whenever he felt abused, he would tell himself that someone who sugarcoats his true opinions "might not really even be all that concerned about the other person's feelings. He just doesn't want to appear to be a jerk. But if he really cared about the work he would be less vain, and would talk directly about the work. That's the way Steve was. That's why he'd say 'That's shit!' But then the next day or day after, he also would just as likely come back saying, 'Jony, I've been thinking a lot about what you showed me, and I think it's very interesting after all. Let's talk about it some more.'"
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RT @mikemcg0: Jony Ive elaborates on this more in the book Becoming Steve Jobs:
"The reason you sugarcoat things is that you don't want anyone to think you're an asshole. So, that's vanity."
Whenever he felt abused, he would tell himself that someone who sugarcoats his true opinions "might not really even be all that concerned about the other person's feelings. He just doesn't want to appear to be a jerk. But if he really cared about the work he would be less vain, and would talk directly about the work. That's the way Steve was. That's why he'd say 'That's shit!' But then the next day or day after, he also would just as likely come back saying, 'Jony, I've been thinking a lot about what you showed me, and I think it's very interesting after all. Let's talk about it some more.'"
Jony Ive recounts the time Steve Jobs called him vain
In the clip below, Jony Ive recounts the time he asked Steve Jobs to be less harsh in his critique of a piece of work.
When Steve asked “why?”, Jony replied: “Well, because I care about the team.”
Steve then said:
“No Jony, you’re just really vain. You just want people to like you. And I’m surprised at you because I thought you really held the work up as the most important—not how you believe you are perceived by other people.”
Source: @VanityFair tweet
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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #102 with @colarion
Sam discusses two financial stocks he's bullish on plus much more 👇
https://t.co/BPeBfFrRjK https://t.co/Or4FDynK2Z
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FRESH OFF THE PRESS 🔥
Investor interview #102 with @colarion
Sam discusses two financial stocks he's bullish on plus much more 👇
https://t.co/BPeBfFrRjK https://t.co/Or4FDynK2Z
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Hidden Value Gems
Time to look at $CPRI now that it is almost 50% cheaper ? https://t.co/QGP7y7f86G
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Time to look at $CPRI now that it is almost 50% cheaper ? https://t.co/QGP7y7f86G
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Hidden Value Gems
One of Hidden Value Gems Premium members asked us if we knew a talented analyst who could help them with financial research. They are a family office with a five-year history focused on well-managed compounders in protected niches. You can see the full description and contact details below.👇
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One of Hidden Value Gems Premium members asked us if we knew a talented analyst who could help them with financial research. They are a family office with a five-year history focused on well-managed compounders in protected niches. You can see the full description and contact details below.👇
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Hidden Value Gems
One of Hidden Value Gems Premium members asked us if we knew a talented analyst who could help them with financial research. They are a family office with a five-year history focused on well-managed compounders in protected niches. You can see the full description and contact details below.👇
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One of Hidden Value Gems Premium members asked us if we knew a talented analyst who could help them with financial research. They are a family office with a five-year history focused on well-managed compounders in protected niches. You can see the full description and contact details below.👇
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Stock Analysis Compilation
Sandon Capital on Fleetwood Ltd $FWD AU
Thesis: Fleetwood’s recovery in its core businesses, coupled with strong demand in key sectors, positions it for significant growth in earnings and cash flow in the coming years.
(Extract from their Q3 letter) https://t.co/6O2uGtd1yP
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Sandon Capital on Fleetwood Ltd $FWD AU
Thesis: Fleetwood’s recovery in its core businesses, coupled with strong demand in key sectors, positions it for significant growth in earnings and cash flow in the coming years.
(Extract from their Q3 letter) https://t.co/6O2uGtd1yP
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