⁠Ahmad Jivraj
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... - Ahmad Jivraj
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⁠Ahmad Jivraj
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 - Ahmad Jivraj
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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.'"

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 - Startup Archive
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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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⁠Hidden Value Gems
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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⁠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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⁠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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⁠Librarian Capital
RT @ProjectLincoln: If you wouldn’t want your kids to say it, your President shouldn’t either. https://t.co/95sbP8LHtS
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⁠Librarian Capital
RT @NateHindenburg: Sign up for Bear Cave for great analysis like the time Ed Dorsey published how Rumble was failing because Glenn Greenwald wasn't posting new videos.

It turned out that Greenwald was busy caring for his terminally ill husband as any basic Google search would have revealed. https://t.co/njUXOCbWGL
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