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Librarian Capital
RT @carlquintanilla: News cycle, heading into final weekend:
@washingtonpost @politico @WSJ @CNN https://t.co/h4ZRQ441sz
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RT @carlquintanilla: News cycle, heading into final weekend:
@washingtonpost @politico @WSJ @CNN https://t.co/h4ZRQ441sz
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Stock Analysis Compilation
Stock Analysis Compilation #62 is in your inbox 🔥
(link in bio)
46 stock pitches from the best hedge funds & newsletters :
$BWIN $BOC $CASY $CELH $CPRT $DBX $DAVA $ESQ $GOOGL $HIMS $IDXX $LRCX $MSFT $MYTE $PRM $PM $PPSI $RKLB $SOFI $STHO $TSLA $TXN $TYL $XPFL $SOPH and many more
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Stock Analysis Compilation #62 is in your inbox 🔥
(link in bio)
46 stock pitches from the best hedge funds & newsletters :
$BWIN $BOC $CASY $CELH $CPRT $DBX $DAVA $ESQ $GOOGL $HIMS $IDXX $LRCX $MSFT $MYTE $PRM $PM $PPSI $RKLB $SOFI $STHO $TSLA $TXN $TYL $XPFL $SOPH and many more
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Quiver Quantitative
Elon Musk has now spent $119M to help elect Donald Trump.
Here is our data on his spending over time: https://t.co/x5P5Xintp0
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Elon Musk has now spent $119M to help elect Donald Trump.
Here is our data on his spending over time: https://t.co/x5P5Xintp0
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Stock Analysis Compilation
East72 on HAL Trust $HAL NA
Thesis: HAL Trust's substantial discount to assessed value, with diverse holdings across sectors, suggests a significant upside for value investors seeking undervalued assets.
(Extract from their Q3 letter, link to the full analysis in SAC#62) https://t.co/UkWmgi15Uh
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East72 on HAL Trust $HAL NA
Thesis: HAL Trust's substantial discount to assessed value, with diverse holdings across sectors, suggests a significant upside for value investors seeking undervalued assets.
(Extract from their Q3 letter, link to the full analysis in SAC#62) https://t.co/UkWmgi15Uh
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Capital Employed
RT @capitalemployed: EXCITING NEWS! 🚨
We're relaunching the Capital Employed podcast.
This time reading quarterly letters from some our favorite fund managers. As well as audio versions of stock pitches we like.
We will be uploading to our YouTube channel. 👇
https://t.co/IcIlBSS0gy
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RT @capitalemployed: EXCITING NEWS! 🚨
We're relaunching the Capital Employed podcast.
This time reading quarterly letters from some our favorite fund managers. As well as audio versions of stock pitches we like.
We will be uploading to our YouTube channel. 👇
https://t.co/IcIlBSS0gy
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Librarian Capital
Jason Zweig (WSJ Intelligent Investor column):
"Much of the marketing that advisers use to earn investors’ trust is misleading, including TV appearances they didn’t make, books they didn’t write and standards of ethics they don’t meet"
No mention of accounts on Fintwit (yet)
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Jason Zweig (WSJ Intelligent Investor column):
"Much of the marketing that advisers use to earn investors’ trust is misleading, including TV appearances they didn’t make, books they didn’t write and standards of ethics they don’t meet"
No mention of accounts on Fintwit (yet)
Jaw dropping stuff from @jasonzweigwsj ... "as seen in the Wall Street Journal." https://t.co/e9lEp2DfJX tweet
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Startup Archive
Naval Ravikant on the importance of hiring high-agency people
Naval defines agency as:
“People who just solve problems without even being asked to solve the problem—they identify the problem, they go solve it, they don’t even necessarily have to update you every step of the way, they’re not asking silly questions, and they’re just coming up with solutions.”
He believes this is important because “building a startup is an infinite set of problems that are being thrown at you.” And there comes a day where you can’t even look at every problem your company is facing—let alone solve every one of them.
He cites the Vinod Khosla aphorism:
"The team you build is the company you build, not the plan you make.”
And your ability to solve problems is based entirely on how many problem-solvers you have at your company. As Naval puts it:
“If you have somebody who takes 10% of your time and management to solve problems, you can only have 10 of those people working with you. But if somebody takes 5%, you can have 20 of those people.”
When building Airchat and AngelList, he thought of each team as a Navy Seal team:
“Everyone is just really good at what they do. They know their job. They do it. They don’t complain. They’re not egotistical about it. And if they have to constantly be corrected, led around by the nose, you have to clean up after them, or you question their judgement, it’s not going to work out.”
Video source: @AngelList (2023)
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Naval Ravikant on the importance of hiring high-agency people
Naval defines agency as:
“People who just solve problems without even being asked to solve the problem—they identify the problem, they go solve it, they don’t even necessarily have to update you every step of the way, they’re not asking silly questions, and they’re just coming up with solutions.”
He believes this is important because “building a startup is an infinite set of problems that are being thrown at you.” And there comes a day where you can’t even look at every problem your company is facing—let alone solve every one of them.
He cites the Vinod Khosla aphorism:
"The team you build is the company you build, not the plan you make.”
And your ability to solve problems is based entirely on how many problem-solvers you have at your company. As Naval puts it:
“If you have somebody who takes 10% of your time and management to solve problems, you can only have 10 of those people working with you. But if somebody takes 5%, you can have 20 of those people.”
When building Airchat and AngelList, he thought of each team as a Navy Seal team:
“Everyone is just really good at what they do. They know their job. They do it. They don’t complain. They’re not egotistical about it. And if they have to constantly be corrected, led around by the nose, you have to clean up after them, or you question their judgement, it’s not going to work out.”
Video source: @AngelList (2023)
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Librarian Capital
Saying Altria $MO surprised critics in meeting original FY24 guidance is a bad take
Amount of discretionary spend in Tobacco P&L means they can make any numbers in short term
MO also funded extra $2.4bn of buybacks from selling down $ABI stake, which wasn't expected originally https://t.co/kqRxWbLASM
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Saying Altria $MO surprised critics in meeting original FY24 guidance is a bad take
Amount of discretionary spend in Tobacco P&L means they can make any numbers in short term
MO also funded extra $2.4bn of buybacks from selling down $ABI stake, which wasn't expected originally https://t.co/kqRxWbLASM
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Librarian Capital
RT @mcuban: The day inflation started (h/t @Matthewcanwrite ) https://t.co/kt6w5lkboc
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RT @mcuban: The day inflation started (h/t @Matthewcanwrite ) https://t.co/kt6w5lkboc
Mark Cuban explains how Trump started the high inflation:
In April 2020, in the early days of Covid, the gas prices were $1.87. Oil companies went to Trump and said: we're getting crushed. You have to talk to your friends MBS and Putin and ask them to reduce production. And he did. That was the day inflation started tweet