Offshore
Photo
Stock Analysis Compilation
Nightview Capital on Airbnb $ABNB US
Thesis: Airbnb’s leadership in decentralized travel and strong growth prospects in both home-sharing and experiences make it a highly attractive long-term investment.
(Extract from their Q3 letter) https://t.co/KzLykyC9s2
tweet
Nightview Capital on Airbnb $ABNB US
Thesis: Airbnb’s leadership in decentralized travel and strong growth prospects in both home-sharing and experiences make it a highly attractive long-term investment.
(Extract from their Q3 letter) https://t.co/KzLykyC9s2
tweet
Offshore
Photo
Offshore
Video
App Economy Insights
📊 This Week in Visuals: $AAPL $AMZN $META $LLY $V $MA $ABBV $AMD $MCD $UBER $CMCSA $PFE $BKNG $INTC $PYPL $CMG $CDNS $MRK $COIN $TEAM $EA $KHC $RBLX $HOOD $SNAP $RDDT $SOFI $TWLO $ROKU $PAYC $ETSY $PTON $TDOC
Get up to speed with the latest earnings👇
https://t.co/3HJFT4Ek0k https://t.co/ZIpaHcvwYe
tweet
📊 This Week in Visuals: $AAPL $AMZN $META $LLY $V $MA $ABBV $AMD $MCD $UBER $CMCSA $PFE $BKNG $INTC $PYPL $CMG $CDNS $MRK $COIN $TEAM $EA $KHC $RBLX $HOOD $SNAP $RDDT $SOFI $TWLO $ROKU $PAYC $ETSY $PTON $TDOC
Get up to speed with the latest earnings👇
https://t.co/3HJFT4Ek0k https://t.co/ZIpaHcvwYe
tweet
Offshore
Photo
App Economy Insights
What are you watching this week?
• Monday: $PLTR, $HIMS, $DOCN, $MAR.
• Tuesday: $CPNG, $RACE, $QSR, $YUM.
• Wednesday: $ARM, $DUOL, $HUBS, $MELI, $MTCH, $NVO, $QCOM, $TTWO.
• Thursday: $ABNB, $AFRM, $ANET, $DDOG, $DKNG, $EXPE, $FTNT, $HSY, $NET, $PINS, $SQ, $TTD, $WBD.
All visualized in our PRO coverage next Saturday.
tweet
What are you watching this week?
• Monday: $PLTR, $HIMS, $DOCN, $MAR.
• Tuesday: $CPNG, $RACE, $QSR, $YUM.
• Wednesday: $ARM, $DUOL, $HUBS, $MELI, $MTCH, $NVO, $QCOM, $TTWO.
• Thursday: $ABNB, $AFRM, $ANET, $DDOG, $DKNG, $EXPE, $FTNT, $HSY, $NET, $PINS, $SQ, $TTD, $WBD.
All visualized in our PRO coverage next Saturday.
tweet
Offshore
Photo
App Economy Insights
$BRK Berkshire Hathaway Q3 FY24.
• No buybacks. 👀
• $AAPL stake cut by ~25%.
• Cash and short-term securities $325B. https://t.co/Utu6U9cR9x
tweet
$BRK Berkshire Hathaway Q3 FY24.
• No buybacks. 👀
• $AAPL stake cut by ~25%.
• Cash and short-term securities $325B. https://t.co/Utu6U9cR9x
tweet
Offshore
Video
Startup Archive
Paul Graham on why starting with a “small, intense fire" is the key to startup growth
“You’ve got to find people who want what you’re making A LOT. And that's necessarily going to be a small number at first. But that's ok. That’s how these giant things get started… You don’t have to do any better than Apple and Facebook.”
Apple started by selling just 500 Apple I computers. Today it’s the largest company in the world.
"You have to know who those first users are and how you're going to get them. Then you're going to sit down and just have a party with those first few users and focus entirely on them and making them super super happy."
He gives another example of a startup in a Y Combinator batch with a beta group of just one user: Sam Altman.
This startup was building a new mobile email client and their goal was to just make Sam happy. Sam uses email a lot on the go and knows all of the other email client options, so he is sufficiently demanding.
If they can build a product that makes Sam happy, odds are it will make lots of other people happy too.
"One of the things we tell startups in these extreme cases where they can make just one user happy is to act like a consultant. Act like Sam has hired you to make an email app just for him. All you have to do is make Sam happy--it can say 'Sam Altman' at the top of the screen. That's ok! Just so long as Sam would feel bummed if you stopped working on it. That's the test."
Video source: @twistartups @Jason (2014)
tweet
Paul Graham on why starting with a “small, intense fire" is the key to startup growth
“You’ve got to find people who want what you’re making A LOT. And that's necessarily going to be a small number at first. But that's ok. That’s how these giant things get started… You don’t have to do any better than Apple and Facebook.”
Apple started by selling just 500 Apple I computers. Today it’s the largest company in the world.
"You have to know who those first users are and how you're going to get them. Then you're going to sit down and just have a party with those first few users and focus entirely on them and making them super super happy."
He gives another example of a startup in a Y Combinator batch with a beta group of just one user: Sam Altman.
This startup was building a new mobile email client and their goal was to just make Sam happy. Sam uses email a lot on the go and knows all of the other email client options, so he is sufficiently demanding.
If they can build a product that makes Sam happy, odds are it will make lots of other people happy too.
"One of the things we tell startups in these extreme cases where they can make just one user happy is to act like a consultant. Act like Sam has hired you to make an email app just for him. All you have to do is make Sam happy--it can say 'Sam Altman' at the top of the screen. That's ok! Just so long as Sam would feel bummed if you stopped working on it. That's the test."
Video source: @twistartups @Jason (2014)
tweet
Offshore
Photo
Stock Analysis Compilation
Clearbridge on Lineage $LINE US
Thesis: Lineage’s strategic position in temperature-controlled warehousing and consistent growth make it a valuable partner for the global frozen food supply chain.
(Extract from their Q3 letter) https://t.co/Wbfme7htvJ
tweet
Clearbridge on Lineage $LINE US
Thesis: Lineage’s strategic position in temperature-controlled warehousing and consistent growth make it a valuable partner for the global frozen food supply chain.
(Extract from their Q3 letter) https://t.co/Wbfme7htvJ
tweet