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Quiver Quantitative
We just rolled out "Trump Donors" and "Kamala Donors" portfolios on Autopilot.
Here's how some of the companies did today:
TRUMP
$DJT: -1%
$TSLA: +3%
$PLTR: +23%
$HD: +1%
$SCHW: +1%
KAMALA
$NFLX: +1%
$GOOG: +0%
$MSFT: +1%
$AAPL: +1%
$PLTR: +23% https://t.co/Wz5ZmVAR4d
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We just rolled out "Trump Donors" and "Kamala Donors" portfolios on Autopilot.
Here's how some of the companies did today:
TRUMP
$DJT: -1%
$TSLA: +3%
$PLTR: +23%
$HD: +1%
$SCHW: +1%
KAMALA
$NFLX: +1%
$GOOG: +0%
$MSFT: +1%
$AAPL: +1%
$PLTR: +23% https://t.co/Wz5ZmVAR4d
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Librarian Capital
Please, please vote to defeat Trump so we can go back to being an investment-content account https://t.co/uTuzGVYUdf
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Please, please vote to defeat Trump so we can go back to being an investment-content account https://t.co/uTuzGVYUdf
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Librarian Capital
No, deficit is not simply "spending tomorrow's money"
You can't think of the economy like you do a household
Deficit is also a result of unsustainable distribution
Average person is not being paid enough
Government not collecting enough taxes
Deficit spending is filling the gap https://t.co/imA9TqHSoF
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No, deficit is not simply "spending tomorrow's money"
You can't think of the economy like you do a household
Deficit is also a result of unsustainable distribution
Average person is not being paid enough
Government not collecting enough taxes
Deficit spending is filling the gap https://t.co/imA9TqHSoF
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Hidden Value Gems
Congrats to all who voted for Trump! Let’s hope it will be the repeat of 2016-2019, for markets at least 🚀
PS: i am definitely too far from politics, happy for the French Whale 😀
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Congrats to all who voted for Trump! Let’s hope it will be the repeat of 2016-2019, for markets at least 🚀
PS: i am definitely too far from politics, happy for the French Whale 😀
I am far away from US politics but I still cannot understand why the market is taking Trump win for granted.
Seems like a consensus view now but it is far from obvious to me 🤷🏻♂️ tweet
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Offshore
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Stock Analysis Compilation
Harding Loevner on ASML $ASML NA
Thesis: While ASML’s technology remains dominant, surging valuations and signs of a semiconductor slowdown prompted us to exit and seek better growth opportunities.
(Extract from their Q3 letter) https://t.co/US4gwFGbxp
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Harding Loevner on ASML $ASML NA
Thesis: While ASML’s technology remains dominant, surging valuations and signs of a semiconductor slowdown prompted us to exit and seek better growth opportunities.
(Extract from their Q3 letter) https://t.co/US4gwFGbxp
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Hidden Value Gems
Supporting the LfL growth at $JDW.L 😀
Hard to beat those prices 👇🏼 https://t.co/U4q7YIyHAT
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Supporting the LfL growth at $JDW.L 😀
Hard to beat those prices 👇🏼 https://t.co/U4q7YIyHAT
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Offshore
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Stock Analysis Compilation
Aoris on Diploma $DPLM LN
Thesis: Diploma’s focus on high-value technical solutions and efficient acquisitions positions it for consistent, double-digit growth in diverse global markets.
(Extract from their Q3 letter) https://t.co/IryUUiOWra
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Aoris on Diploma $DPLM LN
Thesis: Diploma’s focus on high-value technical solutions and efficient acquisitions positions it for consistent, double-digit growth in diverse global markets.
(Extract from their Q3 letter) https://t.co/IryUUiOWra
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Offshore
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Startup Archive
Airbnb founder Brian Chesky explains the concept of designing a 7-star product experience
As Brian points out, the status quo for the Internet is 5-star reviews. But the problem with 5 stars is that the bar is really low.
“If you rate an Uber four stars, your life might have been in danger, right?”
But in the early days of Airbnb, they wanted to design a product experience users loved so much they would tell everyone about it. They wondered:
“What if you booked an Airbnb and you didn’t leave 5 stars, but you emailed the company asking for a 6th star because the product was so you had to almost go above and beyond?”
After some brainstorming, they thought a 6th star might be if the Airbnb host picked you up from the airport.
Then they asked, what’s a 7 star experience?
“Well 7 stars, they don’t pick you up at the airport. They send a limousine, and you open the limousine door and there’s coconut water and they know you’re into surfing and there’s some surfing magazines.”
They did this all the way up to 10 stars, which they decided is Elon Musk picking you up from the airport and taking you to space.
As Brian explains:
“It’s very easy to take for granted that the 5 star experience is what people expect. But to build something people love, you need to do something more than they expect. And every moment is an opportunity to do something slightly more than people expect.”
Obviously Elon Musk won’t be able to take every Airbnb guest to space, but offering an airport pickup service might be something they could offer.
There’s also a really important point here that your product is not just a mobile app or a web page, but the whole experience — every point of contact with the customer is an opportunity to delight them.
Video source: @GreylockVC (2015)
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Airbnb founder Brian Chesky explains the concept of designing a 7-star product experience
As Brian points out, the status quo for the Internet is 5-star reviews. But the problem with 5 stars is that the bar is really low.
“If you rate an Uber four stars, your life might have been in danger, right?”
But in the early days of Airbnb, they wanted to design a product experience users loved so much they would tell everyone about it. They wondered:
“What if you booked an Airbnb and you didn’t leave 5 stars, but you emailed the company asking for a 6th star because the product was so you had to almost go above and beyond?”
After some brainstorming, they thought a 6th star might be if the Airbnb host picked you up from the airport.
Then they asked, what’s a 7 star experience?
“Well 7 stars, they don’t pick you up at the airport. They send a limousine, and you open the limousine door and there’s coconut water and they know you’re into surfing and there’s some surfing magazines.”
They did this all the way up to 10 stars, which they decided is Elon Musk picking you up from the airport and taking you to space.
As Brian explains:
“It’s very easy to take for granted that the 5 star experience is what people expect. But to build something people love, you need to do something more than they expect. And every moment is an opportunity to do something slightly more than people expect.”
Obviously Elon Musk won’t be able to take every Airbnb guest to space, but offering an airport pickup service might be something they could offer.
There’s also a really important point here that your product is not just a mobile app or a web page, but the whole experience — every point of contact with the customer is an opportunity to delight them.
Video source: @GreylockVC (2015)
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