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Stock Analysis Compilation
Hedge funds' best ideas #17 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from 1 Main Capital / Alger / ARAR Fund / Ariel Investments / Clearbridge / East72 / Ennismore / Forager / Guinness GI / Long Cast Advisers / Munro / Nightview Capital / Oakmark / Praetorian Capital / White Falcon Capital
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Hedge funds' best ideas #17 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from 1 Main Capital / Alger / ARAR Fund / Ariel Investments / Clearbridge / East72 / Ennismore / Forager / Guinness GI / Long Cast Advisers / Munro / Nightview Capital / Oakmark / Praetorian Capital / White Falcon Capital
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Stock Analysis Compilation
Tidefall Capital on PDD $PDD US
Thesis: PDD’s explosive growth in both China and internationally through Temu, combined with its viral marketing strategy and deep cost efficiency, positions it as a key player at a highly attractive valuation.
(Extract from their Q3 letter) https://t.co/5TAqtj7a2c
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Tidefall Capital on PDD $PDD US
Thesis: PDD’s explosive growth in both China and internationally through Temu, combined with its viral marketing strategy and deep cost efficiency, positions it as a key player at a highly attractive valuation.
(Extract from their Q3 letter) https://t.co/5TAqtj7a2c
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Quiver Quantitative
RT @InsiderRadar: $SEPN has risen another 10% today, now up ~30% from when we reported on their insider purchase last week https://t.co/54l0H5pUf4
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RT @InsiderRadar: $SEPN has risen another 10% today, now up ~30% from when we reported on their insider purchase last week https://t.co/54l0H5pUf4
$SEPN has risen another 8% today, and is now up ~20% since this insider trade was first reported https://t.co/RGEvZIN4f8 tweet
Offshore
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Startup Archive
PayPal cofounder Max Levchin on what makes for the best cofounder relationships
Max Levchin co-founded PayPal with Peter Thiel in 1998. In the clip below, he describes what he believes made their co-founder relationship so special:
“The most successful cofounding relationships are very similar to the most successful marriages. What I think makes a marriage successful is when you and your partner grow together. You never wake up one morning and say ‘I’ve outgrown you’… My relationship with Peter was one where I always wanted to make sure that he thought I did the best I could. I was always trying to be the best possible co-founder for the guy because I could see that he was trying extra hard to do the best he could for me.”
As he mentions, this doesn’t mean co-founders will never fight. Max recounts the time Peter told him that if he didn’t ship something they were 3-months late on: “You can go find yourself another cofounder.”
Startups are intense.
But Max’s advice seems consistent with advice I’ve heard elsewhere:
The best co-founders constantly make each other better. Not only are their skillsets complementary, but immense respect for each other motivates them to be the best they can be and not let the other person down.
Video source: @twistartups @Jason (2018)
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PayPal cofounder Max Levchin on what makes for the best cofounder relationships
Max Levchin co-founded PayPal with Peter Thiel in 1998. In the clip below, he describes what he believes made their co-founder relationship so special:
“The most successful cofounding relationships are very similar to the most successful marriages. What I think makes a marriage successful is when you and your partner grow together. You never wake up one morning and say ‘I’ve outgrown you’… My relationship with Peter was one where I always wanted to make sure that he thought I did the best I could. I was always trying to be the best possible co-founder for the guy because I could see that he was trying extra hard to do the best he could for me.”
As he mentions, this doesn’t mean co-founders will never fight. Max recounts the time Peter told him that if he didn’t ship something they were 3-months late on: “You can go find yourself another cofounder.”
Startups are intense.
But Max’s advice seems consistent with advice I’ve heard elsewhere:
The best co-founders constantly make each other better. Not only are their skillsets complementary, but immense respect for each other motivates them to be the best they can be and not let the other person down.
Video source: @twistartups @Jason (2018)
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $2.8M in the stock market today, per our estimates.
We estimate that she is now worth $259M. https://t.co/H18YhHxkMQ
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BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $2.8M in the stock market today, per our estimates.
We estimate that she is now worth $259M. https://t.co/H18YhHxkMQ
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Stock Analysis Compilation
Donville Kent on VitalHub $VHI CN
Thesis: VitalHub’s disciplined acquisition strategy, high cash flow, and consistent margin improvements position it as a future compounder with significant growth potential.
(Extract from their Q3 letter) https://t.co/QDZvGDojmQ
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Donville Kent on VitalHub $VHI CN
Thesis: VitalHub’s disciplined acquisition strategy, high cash flow, and consistent margin improvements position it as a future compounder with significant growth potential.
(Extract from their Q3 letter) https://t.co/QDZvGDojmQ
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Value Spotlight (Andrew Sather)
Simple WACC Formula (Tutorial):
$V in <90 seconds https://t.co/uybyu9k8i5
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Simple WACC Formula (Tutorial):
$V in <90 seconds https://t.co/uybyu9k8i5
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Quiver Quantitative
Here are the members of Congress who have made the most in the stock market today, per our estimates: https://t.co/HLqb9bsdb3
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Here are the members of Congress who have made the most in the stock market today, per our estimates: https://t.co/HLqb9bsdb3
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Quiver Quantitative
BREAKING: JD Vance now has up to $400K in Bitcoin, $BTC.
You can track his portfolio on Quiver. https://t.co/h0BfhEGxjL
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BREAKING: JD Vance now has up to $400K in Bitcoin, $BTC.
You can track his portfolio on Quiver. https://t.co/h0BfhEGxjL
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