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Quiver Quantitative
Senator Sheldon Whitehouse just disclosed selling his whole position in Tesla stock, $TSLA, just before the election.
He sold up to $350K of it.
The stock has now risen 45% in the month since his sales began.
He made several other large trades - full list up on Quiver: https://t.co/38Bx29JVGK
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Senator Sheldon Whitehouse just disclosed selling his whole position in Tesla stock, $TSLA, just before the election.
He sold up to $350K of it.
The stock has now risen 45% in the month since his sales began.
He made several other large trades - full list up on Quiver: https://t.co/38Bx29JVGK
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Offshore
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Stock Analysis Compilation
Wedgewood Partners on Motorola $MSI
Thesis: MSI’s dominance in mission-critical communication networks, combined with its expansion into higher-margin software and services, gives it a unique competitive advantage
(Extract from their Q3 letter, link to the analysis in SAC#63) https://t.co/kCXJZegOCc
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Wedgewood Partners on Motorola $MSI
Thesis: MSI’s dominance in mission-critical communication networks, combined with its expansion into higher-margin software and services, gives it a unique competitive advantage
(Extract from their Q3 letter, link to the analysis in SAC#63) https://t.co/kCXJZegOCc
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Offshore
Video
Startup Archive
Peter Thiel on why all trends are overrated
“I’m always skeptical of sectors and trends. People always ask me what some trends are that I see happening in the future, and I have never liked the question because I’m not a prophet and I don’t think the future is fixed in that sort of way… At this point, I think all trends are overrated… if you hear the words ‘big data’ and ‘cloud computing’, you need to run away as fast as you possibly can. Just think ‘fraud’ and run away.”
He continues:
“All these buzzwords are a tell—like in poker—that the company is bluffing and undifferentiated… We’ve heard the buzzwords before, and so if you’re the nth company in a category that’s well established, that’s problematic… Conversely, I think the things that are underrated are the ones where there are no buzzwords and it doesn’t actually fit into any pre-existing categories… Of course, the challenge is that even the people who are running these companies will describe them in terms of existing categories because that’s so much easier to do.”
One example he uses is that Google would’ve been described as a search engine in 1998. There were already 20+ search engines at the time, but the PageRank algorithm was actually the key differentiating thing. If you simply labeled it as a search engine, that would’ve obscured all of the key differences.
“Figuring out the correct way to think about things in categories for which we don’t even have the proper language is really critical.”
Video source: @twistartups @Jason (2015)
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Peter Thiel on why all trends are overrated
“I’m always skeptical of sectors and trends. People always ask me what some trends are that I see happening in the future, and I have never liked the question because I’m not a prophet and I don’t think the future is fixed in that sort of way… At this point, I think all trends are overrated… if you hear the words ‘big data’ and ‘cloud computing’, you need to run away as fast as you possibly can. Just think ‘fraud’ and run away.”
He continues:
“All these buzzwords are a tell—like in poker—that the company is bluffing and undifferentiated… We’ve heard the buzzwords before, and so if you’re the nth company in a category that’s well established, that’s problematic… Conversely, I think the things that are underrated are the ones where there are no buzzwords and it doesn’t actually fit into any pre-existing categories… Of course, the challenge is that even the people who are running these companies will describe them in terms of existing categories because that’s so much easier to do.”
One example he uses is that Google would’ve been described as a search engine in 1998. There were already 20+ search engines at the time, but the PageRank algorithm was actually the key differentiating thing. If you simply labeled it as a search engine, that would’ve obscured all of the key differences.
“Figuring out the correct way to think about things in categories for which we don’t even have the proper language is really critical.”
Video source: @twistartups @Jason (2015)
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Offshore
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Stock Analysis Compilation
Greystone CM on Leon’s Furniture $LNF CN
Thesis: Leon’s vast real estate portfolio and strategic monetization through an IPO, combined with strong capital returns, position the company for significant value creation
(Extract from their Q3 letter, link to the analysis in SAC#63) https://t.co/ejq1GEoan3
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Greystone CM on Leon’s Furniture $LNF CN
Thesis: Leon’s vast real estate portfolio and strategic monetization through an IPO, combined with strong capital returns, position the company for significant value creation
(Extract from their Q3 letter, link to the analysis in SAC#63) https://t.co/ejq1GEoan3
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Offshore
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Hidden Value Gems
Druckenmiller makes investing look so easy, being early to spot obesity stocks, then NVIDIA, shorting 10Y treasuries. Not a single down year in 30+ career.
I guess this is real mastery, when complex things seem so obvious… https://t.co/S9EAcdvhbu
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Druckenmiller makes investing look so easy, being early to spot obesity stocks, then NVIDIA, shorting 10Y treasuries. Not a single down year in 30+ career.
I guess this is real mastery, when complex things seem so obvious… https://t.co/S9EAcdvhbu
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Offshore
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Quiver Quantitative
Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 30% since her trade. https://t.co/aQNbyO3EDE
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Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 30% since her trade. https://t.co/aQNbyO3EDE
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Quiver Quantitative
RT @InsiderRadar: Here's a round-up on all of the new insider buys that we reported on this week:
$1B purchase of $LCID by Public Investment Fund of Saudi Arabia on 11/4. Since then the stock has fallen 2%.
$1M purchase by $CMCO CEO on 11/4. Since then the stock has risen 15%.
$500K purchase by $IRTC director on 11/5. Since then the stock has risen 2%.
$500K purchase by $PLAY CEO on 11/5. Since then the stock has fallen 5%.
$150K purchase by $TYRA CFO on 11/4. Since then the stock has fallen 5%.
$100K purchase by $ALGM CEO on 11/6. Since then the stock has fallen 2%.
$100K purchase by $MEC CEO on 11/7. Since then the stock has risen 9%.
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RT @InsiderRadar: Here's a round-up on all of the new insider buys that we reported on this week:
$1B purchase of $LCID by Public Investment Fund of Saudi Arabia on 11/4. Since then the stock has fallen 2%.
$1M purchase by $CMCO CEO on 11/4. Since then the stock has risen 15%.
$500K purchase by $IRTC director on 11/5. Since then the stock has risen 2%.
$500K purchase by $PLAY CEO on 11/5. Since then the stock has fallen 5%.
$150K purchase by $TYRA CFO on 11/4. Since then the stock has fallen 5%.
$100K purchase by $ALGM CEO on 11/6. Since then the stock has fallen 2%.
$100K purchase by $MEC CEO on 11/7. Since then the stock has risen 9%.
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Offshore
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Stock Analysis Compilation
White Brook Capital on Builders First Source $BLDR US
Thesis: BLDR is positioned to benefit from rising housing permits, rebuilding efforts post-hurricane season, and long-term demand for new homes fueled by a housing supply deficit.
(Extract from their Q3 letter) https://t.co/DTChw8SS2E
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White Brook Capital on Builders First Source $BLDR US
Thesis: BLDR is positioned to benefit from rising housing permits, rebuilding efforts post-hurricane season, and long-term demand for new homes fueled by a housing supply deficit.
(Extract from their Q3 letter) https://t.co/DTChw8SS2E
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