Offshore
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Stock Analysis Compilation
Donville Kent on Zedcor $ZDC CN
Thesis: Zedcor’s highly profitable, rapidly expanding security tower business, with 40% IRR and a large untapped market, positions it as a potential long-term compounder with massive growth potential
(Extract from their Q3 letter) https://t.co/UGNxT5vgSv
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Donville Kent on Zedcor $ZDC CN
Thesis: Zedcor’s highly profitable, rapidly expanding security tower business, with 40% IRR and a large untapped market, positions it as a potential long-term compounder with massive growth potential
(Extract from their Q3 letter) https://t.co/UGNxT5vgSv
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Offshore
Video
App Economy Insights
📊 This Week in Visuals: $BRK $NVO $CVX $QCOM $ARM $ANET $SONY $MELI $PLTR $ABNB $RACE $MAR $FTNT $TTD $CPNG $SQ $YUM $HSY $NET $HUBS $TTWO $QSR $PINS $EXPE $WBD $DKNG $TOST $AFRM $DUOL $PCOR $Z $MTCH $LYFT $HIMS $DOCN
Check out the latest earnings👇
https://t.co/pixu9hIdtC https://t.co/fgkPcBZlYO
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📊 This Week in Visuals: $BRK $NVO $CVX $QCOM $ARM $ANET $SONY $MELI $PLTR $ABNB $RACE $MAR $FTNT $TTD $CPNG $SQ $YUM $HSY $NET $HUBS $TTWO $QSR $PINS $EXPE $WBD $DKNG $TOST $AFRM $DUOL $PCOR $Z $MTCH $LYFT $HIMS $DOCN
Check out the latest earnings👇
https://t.co/pixu9hIdtC https://t.co/fgkPcBZlYO
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Offshore
Photo
Stock Analysis Compilation
Guinness on Netflix $NFLX
Thesis: Netflix’s strategic focus on expanding global content and improving profitability, supported by strong subscriber growth, positions it for continued double-digit top-line growth and significant margin improvements
(Extract from their Q3 letter) https://t.co/aK3KUxWiA7
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Guinness on Netflix $NFLX
Thesis: Netflix’s strategic focus on expanding global content and improving profitability, supported by strong subscriber growth, positions it for continued double-digit top-line growth and significant margin improvements
(Extract from their Q3 letter) https://t.co/aK3KUxWiA7
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Offshore
Video
Startup Archive
Former Y Combinator CEO Michael Seibel: “Don’t be fake Steve Jobs”
“A lot of people think Steve jobs is this person to emulate but they have a false picture in their heads of what Steve Jobs was. They think that he dreamed perfect ideas out of his head and into the world.”
People look at the iPhone as an example of this. But as Michael points out, they look at their iPhone today:
“Your iPhone today is f’ing magical. The first iPhone sucked in almost every way.”
The first iPhone had no 3G—even though 3G was a standard feature at the time. There was only one carrier so if you didn’t have AT&T, you had to switch carriers. The battery life was horrible and the screen cracked all the time. And there was no app store!
Everyone forgets this iPhone. And Michael agues that if you’re the person at the company who is saying “the product has to be this way” irrespective of what customers and everyone else are saying, you’re being “Fake Steve Jobs.”
“Real Steve Jobs released a sh*tty MVP that was revolutionary but still fairly sh*tty, and every year iterated it until you have the thing in your pocket right now which is pretty damn good. Real Steve Jobs iterates and talks to customers. Fake Steve Jobs just dreams and creates art. Don’t be Fake Steve Jobs.”
Video source: @ycombinator (2018)
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Former Y Combinator CEO Michael Seibel: “Don’t be fake Steve Jobs”
“A lot of people think Steve jobs is this person to emulate but they have a false picture in their heads of what Steve Jobs was. They think that he dreamed perfect ideas out of his head and into the world.”
People look at the iPhone as an example of this. But as Michael points out, they look at their iPhone today:
“Your iPhone today is f’ing magical. The first iPhone sucked in almost every way.”
The first iPhone had no 3G—even though 3G was a standard feature at the time. There was only one carrier so if you didn’t have AT&T, you had to switch carriers. The battery life was horrible and the screen cracked all the time. And there was no app store!
Everyone forgets this iPhone. And Michael agues that if you’re the person at the company who is saying “the product has to be this way” irrespective of what customers and everyone else are saying, you’re being “Fake Steve Jobs.”
“Real Steve Jobs released a sh*tty MVP that was revolutionary but still fairly sh*tty, and every year iterated it until you have the thing in your pocket right now which is pretty damn good. Real Steve Jobs iterates and talks to customers. Fake Steve Jobs just dreams and creates art. Don’t be Fake Steve Jobs.”
Video source: @ycombinator (2018)
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Offshore
Photo
App Economy Insights
What are you watching this week?
• Monday: $MNDY, $GRAB, $LYV.
• Tuesday: $SHOP, $SPOT, $HD, $CART, $SE, $ONON.
• Wednesday: $CSCO, $NU, $DLO, $CYBR.
• Thursday: $DIS, $JD, $NTES, $AMAT.
• Friday: $BABA. https://t.co/mHWRU1PAga
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What are you watching this week?
• Monday: $MNDY, $GRAB, $LYV.
• Tuesday: $SHOP, $SPOT, $HD, $CART, $SE, $ONON.
• Wednesday: $CSCO, $NU, $DLO, $CYBR.
• Thursday: $DIS, $JD, $NTES, $AMAT.
• Friday: $BABA. https://t.co/mHWRU1PAga
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Offshore
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Dimitry Nakhla | Babylon Capital®
“Price is what you pay, value is what you get.” — Warren Buffett 🗣️
$BF.B (generally a stable stock) is -50% from its highs
What happened?
Multiple compression.
It traded for >45x earnings, meanwhile EPS CAGR was 0.80% from 2020 - 2025 (using 2025E)
#stocks #investing https://t.co/DBxxUZhHxl
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“Price is what you pay, value is what you get.” — Warren Buffett 🗣️
$BF.B (generally a stable stock) is -50% from its highs
What happened?
Multiple compression.
It traded for >45x earnings, meanwhile EPS CAGR was 0.80% from 2020 - 2025 (using 2025E)
#stocks #investing https://t.co/DBxxUZhHxl
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Quiver Quantitative
BREAKING: Senator Markwayne Mullin has violated the STOCK Act.
He JUST disclosed a July purchase of stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
The stock has risen 33% since his trade. https://t.co/GEbGgOoQVM
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BREAKING: Senator Markwayne Mullin has violated the STOCK Act.
He JUST disclosed a July purchase of stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
The stock has risen 33% since his trade. https://t.co/GEbGgOoQVM
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Offshore
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Stock Analysis Compilation
Middle Coast Investing on Apogee $APOG US
Thesis: Apogee’s focus on margin improvement and strategic acquisitions in a fractured market, combined with its strong management, offers solid long-term growth potential
(Extract from their Q3 letter) https://t.co/dipdbpxicz
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Middle Coast Investing on Apogee $APOG US
Thesis: Apogee’s focus on margin improvement and strategic acquisitions in a fractured market, combined with its strong management, offers solid long-term growth potential
(Extract from their Q3 letter) https://t.co/dipdbpxicz
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Offshore
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Investing visuals
Tesla $TSLA is officially back in the $1 trillion club and now up 11x over the past 5 years👌 https://t.co/m6BEWW0OHv
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Tesla $TSLA is officially back in the $1 trillion club and now up 11x over the past 5 years👌 https://t.co/m6BEWW0OHv
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