Offshore
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Stock Analysis Compilation
Maran Partners on Clarus $CLAR US
Thesis: With a large cash balance, zero debt, and undervalued strong brands, Clarus presents an asymmetric investment opportunity, trading at a deep discount despite significant hidden private market value
(Extract from their Q3 letter) https://t.co/0U2QO7iWbz
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Maran Partners on Clarus $CLAR US
Thesis: With a large cash balance, zero debt, and undervalued strong brands, Clarus presents an asymmetric investment opportunity, trading at a deep discount despite significant hidden private market value
(Extract from their Q3 letter) https://t.co/0U2QO7iWbz
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Offshore
Video
Startup Archive
Mark Zuckerberg: “You can’t 80/20 everything”
When Facebook first launched, a user’s profile included things like the dorm they lived in and the courses they were taking.
Paul Graham asks Mark if he thinks Facebook would’ve worked without these features, to which Mark replies:
“I remember this early debate that Dustin [Moskovitz] and I had where we had to do some manual work for every school that we released Facebook at. To do that, we went through and parsed the course catalogs at the schools to make sure that the data was clean.”
Dustin argued that it would be easier to launch new schools if they didn’t parse these catalogs, while Mark thought this would be an unacceptable drop in quality.
“We just had this really long debate about what quality meant for us and the community that we wanted to establish and the culture. In retrospect, maybe it wouldn’t have made a huge difference in how things played out. But it definitely set this tone where there’s a lot of clean data on Facebook, you can rely on it, it feels like a college-specific thing—which was valuable early on for setting the culture.”
Mark then offers the following advice to the YC Startup School audience:
“In the projects you work on, you will have a lot of similar questions. There’s the famous 80/20 rule where you get 80% of the benefit by doing 20% of the work, but you can’t just 80/20 everything. There have to be certain things that you are just the best at and that you go way further than anyone else on to establish this quality bar and have your product be the best thing that’s out there.”
Video source: @ycombinator (2012)
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Mark Zuckerberg: “You can’t 80/20 everything”
When Facebook first launched, a user’s profile included things like the dorm they lived in and the courses they were taking.
Paul Graham asks Mark if he thinks Facebook would’ve worked without these features, to which Mark replies:
“I remember this early debate that Dustin [Moskovitz] and I had where we had to do some manual work for every school that we released Facebook at. To do that, we went through and parsed the course catalogs at the schools to make sure that the data was clean.”
Dustin argued that it would be easier to launch new schools if they didn’t parse these catalogs, while Mark thought this would be an unacceptable drop in quality.
“We just had this really long debate about what quality meant for us and the community that we wanted to establish and the culture. In retrospect, maybe it wouldn’t have made a huge difference in how things played out. But it definitely set this tone where there’s a lot of clean data on Facebook, you can rely on it, it feels like a college-specific thing—which was valuable early on for setting the culture.”
Mark then offers the following advice to the YC Startup School audience:
“In the projects you work on, you will have a lot of similar questions. There’s the famous 80/20 rule where you get 80% of the benefit by doing 20% of the work, but you can’t just 80/20 everything. There have to be certain things that you are just the best at and that you go way further than anyone else on to establish this quality bar and have your product be the best thing that’s out there.”
Video source: @ycombinator (2012)
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Investing visuals
Crowdstrike $CRWD and Palantir $PLTR revenue growth is on track to converge.
Would you be interested in a side-by-side comparison between these two companies?🥊✨ https://t.co/fM5JeoF3oV
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Crowdstrike $CRWD and Palantir $PLTR revenue growth is on track to converge.
Would you be interested in a side-by-side comparison between these two companies?🥊✨ https://t.co/fM5JeoF3oV
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Stock Analysis Compilation
Vulcan Value Partners on Cushman & Wakefield $CWK US
Thesis: Cushman & Wakefield’s asset-light, diversified model and focus on debt reduction position it well for margin expansion, with tailwinds from falling interest rates boosting growth
(Extract from their Q3 letter) https://t.co/ZGapn72GWF
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Vulcan Value Partners on Cushman & Wakefield $CWK US
Thesis: Cushman & Wakefield’s asset-light, diversified model and focus on debt reduction position it well for margin expansion, with tailwinds from falling interest rates boosting growth
(Extract from their Q3 letter) https://t.co/ZGapn72GWF
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Quiver Quantitative
Michael Burry just filed an update on his stock holdings.
Here's his portfolio: https://t.co/JEIoWIadfi
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Michael Burry just filed an update on his stock holdings.
Here's his portfolio: https://t.co/JEIoWIadfi
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Dimitry Nakhla | Babylon Capital®
“You can be highly successful as an investor without having the slightest ability to value an option. What students should be learning as how to value a business. That’s what investing is all about.”
— Warren Buffett 🗣️
#stocks #investing
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“You can be highly successful as an investor without having the slightest ability to value an option. What students should be learning as how to value a business. That’s what investing is all about.”
— Warren Buffett 🗣️
#stocks #investing
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Quiver Quantitative
RT @InsiderRadar: $SEDG is up 6% on the day, and up 15% in total since we reported on their insider purchase yesterday.
$OSCR, which we also reported on last night, is up 15% today.
Great timing from both of those insiders. https://t.co/xrIW4PEMHn
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RT @InsiderRadar: $SEDG is up 6% on the day, and up 15% in total since we reported on their insider purchase yesterday.
$OSCR, which we also reported on last night, is up 15% today.
Great timing from both of those insiders. https://t.co/xrIW4PEMHn
🚨 JUST IN: New Insider Purchase
The Chairman of the Board at $SEDG just reported the purchase of ~$2.1M of the company's stock.
This comes after the stock has fallen ~87% YTD. https://t.co/uAbN3Hx3AF tweet
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase
The CEO of $LYFT just reported the purchase of ~$250K of the company's stock.
This is his third insider purchase in the last 2 years, amidst a wave of sales by other insiders at the company. https://t.co/hDgFZziF7d
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RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase
The CEO of $LYFT just reported the purchase of ~$250K of the company's stock.
This is his third insider purchase in the last 2 years, amidst a wave of sales by other insiders at the company. https://t.co/hDgFZziF7d
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Dimitry Nakhla | Babylon Capital®
Valley Forge Capital | Holdings Q3 2024💵
Notable Adds: $ASML
Notable Trims: $FICO
Dev Kantesaria with minimal activity. As Warren Buffett states:
“Activity is the enemy of investment returns”
#stocks #investing
$FICO $SPGI $MA $MCO $INTU $V $ASML $AZPN
Source: dataroma https://t.co/YtFSlnKqZt
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Valley Forge Capital | Holdings Q3 2024💵
Notable Adds: $ASML
Notable Trims: $FICO
Dev Kantesaria with minimal activity. As Warren Buffett states:
“Activity is the enemy of investment returns”
#stocks #investing
$FICO $SPGI $MA $MCO $INTU $V $ASML $AZPN
Source: dataroma https://t.co/YtFSlnKqZt
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