Offshore
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Stock Analysis Compilation
Clearbridge on National Grid $NG/ LN
Thesis: National Grid’s strong market position and increasing energy demand, coupled with its attractive valuation, offer significant long-term growth opportunities in a supportive regulatory landscape
(Extract from their Q3 letter) https://t.co/C8LjYBc3Eg
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Clearbridge on National Grid $NG/ LN
Thesis: National Grid’s strong market position and increasing energy demand, coupled with its attractive valuation, offer significant long-term growth opportunities in a supportive regulatory landscape
(Extract from their Q3 letter) https://t.co/C8LjYBc3Eg
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Offshore
Video
Startup Archive
Dropbox founder Drew Houston’s response to investors who told him online storage is a commodity
When Drew was trying to raise money for his startup Dropbox, he got a lot of pushback from investors.
“Google is going to do this”
“Online storage is a commodity”
To which Drew would respond:
“Yes, all of those things are true, and there are 50 other products in this space, but do you use any of them?”
They’d say “No”, and Drew would reply: “Isn’t that interesting?”
Today, Dropbox’s market cap is almost $9 billion.
Drew argues that if you’re doing something interesting and new, you will always face criticism.
“You simultaneously have to have thick skin and be able to tune negativity like that out. But you also have to have thin skin if your customers or team aren’t happy and respond to it… it’s a weird dynamic that you’re going to have to handle, but I think it starts with getting some perspective that you will always face negativity and criticism from some people.”
Video source: @ycombinator (2017)
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Dropbox founder Drew Houston’s response to investors who told him online storage is a commodity
When Drew was trying to raise money for his startup Dropbox, he got a lot of pushback from investors.
“Google is going to do this”
“Online storage is a commodity”
To which Drew would respond:
“Yes, all of those things are true, and there are 50 other products in this space, but do you use any of them?”
They’d say “No”, and Drew would reply: “Isn’t that interesting?”
Today, Dropbox’s market cap is almost $9 billion.
Drew argues that if you’re doing something interesting and new, you will always face criticism.
“You simultaneously have to have thick skin and be able to tune negativity like that out. But you also have to have thin skin if your customers or team aren’t happy and respond to it… it’s a weird dynamic that you’re going to have to handle, but I think it starts with getting some perspective that you will always face negativity and criticism from some people.”
Video source: @ycombinator (2017)
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Ahmad Jivraj
RT @PronkDaniel: @BillAckman's Pershing Square $PSH commented on their new $BN investment.
Screenshots from the transcript below.
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RT @PronkDaniel: @BillAckman's Pershing Square $PSH commented on their new $BN investment.
Screenshots from the transcript below.
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Offshore
Photo
Stock Analysis Compilation
LVS Advisory on Medpace $MEDP US
Thesis: Medpace’s exceptional financial performance and strong reinvestment opportunities make it a standout in its niche, with substantial potential for long-term shareholder returns
(Extract from their Q3 letter) https://t.co/9z8XroRMAE
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LVS Advisory on Medpace $MEDP US
Thesis: Medpace’s exceptional financial performance and strong reinvestment opportunities make it a standout in its niche, with substantial potential for long-term shareholder returns
(Extract from their Q3 letter) https://t.co/9z8XroRMAE
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Offshore
Video
App Economy Insights
📊 This Week in Visuals:
$WMT, $HD, $INTU, $PDD, $PANW, $SNOW, $NIO, $ESTC, $GLBE.
Check out the latest earnings!👇
https://t.co/blhWSWhndG https://t.co/4zT7lqSZe3
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📊 This Week in Visuals:
$WMT, $HD, $INTU, $PDD, $PANW, $SNOW, $NIO, $ESTC, $GLBE.
Check out the latest earnings!👇
https://t.co/blhWSWhndG https://t.co/4zT7lqSZe3
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Offshore
Photo
App Economy Insights
What are you watching this week?
• Monday: $ZM.
• Tuesday: $ADI, $ADSK, $BBY, $CRWD, $DELL, $HPQ, $MANU, $NTNX, $WDAY.
All visualized in our PRO coverage next Saturday! https://t.co/GsdtpV2Klt
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What are you watching this week?
• Monday: $ZM.
• Tuesday: $ADI, $ADSK, $BBY, $CRWD, $DELL, $HPQ, $MANU, $NTNX, $WDAY.
All visualized in our PRO coverage next Saturday! https://t.co/GsdtpV2Klt
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Offshore
Video
Startup Archive
Uber founder Travis Kalanick on how to hire the best people
Travis gives two pieces of tactical advice:
1. Write a truly inspired blog post “Write a truly inspired blog post that describes the company, the mission, the vision, how it's amazing, why you're amazing and why it's going to be amazing if that candidate comes and works with you.”
2. Inspired networking. “This isn't for everybody, but if you can really go out there and talk to everybody you know and find those amazing people, and inspire the people you know to help you find amazing people, you're going to do a good job.”
He continues:
“If you can do both of those, then what happens is you get amazing people quickly. And there's a few situations where I've seen that, but it doesn't happen very often. But if you do neither of those, you're going to have a mediocre team or no team at all.”
Video source: @TechCoHQ (2011)
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Uber founder Travis Kalanick on how to hire the best people
Travis gives two pieces of tactical advice:
1. Write a truly inspired blog post “Write a truly inspired blog post that describes the company, the mission, the vision, how it's amazing, why you're amazing and why it's going to be amazing if that candidate comes and works with you.”
2. Inspired networking. “This isn't for everybody, but if you can really go out there and talk to everybody you know and find those amazing people, and inspire the people you know to help you find amazing people, you're going to do a good job.”
He continues:
“If you can do both of those, then what happens is you get amazing people quickly. And there's a few situations where I've seen that, but it doesn't happen very often. But if you do neither of those, you're going to have a mediocre team or no team at all.”
Video source: @TechCoHQ (2011)
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Startup Archive
RT @mstafford: Incredible video. Watch & re-watch.
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RT @mstafford: Incredible video. Watch & re-watch.
Watch the full 2010 Tech Cocktail Startup Mixology Conference featuring Travis Kalanick, presented by @TechCoHQ here: https://t.co/3uTFWN9kDs tweet
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