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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Offshore
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iinvested
3Q'24 Greenhaven Road Capital on $LFCR and long write up at the end of the letter on $SOC
Read the letter here:
https://t.co/ccjFhSPQ2v https://t.co/lrBY7zNEJo
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3Q'24 Greenhaven Road Capital on $LFCR and long write up at the end of the letter on $SOC
Read the letter here:
https://t.co/ccjFhSPQ2v https://t.co/lrBY7zNEJo
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Offshore
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Stock Analysis Compilation
Clearbridge on Sony $6758 JP
Thesis: Sony’s strategic focus on gaming and content, combined with attractive entry valuations, positions it well for strong recovery and long-term growth
(Extract from their Q3 letter) https://t.co/rdEPv2i8us
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Clearbridge on Sony $6758 JP
Thesis: Sony’s strategic focus on gaming and content, combined with attractive entry valuations, positions it well for strong recovery and long-term growth
(Extract from their Q3 letter) https://t.co/rdEPv2i8us
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Offshore
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Stock Analysis Compilation
Cooper Investors on HMC Capital $HMC AU
Thesis: HMC Capital's scalable growth strategy, diversified verticals, and strong management team position it as a high-potential, capital-light asset manager with a path to significant FUM expansion.
(Extract from their Q3 letter) https://t.co/I4xpnqwoGb
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Cooper Investors on HMC Capital $HMC AU
Thesis: HMC Capital's scalable growth strategy, diversified verticals, and strong management team position it as a high-potential, capital-light asset manager with a path to significant FUM expansion.
(Extract from their Q3 letter) https://t.co/I4xpnqwoGb
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