Offshore
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Quiver Quantitative
"Nancy Pelosi is the only member of Congress who has made suspicious stock trades"
Here are some of the trades we've seen, IN THE LAST MONTH: https://t.co/GSAVtAzHni
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"Nancy Pelosi is the only member of Congress who has made suspicious stock trades"
Here are some of the trades we've seen, IN THE LAST MONTH: https://t.co/GSAVtAzHni
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Offshore
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Quiver Quantitative
JUST IN: Mark Zuckerberg has reportedly been spotted at Mar-a-Lago.
We saw Marjorie Taylor Greene buy $META earlier this month. https://t.co/OArAKQK7fx
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JUST IN: Mark Zuckerberg has reportedly been spotted at Mar-a-Lago.
We saw Marjorie Taylor Greene buy $META earlier this month. https://t.co/OArAKQK7fx
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Capital Employed
RT @equitybaron: With an investment of around $4k per year you can get lots of compelling small/microcap/niche investment ideas direct to your inbox...
(Extremely good value compared to hiring a full-time analyst) 👇
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RT @equitybaron: With an investment of around $4k per year you can get lots of compelling small/microcap/niche investment ideas direct to your inbox...
(Extremely good value compared to hiring a full-time analyst) 👇
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Offshore
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Stock Analysis Compilation
Desert Lion on Calgro $CGR SJ
Thesis: Calgro's deep discount valuation, efficient capital management, and strong housing demand position it for multi-year growth
(Extract from their Q3 letter) https://t.co/OjA0F9ZbOY
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Desert Lion on Calgro $CGR SJ
Thesis: Calgro's deep discount valuation, efficient capital management, and strong housing demand position it for multi-year growth
(Extract from their Q3 letter) https://t.co/OjA0F9ZbOY
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Offshore
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Hidden Value Gems
And another bid, although this time 'opportunistic' and 'rejected'
$DLG.L
👇 https://t.co/vQj6MgMugd
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And another bid, although this time 'opportunistic' and 'rejected'
$DLG.L
👇 https://t.co/vQj6MgMugd
Another good 🇬🇧 business is taken private 👇
$LGRS.L https://t.co/TLBYQ7saKG tweet
Offshore
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Stock Analysis Compilation
Artemis on Beazley $BEZ LN
Thesis: Beazley offers a rare opportunity at a multi-year low valuation, backed by strong solvency and expertise in high-growth specialist insurance markets
(Extract from their Q3 letter) https://t.co/UuiMhjr0bh
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Artemis on Beazley $BEZ LN
Thesis: Beazley offers a rare opportunity at a multi-year low valuation, backed by strong solvency and expertise in high-growth specialist insurance markets
(Extract from their Q3 letter) https://t.co/UuiMhjr0bh
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Hidden Value Gems
Surprised so many #LVMH bears on X.
Used to be quite a popular quality compounder.
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Surprised so many #LVMH bears on X.
Used to be quite a popular quality compounder.
LVMH is down 19% YTD, still not too cheap, close to 20x fwd PE, but reasonable assuming luxury recovery, high ROIC/margins and its moat.
At what level would you buy it without any further thinking?
$MC.PA #LVMH
- I already own it
- Buying it now
- Not my type of business
- Under €500 tweet
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Offshore
Video
Startup Archive
Patrick Collison on how both Stripe and Facebook doubted their ideas in the beginning
As Patrick tells the founding story of Stripe, he reflects on the fact that he and his cofounder John weren’t quite sure how seriously to take it:
“Even once we built this prototype we thought held some promise, it wasn’t obviously a great idea.”
He points out that the same was true of Facebook, which was also working on a peer-to-peer file sharing product six months after it launched Facebook.
“I find it very interesting that six months later it was not obvious that Facebook was the thing to be working on.”
Patrick believes there may be a broader lesson here:
“I think a lot of really good ideas don’t seem particularly great or big upfront. Certainly, speaking from personal experience, Stripe did not. But over the course of working on it that summer and thinking about it and so on, we shifted from thinking about it merely as this nice little tool for developers that makes their lives easier… [To realizing] that the whole edifice is broken… We came to appreciate that what we thought was this little pond was actually this much larger ocean.”
It was only after coming to this realization that the Collison brothers decided to drop out of school and raise some initial funding from Sam Altman, Peter Thiel, Sequoia, Elon Musk, and a couple others.
Video source: @twistartups @Jason (2017)
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Patrick Collison on how both Stripe and Facebook doubted their ideas in the beginning
As Patrick tells the founding story of Stripe, he reflects on the fact that he and his cofounder John weren’t quite sure how seriously to take it:
“Even once we built this prototype we thought held some promise, it wasn’t obviously a great idea.”
He points out that the same was true of Facebook, which was also working on a peer-to-peer file sharing product six months after it launched Facebook.
“I find it very interesting that six months later it was not obvious that Facebook was the thing to be working on.”
Patrick believes there may be a broader lesson here:
“I think a lot of really good ideas don’t seem particularly great or big upfront. Certainly, speaking from personal experience, Stripe did not. But over the course of working on it that summer and thinking about it and so on, we shifted from thinking about it merely as this nice little tool for developers that makes their lives easier… [To realizing] that the whole edifice is broken… We came to appreciate that what we thought was this little pond was actually this much larger ocean.”
It was only after coming to this realization that the Collison brothers decided to drop out of school and raise some initial funding from Sam Altman, Peter Thiel, Sequoia, Elon Musk, and a couple others.
Video source: @twistartups @Jason (2017)
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Offshore
Photo
Stock Analysis Compilation
Ace River Capital on RCI Hospitality $RICK US
Thesis: RCI Hospitality combines its nightclub monopoly model with potential digital expansion through AdmireMe, paving the way for long-term growth and shareholder value
(Extract from their Q3 letter) https://t.co/otYB5U8f9A
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Ace River Capital on RCI Hospitality $RICK US
Thesis: RCI Hospitality combines its nightclub monopoly model with potential digital expansion through AdmireMe, paving the way for long-term growth and shareholder value
(Extract from their Q3 letter) https://t.co/otYB5U8f9A
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