⁠Quiver Quantitative
We recently posted this report on a purchase of Parker-Hannifin stock, $PH, by Senator Markwayne Mullin.

$PH produces parts for the military.

Mullin sits on the Senate Armed Services Committee.

The stock has now risen 31% since his purchase: https://t.co/vAvMvFpm9y
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⁠Stock Analysis Compilation
Saltlight Capital on Applovin $APP US

Thesis: AppLovin leverages its AI-driven advertising platform to redefine ad efficiency and targeting, with the potential to disrupt e-commerce and challenge the digital ad duopoly

(Extract from their Q3 letter) https://t.co/RAw4KP4kLl
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⁠Stock Analysis Compilation
Stock Analysis Compilation #66 is in your inbox 🔥
(link below)

42 stock pitches from the best hedge funds & newsletters : $APP $ASPI $AZO $CPRT $COUR $CROX $DE $DUOL $ECOR $HIMS $HQI $KSS $MSTR $NVO $NOWV $NVDA $PDD $PLURV $QCOM $RCL $CRM $SNBR $TKO $DIS and many more https://t.co/JU0Qx86v0x
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⁠App Economy Insights
📊 Earnings season visualized.

What surprised you this month?

Grab the latest report with 100+ visuals👇
https://t.co/KpAtHOxc1P https://t.co/75s7WbTcvB
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⁠Quiver Quantitative
RT @InsiderRadar: Another strong week for insiders, with an average return to-date of +11.3% for trades we reported on this week:

- $225K purchase of $PBI by director on 11/22. Since our report, the stock is up 2.3%.

- $3M purchase of $OSCR by cofounder on 11/22. Since our report, the stock is up 7.1%.

- $1M in purchases of $IMNM by CEO, CTO, and Chief Medical Officer on 11/25. Since our report, the stock is up 37.0%.

- $1M purchase of $PRKS by CFO on 11/25. Since our report, the stock is up 3.5%.

- $267K purchase of $AGFY by CEO on 11/25. Since our report, the stock is up 21.3%.

- $1.5M in purchases of $NGNE by CEO and CFO on 11/25. Since our report, the stock is up 11.9%.

- $2.1M purchase of $IIV by CEO on 11/26. Since our report, the stock is down 4%.
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⁠Startup Archive
Former Google CEO Eric Schmidt: “The great founders are frugal”

When Eric joined Google as CEO in 2001 — two years after the company had raised a $25 million Series A — he shared an office with four engineers. He even had to lend one of the founders his car when theirs broke down.

He believes this frugality is common attribute of the best founders:

“I can always tell when we’re dealing with a proper founder by how they are spending their money… Whenever I go to startups that have beautiful offices and really nice chairs, I cringe.”

Eric continues:

“The great founders are frugal. They understand that the money needs to be used precisely for certain areas. Many of the most successful founders begin with no salary at all… If you’re not prepared to live that, you don’t really understand what being a founder is like.”

Video source: @StartupGrind (2016)
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⁠Stock Analysis Compilation
Cooper Investors on TKO $TKO US

Thesis: TKO Group leverages its premium events and strategic partnerships to unlock growth, bridging untapped sponsorships, media rights, and content monetization

(Extract from their Q3 letter) https://t.co/djINd4R51g
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⁠Stock Analysis Compilation
Artemis on Amer Sports $AS US

Thesis: Amer Sports’ iconic brands and strong performance in China position it for growth, with undervalued prospects despite macroeconomic concerns.

(Extract from their Q3 letter) https://t.co/IaJILqzIUi
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⁠Startup Archive
RT @JLopas: Constraints breed creativity

Former Google CEO Eric Schmidt: “The great founders are frugal”

When Eric joined Google as CEO in 2001 — two years after the company had raised a $25 million Series A — he shared an office with four engineers. He even had to lend one of the founders his car when theirs broke down.

He believes this frugality is common attribute of the best founders:

“I can always tell when we’re dealing with a proper founder by how they are spending their money… Whenever I go to startups that have beautiful offices and really nice chairs, I cringe.”

Eric continues:

“The great founders are frugal. They understand that the money needs to be used precisely for certain areas. Many of the most successful founders begin with no salary at all… If you’re not prepared to live that, you don’t really understand what being a founder is like.”

Video source: @StartupGrind (2016) - Startup Archive
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⁠Startup Archive
RT @richgel999: This works until it suddenly doesn’t and you collapse. There are limits to this. Working sustainably and being reliably productive for years is under-appreciated.

Elon Musk on what it means to work “super hard”

“Depending on how well you want to do—particularly if you’re starting a company—you need to work super hard. What does ‘super hard’ mean? Well, when my brother and I were starting our first company, instead of getting an apartment we just rented a small office and slept on the couch. We showered at the YMCA. And we had just one computer so the website was up during the day and I was coding at night—seven days a week, all the time.”

Elon recalls briefly having a girlfriend at the time who also had to sleep at the office if she wanted to be with him. And he frames the math of it as follows if you’re starting a company:

“If somebody else is working 50 hours a week and you’re working 100, you’ll get twice as much done in the course of the year as the other company.”

Video source: @USC (2014) - Startup Archive
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