Offshore
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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.
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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) tweet
Offshore
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Stock Analysis Compilation
Cooper Investors on Eurofins $ERF FP
Thesis: Eurofins leverages its industry-leading lab network and long-term investments to drive organic growth and high margins, transforming into a mature market leader post-COVID.
(Extract from their Q3 letter) https://t.co/DQBgqNChNi
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Cooper Investors on Eurofins $ERF FP
Thesis: Eurofins leverages its industry-leading lab network and long-term investments to drive organic growth and high margins, transforming into a mature market leader post-COVID.
(Extract from their Q3 letter) https://t.co/DQBgqNChNi
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Capital Employed
Essential reading for the weekend if you're seeking new investment ideas...
https://t.co/MKBnD4bC3S https://t.co/3Cp3SLJO5z
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Essential reading for the weekend if you're seeking new investment ideas...
https://t.co/MKBnD4bC3S https://t.co/3Cp3SLJO5z
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iinvested
3Q'24 Silver Beach Capital on $BN, $WSC
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/tHdCO5FvQ8
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3Q'24 Silver Beach Capital on $BN, $WSC
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/tHdCO5FvQ8
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Offshore
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Stock Analysis Compilation
Optimist Fund on First Advantage $FA US
Thesis: First Advantage’s strategic acquisition and strong growth trajectory make it a standout investment in the background check industry
(Extract from their Q3 letter) https://t.co/q2TrojSzi9
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Optimist Fund on First Advantage $FA US
Thesis: First Advantage’s strategic acquisition and strong growth trajectory make it a standout investment in the background check industry
(Extract from their Q3 letter) https://t.co/q2TrojSzi9
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Offshore
Video
Startup Archive
Alexis Ohanian tells the story of how a 1-hour brainstorm led to the idea for Reddit
Co-founders Alexis and Steve Huffman technically started the company in 2005 while undergrads at the University of Virginia. The original product was called My Mobile Menu (”MMM”), and their goal was to let people order food from their phones.
During spring break, the two college seniors decided to drive from Virginia to Boston to attend a talk Paul Graham was giving.
Surprised that two college students drove all the way from Virginia to attend his talk, Paul let them buy him a drink and pitch him their startup idea after the talk.
Three weeks later, Paul announces Y Combinator and the Reddit founders applied. Alexis and Steve went back up to interview for the inaugural batch but were rejected.
As Alexis explains, Paul called them the next morning:
“We like you guys. We just don’t like the idea. It’s too early for mobile. If you’re willing to kill this company, we’ll let you into the program.”
They were working on MMM for a year but decided to scrap it and got on the next train back to Boston.
They now needed a new idea, so Paul sat down with the two founders and said:
“Forget mobile. Build something on the web. What problems do you guys have every single day?”
Steve was a heavy Slashdot user and Alexis read a bunch of news sites every morning. Paul then mentioned the social bookmarking web service Delicious/Popular:
“The byproduct of people bookmarking reference material to look at later was an interesting kind of zeitgeist. But it was only a zeitgeist for reference material—not what was new.”
That’s how they decided to build something similar to social bookmarking but solely for ephemeral news of the day. And from this brainstorming session, Steve and Alexis put Reddit on the path of becoming “the front page of the Internet.”
Video source: @twistartups @jason (2013)
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Alexis Ohanian tells the story of how a 1-hour brainstorm led to the idea for Reddit
Co-founders Alexis and Steve Huffman technically started the company in 2005 while undergrads at the University of Virginia. The original product was called My Mobile Menu (”MMM”), and their goal was to let people order food from their phones.
During spring break, the two college seniors decided to drive from Virginia to Boston to attend a talk Paul Graham was giving.
Surprised that two college students drove all the way from Virginia to attend his talk, Paul let them buy him a drink and pitch him their startup idea after the talk.
Three weeks later, Paul announces Y Combinator and the Reddit founders applied. Alexis and Steve went back up to interview for the inaugural batch but were rejected.
As Alexis explains, Paul called them the next morning:
“We like you guys. We just don’t like the idea. It’s too early for mobile. If you’re willing to kill this company, we’ll let you into the program.”
They were working on MMM for a year but decided to scrap it and got on the next train back to Boston.
They now needed a new idea, so Paul sat down with the two founders and said:
“Forget mobile. Build something on the web. What problems do you guys have every single day?”
Steve was a heavy Slashdot user and Alexis read a bunch of news sites every morning. Paul then mentioned the social bookmarking web service Delicious/Popular:
“The byproduct of people bookmarking reference material to look at later was an interesting kind of zeitgeist. But it was only a zeitgeist for reference material—not what was new.”
That’s how they decided to build something similar to social bookmarking but solely for ephemeral news of the day. And from this brainstorming session, Steve and Alexis put Reddit on the path of becoming “the front page of the Internet.”
Video source: @twistartups @jason (2013)
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Offshore
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App Economy Insights
📊 This Week in Visuals:
$LOW, $ADI, $DELL, $CRWD, $WDAY, $ADSK, $TGT, $HPQ, $ZM, $NTNX, $BBY, $MANU.
Check out the latest earnings!👇
https://t.co/znLp86XBZp https://t.co/nrHaKrCoI9
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📊 This Week in Visuals:
$LOW, $ADI, $DELL, $CRWD, $WDAY, $ADSK, $TGT, $HPQ, $ZM, $NTNX, $BBY, $MANU.
Check out the latest earnings!👇
https://t.co/znLp86XBZp https://t.co/nrHaKrCoI9
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Offshore
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Stock Analysis Compilation
TCW on Omnicom Group $OMC US
Thesis: Omnicom leverages its iconic brands and diverse services to drive innovation and global expansion, underpinned by attractive valuations
(Extract from their Q3 letter) https://t.co/UxbXQbJUaH
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TCW on Omnicom Group $OMC US
Thesis: Omnicom leverages its iconic brands and diverse services to drive innovation and global expansion, underpinned by attractive valuations
(Extract from their Q3 letter) https://t.co/UxbXQbJUaH
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App Economy Insights
What are you watching this week?
• Monday: $ZS.
• Tuesday: $CRM, $OKTA.
• Wednesday: $CHWY, $S, $SNPS.
• Thursday: $ASAN, $DOCU, $GTLB, $HPE, $IOT, $LULU, $PATH, $VEEV.
All visualized in our PRO coverage next Saturday! https://t.co/9EOio4h4KA
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What are you watching this week?
• Monday: $ZS.
• Tuesday: $CRM, $OKTA.
• Wednesday: $CHWY, $S, $SNPS.
• Thursday: $ASAN, $DOCU, $GTLB, $HPE, $IOT, $LULU, $PATH, $VEEV.
All visualized in our PRO coverage next Saturday! https://t.co/9EOio4h4KA
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