⁠iinvested
It was very good letter from Bronte Capital touching on $REGN, $V, $COF, $DFS, $AXP, $SMMT

Read the full letter here:
https://t.co/ccjFhSPQ2v https://t.co/dppjRFHA3X
tweet

⁠Stock Analysis Compilation
Heartland Advisors on Robert Half $RHI US

Thesis: Robert Half’s cyclical downturn creates an opportunity to invest in a cash-rich, resilient staffing leader with proven recovery potential

(Extract from their Q3 letter) https://t.co/3JZmjEtuNP
tweet

⁠Startup Archive
RT @foundertribune: Narrowing The Focus by Frank Slootman https://t.co/kdvHfNujew
tweet

⁠Startup Archive
"People naturally resist focus because they can’t decide what is important. Therein lies a problem: people can typically tell you after some deliberation what their top three priorities are, but they struggle to decide on just one."

- Frank Slootman

Narrowing The Focus by Frank Slootman https://t.co/kdvHfNujew - The Founders' Tribune
tweet

⁠Investing visuals
Palantir $PLTR vs Snowflake $SNOW: who do you believe will outperform over the next decade? https://t.co/JSdyatQkpt
tweet

⁠App Economy Insights
Here’s a sneak peek at our November 2024 report! 👀 https://t.co/sgOoMMvfkb
tweet

⁠Stock Analysis Compilation
Hardman Johnson on Meta $META US

Thesis: Meta's pivot to AI and improved governance sets the stage for sustained growth and enhanced profitability

(Extract from their Q3 letter) https://t.co/4sp50eSVKn
tweet

⁠iinvested
3Q'24 Baron FinTech Fund on $TWFG, $PRI

More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/bYLJ9dJ6yn
tweet