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Stock Analysis Compilation
Artisan on Sandoz $SDZ SW
Thesis: Sandoz leads the biosimilar revolution, leveraging its industry-first innovations to drive high-margin growth across global markets
(Extract from their Q3 letter) https://t.co/PPY2kLqyul
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Artisan on Sandoz $SDZ SW
Thesis: Sandoz leads the biosimilar revolution, leveraging its industry-first innovations to drive high-margin growth across global markets
(Extract from their Q3 letter) https://t.co/PPY2kLqyul
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Stock Analysis Compilation
Heartland Advisors on Smith and Nephew $SN/ LN
Thesis: Smith & Nephew’s strategic turnaround offers compelling upside potential as operational efficiencies drive profitability and market competitiveness
(Extract from their Q3 letter) https://t.co/fp6xfbdD6R
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Heartland Advisors on Smith and Nephew $SN/ LN
Thesis: Smith & Nephew’s strategic turnaround offers compelling upside potential as operational efficiencies drive profitability and market competitiveness
(Extract from their Q3 letter) https://t.co/fp6xfbdD6R
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Video
Startup Archive
Jason Citron on the growth hack that got Discord its first few thousand users
“We started working on [Discord] in January 2015, and within I’d say two months, some of our friends were very excited about it but we didn’t really have any users. It was pretty clear they wanted to use it, it just wasn’t exactly correct. We rebuilt the voice chat engine three times, for example. But I’d say within 3-4 months, we had 20 DAU that weren’t us.”
However, as Jason explains, growth stalled after those first 20 users:
“We were like, ‘How do we get the word out?’ Because everyone was actually very skeptical about a group chat app for gaming. People would say, ‘This is the dumbest idea ever, no one is going to use this.’ And even people who played games, many of them thought, ‘Why would I want this? I already have whatever app I’m using.’ And so we were having a hard time getting other people to try it.”
Jason recalls a period of 3-4 weeks sitting around thinking, “We like this, but maybe no one else does.”
Then they figured out their growth unlock:
“The unlock for us was inviting people to give feedback on the app, as opposed to saying, ‘Try this thing out we’re selling to you.’ What we actually did was we went to the Final Fantasy 14 subreddit, and we got one of our friends to make a post on the subreddit basically saying, ‘Hey, I’m trying out this new voice over IP app. What do y’all think about it?’”
Jason continues:
“People found it on Reddit, clicked on that link, went into the server, and then they were talking to us and trying it out. And they went back to the subreddit and were like, ‘Hey, this is pretty cool. I met the devs. They seem pretty cool.’ We got 50 users that day from that post and then that 50 turned into 100 the next day and it sort of started to snowball. And then we did this playbook for six months and that was basically the beginning of how it started growing.”
Video source: @twentyminutevc @HarryStebbings (2024)
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Jason Citron on the growth hack that got Discord its first few thousand users
“We started working on [Discord] in January 2015, and within I’d say two months, some of our friends were very excited about it but we didn’t really have any users. It was pretty clear they wanted to use it, it just wasn’t exactly correct. We rebuilt the voice chat engine three times, for example. But I’d say within 3-4 months, we had 20 DAU that weren’t us.”
However, as Jason explains, growth stalled after those first 20 users:
“We were like, ‘How do we get the word out?’ Because everyone was actually very skeptical about a group chat app for gaming. People would say, ‘This is the dumbest idea ever, no one is going to use this.’ And even people who played games, many of them thought, ‘Why would I want this? I already have whatever app I’m using.’ And so we were having a hard time getting other people to try it.”
Jason recalls a period of 3-4 weeks sitting around thinking, “We like this, but maybe no one else does.”
Then they figured out their growth unlock:
“The unlock for us was inviting people to give feedback on the app, as opposed to saying, ‘Try this thing out we’re selling to you.’ What we actually did was we went to the Final Fantasy 14 subreddit, and we got one of our friends to make a post on the subreddit basically saying, ‘Hey, I’m trying out this new voice over IP app. What do y’all think about it?’”
Jason continues:
“People found it on Reddit, clicked on that link, went into the server, and then they were talking to us and trying it out. And they went back to the subreddit and were like, ‘Hey, this is pretty cool. I met the devs. They seem pretty cool.’ We got 50 users that day from that post and then that 50 turned into 100 the next day and it sort of started to snowball. And then we did this playbook for six months and that was basically the beginning of how it started growing.”
Video source: @twentyminutevc @HarryStebbings (2024)
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Startup Archive
RT @foundertribune: "Mediocrity is the Silent Killer" by Frank Slootman https://t.co/vZaVT9CLsk
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RT @foundertribune: "Mediocrity is the Silent Killer" by Frank Slootman https://t.co/vZaVT9CLsk
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Startup Archive
"I enjoyed quoting the late Steve Jobs who had just two classifications: it’s either ‘insanely great’, or it’s ‘total shit’. There is no middle ground, Steve took it away."
- Frank Slootman
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"I enjoyed quoting the late Steve Jobs who had just two classifications: it’s either ‘insanely great’, or it’s ‘total shit’. There is no middle ground, Steve took it away."
- Frank Slootman
"Mediocrity is the Silent Killer" by Frank Slootman https://t.co/vZaVT9CLsk tweet
Quiver Quantitative
We’ve been writing code to track government spending.
Here's a long list of the publicly traded companies which received the most in the last YEAR.
Per our estimates:
1. Lockheed Martin: $23.9B
2. Boeing: $23.2B
3. UnitedHealth: $19.1B
4. Leidos: $13B
5. Northrop Grumman: $12.6B
6. McKesson: $10B
7. Booz Allen Hamilton: $9.41B
8. General Dynamics: $9.22B
9. Fluor Corp: $7.33B
10. L3Harris Technologies: $7.16B
11. Huntington Ingalls: $5.78B
12. Science Applications International: $5.53B
13. Raytheon: $4.53B
14. CACI International: $4.09B
15. Accenture: $3.92B
16. Humana: $3.6B
17. Resideo Technologies: $3.58B
18. General Electric: $3.29B
19. Merck: $2.87B
20. Parsons: $2.85B
21. Textron: $2.07B
22. Cencora: $2.05B
23. Sanofi: $1.96B
24. Honeywell International: $1.78B
25. AT&T: $1.68B
26. IBM: $1.62B
27. Fedex: $1.61B
28. Pfizer: $1.6B
29. Charter: $1.6B
30. KBR: $1.4B
31. Geo Group: $1.3B
32. Tetra Tech: $1.29B
33. Dell Technologies: $1.28B
34. BP: $1.14B
35. Valero Energy: $1.1B
36. Maximus: $1.1B
37. CGI Inc: $1.08B
38. Oracle: $884M
39. AECOM: $856M
40. Oshkosh: $786M
41. Cardinal Health: $665M
42. ICF International: $638M
43. Ford Motor: $638M
44. Palantir: $570M
45. CoreCivic: $566M
46. Microsoft: $563M
47. A-Mark Precious Metals: $514M
48. US Foods Holding: $508M
49. Nelnet: $499M
50. Olin Corp: $493M
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We’ve been writing code to track government spending.
Here's a long list of the publicly traded companies which received the most in the last YEAR.
Per our estimates:
1. Lockheed Martin: $23.9B
2. Boeing: $23.2B
3. UnitedHealth: $19.1B
4. Leidos: $13B
5. Northrop Grumman: $12.6B
6. McKesson: $10B
7. Booz Allen Hamilton: $9.41B
8. General Dynamics: $9.22B
9. Fluor Corp: $7.33B
10. L3Harris Technologies: $7.16B
11. Huntington Ingalls: $5.78B
12. Science Applications International: $5.53B
13. Raytheon: $4.53B
14. CACI International: $4.09B
15. Accenture: $3.92B
16. Humana: $3.6B
17. Resideo Technologies: $3.58B
18. General Electric: $3.29B
19. Merck: $2.87B
20. Parsons: $2.85B
21. Textron: $2.07B
22. Cencora: $2.05B
23. Sanofi: $1.96B
24. Honeywell International: $1.78B
25. AT&T: $1.68B
26. IBM: $1.62B
27. Fedex: $1.61B
28. Pfizer: $1.6B
29. Charter: $1.6B
30. KBR: $1.4B
31. Geo Group: $1.3B
32. Tetra Tech: $1.29B
33. Dell Technologies: $1.28B
34. BP: $1.14B
35. Valero Energy: $1.1B
36. Maximus: $1.1B
37. CGI Inc: $1.08B
38. Oracle: $884M
39. AECOM: $856M
40. Oshkosh: $786M
41. Cardinal Health: $665M
42. ICF International: $638M
43. Ford Motor: $638M
44. Palantir: $570M
45. CoreCivic: $566M
46. Microsoft: $563M
47. A-Mark Precious Metals: $514M
48. US Foods Holding: $508M
49. Nelnet: $499M
50. Olin Corp: $493M
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Dimitry Nakhla | Babylon Capital®
20 Best & Worst Stocks in $SPY YTD 📈📉
#stocks #investing https://t.co/hBJPTCIbLR
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20 Best & Worst Stocks in $SPY YTD 📈📉
#stocks #investing https://t.co/hBJPTCIbLR
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Investing visuals
Intel $INTC CEO Pat Gelsinger has retired and stepped down from the board. Here’s a snapshot of a company in distress 👇
Will this move help turn $INTC around? https://t.co/l7aDxvGHWb
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Intel $INTC CEO Pat Gelsinger has retired and stepped down from the board. Here’s a snapshot of a company in distress 👇
Will this move help turn $INTC around? https://t.co/l7aDxvGHWb
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Offshore
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Stock Analysis Compilation
Optimist Fund on Latham Group $SWIM US
Thesis: Latham’s leadership in fiberglass pools, combined with strong recovery potential and market expansion, offers a compelling asymmetric upside
(Extract from their Q3 letter) https://t.co/2jD78hPeqa
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Optimist Fund on Latham Group $SWIM US
Thesis: Latham’s leadership in fiberglass pools, combined with strong recovery potential and market expansion, offers a compelling asymmetric upside
(Extract from their Q3 letter) https://t.co/2jD78hPeqa
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