Offshore
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Stock Analysis Compilation
TCW on Western Alliance Bancorp $WAL US
Thesis: Western Alliance's proactive management and strong deposit growth position it for resilience and outperformance in the evolving banking landscape
(Extract from their Q3 letter) https://t.co/0TfPwI6a36
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TCW on Western Alliance Bancorp $WAL US
Thesis: Western Alliance's proactive management and strong deposit growth position it for resilience and outperformance in the evolving banking landscape
(Extract from their Q3 letter) https://t.co/0TfPwI6a36
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Offshore
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Quiver Quantitative
$SKI has risen 38% since this trade was disclosed.
It's been just over an hour. https://t.co/zj4lklo0ZY
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$SKI has risen 38% since this trade was disclosed.
It's been just over an hour. https://t.co/zj4lklo0ZY
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Offshore
Video
Startup Archive
Sam Altman on how to get your first 100 users
Sam walks through four common strategies to get your fist 100 users in order of best to worst:
1. Use your network. Email everyone you know and call in favors from anyone you can think of. But if it’s a paid product, make sure you charge them. “People who are inclined to do you favors are going to be too nice in what they tell you. So if it’s a paid product, charge them.”
2. Research people who might use your product and email them asking them to try it. “Conversion rates are low—maybe 2-3%—so you’ll have to reach out to more people. But you can send targeted emails saying ‘Hey, I just made this new product. I’d really appreciate if you would try it out.’ Most people want to be helpful.”
3. Social media outreach, posting to HN, forums, PR, etc. “The important thing to look for here is a traffic source that is sustainable rather than one big pop that then promptly goes away.” Airbnb is an example of a company that made PR work as an ongoing process—they were able to come up with press stunt after press stunt. But it’s hard.
4. Buy ads and point them at your website. “This is the ‘laziest’ and least impressive thing you can do… This is not what I’d recommend. I don’t know of any startup that has gotten big starting this way. I include it because it’s the idea that most people try.”
This may sound basic, but I think this advice is important. Getting your first 100 users is mostly hard work. As Sam puts it:
“Everyone thinks they’re going to put up this website, tell one person about it, and it’s going to take off like wildfire. But that’s not what usually happens.”
For a more detailed guide on customer acquisition, I’d recommend the book Traction by Gabriel Weinberg (founder & CEO of DuckDuckGo). It walks through nineteen channels you can use to build a customer base, and offers a framework to figure out which ones will work best for your business.
Video source: @StanfordOnline (2017)
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Sam Altman on how to get your first 100 users
Sam walks through four common strategies to get your fist 100 users in order of best to worst:
1. Use your network. Email everyone you know and call in favors from anyone you can think of. But if it’s a paid product, make sure you charge them. “People who are inclined to do you favors are going to be too nice in what they tell you. So if it’s a paid product, charge them.”
2. Research people who might use your product and email them asking them to try it. “Conversion rates are low—maybe 2-3%—so you’ll have to reach out to more people. But you can send targeted emails saying ‘Hey, I just made this new product. I’d really appreciate if you would try it out.’ Most people want to be helpful.”
3. Social media outreach, posting to HN, forums, PR, etc. “The important thing to look for here is a traffic source that is sustainable rather than one big pop that then promptly goes away.” Airbnb is an example of a company that made PR work as an ongoing process—they were able to come up with press stunt after press stunt. But it’s hard.
4. Buy ads and point them at your website. “This is the ‘laziest’ and least impressive thing you can do… This is not what I’d recommend. I don’t know of any startup that has gotten big starting this way. I include it because it’s the idea that most people try.”
This may sound basic, but I think this advice is important. Getting your first 100 users is mostly hard work. As Sam puts it:
“Everyone thinks they’re going to put up this website, tell one person about it, and it’s going to take off like wildfire. But that’s not what usually happens.”
For a more detailed guide on customer acquisition, I’d recommend the book Traction by Gabriel Weinberg (founder & CEO of DuckDuckGo). It walks through nineteen channels you can use to build a customer base, and offers a framework to figure out which ones will work best for your business.
Video source: @StanfordOnline (2017)
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Offshore
Video
Ahmad Jivraj
According to Saylor there are now 120 companies holding Bitcoin on their balance sheet!
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According to Saylor there are now 120 companies holding Bitcoin on their balance sheet!
My discussion of the economic benefits of Bitcoin scarcity & volatility, $MSTR treasury operations, the surge in corporations adopting $BTC strategies, and the opportunity that #Bitcoin represents to $MSFT shareholders, with @JoeSquawk and @BeckyQuick.
https://t.co/FEfT7LpSpE tweet
Offshore
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Stock Analysis Compilation
Artemis on Smurfit Westrock $SW US
Thesis: Smurfit Westrock's merger unlocks efficiencies, with leadership poised to drive improved returns in the dominant global packaging industry
(Extract from their Q3 letter) https://t.co/aStjGO5ldx
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Artemis on Smurfit Westrock $SW US
Thesis: Smurfit Westrock's merger unlocks efficiencies, with leadership poised to drive improved returns in the dominant global packaging industry
(Extract from their Q3 letter) https://t.co/aStjGO5ldx
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Offshore
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Stock Analysis Compilation
Artisan on Tetra Tech $TTEK US
Thesis: Tetra Tech leads sustainable infrastructure growth, capitalizing on water regulation reforms and global investment tailwinds
(Extract from their Q3 letter) https://t.co/GNUnJvKDms
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Artisan on Tetra Tech $TTEK US
Thesis: Tetra Tech leads sustainable infrastructure growth, capitalizing on water regulation reforms and global investment tailwinds
(Extract from their Q3 letter) https://t.co/GNUnJvKDms
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Offshore
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Quiver Quantitative
Senator Bernie Sanders has said:
"We can cut military spending by targeting massive waste & fraud from defense contractors."
Sanders is one of the few senators who we have not seen taking money from corporate PACs. https://t.co/VHb7Nrs5cc
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Senator Bernie Sanders has said:
"We can cut military spending by targeting massive waste & fraud from defense contractors."
Sanders is one of the few senators who we have not seen taking money from corporate PACs. https://t.co/VHb7Nrs5cc
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Quiver Quantitative
Representative Ro Khanna just said:
"...saving taxpayer money is not a partisan issue.
We need to work with @elonmusk and @DOGE to...hold defense contractors accountable."
Khanna is one of the few members of Congress who we have not seen taking corporate PAC money. https://t.co/fTHFhhMrbp
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Representative Ro Khanna just said:
"...saving taxpayer money is not a partisan issue.
We need to work with @elonmusk and @DOGE to...hold defense contractors accountable."
Khanna is one of the few members of Congress who we have not seen taking corporate PAC money. https://t.co/fTHFhhMrbp
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