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Quiver Quantitative
We’ve been writing code to track government spending.
Here are our estimates of awards to publicly traded companies over the last 8 years.
Broken down by administration.
Working on building new tools to help breakdown where exactly new spending has been going.
Will be posting updates - stay tuned.
CC: @elonmusk, @DOGE, @VivekGRamaswamy
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We’ve been writing code to track government spending.
Here are our estimates of awards to publicly traded companies over the last 8 years.
Broken down by administration.
Working on building new tools to help breakdown where exactly new spending has been going.
Will be posting updates - stay tuned.
CC: @elonmusk, @DOGE, @VivekGRamaswamy
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Offshore
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Stock Analysis Compilation
Macquarie on Sunrun $RUN US
Thesis: Sunrun’s shift from rapid growth to cash flow generation positions it for long-term value creation in the solar market
(Extract from their Q3 letter) https://t.co/VwH2NTJlmk
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Macquarie on Sunrun $RUN US
Thesis: Sunrun’s shift from rapid growth to cash flow generation positions it for long-term value creation in the solar market
(Extract from their Q3 letter) https://t.co/VwH2NTJlmk
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
We estimate that she is now worth $270M.
Track politicians' portfolios here:
https://t.co/HWjy13y9Hx https://t.co/xtK6NINgVn
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BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
We estimate that she is now worth $270M.
Track politicians' portfolios here:
https://t.co/HWjy13y9Hx https://t.co/xtK6NINgVn
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Stock Analysis Compilation
Artisan Partners on Sea $SE US
Thesis: Sea combines growth in e-commerce, gaming, and payments while holding its ground against TikTok’s market challenges
(Extract from their Q3 letter) https://t.co/XFuX2erX9p
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Artisan Partners on Sea $SE US
Thesis: Sea combines growth in e-commerce, gaming, and payments while holding its ground against TikTok’s market challenges
(Extract from their Q3 letter) https://t.co/XFuX2erX9p
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Offshore
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Dimitry Nakhla | Babylon Capital®
Dev Kantesaria on Rarely Selling 🧘🏽♂️
“ …the lack of turnover is really nothing other than a natural outcome of how we think about business quality and wanting to own a business that has great quality and sustainability for the next 10 years, 20 years… ”
#stocks #investing https://t.co/HvNerHcwDr
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Dev Kantesaria on Rarely Selling 🧘🏽♂️
“ …the lack of turnover is really nothing other than a natural outcome of how we think about business quality and wanting to own a business that has great quality and sustainability for the next 10 years, 20 years… ”
#stocks #investing https://t.co/HvNerHcwDr
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: 2 C-Suite Insider Purchases at $DMLP
The CEO and CFO of $DMLP have each reported the purchase of over $400k of the company's stock.
These are the largest insider buys that either of them have ever reported.
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RT @InsiderRadar: 🚨BREAKING: 2 C-Suite Insider Purchases at $DMLP
The CEO and CFO of $DMLP have each reported the purchase of over $400k of the company's stock.
These are the largest insider buys that either of them have ever reported.
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Stock Analysis Compilation
Mobius CP on FPT $FPT VN
Thesis: FPT’s cost advantages and international expansion make it a leader in Vietnam’s technology sector with strong growth prospects
(Extract from their Q3 letter) https://t.co/VfZIUlNp1u
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Mobius CP on FPT $FPT VN
Thesis: FPT’s cost advantages and international expansion make it a leader in Vietnam’s technology sector with strong growth prospects
(Extract from their Q3 letter) https://t.co/VfZIUlNp1u
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Offshore
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Stock Analysis Compilation
Broyhill AM on Evolution AB $EVO SS
Thesis: Evolution AB’s high margins and undervaluation position it as a strong bet on online gaming expansion
(Extract from their Q3 letter) https://t.co/gZ78OwEt8e
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Broyhill AM on Evolution AB $EVO SS
Thesis: Evolution AB’s high margins and undervaluation position it as a strong bet on online gaming expansion
(Extract from their Q3 letter) https://t.co/gZ78OwEt8e
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Startup Archive
Jeff Bezos on raising Amazon’s seed round: “It was the hardest thing I’ve ever done”
“To raise the first $1 million of seed capital for Amazon, I sold 20% of the company at a $5 million valuation. I sold 20% of the company for a million dollars to 22 angel investors, roughly $50,000 each.”
Jeff recalls taking 60 meetings to get to those 22 angels who said yes, which means roughly 40 of the investors he pitched said no.
“And by the way, the 40 ‘no’s were hard-earned ‘no’s… They were multiple meetings, working really hard to get people to write that $50,000 check. And the whole enterprise could have been extinguished then.”
This was in 1995, and the first question Jeff would always get was, “What’s the Internet?”
So Jeff would patiently explain what the Internet was. He would also always tell them he thought there was a 70% chance they would lose their investment.
“In retrospect, I think that might have been a little naive, but I think it was true. In fact, if anything, I think was giving myself better than the real odds.”
Video source: @nytimesevents (2024)
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Jeff Bezos on raising Amazon’s seed round: “It was the hardest thing I’ve ever done”
“To raise the first $1 million of seed capital for Amazon, I sold 20% of the company at a $5 million valuation. I sold 20% of the company for a million dollars to 22 angel investors, roughly $50,000 each.”
Jeff recalls taking 60 meetings to get to those 22 angels who said yes, which means roughly 40 of the investors he pitched said no.
“And by the way, the 40 ‘no’s were hard-earned ‘no’s… They were multiple meetings, working really hard to get people to write that $50,000 check. And the whole enterprise could have been extinguished then.”
This was in 1995, and the first question Jeff would always get was, “What’s the Internet?”
So Jeff would patiently explain what the Internet was. He would also always tell them he thought there was a 70% chance they would lose their investment.
“In retrospect, I think that might have been a little naive, but I think it was true. In fact, if anything, I think was giving myself better than the real odds.”
Video source: @nytimesevents (2024)
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