Offshore
Video
App Economy Insights
📊 This Week in Visuals:
$MRVL, $SNPS, $LULU, $VEEV, $IOT, $HPE, $DOCU, $CHWY, $OKTA, $GTLB, $S, $PATH, $ASAN, $SMAR.
Check out the latest earnings!👇
https://t.co/6Z2vmFGlEE https://t.co/RILTGVBPE1
tweet
📊 This Week in Visuals:
$MRVL, $SNPS, $LULU, $VEEV, $IOT, $HPE, $DOCU, $CHWY, $OKTA, $GTLB, $S, $PATH, $ASAN, $SMAR.
Check out the latest earnings!👇
https://t.co/6Z2vmFGlEE https://t.co/RILTGVBPE1
tweet
Offshore
Photo
App Economy Insights
What are you watching this week?
• Monday: $AI, $HQY, $ORCL, $MDB, $MTN.
• Tuesday: $GME.
• Wednesday: $ADBE.
• Thursday: $AVGO, $COST.
All visualized in our PRO coverage next Saturday! https://t.co/sVwGrN9hDJ
tweet
What are you watching this week?
• Monday: $AI, $HQY, $ORCL, $MDB, $MTN.
• Tuesday: $GME.
• Wednesday: $ADBE.
• Thursday: $AVGO, $COST.
All visualized in our PRO coverage next Saturday! https://t.co/sVwGrN9hDJ
tweet
Offshore
Video
Startup Archive
The founder of Pinterest on what surprised him the most when starting a company
“It can take a really, really long time to build things that are worthwhile.”
Ben Silbermann describes just how demoralizing things were in the beginning of building Pinterest:
“In March 2010, we launched Pinterest and were at 3,000 accounts. And that wouldn’t have been so bad if we hadn’t started building Pinterest in November 2009. And that wouldn’t have been so bad if I hadn’t left my job to start a company in May 2008.”
A lot of people will compare startups to running a marathon, but Ben disagrees:
“The part of the analogy that’s right is that it’s long. But it’s actually really different. When I think about my experience, it’s more like going on a roadtrip in a car that doesn’t have very good headlights and you don’t have much gas and you think you’re going to Toledo, but you find out you’re supposed to be in Miami and if you really have to buy gas you might have to buy gas from someone who might just kick you out of your own driver’s seat.”
He continues:
“That uncertainty and the fact that every single day you’re dealing with a lot of choices and you don’t have perfect information is the lesson for me that was hardest to learn and continues to be a real challenge in doing a startup today.”
Video source: @ycombinator (2012)
tweet
The founder of Pinterest on what surprised him the most when starting a company
“It can take a really, really long time to build things that are worthwhile.”
Ben Silbermann describes just how demoralizing things were in the beginning of building Pinterest:
“In March 2010, we launched Pinterest and were at 3,000 accounts. And that wouldn’t have been so bad if we hadn’t started building Pinterest in November 2009. And that wouldn’t have been so bad if I hadn’t left my job to start a company in May 2008.”
A lot of people will compare startups to running a marathon, but Ben disagrees:
“The part of the analogy that’s right is that it’s long. But it’s actually really different. When I think about my experience, it’s more like going on a roadtrip in a car that doesn’t have very good headlights and you don’t have much gas and you think you’re going to Toledo, but you find out you’re supposed to be in Miami and if you really have to buy gas you might have to buy gas from someone who might just kick you out of your own driver’s seat.”
He continues:
“That uncertainty and the fact that every single day you’re dealing with a lot of choices and you don’t have perfect information is the lesson for me that was hardest to learn and continues to be a real challenge in doing a startup today.”
Video source: @ycombinator (2012)
tweet
Offshore
Photo
Stock Analysis Compilation
Loomis Sayles on Boeing $BA US
Thesis: Boeing’s global dominance in aircraft manufacturing comes at a significant discount to intrinsic value
(Extract from their Q3 letter) https://t.co/yCMd5dBYfr
tweet
Loomis Sayles on Boeing $BA US
Thesis: Boeing’s global dominance in aircraft manufacturing comes at a significant discount to intrinsic value
(Extract from their Q3 letter) https://t.co/yCMd5dBYfr
tweet
Ahmad Jivraj
Thought of the day re: $GOOG Ads
Specific keywords > Broad Generic Keywords
Longer Keyword Phrases > Shorter Keyword Phrases
Longer + Specific ==> even better
Ironically, the longer + more specific, the cheaper the ad.
Why? Less competition
If Google can figure out how to better monetize this, they could be even more profitable!
tweet
Thought of the day re: $GOOG Ads
Specific keywords > Broad Generic Keywords
Longer Keyword Phrases > Shorter Keyword Phrases
Longer + Specific ==> even better
Ironically, the longer + more specific, the cheaper the ad.
Why? Less competition
If Google can figure out how to better monetize this, they could be even more profitable!
tweet
Offshore
Photo
Stock Analysis Compilation
Hotchkis & Wiley on General Motors $GM US
Thesis: GM’s strong market position, attractive valuation, and commitment to shareholder returns make it a compelling buy
(Extract from their Q3 letter) https://t.co/VdLc9u0qSj
tweet
Hotchkis & Wiley on General Motors $GM US
Thesis: GM’s strong market position, attractive valuation, and commitment to shareholder returns make it a compelling buy
(Extract from their Q3 letter) https://t.co/VdLc9u0qSj
tweet
Ahmad Jivraj
Investing rewards people who (mostly) do nothing.
As @MohnishPabrai says, "good investing is like watching paint dry"
tweet
Investing rewards people who (mostly) do nothing.
As @MohnishPabrai says, "good investing is like watching paint dry"
tweet
Offshore
Photo
Hidden Value Gems
A long read in @WSJ on John Elkann's and his latest steps at $STLA. Not saying much really.
"Honestly guys, what we really need to do is sell cars. That’s what we’re good at", - [John Elkann] said at the Michigan meeting this week. https://t.co/jABMTnRdvK
tweet
A long read in @WSJ on John Elkann's and his latest steps at $STLA. Not saying much really.
"Honestly guys, what we really need to do is sell cars. That’s what we’re good at", - [John Elkann] said at the Michigan meeting this week. https://t.co/jABMTnRdvK
tweet
Offshore
Photo
Stock Analysis Compilation
Liontrust on Interpump $IP IM
Thesis: Interpump’s efficiency-focused solutions and discounted valuation position it well for long-term industrial growth
(Extract from their Q3 letter) https://t.co/sRPGPxmaiE
tweet
Liontrust on Interpump $IP IM
Thesis: Interpump’s efficiency-focused solutions and discounted valuation position it well for long-term industrial growth
(Extract from their Q3 letter) https://t.co/sRPGPxmaiE
tweet
Offshore
Photo
Stock Analysis Compilation
Loomis Sayles on Novo Nordisk $NOVO B DC
Thesis: Novo’s leadership in GLP-1 innovation positions it for sustained growth in the obesity treatment market
(Extract from their Q3 letter) https://t.co/R95SupfnjK
tweet
Loomis Sayles on Novo Nordisk $NOVO B DC
Thesis: Novo’s leadership in GLP-1 innovation positions it for sustained growth in the obesity treatment market
(Extract from their Q3 letter) https://t.co/R95SupfnjK
tweet