Offshore
Photo
Dimitry Nakhla | Babylon Capital®
$GOOG is +9% in the last days
$GOOG is still cheap
#stocks #investing https://t.co/pATL3EYChv
tweet
$GOOG is +9% in the last days
$GOOG is still cheap
#stocks #investing https://t.co/pATL3EYChv
tweet
Offshore
Photo
Stock Analysis Compilation
Hedge funds' best ideas #22 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from Artisan Partners / Broyhill AM / Crossroads Capital / Hayden Capital / Horos AM / Hotchkis & Wiley / Langdon / Lindsell Train / Liontrust / Loomis Sayles / Macquarie / Manole Capital / Merion Road / Mobius CP
tweet
Hedge funds' best ideas #22 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from Artisan Partners / Broyhill AM / Crossroads Capital / Hayden Capital / Horos AM / Hotchkis & Wiley / Langdon / Lindsell Train / Liontrust / Loomis Sayles / Macquarie / Manole Capital / Merion Road / Mobius CP
tweet
Offshore
Photo
Investing visuals
Booking $BKNG vs. Airbnb $ABNB: which would you pick as a long-term investment? https://t.co/PstrBemRTF
tweet
Booking $BKNG vs. Airbnb $ABNB: which would you pick as a long-term investment? https://t.co/PstrBemRTF
tweet
Offshore
Photo
Quiver Quantitative
Another day, another all-time high for Pelosi's portfolio.
She has made $2.7M in the stock market so far today, per our estimates.
We estimate that she is now worth $274M: https://t.co/oL8zCxoKPU
tweet
Another day, another all-time high for Pelosi's portfolio.
She has made $2.7M in the stock market so far today, per our estimates.
We estimate that she is now worth $274M: https://t.co/oL8zCxoKPU
tweet
Offshore
Video
Startup Archive
Tony Fadell on “opinion-based decisions” and what made Steve Jobs great
Tony Fadell is the co-creator of the iPod, iPhone, and Nest. He describes some of the things that made Steve Jobs great:
“Really pushing you. Relentless on the details. Challenging you for the right reasons. It wasn’t bullying, it wasn’t demeaning. He would critique the work, not judge the person—at least not in front of them or a group. Extreme attention to detail.”
But one of the most impressive things about Steve, Tony argues, was his ability to make great opinion-based decisions, which is critical for any revolutionary product:
“When you make the first version of anything—something revolutionary—there are a lot of opinion-based decisions… And when you have those opinions, and you’re trying to work with a team to implement those decisions, you have to really tell the ‘why’ of those decisions. That way everyone can feel like they’re a part of those decisions and understand the tradeoffs... A lot of times, people want a data-driven decision, but with v1s you don’t have data.”
He continues:
“If you look at most companies that are paralyzed and cannot make new innovations and new products, it’s because they’re trying to turn opinion-based decisions into data-driven decisions so that they don’t lose their jobs… with a v1 product, you need to be able to articulate opinion-based decisions and own them. If you don’t get them right, you own them, fix them, and move on.”
And to be clear, this doesn’t mean Steve got every decision right. As Tony explains:
“Version 1 of the iPod wasn’t perfect. Version 1 of the iPhone wasn’t perfect. We got a lot of opinion-based decisions wrong. But as you go through it, you got more data on those original opinions and you were then able to modulate off of that… But at the revolution stage: opinions, opinions, opinions. No data.’
Video source: @lexfridman (2022)
tweet
Tony Fadell on “opinion-based decisions” and what made Steve Jobs great
Tony Fadell is the co-creator of the iPod, iPhone, and Nest. He describes some of the things that made Steve Jobs great:
“Really pushing you. Relentless on the details. Challenging you for the right reasons. It wasn’t bullying, it wasn’t demeaning. He would critique the work, not judge the person—at least not in front of them or a group. Extreme attention to detail.”
But one of the most impressive things about Steve, Tony argues, was his ability to make great opinion-based decisions, which is critical for any revolutionary product:
“When you make the first version of anything—something revolutionary—there are a lot of opinion-based decisions… And when you have those opinions, and you’re trying to work with a team to implement those decisions, you have to really tell the ‘why’ of those decisions. That way everyone can feel like they’re a part of those decisions and understand the tradeoffs... A lot of times, people want a data-driven decision, but with v1s you don’t have data.”
He continues:
“If you look at most companies that are paralyzed and cannot make new innovations and new products, it’s because they’re trying to turn opinion-based decisions into data-driven decisions so that they don’t lose their jobs… with a v1 product, you need to be able to articulate opinion-based decisions and own them. If you don’t get them right, you own them, fix them, and move on.”
And to be clear, this doesn’t mean Steve got every decision right. As Tony explains:
“Version 1 of the iPod wasn’t perfect. Version 1 of the iPhone wasn’t perfect. We got a lot of opinion-based decisions wrong. But as you go through it, you got more data on those original opinions and you were then able to modulate off of that… But at the revolution stage: opinions, opinions, opinions. No data.’
Video source: @lexfridman (2022)
tweet
Offshore
Photo
Quiver Quantitative
Several Democratic representatives just called for the DNC to ban corporate PAC donations.
Representatives Maxwell Frost, Greg Casar, Chris Deluzio, and Pramila Jayapal signed on.
We have not seen any of these members trade stock while in office. https://t.co/bNzB52lHBF
tweet
Several Democratic representatives just called for the DNC to ban corporate PAC donations.
Representatives Maxwell Frost, Greg Casar, Chris Deluzio, and Pramila Jayapal signed on.
We have not seen any of these members trade stock while in office. https://t.co/bNzB52lHBF
tweet
Offshore
Photo
Stock Analysis Compilation
Montaka on Floor & Decor $FND US
Thesis: Floor & Decor’s scalable ‘flywheel’ model and favorable store economics position it as a growth compounder with significant upside potential
(Extract from their Q3 letter) https://t.co/0aSdUfVHql
tweet
Montaka on Floor & Decor $FND US
Thesis: Floor & Decor’s scalable ‘flywheel’ model and favorable store economics position it as a growth compounder with significant upside potential
(Extract from their Q3 letter) https://t.co/0aSdUfVHql
tweet