Offshore
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Stock Analysis Compilation
Artisan Partners on Polaris $PII US
Thesis: Polaris offers a compelling opportunity to buy a market leader in powersports vehicles at historically low valuations with strong capital discipline and shareholder returns
(Extract from their Q3 letter) https://t.co/m9C1DQPRpN
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Artisan Partners on Polaris $PII US
Thesis: Polaris offers a compelling opportunity to buy a market leader in powersports vehicles at historically low valuations with strong capital discipline and shareholder returns
(Extract from their Q3 letter) https://t.co/m9C1DQPRpN
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Offshore
Video
Startup Archive
Sequoia founder Don Valentine: “The art of storytelling is incredibly important”
“The art of storytelling is incredibly important. And many—maybe even most of the entrepreneurs who come to talk to us can’t tell the story. Learning to tell a story is incredibly important because that’s how the money works. The money flows as a function of the stories.”
The founder of Sequoia founder explains that the story is how you explain what you want to do, how long it’s going to take, who the competition is, and how much money you need.
a16z cofounder Ben Horowitz shared a similar view in a 2014 Forbes interview:
“Storytelling is the most underrated skill… Companies that don’t have a clearly articulated story don’t have a clear and well thought-out strategy. The company story is the company strategy.”
He continues:
“The story must explain at a fundamental level why you exist. Why does the world need your company? Why do we need to be doing what we’re doing and why is it important?… You can have a great product, but a compelling story puts the company into motion. If you don’t have a great story it’s hard to get people motivated to join you, to work on the product, and to get people to invest in the product.”
This is the job of the founder and CEO:
“The CEO must be the keeper of the story. The CEO is responsible for getting the story right, that it’s up to date, compelling, and can move the hearts of men and women. That’s the fundamental responsibility of the chief executive… The mistake people make is thinking the story is just about marketing. No, the story is the strategy. If you make your story better you make the strategy better.”
Video source: @StanfordGSB (2010)
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Sequoia founder Don Valentine: “The art of storytelling is incredibly important”
“The art of storytelling is incredibly important. And many—maybe even most of the entrepreneurs who come to talk to us can’t tell the story. Learning to tell a story is incredibly important because that’s how the money works. The money flows as a function of the stories.”
The founder of Sequoia founder explains that the story is how you explain what you want to do, how long it’s going to take, who the competition is, and how much money you need.
a16z cofounder Ben Horowitz shared a similar view in a 2014 Forbes interview:
“Storytelling is the most underrated skill… Companies that don’t have a clearly articulated story don’t have a clear and well thought-out strategy. The company story is the company strategy.”
He continues:
“The story must explain at a fundamental level why you exist. Why does the world need your company? Why do we need to be doing what we’re doing and why is it important?… You can have a great product, but a compelling story puts the company into motion. If you don’t have a great story it’s hard to get people motivated to join you, to work on the product, and to get people to invest in the product.”
This is the job of the founder and CEO:
“The CEO must be the keeper of the story. The CEO is responsible for getting the story right, that it’s up to date, compelling, and can move the hearts of men and women. That’s the fundamental responsibility of the chief executive… The mistake people make is thinking the story is just about marketing. No, the story is the strategy. If you make your story better you make the strategy better.”
Video source: @StanfordGSB (2010)
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Offshore
Photo
Stock Analysis Compilation
Madison Funds on Graco $GGG US
Thesis: Graco’s premium products, exceptional margins, and underperformance-driven valuation present a solid entry into a durable industrial leader
(Extract from their Q3 letter) https://t.co/fQdFfkpqyd
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Madison Funds on Graco $GGG US
Thesis: Graco’s premium products, exceptional margins, and underperformance-driven valuation present a solid entry into a durable industrial leader
(Extract from their Q3 letter) https://t.co/fQdFfkpqyd
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Offshore
Photo
Stock Analysis Compilation
Macquarie on Equinix $EQIX US
Thesis: Equinix’s strategic urban presence and rising data center demand cement its position as a key infrastructure growth player
(Extract from their Q3 letter) https://t.co/QqOJlXI3ug
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Macquarie on Equinix $EQIX US
Thesis: Equinix’s strategic urban presence and rising data center demand cement its position as a key infrastructure growth player
(Extract from their Q3 letter) https://t.co/QqOJlXI3ug
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Offshore
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Investing visuals
Palantir $PLTR: Rarely have I seen customer growth this steady👌 https://t.co/Ag3Urpd2az
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Palantir $PLTR: Rarely have I seen customer growth this steady👌 https://t.co/Ag3Urpd2az
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Offshore
Photo
Stock Analysis Compilation
Macquarie on Epiroc AB $EPIA SS
Thesis: Epiroc’s cutting-edge mining technology and exposure to growing demand for electrification metals offer strong growth potential
(Extract from their Q3 letter) https://t.co/S3LEEgb701
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Macquarie on Epiroc AB $EPIA SS
Thesis: Epiroc’s cutting-edge mining technology and exposure to growing demand for electrification metals offer strong growth potential
(Extract from their Q3 letter) https://t.co/S3LEEgb701
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Offshore
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Hidden Value Gems
I have decided to slightly change the format of my free newsletter, focusing on things I found most interesting during the past week.
In the first edition I highlight the winner of the Pershing Square Challenge - $VVV - it also popped up in my Corporate Cannibals screen earlier this year.
Also sharing insights from Anthony Bolton on what differentiates great investors from average with some practical tips.
Finally, I shared a couple of macro charts that I found insightful, particularly on US budget deficit and earnings growth. See link in reply.
Hope you enjoy it! Let me know your thoughts 👇
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I have decided to slightly change the format of my free newsletter, focusing on things I found most interesting during the past week.
In the first edition I highlight the winner of the Pershing Square Challenge - $VVV - it also popped up in my Corporate Cannibals screen earlier this year.
Also sharing insights from Anthony Bolton on what differentiates great investors from average with some practical tips.
Finally, I shared a couple of macro charts that I found insightful, particularly on US budget deficit and earnings growth. See link in reply.
Hope you enjoy it! Let me know your thoughts 👇
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