Offshore
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Stock Analysis Compilation
Silver Ring VP on Qurate Retail $QRTEA US
Thesis: Qurate’s stock, priced like a call option, offers massive upside with stabilization potential despite significant risks and debt pressures
(Extract from their Q3 letter) https://t.co/GRVCRopuY8
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Silver Ring VP on Qurate Retail $QRTEA US
Thesis: Qurate’s stock, priced like a call option, offers massive upside with stabilization potential despite significant risks and debt pressures
(Extract from their Q3 letter) https://t.co/GRVCRopuY8
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Video
Startup Archive
Former Google CEO Eric Schmidt on what many of the greatest products have in common
"If you think about the greatest products, they've almost always been designed for the benefit of the people who are actually building them."
Uber is one example. The original Uber was a private timeshare limousine service for Garrett Camp and his friends.
Google is another:
“Larry and Sergey built Google for Stanford—and particularly for themselves. The server was in Larry’s dorm room…. They opened up the server for the entire campus, and the usage was phenomenal. Andy Bechtolsheim heard about it through David Cheriton and wrote a $100,000 check. They didn’t have a name for a company… Sergey left it in his wallet for a month until they had the name Google invented.”
Video source: @GreylockVC (2015)
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Former Google CEO Eric Schmidt on what many of the greatest products have in common
"If you think about the greatest products, they've almost always been designed for the benefit of the people who are actually building them."
Uber is one example. The original Uber was a private timeshare limousine service for Garrett Camp and his friends.
Google is another:
“Larry and Sergey built Google for Stanford—and particularly for themselves. The server was in Larry’s dorm room…. They opened up the server for the entire campus, and the usage was phenomenal. Andy Bechtolsheim heard about it through David Cheriton and wrote a $100,000 check. They didn’t have a name for a company… Sergey left it in his wallet for a month until they had the name Google invented.”
Video source: @GreylockVC (2015)
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Quiver Quantitative
BREAKING: President Biden just endorsed a ban on congressional stock trading.
"Nobody...should be able to make money in the stock market while they’re in the Congress"
Congress has made $204.4M in the stock market this year, per our estimates.
Track live on Quiver. https://t.co/7QBNERsXcS
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BREAKING: President Biden just endorsed a ban on congressional stock trading.
"Nobody...should be able to make money in the stock market while they’re in the Congress"
Congress has made $204.4M in the stock market this year, per our estimates.
Track live on Quiver. https://t.co/7QBNERsXcS
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Offshore
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Stock Analysis Compilation
Heartland Advisors on Hayward Holdings $HAYW US
Thesis: Hayward’s resilient market position and rising margins make it a compelling play on future pool remodeling recovery and stable replacement demand
(Extract from their Q3 letter) https://t.co/n1jBeQh56e
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Heartland Advisors on Hayward Holdings $HAYW US
Thesis: Hayward’s resilient market position and rising margins make it a compelling play on future pool remodeling recovery and stable replacement demand
(Extract from their Q3 letter) https://t.co/n1jBeQh56e
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Quiver Quantitative
RT @InsiderRadar: $TDW stock has risen by 12% so far today, growing its market cap by ~$300M https://t.co/0ToPpDDRu3"
🚨BREAKING: New Insider Purchases at $TDW
The CEO and a director of $TDW have each reported the purchase of over $1M of the company's stock.
These are the first insider purchases at the company in over a year. "- Insider Radar
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RT @InsiderRadar: $TDW stock has risen by 12% so far today, growing its market cap by ~$300M https://t.co/0ToPpDDRu3"
🚨BREAKING: New Insider Purchases at $TDW
The CEO and a director of $TDW have each reported the purchase of over $1M of the company's stock.
These are the first insider purchases at the company in over a year. "- Insider Radar
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Investing visuals
You're given $100.000 to invest in either $NVDA or $AMD, who do you pick? https://t.co/hL7tNnNlKT
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You're given $100.000 to invest in either $NVDA or $AMD, who do you pick? https://t.co/hL7tNnNlKT
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Startup Archive
RT @foundertribune: "Working Backward from Customer Experience Pillars" by Jeff Bezos https://t.co/DDRd43tCtG
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RT @foundertribune: "Working Backward from Customer Experience Pillars" by Jeff Bezos https://t.co/DDRd43tCtG
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Startup Archive
Jeff Bezos on "customer experience pillars":
"We have strong conviction that customers value low prices, vast selection, and fast, convenient delivery and that these needs will remain stable over time. It is difficult for us to imagine that ten years from now, customers will want higher prices, less selection, or slower delivery. Our belief in the durability of these pillars is what gives us the confidence required to invest in strengthening them. We know that the energy we put in now will continue to pay dividends well into the future.""
"Working Backward from Customer Experience Pillars" by Jeff Bezos https://t.co/DDRd43tCtG "- The Founders' Tribune
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Jeff Bezos on "customer experience pillars":
"We have strong conviction that customers value low prices, vast selection, and fast, convenient delivery and that these needs will remain stable over time. It is difficult for us to imagine that ten years from now, customers will want higher prices, less selection, or slower delivery. Our belief in the durability of these pillars is what gives us the confidence required to invest in strengthening them. We know that the energy we put in now will continue to pay dividends well into the future.""
"Working Backward from Customer Experience Pillars" by Jeff Bezos https://t.co/DDRd43tCtG "- The Founders' Tribune
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Offshore
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Quiver Quantitative
RT @InsiderRadar: $UAMY stock is now up over 45% since we reported on this insider purchase last Wednesday https://t.co/WsqvyBbG4e"
🚨BREAKING: New CEO Insider Purchase
The CEO of $UAMY has reported the purchase of ~$300K of the company's stock, increasing his ownership stake by 15%.
This is the first insider buy we have ever seen him report. A director at the company also reported a $100K purchase today. "- Insider Radar
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RT @InsiderRadar: $UAMY stock is now up over 45% since we reported on this insider purchase last Wednesday https://t.co/WsqvyBbG4e"
🚨BREAKING: New CEO Insider Purchase
The CEO of $UAMY has reported the purchase of ~$300K of the company's stock, increasing his ownership stake by 15%.
This is the first insider buy we have ever seen him report. A director at the company also reported a $100K purchase today. "- Insider Radar
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