Offshore
Photo
Investing visuals
Robinhood $HOOD had a massive run in 2024 and closed the years up +201%
Here's what $HOOD's revenue mix looks like👇 https://t.co/cLE9qZ6xyA
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Robinhood $HOOD had a massive run in 2024 and closed the years up +201%
Here's what $HOOD's revenue mix looks like👇 https://t.co/cLE9qZ6xyA
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Offshore
Video
Startup Archive
Airbnb founder Brian Chesky on how to design an amazing user experience
“How do you make something for a million people? I don’t know where to start. But if you pick one person, study them, and take their journey, you can actually build something really personal. You can design something and keep iterating until they love it. Don’t stop improving it until that person loves it, and you’re not allowed to move to the second person until the first person loves it. Then you get the second person and keep iterating until they love it. And so on.”
As Brian argues, designing the perfect experience for one person is a much easier place to start than trying to design something for a million people. You can figure out how to scale it later.
“If you can design something really amazing using the hand-crafted part of your brain, then you can reverse-engineer how to industrialize this millions of times over. And what happens is people love your product and they tell everyone else about your product.”
When people truly love your service, they become your marketing department. But counterintuitively, the biggest and best products seem to mostly get started by solving a very specific problem for a very specific user.
Video source: @StanfordGSB (2023)
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Airbnb founder Brian Chesky on how to design an amazing user experience
“How do you make something for a million people? I don’t know where to start. But if you pick one person, study them, and take their journey, you can actually build something really personal. You can design something and keep iterating until they love it. Don’t stop improving it until that person loves it, and you’re not allowed to move to the second person until the first person loves it. Then you get the second person and keep iterating until they love it. And so on.”
As Brian argues, designing the perfect experience for one person is a much easier place to start than trying to design something for a million people. You can figure out how to scale it later.
“If you can design something really amazing using the hand-crafted part of your brain, then you can reverse-engineer how to industrialize this millions of times over. And what happens is people love your product and they tell everyone else about your product.”
When people truly love your service, they become your marketing department. But counterintuitively, the biggest and best products seem to mostly get started by solving a very specific problem for a very specific user.
Video source: @StanfordGSB (2023)
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Offshore
Photo
Investing visuals
Broadcom $AVGO: firing on all cylinders, but it's pricey and the balance sheet isn’t in great shape 🤷♂️ https://t.co/TT5qf2zDQ1
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Broadcom $AVGO: firing on all cylinders, but it's pricey and the balance sheet isn’t in great shape 🤷♂️ https://t.co/TT5qf2zDQ1
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Offshore
Video
Quiver Quantitative
Senator @HawleyMO: "Congress is a rich man's club"
You can track politicians' portfolios on Quiver: https://t.co/94uDs4wMCQ
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Senator @HawleyMO: "Congress is a rich man's club"
You can track politicians' portfolios on Quiver: https://t.co/94uDs4wMCQ
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Offshore
Photo
Stock Analysis Compilation
Riverwater Partners on Aehr Test Systems $AEHR US
Thesis: Aehr Test Systems revolutionizes semiconductor reliability with burn-in technology, driving growth through EV and AI advancements
(Extract from their Q3 letter) https://t.co/UVpntes9c5
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Riverwater Partners on Aehr Test Systems $AEHR US
Thesis: Aehr Test Systems revolutionizes semiconductor reliability with burn-in technology, driving growth through EV and AI advancements
(Extract from their Q3 letter) https://t.co/UVpntes9c5
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Offshore
Photo
Startup Archive
Marc Andreessen on hiring for drive:
"If a candidate has just followed the rules their whole lives, showed up for the right classes and the right tests and the right career opportunities without achieving something distinct and notable, relative to their starting point—then they probably aren’t driven.
And you’re not going to change them.
Motivating people who are fundamentally unmotivated is not easy.
But motivating people who are self-motivated is wind at your back."
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Marc Andreessen on hiring for drive:
"If a candidate has just followed the rules their whole lives, showed up for the right classes and the right tests and the right career opportunities without achieving something distinct and notable, relative to their starting point—then they probably aren’t driven.
And you’re not going to change them.
Motivating people who are fundamentally unmotivated is not easy.
But motivating people who are self-motivated is wind at your back."
Hire for Drive by @pmarca https://t.co/J4GnBmfAZM tweet
Offshore
Video
Startup Archive
Mark Zuckerberg on the best advice Peter Thiel ever gave him
“Peter was the person who told me this really pithy quote that, ‘In a world that’s changing so quickly, the biggest risk you can take is not taking any risk.’ And I really think that that is true.”
Mark continues:
“Whenever you get yourself into a position where you have to make some big shift in direction or do something, there are always people who are going to point to the downside risks of that decision — and locally they may be right. For any given decision you make, there’s upside and downside. But in aggregate, if you are stagnant and you don’t make those changes, then I think you’re guaranteed to fail and not catch up. So to some degree, I think it’s really right that, over time, the biggest risk you can take is to not take any risks.”
Video source: @ycombinator (2016)
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Mark Zuckerberg on the best advice Peter Thiel ever gave him
“Peter was the person who told me this really pithy quote that, ‘In a world that’s changing so quickly, the biggest risk you can take is not taking any risk.’ And I really think that that is true.”
Mark continues:
“Whenever you get yourself into a position where you have to make some big shift in direction or do something, there are always people who are going to point to the downside risks of that decision — and locally they may be right. For any given decision you make, there’s upside and downside. But in aggregate, if you are stagnant and you don’t make those changes, then I think you’re guaranteed to fail and not catch up. So to some degree, I think it’s really right that, over time, the biggest risk you can take is to not take any risks.”
Video source: @ycombinator (2016)
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Offshore
Photo
Stock Analysis Compilation
Rewey AM on Kyndryl Holdings, $KD US
Thesis: Kyndryl’s aggressive transformation and undervaluation signal 94% upside potential—learn why its focus on high-margin contracts is game-changing
(Extract from their Q3 letter) https://t.co/QbcWgn3F0c
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Rewey AM on Kyndryl Holdings, $KD US
Thesis: Kyndryl’s aggressive transformation and undervaluation signal 94% upside potential—learn why its focus on high-margin contracts is game-changing
(Extract from their Q3 letter) https://t.co/QbcWgn3F0c
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Offshore
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Ahmad Jivraj
10 quick things I learned this weekend that will make you smarter.
1) Many countries' stock markets are much more concentrated than the US markets. Did not know that!
cc @EugeneNg_VCap
https://t.co/h7M0hkiRxp
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10 quick things I learned this weekend that will make you smarter.
1) Many countries' stock markets are much more concentrated than the US markets. Did not know that!
cc @EugeneNg_VCap
https://t.co/h7M0hkiRxp
Many talk about the high concentration of stock in the US stock market.
However, there are far more countries with stock markets that are even more concentrated than the US's.
Context matters, perspectives matter, and don’t look at something in isolation. https://t.co/VKIGAaTuXt tweet