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Startup Archive
Paul Graham explains his rule of thumb for when to launch your product
“The risk of launching early is not as great as the risk of launching late… So you’ve got to have a good rule of thumb about when to launch. And my rule of thumb is launch as soon as you have a quantum of utility, which means as soon as there’s one person in the world who is glad you launched because now they can do something that they couldn’t do.”
He continues:
“If you have something that if you launched it, no one would be happy, then you’re not ready to launch… [But] if there’s 10 people who are super excited and nobody else cares, totally launch. That’s perfectly fine. That’s great.”
Video source: @ycombinator (2018)
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Paul Graham explains his rule of thumb for when to launch your product
“The risk of launching early is not as great as the risk of launching late… So you’ve got to have a good rule of thumb about when to launch. And my rule of thumb is launch as soon as you have a quantum of utility, which means as soon as there’s one person in the world who is glad you launched because now they can do something that they couldn’t do.”
He continues:
“If you have something that if you launched it, no one would be happy, then you’re not ready to launch… [But] if there’s 10 people who are super excited and nobody else cares, totally launch. That’s perfectly fine. That’s great.”
Video source: @ycombinator (2018)
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Offshore
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Stock Analysis Compilation
Alluvial on Bahnhof AB $BAHNB SS
Thesis: Bahnhof AB is a highly efficient Swedish internet service provider with impressive revenue growth and negative working capital that supports its investment needs.
(Extract from their Q3 letter) https://t.co/8EUQ0esuoG
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Alluvial on Bahnhof AB $BAHNB SS
Thesis: Bahnhof AB is a highly efficient Swedish internet service provider with impressive revenue growth and negative working capital that supports its investment needs.
(Extract from their Q3 letter) https://t.co/8EUQ0esuoG
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Offshore
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InsideArbitrage
The InsideArbitrage Buyback Wednesdays is out!
"Dave & Buster’s Spins the Wheel With a $100 Million Stock Repurchase"
👉 Full Article link in the final tweet!
🧵1/n https://t.co/58bXRgD56j
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The InsideArbitrage Buyback Wednesdays is out!
"Dave & Buster’s Spins the Wheel With a $100 Million Stock Repurchase"
👉 Full Article link in the final tweet!
🧵1/n https://t.co/58bXRgD56j
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Hidden Value Gems
Will EU sanction US businessmen and freeze US assets in Europe ? 🤔
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Will EU sanction US businessmen and freeze US assets in Europe ? 🤔
JUST IN - European Union will "not tolerate" a takeover of Greenland by the United States: France warned Trump against threatening the bloc's "sovereign borders" — Telegraph tweet
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative David Schweikert just introduced legislation to let authorized AI models prescribe drugs.
Follow here for updates. https://t.co/bjrDgI7Zez
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RT @QuiverCongress: JUST IN: Representative David Schweikert just introduced legislation to let authorized AI models prescribe drugs.
Follow here for updates. https://t.co/bjrDgI7Zez
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Investing visuals
Palantir $PLTR quarterly revenue per employee is $192.000 as of Q3 '24 and the highest it's ever been.
That's $768.000 on a yearly basis🤯 https://t.co/C2uuzQA8ag
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Palantir $PLTR quarterly revenue per employee is $192.000 as of Q3 '24 and the highest it's ever been.
That's $768.000 on a yearly basis🤯 https://t.co/C2uuzQA8ag
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Quiver Quantitative
JUST IN: Representative Virginia Foxx just disclosed a sale of up to $100K of stock in Pembina Pipeline, $PBA.
$PBA is a Canadian pipeline company.
Probably bearish for trade between the US and Canada. https://t.co/wGXkoGFrQw
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JUST IN: Representative Virginia Foxx just disclosed a sale of up to $100K of stock in Pembina Pipeline, $PBA.
$PBA is a Canadian pipeline company.
Probably bearish for trade between the US and Canada. https://t.co/wGXkoGFrQw
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InsideArbitrage
Transcarent to Acquire Accolade $ACCD for $621 Million -
✴️Transcarent will acquire Accolade for $7.03 per share in cash, representing a premium of 109.85% from the stock’s last close.
✴️Once the acquisition is completed, expected in Q2 2025, Accolade will become a privately owned company.
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Transcarent to Acquire Accolade $ACCD for $621 Million -
✴️Transcarent will acquire Accolade for $7.03 per share in cash, representing a premium of 109.85% from the stock’s last close.
✴️Once the acquisition is completed, expected in Q2 2025, Accolade will become a privately owned company.
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Stock Analysis Compilation
Hedge funds' best ideas #26 is in your inbox 🔥
(link in bio)
Includes links to the Q3 letters & articles from Artisan Partners / Hotchkis & Wiley / Liontrust / Madison funds / Mar Vista / Mayar Capital / Newbridge AM / Orbis / Parnassus / Perritt CM / Polen Capital / Rewey AM / Riverwater Partners / Royal London AM / Royce IP / RS Investments / THB AM
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Hedge funds' best ideas #26 is in your inbox 🔥
(link in bio)
Includes links to the Q3 letters & articles from Artisan Partners / Hotchkis & Wiley / Liontrust / Madison funds / Mar Vista / Mayar Capital / Newbridge AM / Orbis / Parnassus / Perritt CM / Polen Capital / Rewey AM / Riverwater Partners / Royal London AM / Royce IP / RS Investments / THB AM
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