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Quiver Quantitative
RT @QuiverCongress: Democratic Senator Jon @ossoff has announced that he will vote for the Laken Riley Act. https://t.co/uGew9AfY3b
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RT @QuiverCongress: Democratic Senator Jon @ossoff has announced that he will vote for the Laken Riley Act. https://t.co/uGew9AfY3b
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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #105 with @john_khabbaz from Phoenician Capital.
John discusses his background as an entrepreneur, why he chose public markets over private equity, 2 stocks he's bullish on + much more...
https://t.co/IhmHn5Hl55 https://t.co/sAivdi8GC3
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FRESH OFF THE PRESS 🔥
Investor interview #105 with @john_khabbaz from Phoenician Capital.
John discusses his background as an entrepreneur, why he chose public markets over private equity, 2 stocks he's bullish on + much more...
https://t.co/IhmHn5Hl55 https://t.co/sAivdi8GC3
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Hidden Value Gems
China is the second best country in terms of improving consumer sentiment, ahead of US...just flagging this survey by AlixParnters https://t.co/C1fbbEohfz
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China is the second best country in terms of improving consumer sentiment, ahead of US...just flagging this survey by AlixParnters https://t.co/C1fbbEohfz
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Stock Analysis Compilation
Baron International Growth Fund on Contemporary Amperex Technology $2319 HK
Thesis: China Mengniu Dairy Co. Ltd. is a leading dairy company in China expected to gain market share and enhance shareholder returns, benefiting from stabilizing raw milk prices and attractive valuation amid skepticism towards consumer stocks.
(Extract from their Q3 letter)
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Baron International Growth Fund on Contemporary Amperex Technology $2319 HK
Thesis: China Mengniu Dairy Co. Ltd. is a leading dairy company in China expected to gain market share and enhance shareholder returns, benefiting from stabilizing raw milk prices and attractive valuation amid skepticism towards consumer stocks.
(Extract from their Q3 letter)
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Hidden Value Gems
Quite unexpected results.
Thank you for voting ! 🙏
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Quite unexpected results.
Thank you for voting ! 🙏
Something I have started considering and was wondering what smart people were doing.
Are you thinking of relocating to save on costs & taxes, improve lifestyle and other reasons?
- Yes
- No
- I have just relocated tweet
twitter.com
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Ahmad Jivraj
Wanna escape the corporate trap?
Learn to invest wisely
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Wanna escape the corporate trap?
Learn to invest wisely
Achieving true work/life balance requires escaping the corporate trap.
Here are 5 ways you can escape at any point in your career:
(thread) tweet
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Startup Archive
Sam Altman on how he thinks about OpenAI competitors
“I won’t say we totally ignore competitors. I think everybody pays a little bit of attention and there’s some value. It can give you some inspiration. But… I don’t spend a lot of time thinking about it. We’re just trying to figure out the next paradigm and the next great idea. If other people want to chase to where we are right now, I don’t think that’s going to be a great strategy.”
Sam continues:
“Once you know that something is possible and roughly how to do it, it always gets copied quickly. That’s not the hard part. The hard part is figuring out what it is and doing it first when you don’t know it’s possible. So we’ll keep doing that, and other people will keep copying where we’ve been.”
OpenAI controversy aside, I think this is genuinely good advice for any founder worrying about competitors copying their idea. If your competitors can copy you, you probably need to set more ambitious goals.
Perhaps Elon Musk put it best when he said:
“Patents are for the weak… They don’t actually help advance things. They just stop others from following you.”
Video source: @HarvardHBS (2024)
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Sam Altman on how he thinks about OpenAI competitors
“I won’t say we totally ignore competitors. I think everybody pays a little bit of attention and there’s some value. It can give you some inspiration. But… I don’t spend a lot of time thinking about it. We’re just trying to figure out the next paradigm and the next great idea. If other people want to chase to where we are right now, I don’t think that’s going to be a great strategy.”
Sam continues:
“Once you know that something is possible and roughly how to do it, it always gets copied quickly. That’s not the hard part. The hard part is figuring out what it is and doing it first when you don’t know it’s possible. So we’ll keep doing that, and other people will keep copying where we’ve been.”
OpenAI controversy aside, I think this is genuinely good advice for any founder worrying about competitors copying their idea. If your competitors can copy you, you probably need to set more ambitious goals.
Perhaps Elon Musk put it best when he said:
“Patents are for the weak… They don’t actually help advance things. They just stop others from following you.”
Video source: @HarvardHBS (2024)
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Hidden Value Gems
As a contrarian, I welcome pessimistic news ...but just back from holidays, now in the UK with temp around zero, Labour govt issues, pound, Trump & Musk ambitions, LA fires and so on - it just feels a bit too much...
Do you also find the newsflow more negative than usual, or is it just my psychology?🙄
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As a contrarian, I welcome pessimistic news ...but just back from holidays, now in the UK with temp around zero, Labour govt issues, pound, Trump & Musk ambitions, LA fires and so on - it just feels a bit too much...
Do you also find the newsflow more negative than usual, or is it just my psychology?🙄
tweet
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Stock Analysis Compilation
Baron Emerging Markets Fund on Samsung Biologics $207940 KS
Thesis: Samsung Biologics is positioned to benefit significantly from the growing demand for outsourced biopharmaceutical development and manufacturing services, driven by supply chain diversification and increased capacity investments.
(Extract from their Q3 letter)
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Baron Emerging Markets Fund on Samsung Biologics $207940 KS
Thesis: Samsung Biologics is positioned to benefit significantly from the growing demand for outsourced biopharmaceutical development and manufacturing services, driven by supply chain diversification and increased capacity investments.
(Extract from their Q3 letter)
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Hidden Value Gems
"Both [Tesla and BYD] generate similar revenues and offer a similar return on equity, but sales volume is growing twice as fast at BYD, which is rapidly expanding its share of the global market. Yet BYD stock sells at a PE ratio of 15, compared with around 120 for Tesla."
h/t Ruchir Sharma
$TSLA $BYDDF
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"Both [Tesla and BYD] generate similar revenues and offer a similar return on equity, but sales volume is growing twice as fast at BYD, which is rapidly expanding its share of the global market. Yet BYD stock sells at a PE ratio of 15, compared with around 120 for Tesla."
h/t Ruchir Sharma
$TSLA $BYDDF
Food for thought from Ruchir Sharma via @FT
🧵 👇🏼
Ten trends to watch in 2025
1️⃣ Return of the contrarians
History shows that the global economy and markets move in cycles, not straight trend lines. Contrarian investing is rooted in these patterns.
1/11 https://t.co/wkMwOKI2Lp tweet