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Quiver Quantitative
RT @QuiverCongress: We just received text from Representative Marjorie Taylor Greene's "Gulf of America" bill.
See below: https://t.co/eM1YCj4v1U
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RT @QuiverCongress: We just received text from Representative Marjorie Taylor Greene's "Gulf of America" bill.
See below: https://t.co/eM1YCj4v1U
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Dimitry Nakhla | Babylon Capital®
Evaluating a company solely by its return on invested capital isn’t sufficient.
The best companies to invest in are those operating in markets that are expanding.
This is crucial because growth opportunities amplify the advantages of high returns on invested capital.
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Evaluating a company solely by its return on invested capital isn’t sufficient.
The best companies to invest in are those operating in markets that are expanding.
This is crucial because growth opportunities amplify the advantages of high returns on invested capital.
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Hidden Value Gems
Some stock commentary from Terry Smith's 2025 Letter 🧵👇
New positions: $ATLKY $TXN
Sold: $DGE.L $MKC $AAPL
"Atlas Copco is a Swedish industrial company which makes compressors, vacuum equipment, electrical and pneumatic tools and which has three characteristics which we find attractive:
➡️it outsources much of the manufacturing so making it capital light which enhances returns;
➡️it is highly decentralised with over 600 operating entities which have considerable autonomy in addressing their local market; and
➡️there is a controlling stake held by the Wallenberg family vehicle which should lead to good long-term decision-making since they have been in business for 151 years this year."
1/9
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Some stock commentary from Terry Smith's 2025 Letter 🧵👇
New positions: $ATLKY $TXN
Sold: $DGE.L $MKC $AAPL
"Atlas Copco is a Swedish industrial company which makes compressors, vacuum equipment, electrical and pneumatic tools and which has three characteristics which we find attractive:
➡️it outsources much of the manufacturing so making it capital light which enhances returns;
➡️it is highly decentralised with over 600 operating entities which have considerable autonomy in addressing their local market; and
➡️there is a controlling stake held by the Wallenberg family vehicle which should lead to good long-term decision-making since they have been in business for 151 years this year."
1/9
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Stock Analysis Compilation
Bell AM on GMO Payment Gateway $4689 JP
Thesis: GMO Payment Gateway is a promising investment opportunity due to its strong growth history and favorable market conditions for cashless payments in Japan.
(Extract from their November letter) https://t.co/VtHkqQxuRd
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Bell AM on GMO Payment Gateway $4689 JP
Thesis: GMO Payment Gateway is a promising investment opportunity due to its strong growth history and favorable market conditions for cashless payments in Japan.
(Extract from their November letter) https://t.co/VtHkqQxuRd
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InsideArbitrage
RT @business: Mars is borrowing the equivalent of $1 billion through privately-placed bonds, sources say, as it begins to repay bank loans it took out to help buy foodmaker Kellanova https://t.co/Aur9U4jQo2
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RT @business: Mars is borrowing the equivalent of $1 billion through privately-placed bonds, sources say, as it begins to repay bank loans it took out to help buy foodmaker Kellanova https://t.co/Aur9U4jQo2
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Startup Archive
Jensen Huang: “VCs don’t invest in business plans”
When asked for advice on business plans and raising venture capital, Jensen tells the student audience at Stanford:
“VCs don’t invest in business plans… They invest in great people. And so the question is: do they trust you? Your reputation matters. Your history matters.”
He explains that a one of the key reasons Sequoia wrote the initial check into NVIDIA was because he had done great work with Andy Bechtolsheim, the founder of Sun.
Jensen also argues that you need to have a vision that’s “sufficiently large to invest in.” Because of the nature of the businesses VCs invest in, the odds of success are rather low.
“If they need to put in $10 million and the market is only $20 million, they’ll never get that $10 million back with a reasonable return.”
But market size is secondary to people:
“You might have to reinvent yourself over time, and if you want to reinvent yourself, you need to have great people. That’s why great people are so important.”
Video source: @StanfordOnline (2011)
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Jensen Huang: “VCs don’t invest in business plans”
When asked for advice on business plans and raising venture capital, Jensen tells the student audience at Stanford:
“VCs don’t invest in business plans… They invest in great people. And so the question is: do they trust you? Your reputation matters. Your history matters.”
He explains that a one of the key reasons Sequoia wrote the initial check into NVIDIA was because he had done great work with Andy Bechtolsheim, the founder of Sun.
Jensen also argues that you need to have a vision that’s “sufficiently large to invest in.” Because of the nature of the businesses VCs invest in, the odds of success are rather low.
“If they need to put in $10 million and the market is only $20 million, they’ll never get that $10 million back with a reasonable return.”
But market size is secondary to people:
“You might have to reinvent yourself over time, and if you want to reinvent yourself, you need to have great people. That’s why great people are so important.”
Video source: @StanfordOnline (2011)
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InsideArbitrage
Quanterix $QTRX to Acquire Akoya Biosciences $AKYA in an All-Stock Deal for $286.34 Million -
🧬Akoya shareholders will receive 0.318 shares of Quanterix common stock for each share of Akoya common stock they own.
🧬Akoya is valued at about $3.73 per share, representing a premium of 40.23% from the stock’s last close.
🧬The deal is expected to close in Q2 2025.
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Quanterix $QTRX to Acquire Akoya Biosciences $AKYA in an All-Stock Deal for $286.34 Million -
🧬Akoya shareholders will receive 0.318 shares of Quanterix common stock for each share of Akoya common stock they own.
🧬Akoya is valued at about $3.73 per share, representing a premium of 40.23% from the stock’s last close.
🧬The deal is expected to close in Q2 2025.
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InsideArbitrage
Brightcove $BCOV announced that the HSR Waiting Period for its merger with Bending Spoons expired on January 8, 2025. https://t.co/lfptdXtozK
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Brightcove $BCOV announced that the HSR Waiting Period for its merger with Bending Spoons expired on January 8, 2025. https://t.co/lfptdXtozK
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