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Quiver Quantitative
Representatives Brian Fitzpatrick, Alexandria Ocasio-Cortez, Cory Mills, and Raja Krishnamoorthi just introduced legislation to ban congressional stock trading.
We haven't seen any of these members trade any stock while in office. https://t.co/wDXKuvesXV
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Representatives Brian Fitzpatrick, Alexandria Ocasio-Cortez, Cory Mills, and Raja Krishnamoorthi just introduced legislation to ban congressional stock trading.
We haven't seen any of these members trade any stock while in office. https://t.co/wDXKuvesXV
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AkhenOsiris
You must be so disappointed @trader_53 😂
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You must be so disappointed @trader_53 😂
$W | Wayfair To Exit German Market, Effective Immediately - LiveSquawktweet
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Stock Analysis Compilation
Baron Fifth Avenue Growth Fund on Taiwan Semiconductor Manufacturing $TSM US
Thesis: Taiwan Semiconductor Manufacturing Company Limited (TSMC) is a leading semiconductor foundry with over 60% market share, poised for strong double-digit earnings growth driven by AI demand and technological advancements.
(Extract from their Q3 letter)
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Baron Fifth Avenue Growth Fund on Taiwan Semiconductor Manufacturing $TSM US
Thesis: Taiwan Semiconductor Manufacturing Company Limited (TSMC) is a leading semiconductor foundry with over 60% market share, poised for strong double-digit earnings growth driven by AI demand and technological advancements.
(Extract from their Q3 letter)
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App Economy Insights
Warren Buffett would put 90% of his wife’s inheritance in one ETF.
💡 WTF is an ETF?
These low-cost funds are taking over investing.
See what’s inside, who runs the show, and why costs matter.
https://t.co/QeGX2jzAQE
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Warren Buffett would put 90% of his wife’s inheritance in one ETF.
💡 WTF is an ETF?
These low-cost funds are taking over investing.
See what’s inside, who runs the show, and why costs matter.
https://t.co/QeGX2jzAQE
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Startup Archive
Marc Andreessen: Every innovator “eventually starts to like the taste of their own blood”
“Once something works, the stories get retconned and adapted to say ‘it was inevitable all along’, ‘everybody always knew this was a good idea’. The person has won all these awards and society embraces them. But invariably, if you were with them when they were actually doing the work—or you get a couple of drinks into them and talk about it, they’ll be like: ‘no, that’s not how it happened at all.’”
Marc continues:
“They faced a wall of skepticism—basically a wall of social denial: ‘no, this is not going to work’, ‘no, I’m not going to join your lab’, ‘no, I’m not going to come work for your company’, ‘no, I’m not going to buy your product’, ‘no, I’m not going to meet with you.’”
All entrepreneurs, Marc says, get tremendous social resistance with very little positive feedback from your peers. And successful innovators “need to be able to deal with social discomfort to the level of ostracism, or at some point, they’re just going to get shaken out and quit.”
When asked how these people deal with it, Marc responds with the famous line from Sean Parker:
“Being an entrepreneur is like getting punched in the face over and over again. Eventually you start to like the taste of your own blood.”
Marc likes this line because it gives you a sense of how painful the process actually is:
“If you talk to any entrepreneur who has been through it, they’re like ‘oh yeah’, that’s exactly what it’s like… If you’re just getting universally negative responses, very few people have the ego strength to survive that for years.”
And argues that there’s a huge advantage to clustering:
“Throughout history you’ve had this clustering effect. You had clustering of the great artists and sculptors in Renaissance Florence. You had the clustering of the philosophers of Greece. You have the clustering of tech people in Silicon Valley. You have the clustering of the creative arts—movie and TV people—in Los Angeles. And so forth. There’s always a scene and a nexus where people come together.”
Having said that, clustering does have downsides:
“You put any group of people together and you do start to get group think—even among people who are very disagreeable.”
Video source: @hubermanlab (2023)
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Marc Andreessen: Every innovator “eventually starts to like the taste of their own blood”
“Once something works, the stories get retconned and adapted to say ‘it was inevitable all along’, ‘everybody always knew this was a good idea’. The person has won all these awards and society embraces them. But invariably, if you were with them when they were actually doing the work—or you get a couple of drinks into them and talk about it, they’ll be like: ‘no, that’s not how it happened at all.’”
Marc continues:
“They faced a wall of skepticism—basically a wall of social denial: ‘no, this is not going to work’, ‘no, I’m not going to join your lab’, ‘no, I’m not going to come work for your company’, ‘no, I’m not going to buy your product’, ‘no, I’m not going to meet with you.’”
All entrepreneurs, Marc says, get tremendous social resistance with very little positive feedback from your peers. And successful innovators “need to be able to deal with social discomfort to the level of ostracism, or at some point, they’re just going to get shaken out and quit.”
When asked how these people deal with it, Marc responds with the famous line from Sean Parker:
“Being an entrepreneur is like getting punched in the face over and over again. Eventually you start to like the taste of your own blood.”
Marc likes this line because it gives you a sense of how painful the process actually is:
“If you talk to any entrepreneur who has been through it, they’re like ‘oh yeah’, that’s exactly what it’s like… If you’re just getting universally negative responses, very few people have the ego strength to survive that for years.”
And argues that there’s a huge advantage to clustering:
“Throughout history you’ve had this clustering effect. You had clustering of the great artists and sculptors in Renaissance Florence. You had the clustering of the philosophers of Greece. You have the clustering of tech people in Silicon Valley. You have the clustering of the creative arts—movie and TV people—in Los Angeles. And so forth. There’s always a scene and a nexus where people come together.”
Having said that, clustering does have downsides:
“You put any group of people together and you do start to get group think—even among people who are very disagreeable.”
Video source: @hubermanlab (2023)
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Companies often buy back their stock at high prices during economic booms and too little during downturns, which destroys rather than creates shareholder value ‼️
— “Quality Investing: Owning the Best Companies for the Long Term” Page 17 📖 https://t.co/2nlAe3Oi6w
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RT @DimitryNakhla: Companies often buy back their stock at high prices during economic booms and too little during downturns, which destroys rather than creates shareholder value ‼️
— “Quality Investing: Owning the Best Companies for the Long Term” Page 17 📖 https://t.co/2nlAe3Oi6w
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Startup Archive
RT @dsiroker: I am starting to like the taste of my own blood
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RT @dsiroker: I am starting to like the taste of my own blood
Marc Andreessen: Every innovator “eventually starts to like the taste of their own blood”
“Once something works, the stories get retconned and adapted to say ‘it was inevitable all along’, ‘everybody always knew this was a good idea’. The person has won all these awards and society embraces them. But invariably, if you were with them when they were actually doing the work—or you get a couple of drinks into them and talk about it, they’ll be like: ‘no, that’s not how it happened at all.’”
Marc continues:
“They faced a wall of skepticism—basically a wall of social denial: ‘no, this is not going to work’, ‘no, I’m not going to join your lab’, ‘no, I’m not going to come work for your company’, ‘no, I’m not going to buy your product’, ‘no, I’m not going to meet with you.’”
All entrepreneurs, Marc says, get tremendous social resistance with very little positive feedback from your peers. And successful innovators “need to be able to deal with social discomfort to the level of ostracism, or at some point, they’re just going to get shaken out and quit.”
When asked how these people deal with it, Marc responds with the famous line from Sean Parker:
“Being an entrepreneur is like getting punched in the face over and over again. Eventually you start to like the taste of your own blood.”
Marc likes this line because it gives you a sense of how painful the process actually is:
“If you talk to any entrepreneur who has been through it, they’re like ‘oh yeah’, that’s exactly what it’s like… If you’re just getting universally negative responses, very few people have the ego strength to survive that for years.”
And argues that there’s a huge advantage to clustering:
“Throughout history you’ve had this clustering effect. You had clustering of the great artists and sculptors in Renaissance Florence. You had the clustering of the philosophers of Greece. You have the clustering of tech people in Silicon Valley. You have the clustering of the creative arts—movie and TV people—in Los Angeles. And so forth. There’s always a scene and a nexus where people come together.”
Having said that, clustering does have downsides:
“You put any group of people together and you do start to get group think—even among people who are very disagreeable.”
Video source: @hubermanlab (2023) tweet
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Quiver Quantitative
JUST IN: The Supreme Court has signaled that is is likely to uphold the US TikTok ban.
Facebook, $META, spent $5.9M on lobbying last quarter.
They are on pace to shatter their record for annual lobbying spending.
We will receive Q4 data later this month: https://t.co/c1uFZxF9AG
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JUST IN: The Supreme Court has signaled that is is likely to uphold the US TikTok ban.
Facebook, $META, spent $5.9M on lobbying last quarter.
They are on pace to shatter their record for annual lobbying spending.
We will receive Q4 data later this month: https://t.co/c1uFZxF9AG
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