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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative @ZachNunn just introduced legislation that says it would:
- Ban insider trading by Congress
- Extend the ban on members becoming lobbyists
- Repeal pay raises for members of Congress
Follow here for updates: https://t.co/FlLIubWCu6
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RT @QuiverCongress: JUST IN: Representative @ZachNunn just introduced legislation that says it would:
- Ban insider trading by Congress
- Extend the ban on members becoming lobbyists
- Repeal pay raises for members of Congress
Follow here for updates: https://t.co/FlLIubWCu6
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Offshore
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Quiver Quantitative
RT @QuiverCongress: JUST IN: @RepDavidRouzer has introduced legislation to abolish the Department of Education.
Follow here for updates: https://t.co/6Ae429ZLEz
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RT @QuiverCongress: JUST IN: @RepDavidRouzer has introduced legislation to abolish the Department of Education.
Follow here for updates: https://t.co/6Ae429ZLEz
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Offshore
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Quiver Quantitative
Look at this graph.
We published this report on politicians' purchase of DT Midstream stock back in June.
$DTM has now risen 70% since the trade was made. https://t.co/FutKxo8MrI
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Look at this graph.
We published this report on politicians' purchase of DT Midstream stock back in June.
$DTM has now risen 70% since the trade was made. https://t.co/FutKxo8MrI
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Offshore
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InsideArbitrage
The merger of Arch Resources $ARCH with Consol Energy $CEIX was completed on January 14, 2025. It took 146 days for the deal to be completed. https://t.co/pRaJhMqIzd
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The merger of Arch Resources $ARCH with Consol Energy $CEIX was completed on January 14, 2025. It took 146 days for the deal to be completed. https://t.co/pRaJhMqIzd
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Offshore
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App Economy Insights
🤖 CES 2025, the world's biggest tech expo, just wrapped up in Las Vegas.
From NVIDIA to AMD, Intel, Samsung, Sony, and LG—here’s a visual breakdown of the biggest announcements and their business impact.
https://t.co/TlNHnKAMbE
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🤖 CES 2025, the world's biggest tech expo, just wrapped up in Las Vegas.
From NVIDIA to AMD, Intel, Samsung, Sony, and LG—here’s a visual breakdown of the biggest announcements and their business impact.
https://t.co/TlNHnKAMbE
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Offshore
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Stock Analysis Compilation
Baron Global Advantage Fund on Illumina $ILMN US
Thesis: Illumina, Inc. is a dominant provider of next-generation sequencing instruments and consumables, poised for double-digit growth by reducing sequencing costs and offering an integrated workflow ecosystem in genetic analysis.
(Extract from their Q3 letter)
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Baron Global Advantage Fund on Illumina $ILMN US
Thesis: Illumina, Inc. is a dominant provider of next-generation sequencing instruments and consumables, poised for double-digit growth by reducing sequencing costs and offering an integrated workflow ecosystem in genetic analysis.
(Extract from their Q3 letter)
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Offshore
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Quiver Quantitative
RT @QuiverCongress: Representative Marjorie Taylor Greene has introduced a resolution, pushing for the government to drop all charges against Edward Snowden. https://t.co/KeV5HCCCk1
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RT @QuiverCongress: Representative Marjorie Taylor Greene has introduced a resolution, pushing for the government to drop all charges against Edward Snowden. https://t.co/KeV5HCCCk1
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Dimitry Nakhla | Babylon Capital®
RT @long_equity: Two things you can do to become a better investor:
1. Limit the number of companies you own
2. Limit how frequently you trade
This forces you to:
1. Only own your best ideas
2. Accept there will always opportunities you miss out on
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RT @long_equity: Two things you can do to become a better investor:
1. Limit the number of companies you own
2. Limit how frequently you trade
This forces you to:
1. Only own your best ideas
2. Accept there will always opportunities you miss out on
tweet
Offshore
Video
Startup Archive
Jeff Bezos explains the difference between one-way door decisions and two-way door decisions
In the simplest terms, a “two-way door decision” is one that’s easy to reverse, and a “one-way door decision” is one that’s impossible or very costly to reverse.
As Jeff explains:
“[One-way door decisions] have to be made very deliberately and very carefully. If you can think of yet another way to analyze the decision, you should slow down and do that.”
He uses choosing which propellants to use in a rocket engine at Blue Origin as an example of a one-way door decision. However, most decisions are not consequential, hard-to-reverse decisions like this. And if you treat every decision—even the easily reversible ones—like one-way door decisions, you’re going to unnecessarily slow down your company.
“What can happen is that you have a one-size fits-all decision-making process where you end up using the heavyweight process on all decisions, including the lightweight, two-way door decisions. Two-way door decisions should mostly be made by single individuals or by very small teams deep in the organization. And one-way door decisions are the ones that should be elevated up to the senior-most executives who should slow them down and make sure that the right thing is being done.”
Video source: @lexfridman (2023)
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Jeff Bezos explains the difference between one-way door decisions and two-way door decisions
In the simplest terms, a “two-way door decision” is one that’s easy to reverse, and a “one-way door decision” is one that’s impossible or very costly to reverse.
As Jeff explains:
“[One-way door decisions] have to be made very deliberately and very carefully. If you can think of yet another way to analyze the decision, you should slow down and do that.”
He uses choosing which propellants to use in a rocket engine at Blue Origin as an example of a one-way door decision. However, most decisions are not consequential, hard-to-reverse decisions like this. And if you treat every decision—even the easily reversible ones—like one-way door decisions, you’re going to unnecessarily slow down your company.
“What can happen is that you have a one-size fits-all decision-making process where you end up using the heavyweight process on all decisions, including the lightweight, two-way door decisions. Two-way door decisions should mostly be made by single individuals or by very small teams deep in the organization. And one-way door decisions are the ones that should be elevated up to the senior-most executives who should slow them down and make sure that the right thing is being done.”
Video source: @lexfridman (2023)
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