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Quiver Quantitative
Nancy Pelosi disclosing millions of dollar of trades today: https://t.co/TwZhXwwsZl
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Nancy Pelosi disclosing millions of dollar of trades today: https://t.co/TwZhXwwsZl
Donald Trump's net worth has risen by $52B (on paper) since launching his memecoin, per our estimates.
That is approximately 200 Pelosis of net worth: https://t.co/zi9myT92SA tweet
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Startup Archive
Naval Ravikant’s advice to startup founders: “You only have to be right once”
Naval reflects on how it took 13 years after starting his first startup before eventually succeeding with AngelList (valued at $4.1B in 2022).
“Entrepreneurial ventures fail all the time. Most of my companies failed. I actually started seven companies, and I’ve launched about 40 or 50 projects over my career. And AngelList is the first one that I would truly say is product, market, entrepreneur fit for me that might succeed down the road.”
He tells the audience:
“It’s a low hit rate over your career, but you only have to be right once… So just keep trying, just keep iterating… a lot of it is market timing and you learn a lot of lessons.”
One of my favorite quotes on this topic comes from Sam Altman:
“’I will fail many times, and I will be really right once’ is the entrepreneurs’ way. You have to give yourself a lot of chances to get lucky.”
Video source: @twistartups @jason (2013)
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Naval Ravikant’s advice to startup founders: “You only have to be right once”
Naval reflects on how it took 13 years after starting his first startup before eventually succeeding with AngelList (valued at $4.1B in 2022).
“Entrepreneurial ventures fail all the time. Most of my companies failed. I actually started seven companies, and I’ve launched about 40 or 50 projects over my career. And AngelList is the first one that I would truly say is product, market, entrepreneur fit for me that might succeed down the road.”
He tells the audience:
“It’s a low hit rate over your career, but you only have to be right once… So just keep trying, just keep iterating… a lot of it is market timing and you learn a lot of lessons.”
One of my favorite quotes on this topic comes from Sam Altman:
“’I will fail many times, and I will be really right once’ is the entrepreneurs’ way. You have to give yourself a lot of chances to get lucky.”
Video source: @twistartups @jason (2013)
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Quiver Quantitative
This is what stood out to me the most from Pelosi's new trades.
She bought call options in a company called Tempus AI, $TEM.
It’s a health tech company, that is working on an AI assistant for physicians.
This is the first time we have seen a politician trade the stock, and it has a market cap of less than $6B.
tweet
This is what stood out to me the most from Pelosi's new trades.
She bought call options in a company called Tempus AI, $TEM.
It’s a health tech company, that is working on an AI assistant for physicians.
This is the first time we have seen a politician trade the stock, and it has a market cap of less than $6B.
tweet
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Stock Analysis Compilation
REQ on Ametek $AME US
Thesis: Ametek is a highly successful company specializing in niche-engineered products with a decentralized structure and a strong track record of growth and profitability across various industries.
(Extract from their Q4 letter) https://t.co/HDQFxWP9bX
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REQ on Ametek $AME US
Thesis: Ametek is a highly successful company specializing in niche-engineered products with a decentralized structure and a strong track record of growth and profitability across various industries.
(Extract from their Q4 letter) https://t.co/HDQFxWP9bX
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Ahmad Jivraj
It is happening…
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It is happening…
Notable pocket pivots across the China sector last week $FUTU $TIGR $JD $BABA https://t.co/y5fGGCJ4lO tweet
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Quiver Quantitative
RT @QuiverCongress: BREAKING: The Senate just passed the Laken Riley Act, introduced by @SenKatieBritt https://t.co/YWzcZt6B9E
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RT @QuiverCongress: BREAKING: The Senate just passed the Laken Riley Act, introduced by @SenKatieBritt https://t.co/YWzcZt6B9E
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Capital Employed
54 Q4 fund letters now added.
Excellent performances by many emerging managers.
Lots of great insights and potential investment ideas too 👇
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54 Q4 fund letters now added.
Excellent performances by many emerging managers.
Lots of great insights and potential investment ideas too 👇
Q4 2024 Fund Letters Round-Up has just been published.
Some amazing annual performances. One fund achieved a 101% return 😲
https://t.co/Dndl7wcMwK https://t.co/unsqIkpdep tweet