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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
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Stock Analysis Compilation
Greenwood Investors on CTT $CTT PL
Thesis: CTT is poised for significant growth in the logistics sector due to its differentiated business model, strong cross-border customs and fulfillment capabilities, and competitive advantages over market rivals.
(Extract from their Q4 letter)
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Greenwood Investors on CTT $CTT PL
Thesis: CTT is poised for significant growth in the logistics sector due to its differentiated business model, strong cross-border customs and fulfillment capabilities, and competitive advantages over market rivals.
(Extract from their Q4 letter)
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Hidden Value Gems
Not a fan of chasing headlines, but I think there is a point here ...👇
"The combination of rising annual interest payments, which have already topped £100bn a year, and the need to roll over debt at higher borrowing costs, created the risk of a self-reinforcing cycle."
This “looks like a debt death spiral in the making because it will either require more borrowing to service the debt that will have to be serviced, squeeze out other spending, or require more taxes”, said Dalio in an interview.
via @FT
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Not a fan of chasing headlines, but I think there is a point here ...👇
"The combination of rising annual interest payments, which have already topped £100bn a year, and the need to roll over debt at higher borrowing costs, created the risk of a self-reinforcing cycle."
This “looks like a debt death spiral in the making because it will either require more borrowing to service the debt that will have to be serviced, squeeze out other spending, or require more taxes”, said Dalio in an interview.
via @FT
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InsideArbitrage
RT @listingtrack: Here’s a rundown of companies that, over the past week, were rumored to IPO or announced their intention to go public:
• eToro: Filed confidentially for an IPO that could happen as soon as Q2.
• Honeywell $HON: Plans to spin off its aerospace and defense business, potentially announcing as early as February with its Q4 earnings release.
• DuPont $DD: Opted not to spin off its Water segment but is moving forward with the spinoff of its Electronics segment, targeting Nov 1, 2025.
• Agrovision: A berry grower working with Goldman Sachs for an IPO as soon as June.
• Inceptio Technology: A Chinese autonomous truck company considering an IPO.
• Decoy Therapeutics: AI biotech planning a reverse merger with Salarius Pharmaceuticals $SLRX.
• Rokt: E-commerce marketing company targeting an IPO in the first half of 2026.
• Anduril: Plans to IPO after proving out some of their big bets. The company aims to complete the construction of its military drone/autonomous aircraft plant and start production by mid-2026.
• Plaid: No plans for a 2025 IPO.
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RT @listingtrack: Here’s a rundown of companies that, over the past week, were rumored to IPO or announced their intention to go public:
• eToro: Filed confidentially for an IPO that could happen as soon as Q2.
• Honeywell $HON: Plans to spin off its aerospace and defense business, potentially announcing as early as February with its Q4 earnings release.
• DuPont $DD: Opted not to spin off its Water segment but is moving forward with the spinoff of its Electronics segment, targeting Nov 1, 2025.
• Agrovision: A berry grower working with Goldman Sachs for an IPO as soon as June.
• Inceptio Technology: A Chinese autonomous truck company considering an IPO.
• Decoy Therapeutics: AI biotech planning a reverse merger with Salarius Pharmaceuticals $SLRX.
• Rokt: E-commerce marketing company targeting an IPO in the first half of 2026.
• Anduril: Plans to IPO after proving out some of their big bets. The company aims to complete the construction of its military drone/autonomous aircraft plant and start production by mid-2026.
• Plaid: No plans for a 2025 IPO.
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Offshore
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Startup Archive
Scott Belsky on what he learned from Garrett Camp coming up with the positioning for Uber
Scott recalls working on his startup Behance while doing some product advising for Garrett Camp who had just re-acquired his company StumbleUpon from eBay in 2007.
“We’re sitting down and StumbleUpon and Behance are doing a partnership. [Garrett] whips out this notebook, and he’s like ‘I’m working on this side project that helps people summon a limo car.’ And I’m like: ‘You just bought your company back from eBay! You’re an entrepreneur. Aren’t we supposed to be focused on one company at a time?’”
But Garrett had this vision for a company he called UberCab. And Scott remembers in the early days that Garrett was having a hard time figuring out how to position it.
“He was thinking about whether the brand narrative should be ‘Everyone’s taxi’ or ‘Everyone’s private driver.’”
Ultimately they went with the “Everyone’s private driver” positioning. They wanted it to be an aspirational good and positioned it as something only rich people could afford.
Scott believes there’s a valuable product lesson here:
“I believe we as consumers always want that. We always want special treatment. We always want to feel special. We want to be known. When you come into a restaurant and they remember your favorite drink or they remember your allergies, that’s an amazing sensation.”
He points to the hospitality industry as a space where creating an experience like this is a huge part of the value proposition. And it’s now becoming possible for all companies to offer an experience like this with AI.
“We have this opportunity now today with agents, modern browsers, and AI to be known wherever we go. The fact that we go to a website that still asks our gender and what size our shoe is and all this stuff is just crazy to me. Why would we not be known everywhere we go? The information’s there, and in fact, I want everyone to know my shoe size if they’re in the shoe business. And I want every restaurant to know that I’m a vegetarian… I think there’s this opportunity to have a hyper-personalized world… and a lot of the great brand moments are feeling special as a service.”
Video source: @southpkcommons (2025)
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Scott Belsky on what he learned from Garrett Camp coming up with the positioning for Uber
Scott recalls working on his startup Behance while doing some product advising for Garrett Camp who had just re-acquired his company StumbleUpon from eBay in 2007.
“We’re sitting down and StumbleUpon and Behance are doing a partnership. [Garrett] whips out this notebook, and he’s like ‘I’m working on this side project that helps people summon a limo car.’ And I’m like: ‘You just bought your company back from eBay! You’re an entrepreneur. Aren’t we supposed to be focused on one company at a time?’”
But Garrett had this vision for a company he called UberCab. And Scott remembers in the early days that Garrett was having a hard time figuring out how to position it.
“He was thinking about whether the brand narrative should be ‘Everyone’s taxi’ or ‘Everyone’s private driver.’”
Ultimately they went with the “Everyone’s private driver” positioning. They wanted it to be an aspirational good and positioned it as something only rich people could afford.
Scott believes there’s a valuable product lesson here:
“I believe we as consumers always want that. We always want special treatment. We always want to feel special. We want to be known. When you come into a restaurant and they remember your favorite drink or they remember your allergies, that’s an amazing sensation.”
He points to the hospitality industry as a space where creating an experience like this is a huge part of the value proposition. And it’s now becoming possible for all companies to offer an experience like this with AI.
“We have this opportunity now today with agents, modern browsers, and AI to be known wherever we go. The fact that we go to a website that still asks our gender and what size our shoe is and all this stuff is just crazy to me. Why would we not be known everywhere we go? The information’s there, and in fact, I want everyone to know my shoe size if they’re in the shoe business. And I want every restaurant to know that I’m a vegetarian… I think there’s this opportunity to have a hyper-personalized world… and a lot of the great brand moments are feeling special as a service.”
Video source: @southpkcommons (2025)
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InsideArbitrage
The European Commission announced that it has cleared the acquisition of Barnes Group $B by Apollo Global Management $APO
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The European Commission announced that it has cleared the acquisition of Barnes Group $B by Apollo Global Management $APO
Barnes Group $B filed the notification with the European Commission for the acquisition by Apollo Global Management $APO.
The Commission has set January 31, 2025, as the provisional deadline for its decision. tweet