Offshore
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Investing visuals
If you're interested in $AMD, here are 5 visuals you should know🧵👇
#1 - How $AMD makes money🫰 https://t.co/ifAXtqegZW
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If you're interested in $AMD, here are 5 visuals you should know🧵👇
#1 - How $AMD makes money🫰 https://t.co/ifAXtqegZW
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Offshore
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App Economy Insights
📊 This Week in Visuals:
🧴 Procter & Gamble $PG
💊 Johnson & Johnson $JNJ
💳 American Express $AXP
🦾 Intuitive Surgical $ISRG
⚙️ Texas Instrument $TXN
📱 Verizon $VZ
🏦 Charles Schwab $SCHW
⚡ GE Vernova $GEV
and more!
https://t.co/Lse7X9FRRn
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📊 This Week in Visuals:
🧴 Procter & Gamble $PG
💊 Johnson & Johnson $JNJ
💳 American Express $AXP
🦾 Intuitive Surgical $ISRG
⚙️ Texas Instrument $TXN
📱 Verizon $VZ
🏦 Charles Schwab $SCHW
⚡ GE Vernova $GEV
and more!
https://t.co/Lse7X9FRRn
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Offshore
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Stock Analysis Compilation
Nightview Capital on Meta (META) $META US
Thesis: Meta is a dominant force in global advertising, leveraging its extensive platform reach, AI advancements, and innovations in wearables to drive long-term growth.
(Extract from their Q4 letter) https://t.co/iNcAVFxahT
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Nightview Capital on Meta (META) $META US
Thesis: Meta is a dominant force in global advertising, leveraging its extensive platform reach, AI advancements, and innovations in wearables to drive long-term growth.
(Extract from their Q4 letter) https://t.co/iNcAVFxahT
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Offshore
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Startup Archive
Keith Rabois: “I tell founders not to worry about runway. Worry about lift.”
“If you think about lift in a plane context, a company is only valuable if you achieve lift. Runway is a tactic for achieving lift, and you may need to extend the runway so that you have more time to get lift. But unless you’re actually achieving lift with that extra time, it doesn’t help you.”
Keith continues:
“I hate when a founder is like, ‘I want to raise this much money because it gives me two years runway.’… That is a stupid way to think about your fundraising.”
Instead, founders should ask themselves what they need to achieve to achieve lift, and then work backwards from that.
When Keith invests at Khosla Ventures and Founders Fund, they write internal memos about the three key risks to the company. Usually you can’t achieve all three in one financing, so founders should be asking themselves, What’s the most important inflection? And then structure their financing to achieve that.
Keith advises founders that it’s ok to let their runway go very low if they feel like they’re approaching lift:
“A lot of founders get very bad advice like ‘Oh, you need to have this much runway or you won’t be able to raise money from strength.’ That’s nonsense. If you have traction - if you hit a viral coefficient of 1 with three months of runway - almost every VC on the planet knows how to invest in that company, and it will not be a problem.”
Video source: @khoslaventures (2024)
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Keith Rabois: “I tell founders not to worry about runway. Worry about lift.”
“If you think about lift in a plane context, a company is only valuable if you achieve lift. Runway is a tactic for achieving lift, and you may need to extend the runway so that you have more time to get lift. But unless you’re actually achieving lift with that extra time, it doesn’t help you.”
Keith continues:
“I hate when a founder is like, ‘I want to raise this much money because it gives me two years runway.’… That is a stupid way to think about your fundraising.”
Instead, founders should ask themselves what they need to achieve to achieve lift, and then work backwards from that.
When Keith invests at Khosla Ventures and Founders Fund, they write internal memos about the three key risks to the company. Usually you can’t achieve all three in one financing, so founders should be asking themselves, What’s the most important inflection? And then structure their financing to achieve that.
Keith advises founders that it’s ok to let their runway go very low if they feel like they’re approaching lift:
“A lot of founders get very bad advice like ‘Oh, you need to have this much runway or you won’t be able to raise money from strength.’ That’s nonsense. If you have traction - if you hit a viral coefficient of 1 with three months of runway - almost every VC on the planet knows how to invest in that company, and it will not be a problem.”
Video source: @khoslaventures (2024)
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Offshore
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App Economy Insights
🔥 Mega Earnings Week Ahead!
What are you watching?
• Monday: $LVMH, $SOFI, $T.
• Tuesday: $BA, $GM, $LMT, $SAP, $SBUX.
• Wednesday: $ASML, $IBM, $LRCX, $META, $MSFT, $NOW, $TMUS, $TSLA.
• Thursday: $AAPL, $APPF, $CMCSA, $INTC, $KLAC, $LUV, $MA, $SNY, $TEAM, $UPS, $V.
• Friday: $ABBV, $CVX.
Visualize all the key insights in our newsletter!
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🔥 Mega Earnings Week Ahead!
What are you watching?
• Monday: $LVMH, $SOFI, $T.
• Tuesday: $BA, $GM, $LMT, $SAP, $SBUX.
• Wednesday: $ASML, $IBM, $LRCX, $META, $MSFT, $NOW, $TMUS, $TSLA.
• Thursday: $AAPL, $APPF, $CMCSA, $INTC, $KLAC, $LUV, $MA, $SNY, $TEAM, $UPS, $V.
• Friday: $ABBV, $CVX.
Visualize all the key insights in our newsletter!
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Quiver Quantitative
Nancy Pelosi made $3.6M in the stock market this week, per our estimates.
We estimate that she is now worth $270M. https://t.co/VC70DyLCGH
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Nancy Pelosi made $3.6M in the stock market this week, per our estimates.
We estimate that she is now worth $270M. https://t.co/VC70DyLCGH
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “All past declines look like an opportunity, all future declines look like a risk”
— Morgan Housel 🗣️📚
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RT @DimitryNakhla: “All past declines look like an opportunity, all future declines look like a risk”
— Morgan Housel 🗣️📚
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Warren Davidson has introduced legislation to require the CBO to make publicly available the models used for bill cost estimates.
Do you support this?
Poll below. https://t.co/W2nE9P9C4B
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RT @QuiverCongress: JUST IN: Representative Warren Davidson has introduced legislation to require the CBO to make publicly available the models used for bill cost estimates.
Do you support this?
Poll below. https://t.co/W2nE9P9C4B
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Offshore
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Stock Analysis Compilation
Nightview Capital on MGM Resorts $MGM US
Thesis: MGM Resorts is transforming its business model by prioritizing luxury experiences and global expansion, making it a leader in the hospitality sector.
(Extract from their Q4 letter) https://t.co/DZB2MTTsOC
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Nightview Capital on MGM Resorts $MGM US
Thesis: MGM Resorts is transforming its business model by prioritizing luxury experiences and global expansion, making it a leader in the hospitality sector.
(Extract from their Q4 letter) https://t.co/DZB2MTTsOC
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