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Startup Archive
Ben Horowitz on why Al Davis's "nobody cares" advice to Bill Parcells might be "the best CEO advice ever":
"When things go wrong in your company, nobody cares. The press doesn’t care, your investors don’t care, your board doesn’t care, your employees don’t care, even your mama doesn’t care. Nobody cares.
And they are right not to care. A great reason for failing won’t preserve one dollar for your investors, won’t save one employee’s job, or get you one new customer. It especially won’t make you feel one bit better when you shut down your company and declare bankruptcy.
All the mental energy that you use to elaborate your misery would be far better used trying to find the one, seemingly impossible way out of your current mess. It’s best to spend zero time on what you could have done and all of your time on what you might do. Because in the end, nobody cares, just run your company."
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Ben Horowitz on why Al Davis's "nobody cares" advice to Bill Parcells might be "the best CEO advice ever":
"When things go wrong in your company, nobody cares. The press doesn’t care, your investors don’t care, your board doesn’t care, your employees don’t care, even your mama doesn’t care. Nobody cares.
And they are right not to care. A great reason for failing won’t preserve one dollar for your investors, won’t save one employee’s job, or get you one new customer. It especially won’t make you feel one bit better when you shut down your company and declare bankruptcy.
All the mental energy that you use to elaborate your misery would be far better used trying to find the one, seemingly impossible way out of your current mess. It’s best to spend zero time on what you could have done and all of your time on what you might do. Because in the end, nobody cares, just run your company."
Nobody Cares by @bhorowitz https://t.co/Eu0yA9rlfJ tweet
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Stock Analysis Compilation
Platinium AM on Uber $UBER US
Thesis: Uber is well-positioned to thrive in the autonomous vehicle market despite current competition, leveraging its existing business expertise as a cooperative partner for Waymo and Tesla.
(Extract from their Q4 letter) https://t.co/Y0ZgprBMhI
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Platinium AM on Uber $UBER US
Thesis: Uber is well-positioned to thrive in the autonomous vehicle market despite current competition, leveraging its existing business expertise as a cooperative partner for Waymo and Tesla.
(Extract from their Q4 letter) https://t.co/Y0ZgprBMhI
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Startup Archive
Jony Ive: “You have to reject reason to innovate”
“If it hasn’t been done and it’s of value, there’s really good reasons it’s not been done. And so when you’re confronted with those reasons, you’ve got two choices. You can say, ‘Oh, that’s a very good reason, I’m sorry for bothering you.’ Or you can say, ‘I don’t believe that. I’m going to find out more.’”
Jony Ive continues:
“George Bernard Shaw talked bout how you have to reject reason to innovate. You have to say, ‘We understand. This is all very reasonable. But I’m going to ignore you completely.’ And if you're a fairly sensitive person, ignoring very smart people is really difficult… [But] that decision to ignore expert option happens every single time we do something that’s new.”
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Jony Ive: “You have to reject reason to innovate”
“If it hasn’t been done and it’s of value, there’s really good reasons it’s not been done. And so when you’re confronted with those reasons, you’ve got two choices. You can say, ‘Oh, that’s a very good reason, I’m sorry for bothering you.’ Or you can say, ‘I don’t believe that. I’m going to find out more.’”
Jony Ive continues:
“George Bernard Shaw talked bout how you have to reject reason to innovate. You have to say, ‘We understand. This is all very reasonable. But I’m going to ignore you completely.’ And if you're a fairly sensitive person, ignoring very smart people is really difficult… [But] that decision to ignore expert option happens every single time we do something that’s new.”
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Stock Analysis Compilation
Nightview Capital on Hyatt $H US
Thesis: Hyatt is well-positioned for long-term growth through its asset-light model, strong loyalty program, luxury focus, and global expansion strategy.
(Extract from their Q4 letter) https://t.co/GUvc4n5Bua
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Nightview Capital on Hyatt $H US
Thesis: Hyatt is well-positioned for long-term growth through its asset-light model, strong loyalty program, luxury focus, and global expansion strategy.
(Extract from their Q4 letter) https://t.co/GUvc4n5Bua
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Dimitry Nakhla | Babylon Capital®
$FICO stock is down -24% from its highs 📉
2025-2028 EPS CAGR estimate of +23.8% 📊
Assuming $FICO stock ends 2028 with $55.94E in EPS, here’s its return potential:
50x - 12.4% CAGR
45x - 9.3% CAGR
40x - 5.8% CAGR
35x - 2.1% CAGR https://t.co/KwhKjPFw8Y
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$FICO stock is down -24% from its highs 📉
2025-2028 EPS CAGR estimate of +23.8% 📊
Assuming $FICO stock ends 2028 with $55.94E in EPS, here’s its return potential:
50x - 12.4% CAGR
45x - 9.3% CAGR
40x - 5.8% CAGR
35x - 2.1% CAGR https://t.co/KwhKjPFw8Y
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Stock Analysis Compilation
Nightview Capital on Goldman Sachs $GS US
Thesis: Goldman Sachs is poised for sustained growth due to its leadership in investment banking and strong performance in asset and wealth management.
(Extract from their Q4 letter) https://t.co/odHbqazCEO
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Nightview Capital on Goldman Sachs $GS US
Thesis: Goldman Sachs is poised for sustained growth due to its leadership in investment banking and strong performance in asset and wealth management.
(Extract from their Q4 letter) https://t.co/odHbqazCEO
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Startup Archive
RT @erenbali: Founders and CEOs – pin this article and read it when you find yourself complaining.
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RT @erenbali: Founders and CEOs – pin this article and read it when you find yourself complaining.
Nobody Cares by @bhorowitz https://t.co/Eu0yA9rlfJ tweet
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App Economy Insights
📊 4 of the Magnificent 7 report this week:
$AAPL $META $MSFT $TSLA
What do you expect? https://t.co/AMIXrWDFz1
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📊 4 of the Magnificent 7 report this week:
$AAPL $META $MSFT $TSLA
What do you expect? https://t.co/AMIXrWDFz1
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InsideArbitrage
Activist Ancora to Push U.S. Steel $X to Drop Merger With Nippon Steel, Oust CEO - WSJ
✴️Ancora Holdings is preparing to wage a proxy battle at U.S. Steel and wants the company to turn the page from its failed marriage with Nippon Steel.
✴️Ancora intends to rally shareholders around a plan to oust U.S. Steel’s chief executive and drop litigation to salvage a merger with the Japanese steelmaker.
✴️The firm isn’t interested in pursuing a sale of U.S. Steel to another party.
✴️Ancora has nominated nine director candidates to U.S. Steel’s 12-person board, including former Stelco CEO Alan Kestenbaum. Stelco was acquired by Cleveland-Cliffs $CLF last year.
✴️Ancora believes U.S. Steel let shareholders down by selling to a foreign buyer rather than a domestic suitor and pursuing litigation rather than prioritizing financial and operational fixes.
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Activist Ancora to Push U.S. Steel $X to Drop Merger With Nippon Steel, Oust CEO - WSJ
✴️Ancora Holdings is preparing to wage a proxy battle at U.S. Steel and wants the company to turn the page from its failed marriage with Nippon Steel.
✴️Ancora intends to rally shareholders around a plan to oust U.S. Steel’s chief executive and drop litigation to salvage a merger with the Japanese steelmaker.
✴️The firm isn’t interested in pursuing a sale of U.S. Steel to another party.
✴️Ancora has nominated nine director candidates to U.S. Steel’s 12-person board, including former Stelco CEO Alan Kestenbaum. Stelco was acquired by Cleveland-Cliffs $CLF last year.
✴️Ancora believes U.S. Steel let shareholders down by selling to a foreign buyer rather than a domestic suitor and pursuing litigation rather than prioritizing financial and operational fixes.
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