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Startup Archive
Naval Ravikant on why you don’t need to be secretive with your startup idea
“You can always recognize the first-timers because they’re too secretive. And you can always recognize the experienced ones because they don’t care. Once you’ve done these a few times, you realize how much execution, difficulty, and risk there is, and how hard it is to get people to listen to you and believe you. Eventually you end up shouting your idea from the rooftops, just in the hope that somebody will actually use the product. So you end up with the opposite problem.”
Video source: @gigaom (2010)
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Naval Ravikant on why you don’t need to be secretive with your startup idea
“You can always recognize the first-timers because they’re too secretive. And you can always recognize the experienced ones because they don’t care. Once you’ve done these a few times, you realize how much execution, difficulty, and risk there is, and how hard it is to get people to listen to you and believe you. Eventually you end up shouting your idea from the rooftops, just in the hope that somebody will actually use the product. So you end up with the opposite problem.”
Video source: @gigaom (2010)
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InsideArbitrage
📢 $PIPR Piper Sandler Companies reports Q4 and
full Year 2024 results - delivers second strongest year on record with over $1.5 billion of net revenues
▪️ Declares Special Dividend of $3.00/Share - ~3x the special dividends of 2024 & 2023
💵 Payable: March 14; Ex-div: March 3, 2025
💰💰Returned $140 million to shareholders during 2024 through share repurchases and dividends.
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📢 $PIPR Piper Sandler Companies reports Q4 and
full Year 2024 results - delivers second strongest year on record with over $1.5 billion of net revenues
▪️ Declares Special Dividend of $3.00/Share - ~3x the special dividends of 2024 & 2023
💵 Payable: March 14; Ex-div: March 3, 2025
💰💰Returned $140 million to shareholders during 2024 through share repurchases and dividends.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: On 11/15/24 I stated that $TMO is more attractive than $DHR given their respective valuations at that time 💵
Since then?
$TMO +12.30% 📈
$DHR +0.26% 🟰 https://t.co/DfPKQQbuEQ
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RT @DimitryNakhla: On 11/15/24 I stated that $TMO is more attractive than $DHR given their respective valuations at that time 💵
Since then?
$TMO +12.30% 📈
$DHR +0.26% 🟰 https://t.co/DfPKQQbuEQ
@investsavuri I prefer $DHR over $TMO (in general), yet given today’s valuations relative to growth I prefer $TMO tweet
Quiver Quantitative
Pretty crazy how many of the cabinet nominees and new members of Congress hold Rumble stock, $RUM.
Here are our estimates for how much they hold.
Senator Dave McCormick: $3,000,000
Howard Lutnick: $3,000,000
Representative Brandon Gill: $407,000
Tulsi Gabbard: $65,000
JD Vance: $175,000
Kash Patel: $8,000
We had never seen any member of Congress holding Rumble stock until now.
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Pretty crazy how many of the cabinet nominees and new members of Congress hold Rumble stock, $RUM.
Here are our estimates for how much they hold.
Senator Dave McCormick: $3,000,000
Howard Lutnick: $3,000,000
Representative Brandon Gill: $407,000
Tulsi Gabbard: $65,000
JD Vance: $175,000
Kash Patel: $8,000
We had never seen any member of Congress holding Rumble stock until now.
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Offshore
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Startup Archive
RT @mpawlo: . @naval on the money here // however, you might want to play your unit economics quite close to your chest when you start to get traction
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RT @mpawlo: . @naval on the money here // however, you might want to play your unit economics quite close to your chest when you start to get traction
Naval Ravikant on why you don’t need to be secretive with your startup idea
“You can always recognize the first-timers because they’re too secretive. And you can always recognize the experienced ones because they don’t care. Once you’ve done these a few times, you realize how much execution, difficulty, and risk there is, and how hard it is to get people to listen to you and believe you. Eventually you end up shouting your idea from the rooftops, just in the hope that somebody will actually use the product. So you end up with the opposite problem.”
Video source: @gigaom (2010) tweet
Offshore
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Stock Analysis Compilation
White Brook Capital on Afya Limited $AFYA US
Thesis: Afya Limited is a strong investment opportunity due to its stable operations and growth, despite recent stock price challenges, with significant potential for returns if the Brazilian currency stabilizes or improves.
(Extract from their Q4 letter)
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White Brook Capital on Afya Limited $AFYA US
Thesis: Afya Limited is a strong investment opportunity due to its stable operations and growth, despite recent stock price challenges, with significant potential for returns if the Brazilian currency stabilizes or improves.
(Extract from their Q4 letter)
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InsideArbitrage
The InsideArbitrage Friday Wrap is out!
"Activist Ancora Seeking Deep Changes at U.S. Steel"
👉Full Article link in the final tweet.
🧵1/10 https://t.co/lZZmFMRwal
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The InsideArbitrage Friday Wrap is out!
"Activist Ancora Seeking Deep Changes at U.S. Steel"
👉Full Article link in the final tweet.
🧵1/10 https://t.co/lZZmFMRwal
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Stock Analysis Compilation
Nightview Capital on Blackrock $BLK US
Thesis: BlackRock’s scale, innovation, and focus on AI and sustainability position it for steady long-term growth
(Extract from their Q4 letter) https://t.co/fCQkqWcK4h
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Nightview Capital on Blackrock $BLK US
Thesis: BlackRock’s scale, innovation, and focus on AI and sustainability position it for steady long-term growth
(Extract from their Q4 letter) https://t.co/fCQkqWcK4h
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Capital Employed
Essential weekend reading if you're seeking new ideas...
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Essential weekend reading if you're seeking new ideas...
38 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/3XUaCb1nU6 https://t.co/1j56z3WYaK tweet
InsideArbitrage
$FHB First Hawaiian, Inc. Reports Fourth Quarter 2024 Financial Results; Adopts a new $100 million (~3% of its market cap) share repurchase plan for 2025
📉 Completed the $40 million share repurchase program for 2024 by repurchasing 1.5 million shares at an average cost of $27.14 per share
Q4 2024 Financial Highlights:
Investment Portfolio Restructuring: Sold $290.4 million of low-yield securities; reinvested $291.5 million into higher-yielding assets; incurred a pre-tax loss of $26.2 million ($19.2 million after-tax).
Net Income: $52.5 million, or $0.41 per diluted share.
Deposit Growth: Rose by $94.5 million quarter-over-quarter.
Net Interest Margin: Expanded by 8 basis points to 3.03%.
Dividend Declaration: Board announced a quarterly dividend of $0.26 per share.
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$FHB First Hawaiian, Inc. Reports Fourth Quarter 2024 Financial Results; Adopts a new $100 million (~3% of its market cap) share repurchase plan for 2025
📉 Completed the $40 million share repurchase program for 2024 by repurchasing 1.5 million shares at an average cost of $27.14 per share
Q4 2024 Financial Highlights:
Investment Portfolio Restructuring: Sold $290.4 million of low-yield securities; reinvested $291.5 million into higher-yielding assets; incurred a pre-tax loss of $26.2 million ($19.2 million after-tax).
Net Income: $52.5 million, or $0.41 per diluted share.
Deposit Growth: Rose by $94.5 million quarter-over-quarter.
Net Interest Margin: Expanded by 8 basis points to 3.03%.
Dividend Declaration: Board announced a quarterly dividend of $0.26 per share.
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