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Startup Archive
“You’ve probably heard of Emeril Lagasse, Mario Batali, Bobby Flay...
They’re great chefs, but there are a lot of great chefs out there. So why do you know these few better than others?
Because they share everything they know.”
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“You’ve probably heard of Emeril Lagasse, Mario Batali, Bobby Flay...
They’re great chefs, but there are a lot of great chefs out there. So why do you know these few better than others?
Because they share everything they know.”
"Emulate Chefs" by @jasonfried & @dhh https://t.co/VziianOM9e tweet
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InsideArbitrage
$REGN Regeneron Pharmaceuticals beats top-line and bottom-line estimates; Declares its first-ever dividend of $0.88, announces $3 billion share buyback (~4% of its current market cap) - Brings total share repurchase capacity to ~$4.5 Billion
CFO: "2024 was another year of top- and bottom-line growth for Regeneron. This strong financial performance, coupled with the strength of our balance sheet, allows us to initiate a quarterly cash dividend program as well as increase our current share repurchase capacity to approximately $4.5 billion"
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$REGN Regeneron Pharmaceuticals beats top-line and bottom-line estimates; Declares its first-ever dividend of $0.88, announces $3 billion share buyback (~4% of its current market cap) - Brings total share repurchase capacity to ~$4.5 Billion
CFO: "2024 was another year of top- and bottom-line growth for Regeneron. This strong financial performance, coupled with the strength of our balance sheet, allows us to initiate a quarterly cash dividend program as well as increase our current share repurchase capacity to approximately $4.5 billion"
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Quiver Quantitative
Two weeks ago, we sent out a notification on Nancy Pelosi's purchase of Tempus AI call options.
$TEM has now risen 81% since then. https://t.co/fJ5A5l8Hue
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Two weeks ago, we sent out a notification on Nancy Pelosi's purchase of Tempus AI call options.
$TEM has now risen 81% since then. https://t.co/fJ5A5l8Hue
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Investing visuals
Palantir $PLTR needed a top-notch quarter with a massive beat and raise -- and they delivered! Congrats to all $PLTR shareholders! 🙌🔥
$PLTR full Q4 2024 breakdown👇 https://t.co/dZnZJBVcJE
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Palantir $PLTR needed a top-notch quarter with a massive beat and raise -- and they delivered! Congrats to all $PLTR shareholders! 🙌🔥
$PLTR full Q4 2024 breakdown👇 https://t.co/dZnZJBVcJE
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Josh Hawley and Bernie Sanders are introducing a bipartisan bill to put a 10% cap on credit card interest rates.
Follow here for updates. https://t.co/nQBiqTtqyh
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RT @QuiverCongress: JUST IN: Josh Hawley and Bernie Sanders are introducing a bipartisan bill to put a 10% cap on credit card interest rates.
Follow here for updates. https://t.co/nQBiqTtqyh
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Marjorie Taylor Greene is introducing a bill to abolish USAID.
Follow here for updates. https://t.co/9x8QgXrl72
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RT @QuiverCongress: JUST IN: Marjorie Taylor Greene is introducing a bill to abolish USAID.
Follow here for updates. https://t.co/9x8QgXrl72
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InsideArbitrage
Swiss giant $UBS posts Q4 results, beats estimates -Plans up to a $3 billion share buyback (~3% of its current market cap) - $1 billion in H1 and $2 billion in H2 of 2025
- Completed its planned $1 billion worth of share repurchases in Q4 2024
On track to substantially complete integration by end-2026 and deliver $13 billion in gross cost saves - "We are continuing our disciplined execution of the Credit Suisse integration and remain on track to substantially complete it by end-2026"
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Swiss giant $UBS posts Q4 results, beats estimates -Plans up to a $3 billion share buyback (~3% of its current market cap) - $1 billion in H1 and $2 billion in H2 of 2025
- Completed its planned $1 billion worth of share repurchases in Q4 2024
On track to substantially complete integration by end-2026 and deliver $13 billion in gross cost saves - "We are continuing our disciplined execution of the Credit Suisse integration and remain on track to substantially complete it by end-2026"
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Stock Analysis Compilation
Greenlight Capital on Peloton Interactive, Inc. $PTON US
Thesis: Peloton is a company with a loyal customer base that, despite a 98% stock decline from its peak, has potential for significant upside through cost-cutting and improved profitability.
(Extract from their Q4 letter) https://t.co/rh78wtoM4i
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Greenlight Capital on Peloton Interactive, Inc. $PTON US
Thesis: Peloton is a company with a loyal customer base that, despite a 98% stock decline from its peak, has potential for significant upside through cost-cutting and improved profitability.
(Extract from their Q4 letter) https://t.co/rh78wtoM4i
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Offshore
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Startup Archive
Sam Altman on the qualities of the best founders
“The trick to being a great founder… is your ability to be presented with a problem unlike anything you’ve seen before and solve it very quickly.”
When Sam was CEO of Y Combinator, they were looking at 20,000+ companies per year and tracked the founder qualities that correlated with certain startup outcomes. In no particular order, Sam believes the following qualities matter most:
1. Clarity of vision. “Can the founder explain what they do and why? If the founder can’t explain it clearly to us, then (a) they’re not going to be able to recruit, hire, sell, talk to the press; and (b) it means they’re not the kind of person who is a really clear thinker in general and that’s so important to a business.”
2. Determination & Passion. “There are founders who don’t take no for an answer and bend the world to their will and those are the ones we want to fund. Then there are founders that every time they run across a small impediment just turn around. Unfortunately you run into so many impediments every day that if you’re the kind of person who just turns around, that’s really a problem. You also have to really believe that what you’re doing is important. The best companies are always mission-oriented.”
3. Raw intelligence.
4. The ability to get things done quickly. “It’s not entirely accurate to say that speed and quality of decision-making correlate exactly with startup success but it’s not a bad first approximation. Being quick, decisive, and getting things done quickly—if you look at our data, that would just correlate almost exactly with all of our successful founders. And other founders that look on paper like they should be really successful but fail are often missing this one trait.”
Video source: @GreylockVC (2015)
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Sam Altman on the qualities of the best founders
“The trick to being a great founder… is your ability to be presented with a problem unlike anything you’ve seen before and solve it very quickly.”
When Sam was CEO of Y Combinator, they were looking at 20,000+ companies per year and tracked the founder qualities that correlated with certain startup outcomes. In no particular order, Sam believes the following qualities matter most:
1. Clarity of vision. “Can the founder explain what they do and why? If the founder can’t explain it clearly to us, then (a) they’re not going to be able to recruit, hire, sell, talk to the press; and (b) it means they’re not the kind of person who is a really clear thinker in general and that’s so important to a business.”
2. Determination & Passion. “There are founders who don’t take no for an answer and bend the world to their will and those are the ones we want to fund. Then there are founders that every time they run across a small impediment just turn around. Unfortunately you run into so many impediments every day that if you’re the kind of person who just turns around, that’s really a problem. You also have to really believe that what you’re doing is important. The best companies are always mission-oriented.”
3. Raw intelligence.
4. The ability to get things done quickly. “It’s not entirely accurate to say that speed and quality of decision-making correlate exactly with startup success but it’s not a bad first approximation. Being quick, decisive, and getting things done quickly—if you look at our data, that would just correlate almost exactly with all of our successful founders. And other founders that look on paper like they should be really successful but fail are often missing this one trait.”
Video source: @GreylockVC (2015)
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App Economy Insights
$SPOT Spotify Q4 FY24:
• MAU +12% to 675M (10M beat).
• Premium Subs +11% to 263M (3M beat).
• Revenue +16% Y/Y to €4.2B (€0.1B beat).
Q1 FY25 Guidance:
• MAU +10% Y/Y to 678M.
• Premium Subs +11% Y/Y to 265M.
• Revenue +16% Y/Y to €4.2B. https://t.co/zgzEfobfAw
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$SPOT Spotify Q4 FY24:
• MAU +12% to 675M (10M beat).
• Premium Subs +11% to 263M (3M beat).
• Revenue +16% Y/Y to €4.2B (€0.1B beat).
Q1 FY25 Guidance:
• MAU +10% Y/Y to 678M.
• Premium Subs +11% Y/Y to 265M.
• Revenue +16% Y/Y to €4.2B. https://t.co/zgzEfobfAw
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