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Finding Compounders
One should take note of customers bargaining power when analyzing a business
Source : Good Stocks Cheap( https://t.co/mp55X8xaWx) https://t.co/Mb3pUiRMwq
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One should take note of customers bargaining power when analyzing a business
Source : Good Stocks Cheap( https://t.co/mp55X8xaWx) https://t.co/Mb3pUiRMwq
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Offshore
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Startup Archive
Reed Hastings on The Netflix Keeper Test:
"If a person on your team were to quit tomorrow, would you try to change their mind? Or would you accept their resignation, perhaps with a little relief? If the latter, you should give them a severance package now, and look for a star, someone you would fight to keep."
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Reed Hastings on The Netflix Keeper Test:
"If a person on your team were to quit tomorrow, would you try to change their mind? Or would you accept their resignation, perhaps with a little relief? If the latter, you should give them a severance package now, and look for a star, someone you would fight to keep."
"The Keeper Test" by @reedhastings https://t.co/ObgxIMRe2Q tweet
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Hidden Value Gems
It has been a while since somebody wrote on $XPEL, so I decided to bring it up. Never understood its competitive advantage, but given the past growth and margins relative to much lower valuation today - wondering whether it is time to do some work...
➡️Sales 10Y CAGR +36%
➡️EPS 5Y CAGR +43%
➡️P/E (NTM) 16x
I like this "Peter Lynch" chart
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It has been a while since somebody wrote on $XPEL, so I decided to bring it up. Never understood its competitive advantage, but given the past growth and margins relative to much lower valuation today - wondering whether it is time to do some work...
➡️Sales 10Y CAGR +36%
➡️EPS 5Y CAGR +43%
➡️P/E (NTM) 16x
I like this "Peter Lynch" chart
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Offshore
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Dimitry Nakhla | Babylon Capital®
$MANH Manhattan Associates has been increasing its predictability 📊
Take a look at the company’s cloud subscription revenue as a percentage of total revenue👇🏽 https://t.co/iqftjxEZ5u
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$MANH Manhattan Associates has been increasing its predictability 📊
Take a look at the company’s cloud subscription revenue as a percentage of total revenue👇🏽 https://t.co/iqftjxEZ5u
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Offshore
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Quiver Quantitative
Tulsi Gabbard was just confirmed as the Director of National Intelligence.
She has agreed to divest from her crypto holdings, which include:
- $50,000 of Bitcoin, $BTC
- $15,000 of Cronos
- $15,000 of Solana
- $15,000 of Ethereum https://t.co/oEQLEmhwQt
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Tulsi Gabbard was just confirmed as the Director of National Intelligence.
She has agreed to divest from her crypto holdings, which include:
- $50,000 of Bitcoin, $BTC
- $15,000 of Cronos
- $15,000 of Solana
- $15,000 of Ethereum https://t.co/oEQLEmhwQt
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Offshore
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Stock Analysis Compilation
Third Avenue Small Cap Value Fund on Five Point Holdings $FPH US
Thesis: Five Point’s cost reductions, land monetization, and debt reduction efforts position it for significant value creation
(Extract from their Q4 letter) https://t.co/WfIui86PW3
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Third Avenue Small Cap Value Fund on Five Point Holdings $FPH US
Thesis: Five Point’s cost reductions, land monetization, and debt reduction efforts position it for significant value creation
(Extract from their Q4 letter) https://t.co/WfIui86PW3
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Offshore
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Startup Archive
Michael Seibel on why you need to analyze the frequency and intensity of your customer's problem
Former Google CEO Larry Page uses a simple framework called "The Toothbrush Test" to decide whether he likes a business. He asks himself if the product is, like a toothbrush, "something you will use once or twice a day."
Former Y Combinator CEO Michael Seibel has a similar framework for assessing whether or not a startup is working on a good problem.
As he explains in the clip below, it's extremely important to analyze the frequency and the intensity of the problem you're solving for the customer.
He uses a car shopping website as an example. A lot of founders will think that their customer here is the person buying a car. But the problem with that is most people keep a car for 7 years. As he points out:
"What happens if I told you I was going to create a startup and if my customer absolutely loves me, they're going to come back 7 years from now?"
Probably not a great startup idea.
This is why a lot of car buying websites are not built for the person shopping for a car--that person doesn't have the problem very often. They're actually built for the person selling the car, because that person has a problem every day.
When you're assessing a startup idea, you want to do a frequency and intensity analysis of the problem.
“A lot of founders think they have a good idea, but they don’t do this frequency and intensity analysis. If you have an infrequent and low-intensity problem that you’re trying to solve, you’re going to have a hard time getting a lot of customers interested in even talking to you.”
All things equal, it's better for the problem you're solving to be higher-frequency and higher-intensity.
Take Uber for example. Usually, when you need to go somewhere (e.g. work, doctor, pick up your kids, etc.), it's a pretty intense problem--so intense that people will spend $20,000 on a car to solve this problem. And then when you think about frequency: how often do you move more than walking distance every day? Probably a lot.
Uber is clearly working on a worthwhile problem.
If the problem your customer has is high-intensity and happens frequently, there's probably a good business to be built there.
Video source: @ycombinator (2018)
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Michael Seibel on why you need to analyze the frequency and intensity of your customer's problem
Former Google CEO Larry Page uses a simple framework called "The Toothbrush Test" to decide whether he likes a business. He asks himself if the product is, like a toothbrush, "something you will use once or twice a day."
Former Y Combinator CEO Michael Seibel has a similar framework for assessing whether or not a startup is working on a good problem.
As he explains in the clip below, it's extremely important to analyze the frequency and the intensity of the problem you're solving for the customer.
He uses a car shopping website as an example. A lot of founders will think that their customer here is the person buying a car. But the problem with that is most people keep a car for 7 years. As he points out:
"What happens if I told you I was going to create a startup and if my customer absolutely loves me, they're going to come back 7 years from now?"
Probably not a great startup idea.
This is why a lot of car buying websites are not built for the person shopping for a car--that person doesn't have the problem very often. They're actually built for the person selling the car, because that person has a problem every day.
When you're assessing a startup idea, you want to do a frequency and intensity analysis of the problem.
“A lot of founders think they have a good idea, but they don’t do this frequency and intensity analysis. If you have an infrequent and low-intensity problem that you’re trying to solve, you’re going to have a hard time getting a lot of customers interested in even talking to you.”
All things equal, it's better for the problem you're solving to be higher-frequency and higher-intensity.
Take Uber for example. Usually, when you need to go somewhere (e.g. work, doctor, pick up your kids, etc.), it's a pretty intense problem--so intense that people will spend $20,000 on a car to solve this problem. And then when you think about frequency: how often do you move more than walking distance every day? Probably a lot.
Uber is clearly working on a worthwhile problem.
If the problem your customer has is high-intensity and happens frequently, there's probably a good business to be built there.
Video source: @ycombinator (2018)
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Offshore
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Quiver Quantitative
Senator Josh Hawley just said:
"Tech company CEOs like Sam Altman are totally out of touch with normal Americans.
They want to protect their power at the expense of our rights"
Hawley has proposed a bill to ban corporate campaign contributions. https://t.co/cSKcrTBVe0
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Senator Josh Hawley just said:
"Tech company CEOs like Sam Altman are totally out of touch with normal Americans.
They want to protect their power at the expense of our rights"
Hawley has proposed a bill to ban corporate campaign contributions. https://t.co/cSKcrTBVe0
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