Offshore
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Stock Analysis Compilation
Clearbridge Growth Strategy on AppLovin $APP US
Thesis: AppLovin is the leading mobile game and app advertising platform with strong growth potential in mobile app marketing and e-commerce, driven by its AI technology and controlled expenses.
(Extract from their Q4 letter) https://t.co/zafkLbHCRo
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Clearbridge Growth Strategy on AppLovin $APP US
Thesis: AppLovin is the leading mobile game and app advertising platform with strong growth potential in mobile app marketing and e-commerce, driven by its AI technology and controlled expenses.
(Extract from their Q4 letter) https://t.co/zafkLbHCRo
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Offshore
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Quiver Quantitative
Another politician has bought stock in Alibaba.
Representative Robert Bresnahan just filed purchases of up to $60K of $BABA.
The stock has risen 16% since his purchases. https://t.co/KMG1bnEMP7
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Another politician has bought stock in Alibaba.
Representative Robert Bresnahan just filed purchases of up to $60K of $BABA.
The stock has risen 16% since his purchases. https://t.co/KMG1bnEMP7
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Offshore
Video
Startup Archive
YC Partner Kevin Hale: Marketing is a tax you pay for not making your product remarkable
In the clip below, the YC Partner and former Wufoo founder (acquired by SurveyMonkey) is asked how founders should balance working on product with other company priorities like marketing.
He gives the following response:
“My feeling is you having to spend money on marketing and advertising is usually a tax you pay because you haven’t made your product remarkable. Word of mouth growth is the easiest kind of growth, and it’s how a lot of the great companies grow.”
He advises companies:
“Figure out how to have a story that people want to tell about your product where they’re the most interesting person at the dinner table. And then that person is your sales force.”
Video source: @ycombinator (2017)
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YC Partner Kevin Hale: Marketing is a tax you pay for not making your product remarkable
In the clip below, the YC Partner and former Wufoo founder (acquired by SurveyMonkey) is asked how founders should balance working on product with other company priorities like marketing.
He gives the following response:
“My feeling is you having to spend money on marketing and advertising is usually a tax you pay because you haven’t made your product remarkable. Word of mouth growth is the easiest kind of growth, and it’s how a lot of the great companies grow.”
He advises companies:
“Figure out how to have a story that people want to tell about your product where they’re the most interesting person at the dinner table. And then that person is your sales force.”
Video source: @ycombinator (2017)
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Offshore
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Read
RT @WaruiJohn2: Majamaa nko na form ya weekend!
Kesho Kuna Singles awareness Day Cocktail party
Club: COCKTAILS AND DREAMS near Safari park, Thika road
Charges ni 1200 bob pekee na inakam na free Complementary cocktail https://t.co/TuyUsrCIsi
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RT @WaruiJohn2: Majamaa nko na form ya weekend!
Kesho Kuna Singles awareness Day Cocktail party
Club: COCKTAILS AND DREAMS near Safari park, Thika road
Charges ni 1200 bob pekee na inakam na free Complementary cocktail https://t.co/TuyUsrCIsi
tweet
Offshore
Video
Startup Archive
RT @ChrJentzsch: I learned this the hard way.
Never talk someone into being an entrepreneur.
You either do it because you can not not do it, or you don't.
Same is true for other extremely demanding "jobs", like being a parent. Either you freely choose to, or you don't.
I love being both, can't imagine it any other way.
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RT @ChrJentzsch: I learned this the hard way.
Never talk someone into being an entrepreneur.
You either do it because you can not not do it, or you don't.
Same is true for other extremely demanding "jobs", like being a parent. Either you freely choose to, or you don't.
I love being both, can't imagine it any other way.
Marc Andreessen on why we shouldn’t encourage people to be entrepreneurs
“The idea of being an entrepreneur has been a romanticized concept. There used to be TV shows talking about how fun it was. And people ask questions, ‘How do we encourage more people to be entrepreneurs?’ And my answer was always: no, we shouldn’t do that. People shouldn’t be encouraged to do something that painful. They should do it because they really want to do it. In fact, they should do it because they can’t not do it.”
Marc continues:
“It’s tremendously painful. Most of the experience of being in business as a startup is being told no. You need all these things: employees, financing, customers. Then you go around all day long asking people for those things and they tell you no. Half the time they don’t even respond. And then just when you think you get it working, a new competitor emerges and just starts punching you square in the face. The minute you think your product is working, there’s a problem in it, and you have to do a recall. It’s just this constant rolling horror story.”
Video source: @ChrisWillx (2024) tweet
Offshore
Video
Quiver Quantitative
We noticed a VERY suspect trade made by a member of Congress...
Here's our report: https://t.co/OKcdmgbf0Q
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We noticed a VERY suspect trade made by a member of Congress...
Here's our report: https://t.co/OKcdmgbf0Q
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Offshore
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Stock Analysis Compilation
Alger Mid Cap Growth Fund on AppLovin $APP US
Thesis: AppLovin is an advertising technology company leveraging AI to enhance app marketing and monetization, expanding beyond mobile gaming while gaining a competitive edge through its data-driven platform.
(Extract from their Q4 letter)
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Alger Mid Cap Growth Fund on AppLovin $APP US
Thesis: AppLovin is an advertising technology company leveraging AI to enhance app marketing and monetization, expanding beyond mobile gaming while gaining a competitive edge through its data-driven platform.
(Extract from their Q4 letter)
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AkhenOsiris
NVDA, PLTR, and now APP...the first and the last, shorts are convinced margins will die (history says that's a good argument). PLTR trading at levels where they need to sustain like 50% growth for the next 5-7 yrs 😂
The problem, as always, is timing. My PLTR puts have already gone to waste. NVDA/GPUs was supposed to peak in early 2024 (go read 2023 posts, seems laughable now). Can't even count anymore how many times the NVDA top has been called.
APP? I hope it keeps running so Larry Balik goes insolvent. After that, let it crash and burn 🔥
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NVDA, PLTR, and now APP...the first and the last, shorts are convinced margins will die (history says that's a good argument). PLTR trading at levels where they need to sustain like 50% growth for the next 5-7 yrs 😂
The problem, as always, is timing. My PLTR puts have already gone to waste. NVDA/GPUs was supposed to peak in early 2024 (go read 2023 posts, seems laughable now). Can't even count anymore how many times the NVDA top has been called.
APP? I hope it keeps running so Larry Balik goes insolvent. After that, let it crash and burn 🔥
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AkhenOsiris
Zuck toying with the street now, pushing the expense envelope to see if market gives him a pass.
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Zuck toying with the street now, pushing the expense envelope to see if market gives him a pass.
META PLANS MAJOR INVESTMENT INTO AI-POWERED HUMANOID ROBOTS. - FinancialJuicetweet
AkhenOsiris
Markets are broken, took TSM a whole 3-4 mins to react to this.
Did all you whiny alpha whores take advantage?
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Markets are broken, took TSM a whole 3-4 mins to react to this.
Did all you whiny alpha whores take advantage?
🔴 TSMC CONSIDERS OPERATING US INTEL FACTORIES AFTER TRUMP REQUEST. - FinancialJuicetweet
Offshore
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Stock Analysis Compilation
Baron Health Care Fund on Natera, Inc. $NTRA US
Thesis: Natera, Inc. is a diagnostics company focused on women’s health and oncology, offering a promising blood-based DNA test called Signatera that detects residual cancer DNA to inform treatment decisions and monitor recurrence, showing strong growth potential in a $20 billion market.
(Extract from their Q4 letter)
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Baron Health Care Fund on Natera, Inc. $NTRA US
Thesis: Natera, Inc. is a diagnostics company focused on women’s health and oncology, offering a promising blood-based DNA test called Signatera that detects residual cancer DNA to inform treatment decisions and monitor recurrence, showing strong growth potential in a $20 billion market.
(Extract from their Q4 letter)
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