Offshore
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AkhenOsiris
Note to CEOs with languishing stock prices:
META 20 day (!) win streak started on this day.
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Note to CEOs with languishing stock prices:
META 20 day (!) win streak started on this day.
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Offshore
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Finding Compounders
One of the most well written stock pitches I have seen!
Nobert Lou is one of the greatest investors but he remains under the radar.
He runs Punch Card Capital and had earned a net annualized return of 14.5% from 2004 to 2011.
Lucky for us , he used to post write ups on VIC and here are one of his ideas that 5x in 3 years: Quinsa
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One of the most well written stock pitches I have seen!
Nobert Lou is one of the greatest investors but he remains under the radar.
He runs Punch Card Capital and had earned a net annualized return of 14.5% from 2004 to 2011.
Lucky for us , he used to post write ups on VIC and here are one of his ideas that 5x in 3 years: Quinsa
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Offshore
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Stock Analysis Compilation
Third Avenue Small Cap Value Fund on OceanFirst Financial $OCFC US
Thesis: OceanFirst Financial is a well-established regional bank with a strong credit performance and a high-quality deposit base, currently undervalued due to conservative lending practices in commercial real estate, presenting potential for improved returns and shareholder wealth.
(Extract from their Q4 letter)
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Third Avenue Small Cap Value Fund on OceanFirst Financial $OCFC US
Thesis: OceanFirst Financial is a well-established regional bank with a strong credit performance and a high-quality deposit base, currently undervalued due to conservative lending practices in commercial real estate, presenting potential for improved returns and shareholder wealth.
(Extract from their Q4 letter)
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Offshore
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App Economy Insights
📊 This Week in Visuals:
🥤 Coca-Cola $KO
🍟 McDonald $MCD
🖥️ Sony $SONY
🛍️ Shopify $SHOP
📱 AppLovin $APP
📈 Coinbase $COIN
👑 DraftKings $DKNG
and more!
https://t.co/MsrGUKXIX9
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📊 This Week in Visuals:
🥤 Coca-Cola $KO
🍟 McDonald $MCD
🖥️ Sony $SONY
🛍️ Shopify $SHOP
📱 AppLovin $APP
📈 Coinbase $COIN
👑 DraftKings $DKNG
and more!
https://t.co/MsrGUKXIX9
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Offshore
Photo
App Economy Insights
What are you watching this week?
• Tuesday: $ANET, $CDNS, $OXY.
• Wednesday: $ADI, $ETSY, $GLBE, $GRAB, $LYV, $KVYO, $TOST.
• Thursday: $BABA, $BKNG, $MELI, $NTES, $NU, $TRIP, $WMT, $XYZ. https://t.co/2DStyezgLU
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What are you watching this week?
• Tuesday: $ANET, $CDNS, $OXY.
• Wednesday: $ADI, $ETSY, $GLBE, $GRAB, $LYV, $KVYO, $TOST.
• Thursday: $BABA, $BKNG, $MELI, $NTES, $NU, $TRIP, $WMT, $XYZ. https://t.co/2DStyezgLU
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Offshore
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Startup Archive
Facebook VP of Growth Alex Schultz: “Retention is the single-most important thing for growth”
Alex walks through how to calculate a retention curve for your startup (graph the percentage of monthly active users on the y-axis versus the number of days from acquisition on the x-axis).
As he explains:
“If you end up with a retention curve that asymptotes to a line parallel to the x-axis, you have a viable business, and you have product/market fit for some subset of market.”
If you do not have a retention curve that flattens out, you do not have product/market fit and none of the growth hacking or virality tactics that people love to talk about will work.
“Focus on getting to product market/fit… If you don’t have a great product, there’s not point executing well on growing it, because it won’t grow. The #1 problem I’ve seen inside Facebook for new products and the #1 problem I’ve seen for the startups I’ve advised has been that they don’t actually have product/market fit when they think they do.”
Video source: @ycombinator (2014)
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Facebook VP of Growth Alex Schultz: “Retention is the single-most important thing for growth”
Alex walks through how to calculate a retention curve for your startup (graph the percentage of monthly active users on the y-axis versus the number of days from acquisition on the x-axis).
As he explains:
“If you end up with a retention curve that asymptotes to a line parallel to the x-axis, you have a viable business, and you have product/market fit for some subset of market.”
If you do not have a retention curve that flattens out, you do not have product/market fit and none of the growth hacking or virality tactics that people love to talk about will work.
“Focus on getting to product market/fit… If you don’t have a great product, there’s not point executing well on growing it, because it won’t grow. The #1 problem I’ve seen inside Facebook for new products and the #1 problem I’ve seen for the startups I’ve advised has been that they don’t actually have product/market fit when they think they do.”
Video source: @ycombinator (2014)
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Finding Compounders
Want to read some write ups from great investors ?
Here are the investors behind the VIC accounts . https://t.co/V03m4kQjRi
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Want to read some write ups from great investors ?
Here are the investors behind the VIC accounts . https://t.co/V03m4kQjRi
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Offshore
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Stock Analysis Compilation
Pernas Research on Paysafe $PSFE US
Thesis: Paysafe’s focus on iGaming, e-commerce, and direct sales growth positions it for strong upside as digital payments expand
(Extract from their website) https://t.co/oYU9hq6yK6
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Pernas Research on Paysafe $PSFE US
Thesis: Paysafe’s focus on iGaming, e-commerce, and direct sales growth positions it for strong upside as digital payments expand
(Extract from their website) https://t.co/oYU9hq6yK6
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Offshore
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Finding Compounders
How can two investors having the same stocks in their portfolio have different results?
I answer that question in my latest newsletter post
The link is in my bio https://t.co/1aOGaHlwQz
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How can two investors having the same stocks in their portfolio have different results?
I answer that question in my latest newsletter post
The link is in my bio https://t.co/1aOGaHlwQz
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