Offshore
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Stock Analysis Compilation
Artisan International Explorer Strategy on U-Blox $UBXN SW
Thesis: U-Blox is a leading Swiss semiconductor company, specializing in satellite positioning chips with a 30% global market share, now refocusing on its core business under new CEO leadership after years of poor capital allocation.
(Extract from their Q4 letter)
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Artisan International Explorer Strategy on U-Blox $UBXN SW
Thesis: U-Blox is a leading Swiss semiconductor company, specializing in satellite positioning chips with a 30% global market share, now refocusing on its core business under new CEO leadership after years of poor capital allocation.
(Extract from their Q4 letter)
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Offshore
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Hidden Value Gems
Stock screens can occasionally bring up some interesting ideas. Here is what I got with the following parameters:
1⃣ Sales 10Y CAGR > 5%
2⃣ EPS 5Y CAGR>10%
3⃣ ROE>20%
4⃣ ROA>5%
5⃣ PE<20
scroll below for some extra charts 🧵👇
1/3 https://t.co/ldwvgdrclt
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Stock screens can occasionally bring up some interesting ideas. Here is what I got with the following parameters:
1⃣ Sales 10Y CAGR > 5%
2⃣ EPS 5Y CAGR>10%
3⃣ ROE>20%
4⃣ ROA>5%
5⃣ PE<20
scroll below for some extra charts 🧵👇
1/3 https://t.co/ldwvgdrclt
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Offshore
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Finding Compounders
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993.
During his talk at Google, he listed the stock selection process he uses. https://t.co/de3P2GnUtL
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François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993.
During his talk at Google, he listed the stock selection process he uses. https://t.co/de3P2GnUtL
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Offshore
Video
Startup Archive
Palmer Luckey on what he looks for when hiring people at Anduril
“The most important advice that I can give people is to work on projects that you care about. Don’t look to school — whether it’s college or the state-mandated educational system. Don’t look to them to tell you, ‘Here’s what electronics projects you should be working on.’”
There’s two reasons Palmer gives aspiring young innovators this advice:
“Schools are often years (sometimes decades) behind what industry and hobbyists are actually doing.”
“When you’re working on something that you’re only doing for yourself, you’re going to make way better decisions in what you teach yourself and how you do things.”
In fact, this is also what he looks for when hiring people at Anduril:
“When I hire people at Anduril, I look for people who have done projects that were outside of what their work paid them to do or what their school made them do because that means they’re the type of person who is willing to work on things with their own money and their own time because they want to bring something to this world that wouldn’t have existed otherwise.”
Palmer continues:
“That’s what drive you to learn the most. That’s what drives you to have the right attitude around all this stuff.”
Video source: @ShawnRyan762 (2025)
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Palmer Luckey on what he looks for when hiring people at Anduril
“The most important advice that I can give people is to work on projects that you care about. Don’t look to school — whether it’s college or the state-mandated educational system. Don’t look to them to tell you, ‘Here’s what electronics projects you should be working on.’”
There’s two reasons Palmer gives aspiring young innovators this advice:
“Schools are often years (sometimes decades) behind what industry and hobbyists are actually doing.”
“When you’re working on something that you’re only doing for yourself, you’re going to make way better decisions in what you teach yourself and how you do things.”
In fact, this is also what he looks for when hiring people at Anduril:
“When I hire people at Anduril, I look for people who have done projects that were outside of what their work paid them to do or what their school made them do because that means they’re the type of person who is willing to work on things with their own money and their own time because they want to bring something to this world that wouldn’t have existed otherwise.”
Palmer continues:
“That’s what drive you to learn the most. That’s what drives you to have the right attitude around all this stuff.”
Video source: @ShawnRyan762 (2025)
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Offshore
Photo
Finding Compounders
Just for fun.
I really love this page in IG: rich_toad
They just post mini profiles on CEO’s and Finance guys . https://t.co/Jw9WOxLcJI
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Just for fun.
I really love this page in IG: rich_toad
They just post mini profiles on CEO’s and Finance guys . https://t.co/Jw9WOxLcJI
tweet
Offshore
Video
Startup Archive
RT @ArthurMacwaters: Passion to build new things (without direct instruction) is a great indicator of a person’s willpower and initiative.
Great advice from Palmer
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RT @ArthurMacwaters: Passion to build new things (without direct instruction) is a great indicator of a person’s willpower and initiative.
Great advice from Palmer
Palmer Luckey on what he looks for when hiring people at Anduril
“The most important advice that I can give people is to work on projects that you care about. Don’t look to school — whether it’s college or the state-mandated educational system. Don’t look to them to tell you, ‘Here’s what electronics projects you should be working on.’”
There’s two reasons Palmer gives aspiring young innovators this advice:
“Schools are often years (sometimes decades) behind what industry and hobbyists are actually doing.”
“When you’re working on something that you’re only doing for yourself, you’re going to make way better decisions in what you teach yourself and how you do things.”
In fact, this is also what he looks for when hiring people at Anduril:
“When I hire people at Anduril, I look for people who have done projects that were outside of what their work paid them to do or what their school made them do because that means they’re the type of person who is willing to work on things with their own money and their own time because they want to bring something to this world that wouldn’t have existed otherwise.”
Palmer continues:
“That’s what drive you to learn the most. That’s what drives you to have the right attitude around all this stuff.”
Video source: @ShawnRyan762 (2025) tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Representative Marjorie Taylor Greene just disclosed a purchase of Palantir stock, $PLTR.
We have now seen four members of Congress file $PLTR purchases in the last week.
Greene sits on the House Homeland Security Committee. https://t.co/TmYFbM3zvp
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BREAKING: Representative Marjorie Taylor Greene just disclosed a purchase of Palantir stock, $PLTR.
We have now seen four members of Congress file $PLTR purchases in the last week.
Greene sits on the House Homeland Security Committee. https://t.co/TmYFbM3zvp
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Offshore
Photo
Stock Analysis Compilation
River Oaks on Boston Omaha Corporation $BOC US
Thesis: Boston Omaha is undervalued with a market cap of $445m, as conservative estimates suggest its true value exceeds $760m, highlighting significant downside protection and strong growth potential in their various businesses.
(Extract from their Q4 letter)
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River Oaks on Boston Omaha Corporation $BOC US
Thesis: Boston Omaha is undervalued with a market cap of $445m, as conservative estimates suggest its true value exceeds $760m, highlighting significant downside protection and strong growth potential in their various businesses.
(Extract from their Q4 letter)
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