⁠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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⁠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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⁠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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⁠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

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) - Startup Archive
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⁠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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⁠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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⁠Startup Archive
RT @genomicsdoc: One of the biggest challenges I see with very smart academics wanting to translate their research into companies; in many cases, there is a very poorly developed idea of the product.

Marc Andreessen: Many of the most successful companies started “product first”

“There are products that become companies, and then there are companies that come up with a product. One of the interesting things over the years is that many of the most successful technology franchises were products first, way before they ever became companies.”

In this talk, Marc gives a few examples:

• His team at the University of Illinois worked on the research project that became Netscape for three years before it became a company
• Bill Gates and Paul Allen were deep into PCs before there was a software business
• Jobs and Wozniak built the first Apple computer as hobbyists
• Mark Zuckerberg was running Facebook out of his dorm room before he ever thought of starting a company
• Twitter was a side project at the failed podcasting app Odeo

Marc believes that this “product becomes a company” template is successful because “it’s a demonstration that the product has to exist. The market needs the product so badly that somebody actually built it and deployed it and you can actually see evidence that people want it before there was an economic motivation to do so.”

He contrasts this with the failure cases he often sees when entrepreneurs try to figure out the idea after starting a company.

“It’s very easy in that process to fool yourself into believing that there’s a market because you want to find something and you have a very strong motivation to come up with an answer. It’s hard to go through that process for three months and then say, ‘you know what, we can’t come up with any good ideas.’”

There are of course there exceptions. Marc gives Hewlett Packard as an example. But that’s more the exception than the rule. As Marc explains:

“The moral of the story is it has to be a really good idea. That often will be an idea that is preexisting at the time you decide to start a company. And if it isn’t, be really careful because you’re walking on sharp rocks at that point with a high risk of falling off the cliff into the ocean.”

Video source: @ECorner (2010) - Startup Archive
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⁠Quiver Quantitative
Marjorie Taylor Greene sits on the Subcommittee on Counterterrorism and Intelligence.

Around half of Palantir's revenue appears to come from counterterrorism and intelligence-related contracts with the US government.

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 - Quiver Quantitative
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