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Quiver Quantitative
We have now seen four members of Congress file purchases of Palantir stock, $PLTR, in the last week.
Two of them sit on the House Committee on Homeland Security.
One of them sits on the Subcommittee on Counterterrorism and Intelligence.
One of them sits on the House Committee on Armed Services.
One of them is an ex oficio member of the House Oversight Subcommittee on Military and Foreign Affairs.
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We have now seen four members of Congress file purchases of Palantir stock, $PLTR, in the last week.
Two of them sit on the House Committee on Homeland Security.
One of them sits on the Subcommittee on Counterterrorism and Intelligence.
One of them sits on the House Committee on Armed Services.
One of them is an ex oficio member of the House Oversight Subcommittee on Military and Foreign Affairs.
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App Economy Insights
📊 Last Week in Visuals:
$KO $CSCO $MCD $SHOP $AMAT $SONY $PANW $APP $MCO $MAR $ABNB $COIN $TTD $ADYEY $HOOD $HUBS $RDDT $KHC $GPN $TWLO $DKNG $QSR $Z $CYBR $ROKU $PAYC $CFLT
Check out the latest earnings 👇
https://t.co/MsrGUKXIX9 https://t.co/MufZqn7SL1
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📊 Last Week in Visuals:
$KO $CSCO $MCD $SHOP $AMAT $SONY $PANW $APP $MCO $MAR $ABNB $COIN $TTD $ADYEY $HOOD $HUBS $RDDT $KHC $GPN $TWLO $DKNG $QSR $Z $CYBR $ROKU $PAYC $CFLT
Check out the latest earnings 👇
https://t.co/MsrGUKXIX9 https://t.co/MufZqn7SL1
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Stock Analysis Compilation
Appleseed on Cameco Corporation $CCJ US
Thesis: Cameco Corporation is a leading uranium supplier with strong reserves, and Sprott Physical Uranium Trust provides direct exposure to uranium price changes without equity risk.
(Extract from their Q4 letter) https://t.co/jW5WBWGayN
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Appleseed on Cameco Corporation $CCJ US
Thesis: Cameco Corporation is a leading uranium supplier with strong reserves, and Sprott Physical Uranium Trust provides direct exposure to uranium price changes without equity risk.
(Extract from their Q4 letter) https://t.co/jW5WBWGayN
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Finding Compounders
A must read
An Honest Reflection after Two years since the Funds Inception
From Peninsula Capital https://t.co/9q4f1AcNdb
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A must read
An Honest Reflection after Two years since the Funds Inception
From Peninsula Capital https://t.co/9q4f1AcNdb
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Startup Archive
Instacart founder Apoorva Mehta on doing things that don’t scale
“Y Combinator encourages startups to do things that don’t scale. I find that this is one of the biggest competitive advantages that a startup has over a larger company… The idea is that once your product has demand, you can figure out how to scale your product.”
Apoorva explains how in the early days of Instacart customers could place orders even if there weren’t shoppers online to fulfill those orders.
“Of course, this meant that I would drop everything I was doing and fulfill the order myself.”
They also ran into the issue that Trader Joe’s didn’t have an API or website with catalog of the items in the store. So the team literally went to their local Trader Joe’s, bought one of every single item, took it back to their office, photographed every single item, and manually entered it in the Instacart catalog.
“Using the same unscalable techniques, we added Whole Foods, Costco and many other stores, and we realized we had the best product in the market.”
Having the best product on the market allowed Instacart to quickly expand to 10 cities and maintain 10% week over week growth for 20 weeks. This traction would allow Instacart to raise more money, hire more people, and then make everything scalable.
Video source: @ycombinator (2014)
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Instacart founder Apoorva Mehta on doing things that don’t scale
“Y Combinator encourages startups to do things that don’t scale. I find that this is one of the biggest competitive advantages that a startup has over a larger company… The idea is that once your product has demand, you can figure out how to scale your product.”
Apoorva explains how in the early days of Instacart customers could place orders even if there weren’t shoppers online to fulfill those orders.
“Of course, this meant that I would drop everything I was doing and fulfill the order myself.”
They also ran into the issue that Trader Joe’s didn’t have an API or website with catalog of the items in the store. So the team literally went to their local Trader Joe’s, bought one of every single item, took it back to their office, photographed every single item, and manually entered it in the Instacart catalog.
“Using the same unscalable techniques, we added Whole Foods, Costco and many other stores, and we realized we had the best product in the market.”
Having the best product on the market allowed Instacart to quickly expand to 10 cities and maintain 10% week over week growth for 20 weeks. This traction would allow Instacart to raise more money, hire more people, and then make everything scalable.
Video source: @ycombinator (2014)
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Stock Analysis Compilation
Baron Focused Growth Fund on IDEXX Laboratories, Inc. $IDXX US
Thesis: IDEXX Laboratories, Inc. is expected to achieve accelerated growth and strong financial performance due to the pandemic-driven increase in pet ownership, improved foot traffic, and its significant pricing power.
(Extract from their Q4 letter)
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Baron Focused Growth Fund on IDEXX Laboratories, Inc. $IDXX US
Thesis: IDEXX Laboratories, Inc. is expected to achieve accelerated growth and strong financial performance due to the pandemic-driven increase in pet ownership, improved foot traffic, and its significant pricing power.
(Extract from their Q4 letter)
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