Offshore
Photo
Stock Analysis Compilation
Baron Real Estate Income Fund on IRT (Independence Realty Trust, Inc.) $IRT US
Thesis: IRT is an attractive investment opportunity due to its affordable apartment units, discounted valuation relative to peers, robust growth prospects from its value-add program, limited new supply, and overlooked cash flow from recent developments.
(Extract from their Q4 letter)
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Baron Real Estate Income Fund on IRT (Independence Realty Trust, Inc.) $IRT US
Thesis: IRT is an attractive investment opportunity due to its affordable apartment units, discounted valuation relative to peers, robust growth prospects from its value-add program, limited new supply, and overlooked cash flow from recent developments.
(Extract from their Q4 letter)
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Offshore
Video
Startup Archive
Airbnb founder Brian Chesky explains his interview question “If you had a year left to live, would you still take this job?”
Airbnb’s mission is to “create a world where anyone can belong anywhere.”
Founder Brian Chesky explains that, when he hires people, the first thing he looks for is someone who will champion that mission:
“We don’t want people here because they think we’ve got a great valuation, they like our office design, they need a job, or they think it’s hot. We want people to be here for the one thing that will never change, and that’s our mission… And you champion the mission by living the mission. Do you believe in it? Do you have stories about it? Have you used the product? Would you bleed for the product?”
Brian interviewed the first 300 employees of Airbnb and asked each of them a crazy interview question:
“If you had a year left to live, would you take this job?”
Realizing that this question was a little too crazy, he has since amended it to 10 years left to live, but his reasoning is as follows:
“If you knew you had 10 years left to live—whatever you would want to do in those last ten years, you should just do. And I really wanted people to think about that. That was enough time to do something you really cared about… And the answer doesn’t have to be this company. If what you’re meant to do is travel or start a company, you should just do that.”
Brian explains:
“There is a job, and then there is a calling. We want to hire people who aren’t just looking for jobs. They’re looking for a calling.”
He shares a parable that highlights this:
“Two men are laying bricks. Somebody comes up to the first man and asks, ‘what are you doing?’ He says I’m building a wall. He then asks the other man, who says ‘I’m building a cathedral.’”
Video source: @ycombinator (2014)
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Airbnb founder Brian Chesky explains his interview question “If you had a year left to live, would you still take this job?”
Airbnb’s mission is to “create a world where anyone can belong anywhere.”
Founder Brian Chesky explains that, when he hires people, the first thing he looks for is someone who will champion that mission:
“We don’t want people here because they think we’ve got a great valuation, they like our office design, they need a job, or they think it’s hot. We want people to be here for the one thing that will never change, and that’s our mission… And you champion the mission by living the mission. Do you believe in it? Do you have stories about it? Have you used the product? Would you bleed for the product?”
Brian interviewed the first 300 employees of Airbnb and asked each of them a crazy interview question:
“If you had a year left to live, would you take this job?”
Realizing that this question was a little too crazy, he has since amended it to 10 years left to live, but his reasoning is as follows:
“If you knew you had 10 years left to live—whatever you would want to do in those last ten years, you should just do. And I really wanted people to think about that. That was enough time to do something you really cared about… And the answer doesn’t have to be this company. If what you’re meant to do is travel or start a company, you should just do that.”
Brian explains:
“There is a job, and then there is a calling. We want to hire people who aren’t just looking for jobs. They’re looking for a calling.”
He shares a parable that highlights this:
“Two men are laying bricks. Somebody comes up to the first man and asks, ‘what are you doing?’ He says I’m building a wall. He then asks the other man, who says ‘I’m building a cathedral.’”
Video source: @ycombinator (2014)
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Offshore
Video
Quiver Quantitative
Senator Josh Hawley just said:
Facebook got fined $5B, and the stock went UP
It’s a cost of doing business https://t.co/TUkjbaxFX0
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Senator Josh Hawley just said:
Facebook got fined $5B, and the stock went UP
It’s a cost of doing business https://t.co/TUkjbaxFX0
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Offshore
Photo
Stock Analysis Compilation
Baron Real Estate Fund on Equinix, Inc. $EQIX US
Thesis: Equinix, Inc. is expected to achieve approximately 10% earnings per share growth over the next few years, driven by strong demand and a favorable market position in the data center industry.
(Extract from their Q4 letter) https://t.co/KfWsS0yLcf
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Baron Real Estate Fund on Equinix, Inc. $EQIX US
Thesis: Equinix, Inc. is expected to achieve approximately 10% earnings per share growth over the next few years, driven by strong demand and a favorable market position in the data center industry.
(Extract from their Q4 letter) https://t.co/KfWsS0yLcf
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Offshore
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App Economy Insights
$AAPL Apple launches iPhone 16e.
🤳 Notch and Face ID.
🔘 USB-C and action button.
🧠 Apple Intelligence included.
⚙️ A18 chipset (same as iPhone 16).
📡 First-ever in-house 5G modem (C1). https://t.co/jpzudtWRZY
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$AAPL Apple launches iPhone 16e.
🤳 Notch and Face ID.
🔘 USB-C and action button.
🧠 Apple Intelligence included.
⚙️ A18 chipset (same as iPhone 16).
📡 First-ever in-house 5G modem (C1). https://t.co/jpzudtWRZY
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Offshore
Photo
Stock Analysis Compilation
Bell Global Emerging Companies Fund on Clean Harbors $CLH US
Thesis: Clean Harbors is expected to experience strong growth due to increasing environmental regulations, asset scarcity, onshoring of manufacturing, and market underappreciation of its value.
(Extract from their Q4 letter)
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Bell Global Emerging Companies Fund on Clean Harbors $CLH US
Thesis: Clean Harbors is expected to experience strong growth due to increasing environmental regulations, asset scarcity, onshoring of manufacturing, and market underappreciation of its value.
(Extract from their Q4 letter)
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Offshore
Photo
Quiver Quantitative
RT @QuiverCongress: Senator Ron Johnson has said that he would only support a "DOGE Dividend" if the budget is balanced.
Do you agree?
Poll below. https://t.co/J6vfNZOuhB
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RT @QuiverCongress: Senator Ron Johnson has said that he would only support a "DOGE Dividend" if the budget is balanced.
Do you agree?
Poll below. https://t.co/J6vfNZOuhB
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Offshore
Video
Value Spotlight (Andrew Sather)
What creates buyback machines? Super high ROIC?
Yep. https://t.co/6nuccC2OxL
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What creates buyback machines? Super high ROIC?
Yep. https://t.co/6nuccC2OxL
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Offshore
Video
Quiver Quantitative
Last year, we noticed a US politician buying stock in a German arms manufacturer.
The stock has now risen 69% since we posted this video: https://t.co/7M0MPOL0IK
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Last year, we noticed a US politician buying stock in a German arms manufacturer.
The stock has now risen 69% since we posted this video: https://t.co/7M0MPOL0IK
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