Offshore
Video
Startup Archive
RT @ShaneMac: Couldn’t agree with this more. I strive to create this environment for everything we build.
tweet
RT @ShaneMac: Couldn’t agree with this more. I strive to create this environment for everything we build.
Naval Ravikant on the “single-most important indicator of an entrepreneur’s success”
Naval admits it’s very difficult to predict which startups will work—only 1 out of 10 of his angel investments succeed—but he has noticed a common trait among many of the great companies:
“The founders are in it for the long haul. And the way you see that evidence very early on. They are extremely deliberate about all kinds of small decisions. Stuff you might think that doesn’t matter… And what you realize is is it’s their nature to obsess over these things because they feel like like they’re laying the bricks and the foundation of a skyscraper.”
He contrasts this to entrepreneurs are more careless early on:
“The people who are flippant about things… they’re often signaling to you that they’ll sell the company the first chance they get, or the moment that it looks like they’re gonna run out of cash, they’ll shut down.”
He continues:
“So I think that long-term mentality is probably the single-most important indicator of an entrepreneur’s success. But it’s by no means the only thing. It’s a very competitive environment. Most startups fail. And so you just gotta stick with it.”
Video source: @StartupGrind (2013) tweet
Offshore
Photo
App Economy Insights
$BABA Alibaba Q3 FY25 (ending Dec.):
• Revenue +8% Y/Y to $38.4B ($0.1B beat).
• Operating margin 15% (+6pp Y/Y).
• Free cash flow margin 14% (-8pp Y/Y).
• Non-GAAP EPADS $2.93 ($0.27 beat). https://t.co/uxplfgKiSq
tweet
$BABA Alibaba Q3 FY25 (ending Dec.):
• Revenue +8% Y/Y to $38.4B ($0.1B beat).
• Operating margin 15% (+6pp Y/Y).
• Free cash flow margin 14% (-8pp Y/Y).
• Non-GAAP EPADS $2.93 ($0.27 beat). https://t.co/uxplfgKiSq
tweet
Offshore
Video
Read
RT @The_AI_Investor: Elon Musk explaining the engineering challenges that xAI faced when scaling up their massive 200,000 (NVDA) GPU cluster.
And they will make it a 1m GPU cluster.
https://t.co/8AESIW2j3b
tweet
RT @The_AI_Investor: Elon Musk explaining the engineering challenges that xAI faced when scaling up their massive 200,000 (NVDA) GPU cluster.
And they will make it a 1m GPU cluster.
https://t.co/8AESIW2j3b
tweet
Offshore
Photo
Hidden Value Gems
Easy to get confused if you are just trying to predict the next market move. Got these two recommendations by Audible with seemingly opposite titles😅 https://t.co/tYV31ufGUA
tweet
Easy to get confused if you are just trying to predict the next market move. Got these two recommendations by Audible with seemingly opposite titles😅 https://t.co/tYV31ufGUA
tweet
Offshore
Photo
App Economy Insights
$WMT Walmart Q4 FY25 (ending January):
• Revenue +4% Y/Y to $180.6B ($1.6B beat).
• Non-GAAP EPS $0.66 ($0.01 beat).
• Walmart US comp sales +5%.
• E-commerce +16% Y/Y.
• Advertising +29% Y/Y.
FY26 Guidance:
• Net sales +3%-4% Y/Y to ~$698B ($7B miss). https://t.co/YfUVc8vQX7
tweet
$WMT Walmart Q4 FY25 (ending January):
• Revenue +4% Y/Y to $180.6B ($1.6B beat).
• Non-GAAP EPS $0.66 ($0.01 beat).
• Walmart US comp sales +5%.
• E-commerce +16% Y/Y.
• Advertising +29% Y/Y.
FY26 Guidance:
• Net sales +3%-4% Y/Y to ~$698B ($7B miss). https://t.co/YfUVc8vQX7
tweet
Dimitry Nakhla | Babylon Capital®
Mercado Libre $MELI reports its Q4 earnings today
Here are the estimates:
Revenue $5.94B (+39.43% YoY)
EPS $7.56 (+132.61% YoY)
___
Additional parts of $MELI's business to keep an eye on for YoY comparison (the numbers below reflect the Q4 2023 report and YoY comparison to Q4 2022):
Commerce Services: $1.96B (45% YoY)
Commerce Product Sales: $502M (61% YoY)
Total Commerce Revenues: $2.46B (48% YoY)
Total Fintech Revenues: $1.80B (34% YoY)
Items Sold: 431M (29% YoY)
Total Payment Volume (TPV): $56.51B (153% YoY)
Gross Merchandise Volume (GMV): $13.5B (79% YoY)
tweet
Mercado Libre $MELI reports its Q4 earnings today
Here are the estimates:
Revenue $5.94B (+39.43% YoY)
EPS $7.56 (+132.61% YoY)
___
Additional parts of $MELI's business to keep an eye on for YoY comparison (the numbers below reflect the Q4 2023 report and YoY comparison to Q4 2022):
Commerce Services: $1.96B (45% YoY)
Commerce Product Sales: $502M (61% YoY)
Total Commerce Revenues: $2.46B (48% YoY)
Total Fintech Revenues: $1.80B (34% YoY)
Items Sold: 431M (29% YoY)
Total Payment Volume (TPV): $56.51B (153% YoY)
Gross Merchandise Volume (GMV): $13.5B (79% YoY)
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Small Cap Fund on Enpro Inc. $NPO US
Thesis: Enpro Inc. is a diversified industrial technology company focused on high-margin, recurring revenue streams in sealing and semiconductor markets, poised for growth and margin expansion through strategic acquisitions and innovation.
(Extract from their Q4 letter)
tweet
Baron Small Cap Fund on Enpro Inc. $NPO US
Thesis: Enpro Inc. is a diversified industrial technology company focused on high-margin, recurring revenue streams in sealing and semiconductor markets, poised for growth and margin expansion through strategic acquisitions and innovation.
(Extract from their Q4 letter)
tweet
Offshore
Photo
Investing visuals
$ASML: A compelling long-term investment at its current price👌 https://t.co/YdOV1G0D1q
tweet
$ASML: A compelling long-term investment at its current price👌 https://t.co/YdOV1G0D1q
tweet
Offshore
Video
Startup Archive
Paul Graham: “Follow what makes users happy the way a scientist follows the truth”
“If you care enough about users, you can just follow what will make users happy the way a scientist follows the truth, and eventually without much thinking on your part, the need to grow will give you this product idea that’s the result of evolution.”
When asked what most founders get wrong, Paul replies:
“What you will get wrong is that you will not pay enough attention to users. You will make up some idea in your head that you will call your vision. And then you will spend a lot of time thinking about your vision in a cafe by yourself and build some elaborate thing without going and talking to users because that’s doing sales, which is as pain and they might say no.”
He continues:
“You’d be way better off finding someone who has a problem they will pay you to fix and fixing it and then seeing if you can find more people like that — best case is if you yourself have the problem. But you will not ship fast enough because you’re embarrassed to ship something unfinished and you don’t want to face the likely feedback you will get, so you will shrink from contact with your users. That’s the mistake you will make.”
Video source: @ycombinator (2018)
tweet
Paul Graham: “Follow what makes users happy the way a scientist follows the truth”
“If you care enough about users, you can just follow what will make users happy the way a scientist follows the truth, and eventually without much thinking on your part, the need to grow will give you this product idea that’s the result of evolution.”
When asked what most founders get wrong, Paul replies:
“What you will get wrong is that you will not pay enough attention to users. You will make up some idea in your head that you will call your vision. And then you will spend a lot of time thinking about your vision in a cafe by yourself and build some elaborate thing without going and talking to users because that’s doing sales, which is as pain and they might say no.”
He continues:
“You’d be way better off finding someone who has a problem they will pay you to fix and fixing it and then seeing if you can find more people like that — best case is if you yourself have the problem. But you will not ship fast enough because you’re embarrassed to ship something unfinished and you don’t want to face the likely feedback you will get, so you will shrink from contact with your users. That’s the mistake you will make.”
Video source: @ycombinator (2018)
tweet