Offshore
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Dimitry Nakhla | Babylon Capital®
Even with MercadoLibre's stock price surging +24% over the past month, its forward multiple tightened by -4%, compressing from 51.30x to 49.13x $MELI https://t.co/MhWAWn6s8e
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Even with MercadoLibre's stock price surging +24% over the past month, its forward multiple tightened by -4%, compressing from 51.30x to 49.13x $MELI https://t.co/MhWAWn6s8e
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Offshore
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Quiver Quantitative
The net worth numbers here appear to be made up, definitely not from OpenSecrets.
Nancy Pelosi is actually worth significantly more: $269M by our estimates.
The rest are worth significantly less.
I'd encourage people to use Quiver for live politician portfolio tracking.
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The net worth numbers here appear to be made up, definitely not from OpenSecrets.
Nancy Pelosi is actually worth significantly more: $269M by our estimates.
The rest are worth significantly less.
I'd encourage people to use Quiver for live politician portfolio tracking.
I am beginning to understand why they are fighting so hard to stop Elon. Something is very wrong here. https://t.co/mfg1HRRis0 tweet
Offshore
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Finding Compounders
Allan Mecham ran Arlington Value Capital where he achieved a CAGR of 30% over 8.5 years.
Here is his 2013 fund letter https://t.co/A9hSeF2f7Z
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Allan Mecham ran Arlington Value Capital where he achieved a CAGR of 30% over 8.5 years.
Here is his 2013 fund letter https://t.co/A9hSeF2f7Z
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Offshore
Video
Startup Archive
Jony Ive explains why curiosity is fundamental to creating
“Being truly open, inquisitive, and curious has become the very basis for all that I do now and how I think. Having a genuine relish for being surprised and for learning is fundamental to creating.”
However, in traditional education or working environments with lots of people, curiosity requires intent and discipline.
“In interactions with larger groups, many of us gravitate towards the tangible and the measurable. It is more comfortable, far easier, and more socially acceptable to talk about what is known.”
But curiosity and wanting to learn is far more important than being right. In fact, it’s fundamental to creating something new. As Jony explains:
“Crucially, the delight and joy of curiosity and learning can temper our fear of doing something completely new… and you find yourself actually listening. To listen well means you need to be quiet. Great ideas can come from the quietest voice, and I really worry how many good ideas I have missed because I wasn’t listening or I couldn’t hear a thing for the usual deluge of opinion. I think it would be great to resist the urge to fill every moment of every minute with opinions and to listen.”
Video source: @CACollegeofArts (2021)
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Jony Ive explains why curiosity is fundamental to creating
“Being truly open, inquisitive, and curious has become the very basis for all that I do now and how I think. Having a genuine relish for being surprised and for learning is fundamental to creating.”
However, in traditional education or working environments with lots of people, curiosity requires intent and discipline.
“In interactions with larger groups, many of us gravitate towards the tangible and the measurable. It is more comfortable, far easier, and more socially acceptable to talk about what is known.”
But curiosity and wanting to learn is far more important than being right. In fact, it’s fundamental to creating something new. As Jony explains:
“Crucially, the delight and joy of curiosity and learning can temper our fear of doing something completely new… and you find yourself actually listening. To listen well means you need to be quiet. Great ideas can come from the quietest voice, and I really worry how many good ideas I have missed because I wasn’t listening or I couldn’t hear a thing for the usual deluge of opinion. I think it would be great to resist the urge to fill every moment of every minute with opinions and to listen.”
Video source: @CACollegeofArts (2021)
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Offshore
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iinvested
4Q'24 Voss Capital on $MBGYY
Voss's letters are always great read.
Find it below:
https://t.co/dVDkhhvUUk https://t.co/X9pmo8BHbg
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4Q'24 Voss Capital on $MBGYY
Voss's letters are always great read.
Find it below:
https://t.co/dVDkhhvUUk https://t.co/X9pmo8BHbg
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Offshore
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Startup Archive
"I have never, not once, seen a slow-moving founder be really successful."
- Sam Altman
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"I have never, not once, seen a slow-moving founder be really successful."
- Sam Altman
"Focus & Intensity" by @sama https://t.co/cWQhq0OKj9 tweet
iinvested
No Street GP LP Top 5 Positions at Q2 2024
% of portfolio, symbol and quarterly change
13.58 $GTLS -5%
9.22 $APP -41%
7.24 $BEEP 49%
6.09 $UBER 239%
5.90 $DESP -1%
https://t.co/ec2wNkyB2Z
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No Street GP LP Top 5 Positions at Q2 2024
% of portfolio, symbol and quarterly change
13.58 $GTLS -5%
9.22 $APP -41%
7.24 $BEEP 49%
6.09 $UBER 239%
5.90 $DESP -1%
https://t.co/ec2wNkyB2Z
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twitter.com
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