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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Offshore
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Finding Compounders
Joel Greenblatt co authored this article :
How the small investor can beat the market https://t.co/p88gaZjBa4
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Joel Greenblatt co authored this article :
How the small investor can beat the market https://t.co/p88gaZjBa4
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Offshore
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Investing visuals
$HIMS Q4 earnings tomorrow are highly anticipated. Here are 5 visuals breaking down the business 🧵👇 https://t.co/NwpRH922mo
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$HIMS Q4 earnings tomorrow are highly anticipated. Here are 5 visuals breaking down the business 🧵👇 https://t.co/NwpRH922mo
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Offshore
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Stock Analysis Compilation
Clearbridge Canadian Equity Strategy on Constellation Software (CSU) $CSU CN
Thesis: Constellation Software is a compounding success story specializing in acquiring niche vertical market software companies, supported by a strong track record of capital deployment and improved intrinsic valuation.
(Extract from their Q4 letter)
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Clearbridge Canadian Equity Strategy on Constellation Software (CSU) $CSU CN
Thesis: Constellation Software is a compounding success story specializing in acquiring niche vertical market software companies, supported by a strong track record of capital deployment and improved intrinsic valuation.
(Extract from their Q4 letter)
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