Offshore
Video
Quiver Quantitative
If anyone is wondering how a politician has made tens of millions of dollars on a $174K salary:
Check out Quiver.
It lets you track politicians’:
- Stock trading
- Portfolio
- Net Worth
- Corporate Donors
- Proposed Legislation
Along with data on hedge fund holdings, company financials, insider trading, and more.
Open to the public with no ads.
I try to post interesting insights from the data, but I think it’s important that the raw data is available to anyone who wants to do their own research.
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If anyone is wondering how a politician has made tens of millions of dollars on a $174K salary:
Check out Quiver.
It lets you track politicians’:
- Stock trading
- Portfolio
- Net Worth
- Corporate Donors
- Proposed Legislation
Along with data on hedge fund holdings, company financials, insider trading, and more.
Open to the public with no ads.
I try to post interesting insights from the data, but I think it’s important that the raw data is available to anyone who wants to do their own research.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $CDNS & $SNPS provide tools and IP for designing and verifying microchips and electronic systems
10-year total return:
$CDNS ~1258%
$SNPS ~900%
10-year EPS growth:
$CDNS 535%
$SNPS 421%
10-year multiple expansion:
$CDNS 118%
$SNPS 90%
___
As you can see, multiple expansion has significantly driven its total returns
Looking ahead, investors might not want to count on further expansion over the next decade, particularly if growth rates slow during that time
tweet
RT @DimitryNakhla: $CDNS & $SNPS provide tools and IP for designing and verifying microchips and electronic systems
10-year total return:
$CDNS ~1258%
$SNPS ~900%
10-year EPS growth:
$CDNS 535%
$SNPS 421%
10-year multiple expansion:
$CDNS 118%
$SNPS 90%
___
As you can see, multiple expansion has significantly driven its total returns
Looking ahead, investors might not want to count on further expansion over the next decade, particularly if growth rates slow during that time
tweet
Offshore
Photo
Stock Analysis Compilation
Baron India Fund on Coforge Limited $COFORGE IN
Thesis: Coforge Limited is well-positioned to capitalize on the digital transformation of global enterprises, with expected earnings growth of 15% to 20% over the next three to five years.
(Extract from their Q4 letter) https://t.co/v7epYAT1xD
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Baron India Fund on Coforge Limited $COFORGE IN
Thesis: Coforge Limited is well-positioned to capitalize on the digital transformation of global enterprises, with expected earnings growth of 15% to 20% over the next three to five years.
(Extract from their Q4 letter) https://t.co/v7epYAT1xD
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Startup Archive
RT @benrollert: This is actually really good advice and people just ignore it even though it’s simple
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RT @benrollert: This is actually really good advice and people just ignore it even though it’s simple
Sam Altman on how to build a "product improvement engine" in your company:
"Talk to your users and watch them use your product, figure out what parts are sub-par, and then make your product better. Then do it again. This cycle should be the number one focus of the company, and it should drive everything else. If you improve your product 5% every week, it will really compound." tweet
twitter.com
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Offshore
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Quiver Quantitative
Republican Representative Tim Burchett just said:
"The budget proposal cuts about $150 to $200 billion...I’m afraid the lack of serious cuts will eat up all the savings by @DOGE and @elonmusk"
Representative Chip Roy said:
"[House GOP] votes Tuesday on new budget that ONLY reduces yearly spending $150B to $200B"
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Republican Representative Tim Burchett just said:
"The budget proposal cuts about $150 to $200 billion...I’m afraid the lack of serious cuts will eat up all the savings by @DOGE and @elonmusk"
Representative Chip Roy said:
"[House GOP] votes Tuesday on new budget that ONLY reduces yearly spending $150B to $200B"
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Offshore
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Finding Compounders
Benjamin Graham offers general rules that the individual investor must follow https://t.co/QQ83Tq2aF1
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Benjamin Graham offers general rules that the individual investor must follow https://t.co/QQ83Tq2aF1
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Offshore
Video
Startup Archive
Joe Lonsdale explains the “one thing” rule he learned from Peter Thiel
In 2010, Palantir co-founder Joe Lonsdale wrote a blog post titled “Lessons from Peter Thiel.” The second lesson in the post is:
“Don’t divide your attention: focusing on one thing yields increasing returns for each unit of effort.”
He elaborates on this idea that focus has a convex output curve:
“It’s kind of like the power law rule in venture capital where one investment tends to dominate the returns of everything else. That’s true inside companies as well. It’s extraordinarily unusual for there to be two equally promising opportunities… If you think you have 2-5 reasons for doing something, what that means is you actually haven’t figured it out. You want to find one really strong reason.”
He cites a founder listing 5 possible business models as an example of a failing strategy. What you want to do instead is find the single-best monetization model and put all your chips on that until you get new information.
“Eight revenue streams probably means you don’t have one awesome revenue stream. If you have seven growth strategies, it means you haven’t figured out the one strategy that’s going to compound like crazy.”
This same “one thing” rule applies to making decisions too. A lot of people will make decisions based on “blended reasons” (e.g. “here’s 5 reasons we should do this”). But what you should look for instead is the one reason that dominates everything else.
Video source: @myfirstmilpod (2024)
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Joe Lonsdale explains the “one thing” rule he learned from Peter Thiel
In 2010, Palantir co-founder Joe Lonsdale wrote a blog post titled “Lessons from Peter Thiel.” The second lesson in the post is:
“Don’t divide your attention: focusing on one thing yields increasing returns for each unit of effort.”
He elaborates on this idea that focus has a convex output curve:
“It’s kind of like the power law rule in venture capital where one investment tends to dominate the returns of everything else. That’s true inside companies as well. It’s extraordinarily unusual for there to be two equally promising opportunities… If you think you have 2-5 reasons for doing something, what that means is you actually haven’t figured it out. You want to find one really strong reason.”
He cites a founder listing 5 possible business models as an example of a failing strategy. What you want to do instead is find the single-best monetization model and put all your chips on that until you get new information.
“Eight revenue streams probably means you don’t have one awesome revenue stream. If you have seven growth strategies, it means you haven’t figured out the one strategy that’s going to compound like crazy.”
This same “one thing” rule applies to making decisions too. A lot of people will make decisions based on “blended reasons” (e.g. “here’s 5 reasons we should do this”). But what you should look for instead is the one reason that dominates everything else.
Video source: @myfirstmilpod (2024)
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