Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Complete disaster in $FAZE today: https://t.co/1VJryvq5vr
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Complete disaster in $FAZE today: https://t.co/1VJryvq5vr
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Offshore
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Morning Brew ☕️
when you receive one too many slack messages in a short amount of time https://t.co/IDOoBcvPZv
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when you receive one too many slack messages in a short amount of time https://t.co/IDOoBcvPZv
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Paul Graham
Now that a significant number of YC startups are old enough to have grown big (e.g. 15 are now public) I'm able to see a whole new set of patterns. Having known them from very early on, when the company was just the founders, I can see patterns in how companies evolve.
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Now that a significant number of YC startups are old enough to have grown big (e.g. 15 are now public) I'm able to see a whole new set of patterns. Having known them from very early on, when the company was just the founders, I can see patterns in how companies evolve.
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Jim OShaughnessy
Thanks again for all the wisdom @shreyas, you're a great thinker and teacher! https://t.co/cNm9Dcnwu8
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Thanks again for all the wisdom @shreyas, you're a great thinker and teacher! https://t.co/cNm9Dcnwu8
Don’t miss my conversation with @jposhaughnessy on leadership, org psychology & personal evolution. I thoroughly enjoyed this one & hope you will too.
apple
https://t.co/vQoisdS5OV
google
https://t.co/STQPSUJ2F3
youtube
https://t.co/9kH6v4F9NB
spotify
https://t.co/fccparaegY - Shreyas Doshitweet
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Compounding Capital
$SLP revenue growth CAGR of 16% and EBITDA CAGR of 23% past 7 years.
Revenue and EBITDA should be able to grow 15% and 20% respectively for next 10 years given minimal TAM penetration. https://t.co/ictMLnBjoR
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$SLP revenue growth CAGR of 16% and EBITDA CAGR of 23% past 7 years.
Revenue and EBITDA should be able to grow 15% and 20% respectively for next 10 years given minimal TAM penetration. https://t.co/ictMLnBjoR
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Offshore
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Jim OShaughnessy
Recorded a great @InfiniteL88ps with @vitaliyk whose interests and passions overlap so much with mine the time sped by--the power of programing yourself; how music helps us understand nuance and how abracadabra means "I create as I speak" in Hebrew.
Great stuff! https://t.co/wJSfBRn50h
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Recorded a great @InfiniteL88ps with @vitaliyk whose interests and passions overlap so much with mine the time sped by--the power of programing yourself; how music helps us understand nuance and how abracadabra means "I create as I speak" in Hebrew.
Great stuff! https://t.co/wJSfBRn50h
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Special Situations 🌐 Research Newsletter (Jay)
$RIVN: another disaster quarter
-Rivian Auto says supply chain constraints 'to remain limiting factor'
-Rivian reports Q2 output of 4.40K and deliveries of 4.47K vehicles
*SEES FY ADJ EBITDA LOSS $5.45B, SAW LOSS $4.75B
*Rivian Auto affirms 2022 production target of 25K cars
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$RIVN: another disaster quarter
-Rivian Auto says supply chain constraints 'to remain limiting factor'
-Rivian reports Q2 output of 4.40K and deliveries of 4.47K vehicles
*SEES FY ADJ EBITDA LOSS $5.45B, SAW LOSS $4.75B
*Rivian Auto affirms 2022 production target of 25K cars
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