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Didier Catz
@didier
Douglas Allen
@dougallen
Michael Liu
@wendell
Paypal's new CEO - "We will shock the world"
- 25% of world's ecommerce runs through $PYPL
- 400m customers, 35m+ merchants
- 15X PE(!) on '24 GAAP EPS
- Innovation Day on 25 Jan
If new mgt. executes, $PYPL will re-rate
I... See more
Puru Saxenax.com$PLTR
Palantir CEO Alex Karp this week on where the company's valuation could go:
“84% of the top 50 tech startups are in the US — now this is basically pre AIP, what do you think is going to happen? My company is worth between $35 and $40 billion. I'm pretty optimistic we're going to contin... See more
amitx.comAdam Fales
@adamfales
How he was so clever to buy WhatsApp (he doesn’t mention the spyware Onavo that showed him which apps to buy by giving him confidential usage data, making acquisitions like shooting fish in a barrel).
Sarah Wynn-Williams • Careless People: A Cautionary Tale of Power, Greed, and Lost Idealism
Bogdan
@bogdan
Dr. Hayek
@drhayek