𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
tweet

⁠Stock Analysis Compilation
Cedar Creek on Western Capital $WCRS US

Thesis: Western Capital is a holding company that has significantly reduced its share count while owning diverse assets, including 270 Cricket wireless stores and generating increasing cash earnings, positioning it as a compelling investment opportunity at a low valuation relative to earnings.

(Extract from their Q4 letter)
tweet

⁠Quiver Quantitative
Tough week for Nancy Pelosi's Tempus AI Call options: https://t.co/3qmoMBkW2z
tweet

⁠Read
RT @emollick: Forget “tapestry” or “delve” these are the actual unique giveaway words for each model, relative to each other. https://t.co/WkOmUUCDJ3 https://t.co/UbqJBFbuAD
tweet

⁠Read
RT @VladBastion: Pinduoduo $PDD is incredibly undervalued. Its forward P/E is 11x, lower than Alibaba's $BABA 13x, while its forecasted revenue growth rate is nearly twice as high. Based on the price/earnings to growth model, it has the highest upside potential among the top 30 non-U.S. stocks. https://t.co/gUdyWq5v01
tweet

⁠Read
RT @GergelyOrosz: Klarna was the company that went all-on replacing customer support with an AI bot and went on to brag about the cost savings.

Now they are reversing course.

Easy to see more companies blindly replacing quality customer support with a worse AI implementation will follow... https://t.co/Mcxwp4GNTC
tweet

⁠Read
RT @reymerekar7: Hugging Face spaces has literally turned into the app store for quick AI apps.

If there’s an AI tool you ever wanted to build or experiment with, it’s probably right here in the interface.

With hundreds of thousands of AI tools at your fingertips, you can dive into everything from text analysis to speech synthesis 👀

Can’t believe I didn’t know about this sooner…
tweet

AkhenOsiris
Covid is back! Need Prof Siegel on clamouring for emergency rate cuts 😂
tweet

⁠Startup Archive
RT @dream_masheen: "You get paid as a founder for the wealth that you create for other people"

Sam Altman: “One of the few arbitrage opportunities left in the market is time”

“I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.”

Sam continues:

“And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.”

Video source: @ycombinator (2016) - Startup Archive
tweet

⁠Read
RT @KoyfinCharts: Mauboussin & Callahan just shared a paper on the psychology of expected value.

"How often you are right is not all that matters. What is vital is how much money you make when you are right versus how much you lose when you are wrong".

🧵 Our 8 favourite highlights: https://t.co/Gh1kjsHFlu
tweet

⁠Stock Analysis Compilation
Artisan International Value Strategy on Samsung $005930 KS

Thesis: Samsung’s governance and AI lag pose challenges, but its strong balance sheet and valuation offer long-term potential.

(Extract from their Q4 letter) https://t.co/hzoOrFL4M1
tweet