⁠App Economy Insights
$CRCL Circle is now up 6x since its IPO. 👀

A stablecoin bill just helped spark the rally.

Here's how they make money. 👇
https://t.co/DdBIlLAxKm
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AkhenOsiris
RT @ConsensusGurus: Trump should tweet one word: "LiDAR"
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⁠Quiver Quantitative
BREAKING: Marjorie Taylor Greene just filed new stock trades.

She bought stock in Snowflake, $SNOW, for the first time ever.

Full trade list up on Quiver. https://t.co/dvAIOLRo8r
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⁠The All-In Podcast
🚨🌴 LIVE from miami: tony robbins!

@tonyrobbins joins the besties for a wide-ranging discussion on his career, longevity, personal moonshots, progress, focus and more!

(0:00) the besties welcome tony!

(0:23) tony's background and how it led to his career

(8:19) why progress correlates to happiness, state of the younger generation, biochemistry studies

(21:53) ssris, psychedelics, importance of personal moonshots

(31:49) maintaining focus while managing multiple businesses

(36:37) thoughts on longevity

(42:44) partner shoutouts: thanks to okx, circle, polymarket, solana, bvnk, and google cloud!
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⁠Investing visuals
$HIMS is trading at all-time highs, but it’s still reasonably priced:

🔹 Online revenue: +115%
🔹 Subscribers: +38%
🔹 Free cash flow: +254%
🔹 Valuation: 48x forward free cash flow https://t.co/gIMfKdfBII
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⁠Quiver Quantitative
NEW: Multiple members of Congress have recently bought up stock in one defense contractor.

Here's our report: https://t.co/TUrp17OnxS
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⁠Dimitry Nakhla | Babylon Capital®
“It’s the mark of a charlatan to try & explain simple things in complicated ways & it’s the mark of a genius to explain complicated things in simple ways.”

— Naval Ravikant 🗣️
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈

Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸

Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57
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⁠Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #116 with Alyx Wood from Kernow Asset Management.

Alyx discusses his background, his 'contrarian-with-a catalyst' investing style, how not to get caught in a value trap + two UK stock picks. 👇

https://t.co/6BKdOFuHLv https://t.co/KAte6QPhhD
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⁠Hidden Value Gems
Some food for thought from Hosking Partners (ex Marathon) on which sectors look attractive today from a Capital Cycle viewpoint:

Returns improving: Coal, Oil, UK domestic, Japan, UK Housing

Trim: Airlines, US Banks, Shipping, Semis
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⁠Quiver Quantitative
Elon Musk has said: "Solar is so obviously the future for anyone who can do elementary math."

Meanwhile Congress is buying up oil and gas stocks.

Who are you trusting here? https://t.co/zv2cfx0n65
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