Finding Compounders
The Convictions of a Long Distance Investor

Great piece on Warren Buffett https://t.co/BxDcGan6M8
tweet

App Economy Insights
$CRCL Circle Q3 FY25:

• USDC in circulation +108% Y/Y to $74B.
• Revenue +66% Y/Y to $740M ($40M beat).
• Adjusted EBITDA +78% Y/Y to $166M.

USDC in circulation still expected to rise 40% CAGR. https://t.co/i3RTmyRIiL
tweet

Finding Compounders
Great piece on Lou Simpson , who oversaw GEICO’s investment portfolio

Must Read https://t.co/Y09VSW7h1P
tweet

Quiver Quantitative
JUST IN: A Polymarket trader just bet over $10,000 that Trump will create a tariff dividend before the end of the year.

They will win $97K if they are correct. https://t.co/M94JfEq59E
tweet

Finding Compounders
Legal Matters

with Charlie Munger https://t.co/bqMfjG4vux
tweet

AkhenOsiris
Ed's back:

OAI $MSFT $NVDA

https://t.co/OK8PnuvovO
tweet

AkhenOsiris
OpenAI launches GPT-5.1 Instant and Thinking, upgrades to its troubled GPT-5 flagship and adds more personalization features to ChatGPT.
tweet