Offshore
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Illiquid
Combination of GS, Nikkei and TSMC sending Nittobo up 51% ytd is wild. https://t.co/TdbbuadBdA
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Combination of GS, Nikkei and TSMC sending Nittobo up 51% ytd is wild. https://t.co/TdbbuadBdA
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Offshore
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Hidden Value Gems
These stocks are becoming quite interesting 👇🏼
"Five of the biggest listed alcohol producers — Diageo, Pernod Ricard, Campari, Brown Forman and Rémy Cointreau — are sitting on $22bn worth of ageing spirits, the highest level of inventory in more than a decade, according to their financial reports."
"In the most extreme case, French cognac maker Rémy’s €1.8bn of maturing inventory is now almost double its annual revenues and close to its entire market capitalisation."
$DGE.L $BF.B $DEO $RCO.PA $RI.PA $CPR.MI
tweet
These stocks are becoming quite interesting 👇🏼
"Five of the biggest listed alcohol producers — Diageo, Pernod Ricard, Campari, Brown Forman and Rémy Cointreau — are sitting on $22bn worth of ageing spirits, the highest level of inventory in more than a decade, according to their financial reports."
"In the most extreme case, French cognac maker Rémy’s €1.8bn of maturing inventory is now almost double its annual revenues and close to its entire market capitalisation."
$DGE.L $BF.B $DEO $RCO.PA $RI.PA $CPR.MI
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Offshore
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Illiquid
3393 hit new highs today. We visited the Wasion factory in Johor. It has been in operation for 9 months now. How are things looking?
https://t.co/cU88yzGcOO https://t.co/x6iIvRQ4Hb
tweet
3393 hit new highs today. We visited the Wasion factory in Johor. It has been in operation for 9 months now. How are things looking?
https://t.co/cU88yzGcOO https://t.co/x6iIvRQ4Hb
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Hidden Value Gems
A good message to start the week:
"If you don't believe in yourself, why should I believe in you?"
Coach Greg Harden
h/t @shaneparrish
tweet
A good message to start the week:
"If you don't believe in yourself, why should I believe in you?"
Coach Greg Harden
h/t @shaneparrish
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Offshore
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God of Prompt
🚨 I tested 50 "AI-proof" job skills only 7 actually matter in 2026.
Everyone says "learn to code" or "pivot to AI."
I analyzed 100,000 job postings, interviewed 200 hiring managers, tracked salary data for 6 months.
43 skills are already commoditized.
Here are the 7 that still command premium pay:
tweet
🚨 I tested 50 "AI-proof" job skills only 7 actually matter in 2026.
Everyone says "learn to code" or "pivot to AI."
I analyzed 100,000 job postings, interviewed 200 hiring managers, tracked salary data for 6 months.
43 skills are already commoditized.
Here are the 7 that still command premium pay:
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Offshore
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Brady Long
Top engineers at OpenAI, Anthropic, and Google don't prompt like you do.
They use 5 techniques that turn mediocre outputs into production-grade results.
I spent 3 weeks reverse-engineering their methods.
Here's what actually works (steal the prompts + techniques) 👇 https://t.co/aySb1ZC9Rc
tweet
Top engineers at OpenAI, Anthropic, and Google don't prompt like you do.
They use 5 techniques that turn mediocre outputs into production-grade results.
I spent 3 weeks reverse-engineering their methods.
Here's what actually works (steal the prompts + techniques) 👇 https://t.co/aySb1ZC9Rc
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Offshore
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memenodes
RT @naiivememe: yo, Twitter was ded since 2023 .
it’s X now
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RT @naiivememe: yo, Twitter was ded since 2023 .
it’s X now
Twitter is dying and threads is replacing it. https://t.co/sH4rXWNrWu - Brianna Wutweet