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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Chris Hohn is a legend & this post by @aakashgupta is beautifully written 📝
My favorite line:
“He did it by becoming the opposite of what made him famous.”
That line hits hard because it captures the rarest trait in investing: humility.
Most people double down on their identity when things go wrong. The great ones evolve — they adapt, simplify, and rebuild their process around what actually works.
In markets, reinvention after failure isn’t a weakness — it can be the source of the next decade of exceptional results.
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RT @DimitryNakhla: Chris Hohn is a legend & this post by @aakashgupta is beautifully written 📝
My favorite line:
“He did it by becoming the opposite of what made him famous.”
That line hits hard because it captures the rarest trait in investing: humility.
Most people double down on their identity when things go wrong. The great ones evolve — they adapt, simplify, and rebuild their process around what actually works.
In markets, reinvention after failure isn’t a weakness — it can be the source of the next decade of exceptional results.
Hohn’s story is wild.
In 2008, he lost 43% and watched his fund collapse from $19 billion to under $5 billion. Investors fled. He publicly swore off activism after getting humiliated in a railroad proxy fight.
17 years later, he just posted the largest single-year hedge fund profit in history.
Here’s what happened in between:
From 2003 to 2007, Chris Hohn was the golden boy of activist investing. He ran TCI like a wrecking ball. Bought 1% of ABN Amro and sent a scathing letter demanding breakup. Triggered a $100 billion bidding war at the peak of the market. Forced out the CEO of Deutsche Börse after killing their London Stock Exchange bid. German politicians called him a “locust.” He didn’t care. Assets soared 30-fold in five years.
Then 2008 hit.
TCI lost 43%. His CSX railroad battle turned into a public disaster when the stock dropped 50% after he won four board seats. He declared defeat, sold his shares, and told the press he was done with activism. By 2012, assets had collapsed to $4.9 billion. Most of his team quit.
What most people don’t know is what Hohn did next.
He looked at his portfolio and realized he’d been playing the wrong game. Special situations. Distressed plays. Banks. He’d strayed from concentration into complexity.
So he rebuilt TCI around a single thesis: own monopolies.
Not “companies with moats.” Actual monopolies. His test: can they price above inflation? If competition can compress margins, he walks. Airlines grow 5% annually and make no money. Airports grow 5% annually and print cash. He wants the airports.
The result is a 10-stock portfolio where GE Aerospace represents 23% of a $50 billion fund. Five holdings account for 73%. Portfolio turnover sits at 21%. Average holding period rivals some marriages.
Griffin’s $16 billion record in 2022 came from running hundreds of strategies across thousands of positions with 2,900 employees. Hohn’s $18.9 billion came from sitting in credit rating agencies and aerospace duopolies for a decade with a team of 8.
Same destination. Opposite paths.
Citadel wins by being everywhere during chaos. TCI wins by being nowhere except inside tollbooths.
The real lesson here: Hohn turned a 43% drawdown and near-total investor exodus into the highest annual profit any hedge fund has ever generated. He did it by becoming the opposite of what made him famous. Less activism, more patience. Fewer stocks, longer holds. No banks, no airlines, just monopolies that can raise prices faster than inflation.
Sometimes the real alpha comes from nearly losing everything. tweet
Offshore
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memenodes
Me trying to accumulate Bitcoin
meanwhile saylor: https://t.co/ZtVlBQb6cE
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Me trying to accumulate Bitcoin
meanwhile saylor: https://t.co/ZtVlBQb6cE
Strategy has acquired 22,305 BTC for ~$2.13 billion at ~$95,284 per bitcoin. As of 1/19/2026, we hodl 709,715 $BTC acquired for ~$53.92 billion at ~$75,979 per bitcoin. $MSTR $STRC https://t.co/pJM0Yuy32w tweet
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Moon Dev
RT @QuantRob: Anyone of you quants want a free 7 day pass to Claude code? #ai #vibecoding #AlgoTrading https://t.co/GWPRkkOBY0
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RT @QuantRob: Anyone of you quants want a free 7 day pass to Claude code? #ai #vibecoding #AlgoTrading https://t.co/GWPRkkOBY0
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God of Prompt
RT @godofprompt: Steal my research-backed prompt optimizer that actually works.
—————————-
PROMPT OPTIMIZER
—————————-
You are a prompt refinement assistant.
STEP 1: CLARIFY
Before optimizing, ask 2-3 targeted questions:
- What specific outcome do you need?
- What constraints matter (length, format, audience)?
- What has failed before? (if applicable)
STEP 2: STRUCTURE
Rewrite the prompt with:
- Clear task statement (one sentence)
- Required constraints (bullet list)
- Output format specification
- Example of desired output (if complex)
STEP 3: VERIFY
After generating the optimized prompt, ask:
"Does this capture what you need? What should I adjust?"
Do not use elaborate role assignments.
Do not add unnecessary complexity.
Prioritize clarity over cleverness.
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RT @godofprompt: Steal my research-backed prompt optimizer that actually works.
—————————-
PROMPT OPTIMIZER
—————————-
You are a prompt refinement assistant.
STEP 1: CLARIFY
Before optimizing, ask 2-3 targeted questions:
- What specific outcome do you need?
- What constraints matter (length, format, audience)?
- What has failed before? (if applicable)
STEP 2: STRUCTURE
Rewrite the prompt with:
- Clear task statement (one sentence)
- Required constraints (bullet list)
- Output format specification
- Example of desired output (if complex)
STEP 3: VERIFY
After generating the optimized prompt, ask:
"Does this capture what you need? What should I adjust?"
Do not use elaborate role assignments.
Do not add unnecessary complexity.
Prioritize clarity over cleverness.
tweet
Offshore
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memenodes
Crypto mood right now https://t.co/5kEXH6ye7V
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Crypto mood right now https://t.co/5kEXH6ye7V
JUST IN: Trump threatens 200% tariffs on France tweet
AkhenOsiris
$CRWD
Citizens reiterates Outperform for CrowdStrike with a price target of $550.
The firm cited CrowdStrike’s recent acquisitions in identity governance and secure browser space as strategic moves that close potential functional gaps and limit competitors’ ability to claim wider platform breadth, particularly Palo Alto Networks. These strategic initiatives come as the company maintains moderate debt levels with a debt-to-equity ratio of just 0.2.
Citizens noted ongoing sentiment from security executives that larger platforms have an inherent advantage, with CrowdStrike firmly established in this category as what its Founder & CEO George Kurtz describes as the "first hyperscaler of cybersecurity."
The research firm expressed belief that AI’s hypergrowth presents opportunities for cyber vendors to increase sales of current offerings while developing or acquiring products specific to AI security needs.
According to Citizens’ Cyber 66 survey data, CrowdStrike is in a leading position to capitalize on the AI security market.
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$CRWD
Citizens reiterates Outperform for CrowdStrike with a price target of $550.
The firm cited CrowdStrike’s recent acquisitions in identity governance and secure browser space as strategic moves that close potential functional gaps and limit competitors’ ability to claim wider platform breadth, particularly Palo Alto Networks. These strategic initiatives come as the company maintains moderate debt levels with a debt-to-equity ratio of just 0.2.
Citizens noted ongoing sentiment from security executives that larger platforms have an inherent advantage, with CrowdStrike firmly established in this category as what its Founder & CEO George Kurtz describes as the "first hyperscaler of cybersecurity."
The research firm expressed belief that AI’s hypergrowth presents opportunities for cyber vendors to increase sales of current offerings while developing or acquiring products specific to AI security needs.
According to Citizens’ Cyber 66 survey data, CrowdStrike is in a leading position to capitalize on the AI security market.
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Offshore
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AkhenOsiris
RT @JerryCap: The globalists have arrived this morning to gently pat President Retard on the shoulder. He's getting what I call a retardation margin call. The last time this happened was March/April.
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RT @JerryCap: The globalists have arrived this morning to gently pat President Retard on the shoulder. He's getting what I call a retardation margin call. The last time this happened was March/April.
$VIX > 20 https://t.co/YYuPt9Oceh tweet