Dimitry Nakhla | Babylon Capital®
Stanley Druckenmiller on what he learned from George Soros:

“𝘐𝘯 𝘣𝘢𝘴𝘦𝘣𝘢𝘭𝘭 𝘵𝘦𝘳𝘮𝘴, 𝘐 𝘩𝘢𝘥 𝘢 𝘷𝘦𝘳𝘺 𝘩𝘪𝘨𝘩 𝘣𝘢𝘵𝘵𝘪𝘯𝘨 𝘢𝘷𝘦𝘳𝘢𝘨𝘦. 𝘏𝘦 𝘩𝘢𝘥 𝘢 𝘮𝘶𝘤𝘩 𝘩𝘪𝘨𝘩𝘦𝘳 𝘴𝘭𝘶𝘨𝘨𝘪𝘯𝘨 𝘱𝘦𝘳𝘤𝘦𝘯𝘵𝘢𝘨𝘦… 𝙒𝙝𝙖𝙩 𝙄 𝙡𝙚𝙖𝙧𝙣𝙚𝙙 𝙛𝙧𝙤𝙢 𝙎𝙤𝙧𝙤𝙨 𝙞𝙨: 𝙬𝙝𝙚𝙣 𝙮𝙤𝙪 𝙝𝙖𝙫𝙚 𝙘𝙤𝙣𝙫𝙞𝙘𝙩𝙞𝙤𝙣, 𝙮𝙤𝙪 𝙨𝙝𝙤𝙪𝙡𝙙 𝙗𝙚𝙩 𝙧𝙚𝙖𝙡𝙡𝙮 𝙗𝙞𝙜.”

The idea isn’t to always be active.

It’s to size up when the odds are most in your favor.

The quote frequently attributed to Soros:

“𝘐𝘵’𝘴 𝘯𝘰𝘵 𝘸𝘩𝘦𝘵𝘩𝘦𝘳 𝘺𝘰𝘶’𝘳𝘦 𝘳𝘪𝘨𝘩𝘵 𝘰𝘳 𝘸𝘳𝘰𝘯𝘨 𝘵𝘩𝘢𝘵’𝘴 𝘪𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵, 𝙗𝙪𝙩 𝙝𝙤𝙬 𝙢𝙪𝙘𝙝 𝙢𝙤𝙣𝙚𝙮 𝙮𝙤𝙪 𝙢𝙖𝙠𝙚 𝙬𝙝𝙚𝙣 𝙮𝙤𝙪’𝙧𝙚 𝙧𝙞𝙜𝙝𝙩 𝙖𝙣𝙙 𝙝𝙤𝙬 𝙢𝙪𝙘𝙝 𝙮𝙤𝙪 𝙡𝙤𝙨𝙚 𝙬𝙝𝙚𝙣 𝙮𝙤𝙪’𝙧𝙚 𝙬𝙧𝙤𝙣𝙜.”

This ties closely to Warren Buffett’s punch card concept: if you only had a limited number of investment decisions in your lifetime, you’d reserve them for your very best ideas.

Which makes today interesting.

Aggressive selloffs across many high-quality businesses — alongside justified but severe multiple compression and muted expectations — are creating a growing menu of potential high-conviction opportunities.

Not a call to swing at everything.

But a reminder to be selective… and size up when your conviction is highest.

$FICO $SPGI $MCO $MSFT $CSU $NDAQ $ICE $NOW $INTU $TDG $NFLX $NVDA
___

Video: In Good Company | Norges Bank Investment Management (11/06/2024)
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Startup Archive
“No pay. No ego. No life.” - Spenser Skates on building a $1B company

“No other commitments outside of work. No attachment to money. Obsessively curious about the work. Willing to work for very long periods of time with no success. No ego attachment to outcomes.”
Spenser imagined an extreme — almost fanatical — archetype. A persona almost no sane person would attempt to emulate.

His reasoning: The fewer distractions, the greater the chance of building something great.

Spenser adds:

“Peter Thiel said CEO pay is anti-correlated with company success. I thought — great, I’ll just not pay myself anything.”

He wanted to stack every advantage, even small ones:
“The more I can be this person, the more likely it is I’ll build a successful company.”

Video source: @kleinerperkins (2025)
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God of Prompt
openclaw + minimax = the $14/month ai agent
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Benjamin Hernandez😎
Not every day is fireworks, but $FATN was solid: $1.83 → $2.76 (+50.8%). Followed the plan, took what it gave. 3 stocks have a couple mirroring that early strength. Full prep and alerts in the chat.

Get in:✅ https://t.co/71FIJId47G

Send “Hi” for access.
$RR $BMNR $BYND $PULM

INTRADAY TECHNICAL SETUP
Symbol: $FATN
Entry: $1.79 Action: $2.74 (+53.1%)

The market ignored this name until the print. Now everyone wants exposure to SD-WAN growth. This trade is up 53%. Pay yourself, but keep a moon bag. https://t.co/ovByumwDcq - Benjamin Hernandez😎
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Javier Blas
RT @JasonMBrodsky: #BREAKING: Reuters reports the U.S. military shot down an #Iran regime drone that approached a U.S. Navy Aircraft Carrier in the Arabian Sea today. With the gunboats approaching a U.S. tanker and now this, the Iranian regime is testing and probing ahead of the diplomacy--as it always does--but this is also occurring during the 10-Day Dawn marking the anniversary of the Islamic Revolution, and the regime likes to shoot propaganda videos of its drones approaching U.S. aircraft carriers. So this is all part of the show.
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Wasteland Capital
Amazingly sh*tty guide from $NVO. Both sales and operating profit expected to collapse by 5-13% in 2026 as “Most Favoured Nation” pricing hits.

The most obvious outcome, playing out as outlined. Yet so few believed it would. https://t.co/cfwPEEl7iG
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Moon Dev
hyperliquid changed finance forever

we can literally see everyones positions

only wall street and exchanges could see this before

hyperliquid https://t.co/cVSMr3CAo4
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Dimitry Nakhla | Babylon Capital®
$FICO now approaching one of its largest drawdowns of the past 10 years (-44%), despite compounding total returns at 30% annually over the same period.

$FICO trades for ~29x NTM EPS & a 3.32% NTM FCF yield — very different from where the stock spent much of the last few years.

Quality businesses don’t avoid drawdowns. But periods where long-term compounders experience both deep price dislocations and material multiple compression are usually worth paying attention to.
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Bourbon Capital
$AXON makes some of the best YouTube videos, and it has a very strong ecosystem. https://t.co/ubQgvgVFdn

$AXON Projected Rev for 2026, 2027 and 2028 https://t.co/dRYqvFZXKn - Bourbon Insider Research
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