Dimitry Nakhla | Babylon Capital®
Seth Klarman — Baupost Group Q4 25’ 13F

Top 5 holdings: $QSR $AMZN $WTW $ELV $UNP

Top Buys: $AMZN $TRU $CCS $LYV

Top Sales: $GOOG $DG
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Who would’ve thought — the author of 𝘔𝘢𝘳𝘨𝘪𝘯 𝘰𝘧 𝘚𝘢𝘧𝘦𝘵𝘺 now has $AMZN as his second-largest holding.

Source: Dataroma https://t.co/xcsVO1gxwo
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “What is dead may never die.” $SPGI https://t.co/K4UWFX0PwW
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Dimitry Nakhla | Babylon Capital®
If you were grocery shopping, when would you be most excited to shop?

After prices increased for 9 straight days… or after they declined for 9 straight days?

Not always that simple — but with $AMZN, selling pressure has materially compressed the multiple. https://t.co/v5WhCBABAm

BREAKING: Amazon, $AMZN, officially closes down for its 9th straight day, posting its longest losing streak since 2006.

The stock has now erased $470 billion in market cap over the last 9 days. - The Kobeissi Letter
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God of Prompt
RT @godofprompt: CLAUDE IS SO COOKED THIS TIME
China just dropped Kimi K2.5, the best open model for OpenClaw(ClawdBot)

It's on par with Claude Opus4.5,
but 8x CHEAPER!!!

It's currently the #1 most used model for OpenClaw and the #1 most used model overall on OpenRouter!

Here's everything you should know:
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God of Prompt
Create AI ROI Stories
Communicate value to stakeholders.
• Identify key metrics
• Customize your messages
• Use visual storytelling

🔗 Click below to read more:
https://t.co/WTjGcmSQod https://t.co/nkzNkAtp3a
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Dimitry Nakhla | Babylon Capital®
I’ve said it before & I’ll say it again:

Echoes of the 2020–2021 market, preceding the prolonged 2022 bear market.

Of course, the absolute level of IPO activity matters far more as a contrarian indicator — yet this is still worth noting.

JUST IN: Goldman Sachs CEO says there will be "unprecedently large" IPOs this year - Kalshi
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Dimitry Nakhla | Babylon Capital®
RT @SubuTrade: Tech sector $XLK Short Interest is at the highest level of this decade.

Short-tech and software is a crowded trade.... https://t.co/wQV9FtxryF
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Startup Archive
RT @Alfred_Lin: He is right, and @rabois is himself a barrel.

Keith Rabois: “The velocity of your company improves by adding barrels”

Keith shares his “Barrels and Ammunition” framework for building effective teams:

“Most companies—once they get into hiring mode—just hire a lot of people. And you expect that as you add people your throughput and velocity of shipping things is going to increase. But it turns out it doesn’t work that way. Usually when you hire more engineers, you actually don’t get that much more done. You sometimes get less done.”

Keith argues that the reason for this is that most people in a company—even great people—are “ammunition.” But to improve velocity, you need “barrels”. He defines barrels as extremely talented people who can take ideas from inception all the way through to fully shipped product. Most companies start with one barrel (the founder). And when they add another, they can get twice as many things done per week, quarter, etc.

But true barrels are incredibly difficult to find:

“When you have them, give them lots of equity, promote them, take them to dinner every week because they’re virtually irreplaceable. They’re also very culturally specific. A barrel at one company may not be a barrel at another company.”

Video source: @ycombinator (2014) - Startup Archive
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Bourbon Capital
Mark Massey sold 50% $GOOG and 100% $FICO

$AMZN still his largest position https://t.co/L1ftpWei2p
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Quiver Quantitative
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