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God of Prompt
RT @godofprompt: I should charge $99 for this.
But I'm giving away our Claude Mastery Guide for free.
We just updated it with a full Claude Skills section, the feature most people still don't know exists.
Inside:
→ 30 prompt engineering principles
→ 10+ mega-prompts ready to copy
→ Mini-course from beginner to advanced
→ How to build Skills that make Claude remember your workflows forever
→ Glossary + strategic use cases
This turns Claude from a chatbot into your actual work system.
Comment "Claude" and I'll DM it to you.
(Must be following me to receive it)
tweet
RT @godofprompt: I should charge $99 for this.
But I'm giving away our Claude Mastery Guide for free.
We just updated it with a full Claude Skills section, the feature most people still don't know exists.
Inside:
→ 30 prompt engineering principles
→ 10+ mega-prompts ready to copy
→ Mini-course from beginner to advanced
→ How to build Skills that make Claude remember your workflows forever
→ Glossary + strategic use cases
This turns Claude from a chatbot into your actual work system.
Comment "Claude" and I'll DM it to you.
(Must be following me to receive it)
tweet
Offshore
Photo
God of Prompt
RT @free_ai_guides: AI doesn't give bad answers.
You give bad prompts.
I wrote a guide that fixes this permanently.
30+ prompting principles most people will never learn on their own.
→ How to structure prompts.
→ How to get consistent results.
→ How to make AI think step by step.
→ How to control tone, format, and depth.
→ Works on every major AI tool.
Comment "Prompt" and I'll DM it to you.
tweet
RT @free_ai_guides: AI doesn't give bad answers.
You give bad prompts.
I wrote a guide that fixes this permanently.
30+ prompting principles most people will never learn on their own.
→ How to structure prompts.
→ How to get consistent results.
→ How to make AI think step by step.
→ How to control tone, format, and depth.
→ Works on every major AI tool.
Comment "Prompt" and I'll DM it to you.
tweet
Offshore
Video
Moon Dev
Stop Paying the "Human Tax": A Developer’s Guide to Out-Trading the Elite
most traders are just burning their money in a high speed casino while a few lines of basic logic are quietly printing wealth in the background. you have probably been told that you need a doctorate in mathematics or a specialized degree from a tech university to even think about building a bot
this is the first great lie of the trading world and it is designed to keep you paying for indicators that do not work. i spent years as a guy who just played sports and thought of himself as a dumb jock who could never understand a line of code
the truth is that the biggest institutions want you to stay emotional because your fear and greed are their primary sources of income. if you knew how simple it actually was to remove yourself from the equation you would never look at a manual chart again
i remember sitting there watching my account get liquidated because i was too scared to sell a losing position. i was chasing the candle and praying it would turn around but a computer does not pray and it definitely does not feel hope
it just executes the logic you gave it and that is where the real power lies. once you realize that learning to code is actually easier than learning a second language like spanish you start to see the market as a solveable math problem
when i first started out i was so intimidated by the terminology that i spent hundreds of thousands of dollars hiring other developers to build my vision. i thought i was not smart enough to do it myself but i was just a victim of a limiting mindset that says coding is for geniuses
it turns out that most of coding is just importing the hard work that other people have already done for you. there is a specific building block called ccxt that connects you to every major exchange in the world with just one line of text
think about all the time you spend staring at fifteen minute candles and trying to guess where the next move is going. your eyes get tired and your brain starts to see patterns that do not actually exist because you are desperate for a win
a bot can watch a thousand different pairs at the same time and it will never get tired or bored. it will sit there for weeks waiting for the perfect setup and then execute a limit order while you are sleeping or eating dinner
the secret to moving from a beginner to an expert in a single year is not finding a magic indicator. it is about learning how to translate your manual strategy into a series of if then statements that a computer can understand
i decided to start teaching this live on youtube because i wanted to prove that if a former jock could do it anyone could. you do not need to be a super genius you just need to be willing to iterate until the system starts working
every time my system takes a trade without me i feel like i have finally leveled the playing field against the big banks. code is the only thing that can give a retail trader a real advantage in a world dominated by high frequency machines
most people fail because they try to jump into the deep end without setting up their environment correctly. you need a place to write your code like visual studio code and a safe way to store your api keys so nobody can steal your funds
if you put your private keys directly into your main script you are essentially leaving your wallet on a park bench. you have to use a separate config file to keep your secrets hidden while your bot interacts with the world
the difference between a guy who gets liquidated and a guy who builds a legacy is just a few hours of focused practice. i learned that if you can follow a recipe to bake a cake you can follow a script to build a trading bot
the market moves in waves of up and down and up again and most humans only know how to profit from one of those directions. an algo can flip its bias in a millisecond and capture the move in both ways without hesitation
i realized that the only thing holding me bac[...]
Stop Paying the "Human Tax": A Developer’s Guide to Out-Trading the Elite
most traders are just burning their money in a high speed casino while a few lines of basic logic are quietly printing wealth in the background. you have probably been told that you need a doctorate in mathematics or a specialized degree from a tech university to even think about building a bot
this is the first great lie of the trading world and it is designed to keep you paying for indicators that do not work. i spent years as a guy who just played sports and thought of himself as a dumb jock who could never understand a line of code
the truth is that the biggest institutions want you to stay emotional because your fear and greed are their primary sources of income. if you knew how simple it actually was to remove yourself from the equation you would never look at a manual chart again
i remember sitting there watching my account get liquidated because i was too scared to sell a losing position. i was chasing the candle and praying it would turn around but a computer does not pray and it definitely does not feel hope
it just executes the logic you gave it and that is where the real power lies. once you realize that learning to code is actually easier than learning a second language like spanish you start to see the market as a solveable math problem
when i first started out i was so intimidated by the terminology that i spent hundreds of thousands of dollars hiring other developers to build my vision. i thought i was not smart enough to do it myself but i was just a victim of a limiting mindset that says coding is for geniuses
it turns out that most of coding is just importing the hard work that other people have already done for you. there is a specific building block called ccxt that connects you to every major exchange in the world with just one line of text
think about all the time you spend staring at fifteen minute candles and trying to guess where the next move is going. your eyes get tired and your brain starts to see patterns that do not actually exist because you are desperate for a win
a bot can watch a thousand different pairs at the same time and it will never get tired or bored. it will sit there for weeks waiting for the perfect setup and then execute a limit order while you are sleeping or eating dinner
the secret to moving from a beginner to an expert in a single year is not finding a magic indicator. it is about learning how to translate your manual strategy into a series of if then statements that a computer can understand
i decided to start teaching this live on youtube because i wanted to prove that if a former jock could do it anyone could. you do not need to be a super genius you just need to be willing to iterate until the system starts working
every time my system takes a trade without me i feel like i have finally leveled the playing field against the big banks. code is the only thing that can give a retail trader a real advantage in a world dominated by high frequency machines
most people fail because they try to jump into the deep end without setting up their environment correctly. you need a place to write your code like visual studio code and a safe way to store your api keys so nobody can steal your funds
if you put your private keys directly into your main script you are essentially leaving your wallet on a park bench. you have to use a separate config file to keep your secrets hidden while your bot interacts with the world
the difference between a guy who gets liquidated and a guy who builds a legacy is just a few hours of focused practice. i learned that if you can follow a recipe to bake a cake you can follow a script to build a trading bot
the market moves in waves of up and down and up again and most humans only know how to profit from one of those directions. an algo can flip its bias in a millisecond and capture the move in both ways without hesitation
i realized that the only thing holding me bac[...]
Offshore
Moon Dev Stop Paying the "Human Tax": A Developer’s Guide to Out-Trading the Elite most traders are just burning their money in a high speed casino while a few lines of basic logic are quietly printing wealth in the background. you have probably been told…
k was the belief that i needed someone else to build my tools. now that i am fully automated i spend my time refining the logic instead of fighting my own nervous system
there is a specific type of order called a limit order that saves you an incredible amount of money in fees over time. most manual traders use market orders because they are in a rush and that impatience is a hidden tax on their wealth
when you build a system you can program it to never pay that tax by only providing liquidity to the market. over a year those saved fees can be the difference between a break even account and a massive profit
i am committed to showing the raw and unfiltered reality of this journey because iteration is the only way to find success. you will run into bugs and you will make mistakes but those are just data points on the path to becoming an expert
if you are ready to stop being a liquidity provider for the big institutions then you have to start thinking in systems. the path from beginner to expert is much shorter than you think if you just stop listening to the people who want you to stay small
every line of code you write is a brick in the wall that protects your capital from your own bad decisions. once that wall is built you can finally walk away from the screen and let the machines do the work for you
tweet
there is a specific type of order called a limit order that saves you an incredible amount of money in fees over time. most manual traders use market orders because they are in a rush and that impatience is a hidden tax on their wealth
when you build a system you can program it to never pay that tax by only providing liquidity to the market. over a year those saved fees can be the difference between a break even account and a massive profit
i am committed to showing the raw and unfiltered reality of this journey because iteration is the only way to find success. you will run into bugs and you will make mistakes but those are just data points on the path to becoming an expert
if you are ready to stop being a liquidity provider for the big institutions then you have to start thinking in systems. the path from beginner to expert is much shorter than you think if you just stop listening to the people who want you to stay small
every line of code you write is a brick in the wall that protects your capital from your own bad decisions. once that wall is built you can finally walk away from the screen and let the machines do the work for you
tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
$SNDK $MU https://t.co/PjQasoBxQ3
tweet
$SNDK $MU https://t.co/PjQasoBxQ3
$SNDK Incremental Operating Margins (QoQ)
Q3 2025→Q4 2025: ~9,495%*
Q4 2025→Q1 2026: 39%
Q1 2026→Q2 2026: 124%
Q2 2026 report, more than 100% of $SNDK incremental revenue converted into operating income
Operating leverage😮💨
*Operating income flipped negative to positive https://t.co/fqv5uzK8Ez tweet
Offshore
Photo
God of Prompt
RT @godofprompt: This site is literally a prompt library with thousands of prompts for Claude, ChatGPT & Nano Banana. https://t.co/de2Z55Vkn0
tweet
RT @godofprompt: This site is literally a prompt library with thousands of prompts for Claude, ChatGPT & Nano Banana. https://t.co/de2Z55Vkn0
tweet
Offshore
Video
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Another timeless investing lesson from Chris Hohn:
“The 𝐥𝐨𝐧𝐠𝐞𝐫 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐥𝐨𝐨𝐤 𝐨𝐮𝐭, if you’ve got a great company, 𝐭𝐡𝐞 𝐦𝐨𝐫𝐞 𝐯𝐚𝐥𝐮𝐞 𝐭𝐡𝐞𝐫𝐞 𝐢𝐬. Take a company we own — Moody’s… What do you think the average revenue growth over 100 years has been?
10%.
That’s a very unusual number over a very long time period. And so 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐡𝐚𝐯𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐞𝐝 𝐭𝐡𝐢𝐬 𝐯𝐚𝐥𝐮𝐞, 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐦𝐲𝐬𝐞𝐥𝐟… The intrinsic value compounding matters more than the stock price. If you have a great company, it will grow intrinsic value.
Here’s the thing about multiples.
𝐓𝐡𝐞𝐲 𝐦𝐚𝐭𝐭𝐞𝐫 𝐥𝐞𝐬𝐬 𝐭𝐡𝐚𝐧 𝐭𝐡𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐰𝐡𝐞𝐧 𝐲𝐨𝐮 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐢𝐭 𝐨𝐯𝐞𝐫 𝐚 𝐥𝐨𝐧𝐠𝐞𝐫 𝐩𝐞𝐫𝐢𝐨𝐝. 𝐁𝐮𝐭 𝐦𝐨𝐬𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐚𝐫𝐞 𝐮𝐧𝐰𝐢𝐥𝐥𝐢𝐧𝐠 𝐨𝐫 𝐮𝐧𝐚𝐛𝐥𝐞 𝐭𝐨 𝐢𝐧𝐯𝐞𝐬𝐭 𝐨𝐧 𝐚 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐭𝐢𝐦𝐞 𝐡𝐨𝐫𝐢𝐳𝐨𝐧 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐞𝐢𝐭𝐡𝐞𝐫 𝐭𝐡𝐞𝐲 𝐝𝐨𝐧’𝐭 𝐤𝐧𝐨𝐰 𝐰𝐡𝐚𝐭 𝐭𝐡𝐞𝐲’𝐫𝐞 𝐝𝐨𝐢𝐧𝐠.
Which goes back to Warren Buffett’s definition of risk:
Not knowing what you’re doing.
𝐈𝐟 𝐚 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐬 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐢𝐧𝐠 𝐢𝐧𝐭𝐫𝐢𝐧𝐬𝐢𝐜 𝐯𝐚𝐥𝐮𝐞 𝐚𝐭 𝐚 𝐠𝐨𝐨𝐝 𝐫𝐚𝐭𝐞, 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐨𝐟𝐭𝐞𝐧 𝐮𝐧𝐝𝐞𝐫𝐯𝐚𝐥𝐮𝐞 𝐢𝐭 𝐰𝐡𝐞𝐧 𝐯𝐢𝐞𝐰𝐢𝐧𝐠 𝐢𝐭 𝐨𝐯𝐞𝐫 𝐚 𝐬𝐡𝐨𝐫𝐭 𝐡𝐨𝐫𝐢𝐳𝐨𝐧.
𝐀𝐧𝐝 𝐢𝐟 𝐲𝐨𝐮’𝐫𝐞 𝐰𝐢𝐥𝐥𝐢𝐧𝐠 𝐭𝐨 𝐡𝐨𝐥𝐝 𝐢𝐭 𝐟𝐨𝐫 𝐚 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐚𝐧𝐝 𝐞𝐱𝐭𝐫𝐚𝐜𝐭 𝐭𝐡𝐚𝐭 𝐢𝐧𝐭𝐫𝐢𝐧𝐬𝐢𝐜 𝐯𝐚𝐥𝐮𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐭 𝐛𝐞𝐜𝐨𝐦𝐞𝐬 𝐰𝐨𝐫𝐭𝐡 𝐦𝐨𝐫𝐞 𝐭𝐨 𝐲𝐨𝐮 𝐭𝐡𝐚𝐧 𝐭𝐨 𝐨𝐭𝐡𝐞𝐫 𝐩𝐞𝐨𝐩𝐥𝐞.”
___
𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧: 𝘛𝘪𝘮𝘦 𝘪𝘴 𝘵𝘩𝘦 𝘷𝘢𝘳𝘪𝘢𝘣𝘭𝘦 𝘮𝘰𝘴𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘮𝘪𝘴𝘱𝘳𝘪𝘤𝘦. 𝘕𝘰𝘵 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘪𝘵’𝘴 𝘩𝘪𝘥𝘥𝘦𝘯. 𝘉𝘶𝘵 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘪𝘵’𝘴 𝘱𝘴𝘺𝘤𝘩𝘰𝘭𝘰𝘨𝘪𝘤𝘢𝘭𝘭𝘺 𝘥𝘪𝘧𝘧𝘪𝘤𝘶𝘭𝘵 𝘵𝘰 𝘦𝘹𝘵𝘦𝘯𝘥. 𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘵𝘰 𝘵𝘩𝘪𝘯𝘬 𝘪𝘯 𝘲𝘶𝘢𝘳𝘵𝘦𝘳𝘴, 𝘩𝘦𝘢𝘥𝘭𝘪𝘯𝘦𝘴, 𝘢𝘯𝘥 𝘱𝘳𝘪𝘤𝘦 𝘮𝘰𝘷𝘦𝘮𝘦𝘯𝘵𝘴. 𝘉𝘶𝘵 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘤𝘰𝘮𝘱𝘰𝘶𝘯𝘥 𝘰𝘷𝘦𝘳 𝘺𝘦𝘢𝘳𝘴 𝘢𝘯𝘥 𝘥𝘦𝘤𝘢𝘥𝘦𝘴. 𝘛𝘩𝘪𝘴 𝘮𝘪𝘴𝘮𝘢𝘵𝘤𝘩 𝘤𝘳𝘦𝘢𝘵𝘦𝘴 𝘰𝘯𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘱𝘦𝘳𝘴𝘪𝘴𝘵𝘦𝘯𝘵 𝘪𝘯𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘤𝘪𝘦𝘴 𝘪𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨: 𝘚𝘩𝘰𝘳𝘵-𝘵𝘦𝘳𝘮 𝘵𝘩𝘪𝘯𝘬𝘪𝘯𝘨 𝘢𝘱𝘱𝘭𝘪𝘦𝘥 𝘵𝘰 𝘭𝘰𝘯𝘨-𝘥𝘶𝘳𝘢𝘵𝘪𝘰𝘯 𝘢𝘴𝘴𝘦𝘵𝘴.
___
𝐎𝐯𝐞𝐫 𝐬𝐡𝐨𝐫𝐭𝐞𝐫 𝐩𝐞𝐫𝐢𝐨𝐝𝐬:
Multiples dominate outcomes
Sentiment dominates perception
Volatility dominates emotion
𝐎𝐯𝐞𝐫 𝐥𝐨𝐧𝐠𝐞𝐫 𝐩𝐞𝐫𝐢𝐨𝐝𝐬:
Earnings dominate returns
Cash flows dominate valuation
Intrinsic value dominates everything
___
Multiples matter, but it’s secondary.
Growth + durability + time matter more.
And perhaps the most overlooked psychological truth:
𝘞𝘩𝘢𝘵 𝘧𝘦𝘦𝘭𝘴 𝘳𝘪𝘴𝘬𝘺 𝘵𝘰 𝘵𝘩𝘦 𝘴𝘩𝘰𝘳𝘵-𝘵𝘦𝘳𝘮 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘰𝘧𝘵𝘦𝘯 𝘧𝘦𝘦𝘭𝘴 𝘴𝘢𝘧𝘦 𝘵𝘰 𝘵𝘩𝘦 𝘭𝘰𝘯𝘨-𝘵𝘦𝘳𝘮 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘸𝘩𝘰 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘴 𝘵𝘩𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴.
Because volatility ≠ risk.
Uncertainty ≠ risk.
Not understanding what you own = risk.
𝙏𝙝𝙚 𝙝𝙖𝙧𝙙𝙚𝙨𝙩 𝙥𝙖𝙧𝙩 𝙤𝙛 𝙘𝙤𝙢𝙥𝙤𝙪𝙣𝙙𝙞𝙣𝙜 𝙞𝙨𝙣’𝙩 𝙛𝙞𝙣𝙙𝙞𝙣𝙜 𝙜𝙧𝙚𝙖𝙩 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨. 𝙄𝙩’𝙨 𝙙𝙚𝙫𝙚𝙡𝙤𝙥𝙞𝙣𝙜 𝙩𝙝𝙚 𝙩𝙚𝙢𝙥𝙚𝙧𝙖𝙢𝙚𝙣𝙩 𝙖𝙣𝙙 𝙩𝙞𝙢𝙚 𝙝𝙤𝙧𝙞𝙯𝙤𝙣 𝙧𝙚𝙦𝙪𝙞𝙧𝙚𝙙 𝙩𝙤 𝙡𝙚𝙩 𝙩𝙝𝙚𝙢 𝙬𝙤𝙧𝙠.
___
$MCO $SPGI
Video: In Good Company | Norges Bank Investment Management (02/13/2026)
tweet
RT @DimitryNakhla: Another timeless investing lesson from Chris Hohn:
“The 𝐥𝐨𝐧𝐠𝐞𝐫 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐥𝐨𝐨𝐤 𝐨𝐮𝐭, if you’ve got a great company, 𝐭𝐡𝐞 𝐦𝐨𝐫𝐞 𝐯𝐚𝐥𝐮𝐞 𝐭𝐡𝐞𝐫𝐞 𝐢𝐬. Take a company we own — Moody’s… What do you think the average revenue growth over 100 years has been?
10%.
That’s a very unusual number over a very long time period. And so 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐡𝐚𝐯𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐮𝐧𝐝𝐞𝐫𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐞𝐝 𝐭𝐡𝐢𝐬 𝐯𝐚𝐥𝐮𝐞, 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐦𝐲𝐬𝐞𝐥𝐟… The intrinsic value compounding matters more than the stock price. If you have a great company, it will grow intrinsic value.
Here’s the thing about multiples.
𝐓𝐡𝐞𝐲 𝐦𝐚𝐭𝐭𝐞𝐫 𝐥𝐞𝐬𝐬 𝐭𝐡𝐚𝐧 𝐭𝐡𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐰𝐡𝐞𝐧 𝐲𝐨𝐮 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐢𝐭 𝐨𝐯𝐞𝐫 𝐚 𝐥𝐨𝐧𝐠𝐞𝐫 𝐩𝐞𝐫𝐢𝐨𝐝. 𝐁𝐮𝐭 𝐦𝐨𝐬𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐚𝐫𝐞 𝐮𝐧𝐰𝐢𝐥𝐥𝐢𝐧𝐠 𝐨𝐫 𝐮𝐧𝐚𝐛𝐥𝐞 𝐭𝐨 𝐢𝐧𝐯𝐞𝐬𝐭 𝐨𝐧 𝐚 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐭𝐢𝐦𝐞 𝐡𝐨𝐫𝐢𝐳𝐨𝐧 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐞𝐢𝐭𝐡𝐞𝐫 𝐭𝐡𝐞𝐲 𝐝𝐨𝐧’𝐭 𝐤𝐧𝐨𝐰 𝐰𝐡𝐚𝐭 𝐭𝐡𝐞𝐲’𝐫𝐞 𝐝𝐨𝐢𝐧𝐠.
Which goes back to Warren Buffett’s definition of risk:
Not knowing what you’re doing.
𝐈𝐟 𝐚 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐬 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐢𝐧𝐠 𝐢𝐧𝐭𝐫𝐢𝐧𝐬𝐢𝐜 𝐯𝐚𝐥𝐮𝐞 𝐚𝐭 𝐚 𝐠𝐨𝐨𝐝 𝐫𝐚𝐭𝐞, 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐨𝐟𝐭𝐞𝐧 𝐮𝐧𝐝𝐞𝐫𝐯𝐚𝐥𝐮𝐞 𝐢𝐭 𝐰𝐡𝐞𝐧 𝐯𝐢𝐞𝐰𝐢𝐧𝐠 𝐢𝐭 𝐨𝐯𝐞𝐫 𝐚 𝐬𝐡𝐨𝐫𝐭 𝐡𝐨𝐫𝐢𝐳𝐨𝐧.
𝐀𝐧𝐝 𝐢𝐟 𝐲𝐨𝐮’𝐫𝐞 𝐰𝐢𝐥𝐥𝐢𝐧𝐠 𝐭𝐨 𝐡𝐨𝐥𝐝 𝐢𝐭 𝐟𝐨𝐫 𝐚 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐚𝐧𝐝 𝐞𝐱𝐭𝐫𝐚𝐜𝐭 𝐭𝐡𝐚𝐭 𝐢𝐧𝐭𝐫𝐢𝐧𝐬𝐢𝐜 𝐯𝐚𝐥𝐮𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐭 𝐛𝐞𝐜𝐨𝐦𝐞𝐬 𝐰𝐨𝐫𝐭𝐡 𝐦𝐨𝐫𝐞 𝐭𝐨 𝐲𝐨𝐮 𝐭𝐡𝐚𝐧 𝐭𝐨 𝐨𝐭𝐡𝐞𝐫 𝐩𝐞𝐨𝐩𝐥𝐞.”
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𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧: 𝘛𝘪𝘮𝘦 𝘪𝘴 𝘵𝘩𝘦 𝘷𝘢𝘳𝘪𝘢𝘣𝘭𝘦 𝘮𝘰𝘴𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘮𝘪𝘴𝘱𝘳𝘪𝘤𝘦. 𝘕𝘰𝘵 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘪𝘵’𝘴 𝘩𝘪𝘥𝘥𝘦𝘯. 𝘉𝘶𝘵 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘪𝘵’𝘴 𝘱𝘴𝘺𝘤𝘩𝘰𝘭𝘰𝘨𝘪𝘤𝘢𝘭𝘭𝘺 𝘥𝘪𝘧𝘧𝘪𝘤𝘶𝘭𝘵 𝘵𝘰 𝘦𝘹𝘵𝘦𝘯𝘥. 𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘵𝘰 𝘵𝘩𝘪𝘯𝘬 𝘪𝘯 𝘲𝘶𝘢𝘳𝘵𝘦𝘳𝘴, 𝘩𝘦𝘢𝘥𝘭𝘪𝘯𝘦𝘴, 𝘢𝘯𝘥 𝘱𝘳𝘪𝘤𝘦 𝘮𝘰𝘷𝘦𝘮𝘦𝘯𝘵𝘴. 𝘉𝘶𝘵 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘤𝘰𝘮𝘱𝘰𝘶𝘯𝘥 𝘰𝘷𝘦𝘳 𝘺𝘦𝘢𝘳𝘴 𝘢𝘯𝘥 𝘥𝘦𝘤𝘢𝘥𝘦𝘴. 𝘛𝘩𝘪𝘴 𝘮𝘪𝘴𝘮𝘢𝘵𝘤𝘩 𝘤𝘳𝘦𝘢𝘵𝘦𝘴 𝘰𝘯𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘱𝘦𝘳𝘴𝘪𝘴𝘵𝘦𝘯𝘵 𝘪𝘯𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘤𝘪𝘦𝘴 𝘪𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨: 𝘚𝘩𝘰𝘳𝘵-𝘵𝘦𝘳𝘮 𝘵𝘩𝘪𝘯𝘬𝘪𝘯𝘨 𝘢𝘱𝘱𝘭𝘪𝘦𝘥 𝘵𝘰 𝘭𝘰𝘯𝘨-𝘥𝘶𝘳𝘢𝘵𝘪𝘰𝘯 𝘢𝘴𝘴𝘦𝘵𝘴.
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𝐎𝐯𝐞𝐫 𝐬𝐡𝐨𝐫𝐭𝐞𝐫 𝐩𝐞𝐫𝐢𝐨𝐝𝐬:
Multiples dominate outcomes
Sentiment dominates perception
Volatility dominates emotion
𝐎𝐯𝐞𝐫 𝐥𝐨𝐧𝐠𝐞𝐫 𝐩𝐞𝐫𝐢𝐨𝐝𝐬:
Earnings dominate returns
Cash flows dominate valuation
Intrinsic value dominates everything
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Multiples matter, but it’s secondary.
Growth + durability + time matter more.
And perhaps the most overlooked psychological truth:
𝘞𝘩𝘢𝘵 𝘧𝘦𝘦𝘭𝘴 𝘳𝘪𝘴𝘬𝘺 𝘵𝘰 𝘵𝘩𝘦 𝘴𝘩𝘰𝘳𝘵-𝘵𝘦𝘳𝘮 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘰𝘧𝘵𝘦𝘯 𝘧𝘦𝘦𝘭𝘴 𝘴𝘢𝘧𝘦 𝘵𝘰 𝘵𝘩𝘦 𝘭𝘰𝘯𝘨-𝘵𝘦𝘳𝘮 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘸𝘩𝘰 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘴 𝘵𝘩𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴.
Because volatility ≠ risk.
Uncertainty ≠ risk.
Not understanding what you own = risk.
𝙏𝙝𝙚 𝙝𝙖𝙧𝙙𝙚𝙨𝙩 𝙥𝙖𝙧𝙩 𝙤𝙛 𝙘𝙤𝙢𝙥𝙤𝙪𝙣𝙙𝙞𝙣𝙜 𝙞𝙨𝙣’𝙩 𝙛𝙞𝙣𝙙𝙞𝙣𝙜 𝙜𝙧𝙚𝙖𝙩 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨. 𝙄𝙩’𝙨 𝙙𝙚𝙫𝙚𝙡𝙤𝙥𝙞𝙣𝙜 𝙩𝙝𝙚 𝙩𝙚𝙢𝙥𝙚𝙧𝙖𝙢𝙚𝙣𝙩 𝙖𝙣𝙙 𝙩𝙞𝙢𝙚 𝙝𝙤𝙧𝙞𝙯𝙤𝙣 𝙧𝙚𝙦𝙪𝙞𝙧𝙚𝙙 𝙩𝙤 𝙡𝙚𝙩 𝙩𝙝𝙚𝙢 𝙬𝙤𝙧𝙠.
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$MCO $SPGI
Video: In Good Company | Norges Bank Investment Management (02/13/2026)
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Startup Archive
Spotify founder Daniel Ek explains why he doesn’t worry about competition from Google and Apple
In this interview from 2015, Daniel Ek is asked how Spotify will compete against tech giants like Google and Apple who recently entered the music space. He responds:
“Apple and Google do this and 10,000 other things. We’re specialized. We don’t do anything other than our own service. This is all I do every day. We think with that focus and the thousands - if not millions of hours - that we put into creating [our] experience, we will win.”
He continues:
“The way you win in this fast-moving world… is by being super focused on solving one problem better than anyone else and by moving faster than everyone else in solving that problem. It’s really simple if you think about it like that… Sooner or later you’re going to get defocused if you do a thousand things. You can’t do all 1,000 things super well.”
In 2015 Spotify was valued at $8 billion. Today it’s valued at almost $100 billion
Video source: @twistartups @jason (2015)
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Spotify founder Daniel Ek explains why he doesn’t worry about competition from Google and Apple
In this interview from 2015, Daniel Ek is asked how Spotify will compete against tech giants like Google and Apple who recently entered the music space. He responds:
“Apple and Google do this and 10,000 other things. We’re specialized. We don’t do anything other than our own service. This is all I do every day. We think with that focus and the thousands - if not millions of hours - that we put into creating [our] experience, we will win.”
He continues:
“The way you win in this fast-moving world… is by being super focused on solving one problem better than anyone else and by moving faster than everyone else in solving that problem. It’s really simple if you think about it like that… Sooner or later you’re going to get defocused if you do a thousand things. You can’t do all 1,000 things super well.”
In 2015 Spotify was valued at $8 billion. Today it’s valued at almost $100 billion
Video source: @twistartups @jason (2015)
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The Transcript
$GOOG Google DeepMind CEO: Compute scarcity forced consolidation of Google Brain and DeepMind into one
"It was getting complicated having two groups, especially given the amount of compute needed in this scaling era… even someone like Google didn't have enough compute to have two frontier projects under one house, so we needed to combine all of our resources together.”
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$GOOG Google DeepMind CEO: Compute scarcity forced consolidation of Google Brain and DeepMind into one
"It was getting complicated having two groups, especially given the amount of compute needed in this scaling era… even someone like Google didn't have enough compute to have two frontier projects under one house, so we needed to combine all of our resources together.”
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