Offshore
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Michael Fritzell (Asian Century Stocks)
RT @JeremiahDJohns: George W Bush appears to have started a Substck, and he currently has only 12 subscribers. https://t.co/zX6PV2H5CU
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RT @JeremiahDJohns: George W Bush appears to have started a Substck, and he currently has only 12 subscribers. https://t.co/zX6PV2H5CU
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God of Prompt
probably the only article you need to stop feeling behind in AI
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probably the only article you need to stop feeling behind in AI
https://t.co/TJ7XYPSLka tweet
X (formerly Twitter)
Robert Youssef (@rryssf_) on X
the tool isn't the work
The Transcript
RT @TheTranscript_: $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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RT @TheTranscript_: $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.”
tweet
Offshore
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God of Prompt
RT @alex_prompter: I turned Naval Ravikant's mental models into AI prompts.
It's like having the AngelList founder rip apart your career and rebuild it from leverage and specific knowledge.
Here are the 13 prompts that transformed how I build wealth: https://t.co/ijM4WvtQNP
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RT @alex_prompter: I turned Naval Ravikant's mental models into AI prompts.
It's like having the AngelList founder rip apart your career and rebuild it from leverage and specific knowledge.
Here are the 13 prompts that transformed how I build wealth: https://t.co/ijM4WvtQNP
tweet
Offshore
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Jukan
Bernstein remains very bearish on Kioxia.
They’ve effectively issued a sell call and are recommending investors take profits. (Target price: ¥7,000 vs. current share price: ¥22,845.) https://t.co/b9MEVySUmM
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Bernstein remains very bearish on Kioxia.
They’ve effectively issued a sell call and are recommending investors take profits. (Target price: ¥7,000 vs. current share price: ¥22,845.) https://t.co/b9MEVySUmM
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Michael Fritzell (Asian Century Stocks)
RT @MikeFritzell: What are the highest quality software within the Japanese SaaS industry? Not convinced that CYND and Property Data Bank are up there. Freee, Hennge?
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RT @MikeFritzell: What are the highest quality software within the Japanese SaaS industry? Not convinced that CYND and Property Data Bank are up there. Freee, Hennge?
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @_SeanDavid: @zarazhangrui Meanwhile Anthropic looking for humans to administer their salesforce https://t.co/NB7UYETWm2
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RT @_SeanDavid: @zarazhangrui Meanwhile Anthropic looking for humans to administer their salesforce https://t.co/NB7UYETWm2
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Michael Fritzell (Asian Century Stocks)
RT @compound248: @JohnHuber72 I knew a guy who worked for Buffett in the immediate pre-Todd and Ted era.
His summary of the Buffett buy algorithm was, “7x avg last 5 year EBIT.”
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RT @compound248: @JohnHuber72 I knew a guy who worked for Buffett in the immediate pre-Todd and Ted era.
His summary of the Buffett buy algorithm was, “7x avg last 5 year EBIT.”
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @CasinoCapital: When in Rome...
Couldn't not try Saizeriya after @CacheThatCheque talking it up so much.
Spaghetti carbonara, french onion soup, fried shrimp, a pizza, and 2 soft drinks w free refills... £9 all-in !! https://t.co/OH9u0Pya7G
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RT @CasinoCapital: When in Rome...
Couldn't not try Saizeriya after @CacheThatCheque talking it up so much.
Spaghetti carbonara, french onion soup, fried shrimp, a pizza, and 2 soft drinks w free refills... £9 all-in !! https://t.co/OH9u0Pya7G
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Offshore
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Lumida Wealth Management
What's Working In $SPY ?
Dividend yield has outperformed other factors YTD.
Stocks with dividends have led the markets, while stocks without dividends are lagging behind.
We added to $PAGS on Friday.
It has a dividend yield of 14%, and has gained 14% in last 3M.
The P/E NTM valuation is 6.4x, with FCF yield at 21%.
We discuss our rationale in today's newsletter: https://t.co/aIPxSPfj4h
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What's Working In $SPY ?
Dividend yield has outperformed other factors YTD.
Stocks with dividends have led the markets, while stocks without dividends are lagging behind.
We added to $PAGS on Friday.
It has a dividend yield of 14%, and has gained 14% in last 3M.
The P/E NTM valuation is 6.4x, with FCF yield at 21%.
We discuss our rationale in today's newsletter: https://t.co/aIPxSPfj4h
tweet
Offshore
Video
God of Prompt
RT @godofprompt: Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.
Now you just type a prompt.
@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:
> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser
No local installation. No environment setup. No timeline editing.
Product launches, explainer videos, promo clips... all from a text prompt.
This is what "vibe coding" looks like for video.
Now launched on beta.
Try it!
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RT @godofprompt: Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.
Now you just type a prompt.
@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:
> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser
No local installation. No environment setup. No timeline editing.
Product launches, explainer videos, promo clips... all from a text prompt.
This is what "vibe coding" looks like for video.
Now launched on beta.
Try it!
tweet