Offshore
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Bourbon Capital
"We expect to repurchase approximately $2 billion in shares during the year and announced a 10% increase to our quarterly dividend. Overall, our capital plan calls for a return of at least 90% of our free cash flow to shareholders in 2026" $MCO CFO
Music to my ears https://t.co/UcZqvffoVB
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"We expect to repurchase approximately $2 billion in shares during the year and announced a 10% increase to our quarterly dividend. Overall, our capital plan calls for a return of at least 90% of our free cash flow to shareholders in 2026" $MCO CFO
Music to my ears https://t.co/UcZqvffoVB
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Offshore
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The Transcript
Walmart double beat + raises annual dividend by 5.3%
Walmart U.S.: "Sales momentum continued with growth in customer transactions led by digital,..."
$WMT: -3% Pre-Market https://t.co/cvA0tn7vWo
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Walmart double beat + raises annual dividend by 5.3%
Walmart U.S.: "Sales momentum continued with growth in customer transactions led by digital,..."
$WMT: -3% Pre-Market https://t.co/cvA0tn7vWo
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Offshore
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Benjamin Hernandez😎
Today’s top movers: $RUBI, $YIBO, $JZXN. 🚀
High risk, but the charts are screaming opportunity. I’m posting my full trade plan and stop-losses now.
DM me for my personal alerts and full plans!
Trade Signal Log: $RR $SOC $BMNR $BYND $PULM https://t.co/pc1VCk5e2p
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Today’s top movers: $RUBI, $YIBO, $JZXN. 🚀
High risk, but the charts are screaming opportunity. I’m posting my full trade plan and stop-losses now.
DM me for my personal alerts and full plans!
Trade Signal Log: $RR $SOC $BMNR $BYND $PULM https://t.co/pc1VCk5e2p
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Offshore
Video
Startup Archive
How Instagram’s co-founder knew it was time to quit
After selling Instagram to Facebook for $1 billion, Mike Krieger teamed up with his former co-founder Kevin Systrom to build Artifact—a smart news app.
Despite initial hype, the app struggled to catch on. They soon hit a crossroads - continue building or shut it down?
To decide, they set clear experiments and a clear finish line:
“We made a list of what are the ideas that we still have in this space that we will feel really silly not having tried before shutting it down. We wrote them down, we prioritized three big ones we wanted to try. After we tried them, we stepped back and asked: did it change the trajectory of the company?”
It didn’t. So they shut down Artifact, sold the IP to Yahoo, and moved on. Mike and Kevin gave themselves permission to walk away — but only after giving it a real shot.
Mike warns founders about the danger of wasting years of your life on a startup that isn’t working:
“I’ve seen entrepreneurs get stuck for years because they feel they owe it to themselves or their investors... but it’s not likely to shift the direction.” Being concrete — either with a date or a set of projects — helps you know when to move on.”
The following year, Mike Krieger announced that he was joining Anthropic as its Chief Product Officer.
Video source: @eostudi0 (2025)
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How Instagram’s co-founder knew it was time to quit
After selling Instagram to Facebook for $1 billion, Mike Krieger teamed up with his former co-founder Kevin Systrom to build Artifact—a smart news app.
Despite initial hype, the app struggled to catch on. They soon hit a crossroads - continue building or shut it down?
To decide, they set clear experiments and a clear finish line:
“We made a list of what are the ideas that we still have in this space that we will feel really silly not having tried before shutting it down. We wrote them down, we prioritized three big ones we wanted to try. After we tried them, we stepped back and asked: did it change the trajectory of the company?”
It didn’t. So they shut down Artifact, sold the IP to Yahoo, and moved on. Mike and Kevin gave themselves permission to walk away — but only after giving it a real shot.
Mike warns founders about the danger of wasting years of your life on a startup that isn’t working:
“I’ve seen entrepreneurs get stuck for years because they feel they owe it to themselves or their investors... but it’s not likely to shift the direction.” Being concrete — either with a date or a set of projects — helps you know when to move on.”
The following year, Mike Krieger announced that he was joining Anthropic as its Chief Product Officer.
Video source: @eostudi0 (2025)
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @ToffCap: Very nice deep dive into Tobila Systems $4441 from @dsmoak98
Strong recurring growth, high margins, healthy FCF generation, plenty of reinvestment opportunities, low multiples...
Multi-bagger potential left. https://t.co/rcI2ceqT3U
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RT @ToffCap: Very nice deep dive into Tobila Systems $4441 from @dsmoak98
Strong recurring growth, high margins, healthy FCF generation, plenty of reinvestment opportunities, low multiples...
Multi-bagger potential left. https://t.co/rcI2ceqT3U
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Offshore
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Chips & SaaS
RT @harukaze5719: (ISSCC 2026) MediaTek CEO: The era of AI chips working alone is over! "System-level co-optimization" becomes the key.
https://t.co/rFjD9E1emS
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RT @harukaze5719: (ISSCC 2026) MediaTek CEO: The era of AI chips working alone is over! "System-level co-optimization" becomes the key.
https://t.co/rFjD9E1emS
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Offshore
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Chips & SaaS
RT @SKundojjala: Analog Devices QJan26
- Revenue up 3% q/q and 30% y/y to $3.16B at 71.2% GM; 2Q guidance ($3.5B) implies 11% sequential growth
- All end markets up y/y for 4 straight quarters
- DC and ATE combined now 20% of total ($2B+ run rate) with double-digit growth expected (TI's exit quarterly DC rev run-rate $450M)
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RT @SKundojjala: Analog Devices QJan26
- Revenue up 3% q/q and 30% y/y to $3.16B at 71.2% GM; 2Q guidance ($3.5B) implies 11% sequential growth
- All end markets up y/y for 4 straight quarters
- DC and ATE combined now 20% of total ($2B+ run rate) with double-digit growth expected (TI's exit quarterly DC rev run-rate $450M)
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The Transcript
RT @TheTranscript_: $ABNB CEO: Capital-light model enables accelerating growth without heavy AI CapEx burden.
“We expect revenue growth to accelerate to at least low double digits in 2026… And we'll do all of this without investing billions or tens of billions of dollars. We don't need massive capital investment to grow...We do not have a huge CapEx cost base. So our investment in AI will not affect the P&L. I don't think you'll see it in the P&L."
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RT @TheTranscript_: $ABNB CEO: Capital-light model enables accelerating growth without heavy AI CapEx burden.
“We expect revenue growth to accelerate to at least low double digits in 2026… And we'll do all of this without investing billions or tens of billions of dollars. We don't need massive capital investment to grow...We do not have a huge CapEx cost base. So our investment in AI will not affect the P&L. I don't think you'll see it in the P&L."
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Offshore
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anon
RT @stevehou: Hitachi Construction Machinery (6305 JT) has gone vertical as Japanese (and global) mining demand enters an inflection (from - to +).
Interesting signal for those that follow and consistent with what I’ve been discussing since my 2026 outlook and recent posts on heavy industry. https://t.co/e59wq8PfeQ
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RT @stevehou: Hitachi Construction Machinery (6305 JT) has gone vertical as Japanese (and global) mining demand enters an inflection (from - to +).
Interesting signal for those that follow and consistent with what I’ve been discussing since my 2026 outlook and recent posts on heavy industry. https://t.co/e59wq8PfeQ
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