�𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. </code>- <a href='https://twitter.com/DimitryNakhla/status/1865785877227581482'>Dimitry Nakhla | Babylon Capital®</a>
<a href='https://twitter.com/DimitryNakhla/status/1870574345174790287'>tweet</a>

⁠iinvested
1/2
3Q'24 FPA Queens Road Small Cap Value Fund on $AAP, $SFM, $IDCC, $FN, $CSWI, $DECK, $CNXC, $ALTM, $VSH, $DAR

More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/ioXOTdp0MB
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⁠Stock Analysis Compilation
Sohra Peak on Auto Partner $APN PW

Thesis: Auto Partner’s normalized margins and strategic expansion into Western Europe signal robust growth opportunities ahead

(Extract from their Q3 letter) https://t.co/TFjvVSvbIS
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⁠Ahmad Jivraj
Keep it simple: For the stock market to go up long term we need GDP per capita to go up

AI = productivity gains (and these gains are almost certainly higher than population growth rates)

Therefore, this should lead the markets higher long term

Here’s a way to think about the market size of AI. US labor costs are $11T. If a company pays 2% of headcount expenses to get a 10-50% productivity gain with AI, that’s $200B+. The US enterprise software market today is around $150-200B. So AI doubles that just in the base case. - Aaron Levie
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⁠Investing visuals
Big News🥳

Introducing my X Subscriber Service with exclusive content!👇

✅ Business Breakdowns: All key info in one infographic
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✅ Portfolio Updates: my journey in building a $100K+ growth portfolio

Let’s grow together!🤝
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⁠Startup Archive
Jony Ive recounts the time Steve Jobs called him vain

Jony recounts the time he asked Steve Jobs to be less harsh in his critique of a piece of work.

When Steve asked “why?”, Jony replied: “Well, because I care about the team.”

Steve then said, as Jony puts it, “this brutally, brilliantly, insightful thing”:

“No Jony, you’re just really vain. You just want people to like you. And I’m surprised at you because I thought you really held the work up as the most important—not how you believe you are perceived by other people.”

Jony reflects on the remark:

“I was terribly cross because I knew he was right.”

Video source: @VanityFair (2014)
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⁠Startup Archive
RT @foundertribune: "The Steve Jobs Roller Coaster" by @edcatmull https://t.co/arhd3I7sFW
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⁠Startup Archive
Ed Catmull on the sale of Pixar to Steve Jobs:

"The CFO, in particular, underestimated Steve, assuming he was just another rich kid in over his head. This CFO told me that the way to establish his authority in the room was to arrive last... All that it ended up establishing, however, was that he’d never met anyone like Steve Jobs."

"The Steve Jobs Roller Coaster" by @edcatmull https://t.co/arhd3I7sFW - The Founders' Tribune
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⁠Investing visuals
10 business breakdowns mega thread!🧵👇

I’ve delved into 10 high-quality companies shaping the future. Let's dive in and find your next investment gem💎

#1 NVIDIA $NVDA: A powerhouse in gaming and AI. Can it maintain its dominance? https://t.co/27IqudxUhY
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