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RT @VladBastion: Pinduoduo $PDD is incredibly undervalued. Its forward P/E is 11x, lower than Alibaba's $BABA 13x, while its forecasted revenue growth rate is nearly twice as high. Based on the price/earnings to growth model, it has the highest upside potential among the top 30 non-U.S. stocks. https://t.co/gUdyWq5v01
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RT @GergelyOrosz: Klarna was the company that went all-on replacing customer support with an AI bot and went on to brag about the cost savings.

Now they are reversing course.

Easy to see more companies blindly replacing quality customer support with a worse AI implementation will follow... https://t.co/Mcxwp4GNTC
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RT @reymerekar7: Hugging Face spaces has literally turned into the app store for quick AI apps.

If there’s an AI tool you ever wanted to build or experiment with, it’s probably right here in the interface.

With hundreds of thousands of AI tools at your fingertips, you can dive into everything from text analysis to speech synthesis 👀

Can’t believe I didn’t know about this sooner…
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AkhenOsiris
Covid is back! Need Prof Siegel on clamouring for emergency rate cuts 😂
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⁠Startup Archive
RT @dream_masheen: "You get paid as a founder for the wealth that you create for other people"

Sam Altman: “One of the few arbitrage opportunities left in the market is time”

“I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.”

Sam continues:

“And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.”

Video source: @ycombinator (2016) - Startup Archive
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RT @KoyfinCharts: Mauboussin & Callahan just shared a paper on the psychology of expected value.

"How often you are right is not all that matters. What is vital is how much money you make when you are right versus how much you lose when you are wrong".

🧵 Our 8 favourite highlights: https://t.co/Gh1kjsHFlu
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⁠Stock Analysis Compilation
Artisan International Value Strategy on Samsung $005930 KS

Thesis: Samsung’s governance and AI lag pose challenges, but its strong balance sheet and valuation offer long-term potential.

(Extract from their Q4 letter) https://t.co/hzoOrFL4M1
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⁠Dimitry Nakhla | Babylon Capital®
$CDNS & $SNPS provide tools and IP for designing and verifying microchips and electronic systems

10-year total return:

$CDNS ~1258%
$SNPS ~900%

10-year EPS growth:

$CDNS 535%
$SNPS 421%

10-year multiple expansion:

$CDNS 118%
$SNPS 90%
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As you can see, multiple expansion has significantly driven its total returns

Looking ahead, investors might not want to count on further expansion over the next decade, particularly if growth rates slow during that time
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⁠Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI is +33% YTD 🎯

In light of its stellar Q4 earnings report, here’s a snapshot of a Newsletter I shared with my investors in the beginning of 2025 📝

I keep re-reading the last sentence in awe of how powerful that statement is, even though I wrote it 😂 https://t.co/i3AtMpympr
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⁠Dimitry Nakhla | Babylon Capital®
RT @Niche_Seeker: @DimitryNakhla Thank you for your hard work, Dimitry. Unlike many content creators who chase trends every day, your content always has depth.
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