Offshore
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The All-In Podcast
Grok 3 Integration on X: Seamless, Elegant, Powerful

On E218, @chamath and @Jason discussed @grok 3 on @X:

Chamath:

"As a consumer, I've mostly flipped my usage to Grok 3."

"And the reason is that it's in line with where I consume most of my information."

"It's elegantly integrated."

Jason:

" On the top right hand of a tweet, there's an @xai button."

"When you click it, it just gives you the full context of the tweet."

"This is very elegant."
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Offshore
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Finding Compounders
A great business at the wrong price will result in a bad investment https://t.co/day75gHSPP
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Offshore
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Finding Compounders
Only if it was much harder to sell a stock, maybe there would be longer holding periods. https://t.co/fp2e6zNTUx
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Offshore
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Alvin
One of the reasons why vivo China's OriginOS 5 is in my top 3 smartphone OS/skin so far is the customisation options.

Probably one of the best and most diverse in the smartphone world right now.

These wallpapers, visual effects, and animations look so beautiful. https://t.co/uzFEWasMzu
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The Investing for Beginners Podcast
RT @IFB_podcast: ROIC > WACC for value creation

Measure using EVA (Economic Value Added)

EVA = NOPAT - (IC × WACC)

Where:

NOPAT = Net Operating Profit After Taxes
IC = Invested Capital
WACC = Weighted Average Cost of Capital

$MSFT example:

MSFT EVA = $71.8B - ($290.7B x 10%) = $42.7B

The formula can be interpreted as follows:

If EVA > 0: The company is creating value for shareholders
If EVA = 0: The company is breaking even
If EVA < 0: The company is destroying value for shareholders
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Offshore
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Finding Compounders
Berkshire buy and hold strategy sets the standard https://t.co/4hVvUsbgRF
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Offshore
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Alvin
Meet the new vivo V50 in Harmony Red. 🔥

This phone looks gorgeous. It is one of those beautiful-looking dark reds that don’t look too flashy which I prefer on a smartphone.

This phone looks refined. Probably one of my favourite phones in its price range when it comes to the design language.
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Offshore
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Alvin
Samsung's upcoming Galaxy S25 Edge will be even thinner and lighter than expected!

✅️ 5.84 mm thick
✅️ 162 grams weight
✅️ 3900 mAh Battery
✅️ 6.66" screen

It is reported that it might use a ceramic back instead of glass, which is surprising considering how light it is. https://t.co/B3WOUHmfFs
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