Offshore
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Alvin
When it comes to the camera system, both of these phones are excellent.
But based on the camera samples that I took, only one of them is truly consistent and reliable as a point-and-shoot camera (vivo X200 Pro).
I won't sugarcoat anything. I had extremely high expectations for the Xiaomi 15 Ultra, knowing that I also found the 14 Ultra to be underwhelming.
I hope they will fix the auto mode via updates.
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When it comes to the camera system, both of these phones are excellent.
But based on the camera samples that I took, only one of them is truly consistent and reliable as a point-and-shoot camera (vivo X200 Pro).
I won't sugarcoat anything. I had extremely high expectations for the Xiaomi 15 Ultra, knowing that I also found the 14 Ultra to be underwhelming.
I hope they will fix the auto mode via updates.
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Offshore
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Finding Compounders
In the 2013 fund letter, Nick Sleep explains how inactivity is a source of value. https://t.co/rQ1WCR9PJH
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In the 2013 fund letter, Nick Sleep explains how inactivity is a source of value. https://t.co/rQ1WCR9PJH
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Video
The All-In Podcast
J-Cal Explains a New Job Class Created by AI: Reinforcement Learner
@Jason on E218:
"We're going to have a new job class, which is people who train AIs, and people who fact check AIs and refine AIs."
"Journalists, who have been losing their jobs at a tremendous pace, are now being hired by data aggregators to come in and look at queries..."
"Let's say you had an expertise in agriculture, they'll pay you, and I actually saw one of these job descriptions, $40/hour to sit there and answer questions about agriculture, look at answers, refine them, and do reinforcement learning."
"And this could be a $50K to $150K/year job, because every time you make the AI a little better, everybody on the planet gets to benefit from it."
"This is an extraordinary new career. I don't know what it's going to be called. Reinforcement learner?"
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J-Cal Explains a New Job Class Created by AI: Reinforcement Learner
@Jason on E218:
"We're going to have a new job class, which is people who train AIs, and people who fact check AIs and refine AIs."
"Journalists, who have been losing their jobs at a tremendous pace, are now being hired by data aggregators to come in and look at queries..."
"Let's say you had an expertise in agriculture, they'll pay you, and I actually saw one of these job descriptions, $40/hour to sit there and answer questions about agriculture, look at answers, refine them, and do reinforcement learning."
"And this could be a $50K to $150K/year job, because every time you make the AI a little better, everybody on the planet gets to benefit from it."
"This is an extraordinary new career. I don't know what it's going to be called. Reinforcement learner?"
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Offshore
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Finding Compounders
Decoding a Company’s DNA by Mohnish Pabrai( @MohnishPabrai) https://t.co/v6b9wiFEyZ
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Decoding a Company’s DNA by Mohnish Pabrai( @MohnishPabrai) https://t.co/v6b9wiFEyZ
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Offshore
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The Kobeissi Letter
Market probabilities of a US recession are rising:
5-year Treasuries are now pricing in a 52% chance of a recession within the next 12 months, up from 45% in November.
Furthermore, recession odds priced-in by the Russell 2000 index spiked to 48% from just 1% in November.
At the same time, the S&P 500's odds of a downturn jumped to 22%.
Base metals also show a 52% probability of a recession.
On the other hand, investment grade and high-yield corporate bonds are pricing in just 8% and 5% chance, respectively.
Is a recession coming?
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Market probabilities of a US recession are rising:
5-year Treasuries are now pricing in a 52% chance of a recession within the next 12 months, up from 45% in November.
Furthermore, recession odds priced-in by the Russell 2000 index spiked to 48% from just 1% in November.
At the same time, the S&P 500's odds of a downturn jumped to 22%.
Base metals also show a 52% probability of a recession.
On the other hand, investment grade and high-yield corporate bonds are pricing in just 8% and 5% chance, respectively.
Is a recession coming?
tweet
Offshore
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Stock Analysis Compilation
Emeth Value Capital on Vivid Seats $SEAT US
Thesis: Vivid Seats is a potential acquisition target, with strategic interest from competitors and investors due to its cost synergies and growth opportunities.
(Extract from their Q4 letter) https://t.co/ft7VnfcCms
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Emeth Value Capital on Vivid Seats $SEAT US
Thesis: Vivid Seats is a potential acquisition target, with strategic interest from competitors and investors due to its cost synergies and growth opportunities.
(Extract from their Q4 letter) https://t.co/ft7VnfcCms
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App Economy Insights
$ADBE Adobe Q1 FY25:
• RPO +12% to $19.7B ($0.1B miss).
• Digital Media ARR +13% to $17.6B.
• Revenue +10% to $5.7B ($50M beat).
• Non-GAAP EPS $5.08 ($0.11 beat).
• Q2 FY25 revenue ~$5.8B (in-line).
• FY25 revenue ~$23.4B (unchanged). https://t.co/B9hToGJejy
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$ADBE Adobe Q1 FY25:
• RPO +12% to $19.7B ($0.1B miss).
• Digital Media ARR +13% to $17.6B.
• Revenue +10% to $5.7B ($50M beat).
• Non-GAAP EPS $5.08 ($0.11 beat).
• Q2 FY25 revenue ~$5.8B (in-line).
• FY25 revenue ~$23.4B (unchanged). https://t.co/B9hToGJejy
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Hidden Value Gems
More resources focusing on making short-term forecasts, you know where the real opportunity lies ...
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More resources focusing on making short-term forecasts, you know where the real opportunity lies ...
The pods are out of control. https://t.co/1NyeMLMwxT tweet