AkhenOsiris
Do we still scoff at sovereign AI 😂
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Do we still scoff at sovereign AI 😂
🔴 The US weighs letting the UAE buy over a million advanced Nvidia chips - People Familiar. $NVDA - FinancialJuicetweet
AkhenOsiris
You could make the argument that Cook being openly gay would dissuade from a Saudi visit...but Altman is there
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You could make the argument that Cook being openly gay would dissuade from a Saudi visit...but Altman is there
TRUMP SAYS TO HUANG: TIM COOK ISN'T HERE BUT YOU ARE - *Walter Bloombergtweet
Offshore
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Offshore
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Dimitry Nakhla | Babylon Capital®
Chuck Akre’s updated Q1 2025 13F (Dataroma)
Top 5 holdings: $MA $ORLY $MCO $V $KKR https://t.co/yCP4sWuFMz
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Chuck Akre’s updated Q1 2025 13F (Dataroma)
Top 5 holdings: $MA $ORLY $MCO $V $KKR https://t.co/yCP4sWuFMz
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App Economy Insights
$NU Nubank Q1 FY25:
• Customers +19% Y/Y to 119M.
• Deposits +48% Y/Y FXN to $31.6B.
• Revenue +40% Y/Y FXN to $3.2B.
• Revenue +19% Y/Y reported.
• Net income +47% Y/Y to $557M. https://t.co/bL7ZsKsAI4
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$NU Nubank Q1 FY25:
• Customers +19% Y/Y to 119M.
• Deposits +48% Y/Y FXN to $31.6B.
• Revenue +40% Y/Y FXN to $3.2B.
• Revenue +19% Y/Y reported.
• Net income +47% Y/Y to $557M. https://t.co/bL7ZsKsAI4
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @TripleNetInvest “Activity is the enemy of investment returns.” — Warren Buffett 🗣️
It’s not about how many moves you make. It’s about the total risk-adjusted returns.
That’s what matters — wise investors know they aren’t pay for activity.
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RT @DimitryNakhla: @TripleNetInvest “Activity is the enemy of investment returns.” — Warren Buffett 🗣️
It’s not about how many moves you make. It’s about the total risk-adjusted returns.
That’s what matters — wise investors know they aren’t pay for activity.
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Dimitry Nakhla | Babylon Capital®
RT @asemota: THIS!!!
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RT @asemota: THIS!!!
@TripleNetInvest “Activity is the enemy of investment returns.” — Warren Buffett 🗣️
It’s not about how many moves you make. It’s about the total risk-adjusted returns.
That’s what matters — wise investors know they aren’t pay for activity. tweet
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Dimitry Nakhla | Babylon Capital®
RT @JerryCap: 12 years is a disqualification for goat talk unless high 20s?
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RT @JerryCap: 12 years is a disqualification for goat talk unless high 20s?
Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈
Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸
Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57 tweet
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Dimitry Nakhla | Babylon Capital®
Not Babylon Capital®
While most Fund Managers missed out on the recent surge, at Babylon Capital® we urged our investors to take advantage of the most recent decline on April 5th
3 trading days later, the S&P 500 $SPY posted its 3rd largest gain since WWII, soaring +9.52% 📈 https://t.co/QnkqCZmKtL
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Not Babylon Capital®
While most Fund Managers missed out on the recent surge, at Babylon Capital® we urged our investors to take advantage of the most recent decline on April 5th
3 trading days later, the S&P 500 $SPY posted its 3rd largest gain since WWII, soaring +9.52% 📈 https://t.co/QnkqCZmKtL
BREAKING 🚨: Fund Managers
Fund Managers have missed out on the recent stock surge after recently reducing their equity exposure to the lowest levels in 2 years 👀 Rekt! tweet