Offshore
Photo
Yellowbrick Investing
Added 54 new stock write-ups to the site (pt 2):
@SimplerInvestor - $FOU.BR
@ResGloStocks - $3828.HK (overview)
@lhcaroli - $WSTL (watch), $TRBR.V (earnings)
@trentkelp - $AQST
@TiehackCapital - $QUCT
@BlokeOak57182 (overviews) - $ECOB.L, $KZG.L, $HTG.L https://t.co/tQ8uOaL69s
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Added 54 new stock write-ups to the site (pt 2):
@SimplerInvestor - $FOU.BR
@ResGloStocks - $3828.HK (overview)
@lhcaroli - $WSTL (watch), $TRBR.V (earnings)
@trentkelp - $AQST
@TiehackCapital - $QUCT
@BlokeOak57182 (overviews) - $ECOB.L, $KZG.L, $HTG.L https://t.co/tQ8uOaL69s
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Offshore
Photo
Yellowbrick Investing
Added 54 new stock write-ups to the site (pt final):
@karanshah137 - $VIMTALABS.NS (overview)
@chitchatstocks - $SOFI (overview)
@Sophoninvest - $PSAN.DE (pass)
@TarekAntaki - $LVWR (short)
@hiroki1379 - $8119.T
fund letters
and more... https://t.co/DrC006JQ4m
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Added 54 new stock write-ups to the site (pt final):
@karanshah137 - $VIMTALABS.NS (overview)
@chitchatstocks - $SOFI (overview)
@Sophoninvest - $PSAN.DE (pass)
@TarekAntaki - $LVWR (short)
@hiroki1379 - $8119.T
fund letters
and more... https://t.co/DrC006JQ4m
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Evan
All these stocks hit new 52 WEEK HIGHS week highs at some point today
Google $GOOGL
Taiwan Semi $TSM
Goldman Sachs $GS
Morgan Stanley $MS
Citi $C
Micron $MU
Unity $U
Alnylam $ALNY
Amphenol $APH
Applovin $APP
Aptiv $APTV
Autozone $AZO
Barrick Mining $B
Boston Scientific $BSX
Coupang $CPNG
Credo $CRDO
Equinox $EQIX
TechnipFMC $FTI
$HSBC
Ionis $IONS
Invesco $INVZ
Kinross Gold $KGC
Lumentum $LITE
Live Nation $LYV
Annaly $NLY
Insulet $PODD
Echostar $SATS
Super Group $SGHC
Seagate $STX
Valero $VLO
Western Digital $WDC
Wheaton $WPM
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All these stocks hit new 52 WEEK HIGHS week highs at some point today
Google $GOOGL
Taiwan Semi $TSM
Goldman Sachs $GS
Morgan Stanley $MS
Citi $C
Micron $MU
Unity $U
Alnylam $ALNY
Amphenol $APH
Applovin $APP
Aptiv $APTV
Autozone $AZO
Barrick Mining $B
Boston Scientific $BSX
Coupang $CPNG
Credo $CRDO
Equinox $EQIX
TechnipFMC $FTI
$HSBC
Ionis $IONS
Invesco $INVZ
Kinross Gold $KGC
Lumentum $LITE
Live Nation $LYV
Annaly $NLY
Insulet $PODD
Echostar $SATS
Super Group $SGHC
Seagate $STX
Valero $VLO
Western Digital $WDC
Wheaton $WPM
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Offshore
Video
AlexandrIA
The Sun in Your Pocket ☀️
Summer is ending, but let's keep shining
⚙️ Midjourney + Suno + Topaz + CapCut
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The Sun in Your Pocket ☀️
Summer is ending, but let's keep shining
⚙️ Midjourney + Suno + Topaz + CapCut
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ToffCap
RT @ToffCap: Lots of action over at Empresaria $EMR.
A large shareholder owning >5% has been pushing for a big clean up of the board.
At the same time, the company is waiting for a 'firm intention' from Legacy UK for its 62p p/s offer (c. +60% vs the current price).
~4x ev/ebitda on arguably depressed earnings. Crappy liquidity though.
And a ton of Dutch investors on the register it seems 🤔
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RT @ToffCap: Lots of action over at Empresaria $EMR.
A large shareholder owning >5% has been pushing for a big clean up of the board.
At the same time, the company is waiting for a 'firm intention' from Legacy UK for its 62p p/s offer (c. +60% vs the current price).
~4x ev/ebitda on arguably depressed earnings. Crappy liquidity though.
And a ton of Dutch investors on the register it seems 🤔
tweet
Offshore
Photo
Investing visuals
Some thoughts on $DUOL: can they change human behavior at scale?
Before diving in, first things first: pressure on $DUOL stock continues with $AAPL showcasing their AirPods Pro 3 to do live translations today. But this is where I think some are missing an important point.
Translation and real-life conversations are two very different things. If you want genuine human connection, the spoken word is the way to go. Not ChatGPT or AirPods translating stuff for you without being able to actually talk back.
Then there is genuine interest in learning a language (or math, music, chess). Combine the urge for human connection with genuine interest in languages or learning new stuff in general, and there you have it: the $DUOL audience.
But there is an important challenge that $DUOL has to tackle: learning costs energy, discipline, and focus. Whereas other consumer-facing services like $SPOT and $NFLX ease your mind and bring entertainment. So what does $DUOL do to lower that barrier?
10 behavioral tricks
$DUOL basically took gamification and behavioral science to another level:
1 - Daily streaks:
Builds daily habit & fear of loss
2 - XP & leaderboards:
Fuels competition & visible progress
3 - Reminders (Duo Owl):
Timely nudges boost re-engagement
4 - Spaced repetition:
Reinforces memory & long-term learning
5 - Energy system:
Encourages accuracy, discourages guessing
6 - Badges & achievements:
Rewards milestones, boosts motivation
7 - Micro-lessons:
Low barrier to entry, keeps users coming back
8 - Character & story mode:
Adds emotional and narrative pull
9 - Friend streaks:
Adds social accountability
10 - Skill tree progression:
Provides structure and clear goals
Applying behavioral science to learning and incorporating gamification are key ingredients for $DUOL success. Users are nudged in every way possible to keep coming back.
So can $DUOL change human behavior at scale? I believe they do not change it, but influence it. Striking just the right balance between fun, focus and psychological nudges.
An important effect of targeting the right audience and combining gamification with behavioral science is that it builds loyalty over the long term.
It’s this loyalty that I see as a key differentiator compared to $NFLX or $SPOT. While $DUOL total addressable audience is likely smaller, it’s a highly engaged, committed, and loyal base that can drive long-term growth as the platform expands into new categories.
My two cents, Owl out. 👋🦉
tweet
Some thoughts on $DUOL: can they change human behavior at scale?
Before diving in, first things first: pressure on $DUOL stock continues with $AAPL showcasing their AirPods Pro 3 to do live translations today. But this is where I think some are missing an important point.
Translation and real-life conversations are two very different things. If you want genuine human connection, the spoken word is the way to go. Not ChatGPT or AirPods translating stuff for you without being able to actually talk back.
Then there is genuine interest in learning a language (or math, music, chess). Combine the urge for human connection with genuine interest in languages or learning new stuff in general, and there you have it: the $DUOL audience.
But there is an important challenge that $DUOL has to tackle: learning costs energy, discipline, and focus. Whereas other consumer-facing services like $SPOT and $NFLX ease your mind and bring entertainment. So what does $DUOL do to lower that barrier?
10 behavioral tricks
$DUOL basically took gamification and behavioral science to another level:
1 - Daily streaks:
Builds daily habit & fear of loss
2 - XP & leaderboards:
Fuels competition & visible progress
3 - Reminders (Duo Owl):
Timely nudges boost re-engagement
4 - Spaced repetition:
Reinforces memory & long-term learning
5 - Energy system:
Encourages accuracy, discourages guessing
6 - Badges & achievements:
Rewards milestones, boosts motivation
7 - Micro-lessons:
Low barrier to entry, keeps users coming back
8 - Character & story mode:
Adds emotional and narrative pull
9 - Friend streaks:
Adds social accountability
10 - Skill tree progression:
Provides structure and clear goals
Applying behavioral science to learning and incorporating gamification are key ingredients for $DUOL success. Users are nudged in every way possible to keep coming back.
So can $DUOL change human behavior at scale? I believe they do not change it, but influence it. Striking just the right balance between fun, focus and psychological nudges.
An important effect of targeting the right audience and combining gamification with behavioral science is that it builds loyalty over the long term.
It’s this loyalty that I see as a key differentiator compared to $NFLX or $SPOT. While $DUOL total addressable audience is likely smaller, it’s a highly engaged, committed, and loyal base that can drive long-term growth as the platform expands into new categories.
My two cents, Owl out. 👋🦉
tweet
Offshore
Photo
Evan
A mostly Magnificent 7 day for the Mag 7 (except Apple … pain)
🟢🟢🟢🟢🟢🟢🍎 https://t.co/mqOvHETGGj
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A mostly Magnificent 7 day for the Mag 7 (except Apple … pain)
🟢🟢🟢🟢🟢🟢🍎 https://t.co/mqOvHETGGj
tweet
Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
Get 150,000+ followers with this exact blueprint
- Step 1: Clone your face on HeyGen (4-hour training)
- Step 2: Clone your voice on ElevenLabs (not HeyGen's built-in)
- Step 3: Show avatar for only 3-4 seconds max
- Step 4: Fill remaining 90% with B-roll + storytelling
Tools: HeyGen + ElevenLabs (separate for quality)
Cost: ~$100/month
Time: 10 min writing → editor handles rest
Warning: This isn't a one-shot process. You have to iterate
You have to be a great editor and content director
But if you're already writing 1,000+ words daily?
You're sitting on a content goldmine.
Stop making excuses
Start putting out content.
Use this playbook
tweet
Get 150,000+ followers with this exact blueprint
- Step 1: Clone your face on HeyGen (4-hour training)
- Step 2: Clone your voice on ElevenLabs (not HeyGen's built-in)
- Step 3: Show avatar for only 3-4 seconds max
- Step 4: Fill remaining 90% with B-roll + storytelling
Tools: HeyGen + ElevenLabs (separate for quality)
Cost: ~$100/month
Time: 10 min writing → editor handles rest
Warning: This isn't a one-shot process. You have to iterate
You have to be a great editor and content director
But if you're already writing 1,000+ words daily?
You're sitting on a content goldmine.
Stop making excuses
Start putting out content.
Use this playbook
tweet