Giuliano
Other ideas discussed:
- What no one sees must be good because you'll know.
- Focus on 2-3 things and just do that.
- Study greatness.
- How far can genius go if you don't stop it?
- Excess returns necessarily have a contrarian element.
- "Don't you people see that this is normal to me and that what is normal to you is abnormal to me?"
- We're biased to go with what's established.
- You need to constantly fight the environment.
https://t.co/SNwI8ivdfh
tweet
Other ideas discussed:
- What no one sees must be good because you'll know.
- Focus on 2-3 things and just do that.
- Study greatness.
- How far can genius go if you don't stop it?
- Excess returns necessarily have a contrarian element.
- "Don't you people see that this is normal to me and that what is normal to you is abnormal to me?"
- We're biased to go with what's established.
- You need to constantly fight the environment.
https://t.co/SNwI8ivdfh
tweet
X (formerly Twitter)
Giuliano (@Giuliano_Mana) on X
We sat down with @Chancellorpen and recorded the ideal podcast episode.
We talked about a wide range of books and ideas:
- Steve Jobs: Simplicity, create soulful work, focus.
- Darwin: Contrarianism, truth, what research really is.
- Munger: Take a simple…
We talked about a wide range of books and ideas:
- Steve Jobs: Simplicity, create soulful work, focus.
- Darwin: Contrarianism, truth, what research really is.
- Munger: Take a simple…
Giuliano
Other ideas discussed:
- What no one sees must be good because you'll know.
- Focus on 2-3 things and just do that.
- Study greatness.
- How far can genius go if you don't stop it?
- Excess returns necessarily have a contrarian element.
- "Don't you people see that this is normal to me and that what is normal to you is abnormal to me?"
- We're biased to go with what's established.
- You need to constantly fight the environment.
tweet
Other ideas discussed:
- What no one sees must be good because you'll know.
- Focus on 2-3 things and just do that.
- Study greatness.
- How far can genius go if you don't stop it?
- Excess returns necessarily have a contrarian element.
- "Don't you people see that this is normal to me and that what is normal to you is abnormal to me?"
- We're biased to go with what's established.
- You need to constantly fight the environment.
We sat down with @Chancellorpen and recorded the ideal podcast episode.
We talked about a wide range of books and ideas:
- Steve Jobs: Simplicity, create soulful work, focus.
- Darwin: Contrarianism, truth, what research really is.
- Munger: Take a simple idea and take it seriously.
- Michelangelo vs Da Vinci.
- Galois (unknown 20yr old genius).
- Ted Turner: Why the best ones do read Classics.
- Sinegal: Learned everything from Sol Price.
And a lot more.
It was real fun and I hope you enjoy it:
https://t.co/lJKXMIkkfy tweet
X (formerly Twitter)
Giuliano (@Giuliano_Mana) on X
We sat down with @Chancellorpen and recorded the ideal podcast episode.
We talked about a wide range of books and ideas:
- Steve Jobs: Simplicity, create soulful work, focus.
- Darwin: Contrarianism, truth, what research really is.
- Munger: Take a simple…
We talked about a wide range of books and ideas:
- Steve Jobs: Simplicity, create soulful work, focus.
- Darwin: Contrarianism, truth, what research really is.
- Munger: Take a simple…
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
$FTAI launch of FTAI Power is interesting. By converting CFM56 engines into aeroderivative turbines for data-center power, $FTAI is positioning itself in front of AI-driven energy demand
If this scales & EBITDA exceeds ~$750M the stock likely deserves a meaningful re-rating https://t.co/FvMnme10na
tweet
$FTAI launch of FTAI Power is interesting. By converting CFM56 engines into aeroderivative turbines for data-center power, $FTAI is positioning itself in front of AI-driven energy demand
If this scales & EBITDA exceeds ~$750M the stock likely deserves a meaningful re-rating https://t.co/FvMnme10na
FTAI Aviation $FTAI builds and leases jet engines—but with a twist
Instead of just renting engines to airlines, it owns, repairs, and rebuilds them through a vertically integrated system of engine modules and aftermarket parts
This lets $FTAI capture profits from both leasing and maintenance—two recurring, high-margin businesses
In short: $FTAI helps airlines keep planes flying while earning “toll-like” cash flows every time an engine needs repair or replacement
$FTAI is a business worth keeping an eye on
$FTAI trades for $182💵 / $18.66B Market Cap tweet
Offshore
Video
EndGame Macro
https://t.co/DPgvFjypaP
tweet
https://t.co/DPgvFjypaP
WOW this hit hard!
Enjoy every minute!
It goes in a blink
🙏🏻🙏🏻🙏🏻 https://t.co/KdsKpmrqqY tweet
Offshore
Video
EndGame Macro
https://t.co/7s4JK1PzeV
tweet
https://t.co/7s4JK1PzeV
WOW this hit hard!
Enjoy every minute!
It goes in a blink
🙏🏻🙏🏻🙏🏻 https://t.co/KdsKpmrqqY tweet
Offshore
Video
EndGame Macro
https://t.co/rcQVD9pH8Q
tweet
https://t.co/rcQVD9pH8Q
US gas prices reach lowest level in 5 years amid supply glut
#MacroEdge tweet