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.

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 - Giuliano
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AkhenOsiris
RT @JerryCap: $WDAY new lows https://t.co/LkjHRXEdNE
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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

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 - Dimitry Nakhla | Babylon Capital®
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EndGame Macro
https://t.co/DPgvFjypaP

WOW this hit hard!
Enjoy every minute!
It goes in a blink
🙏🏻🙏🏻🙏🏻 https://t.co/KdsKpmrqqY - Fletch17
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EndGame Macro
https://t.co/7s4JK1PzeV

WOW this hit hard!
Enjoy every minute!
It goes in a blink
🙏🏻🙏🏻🙏🏻 https://t.co/KdsKpmrqqY - Fletch17
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The Few Bets That Matter
If I were looking for the next stocks to buy, I wouldn't look at AI, I would look further.

Defensives $DVN $SLB $TGT
Healthcare laggard $PFE $NVO
Retail $LULU $DECK
China $JD $PDD
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EndGame Macro
https://t.co/rcQVD9pH8Q

US gas prices reach lowest level in 5 years amid supply glut

#MacroEdge - MacroEdge
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The Few Bets That Matter
$HIMS is down 45% since I closed my position six months ago.

I don't expect the stock to be better over the next months. https://t.co/DIOPWetja4

I decided to close my $HIMS position today, after last night's earnings.

If you are interested by a clear & unbiased summary of the earnings, why I am closing my position & why I believe $HIMS will go through some tough times, it's all detailed below.

https://t.co/vTcjV48al4 - The Few Bets That Matter
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