Offshore
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Moon Dev
private zoom where im going over these robustness tests
live now
get in before 11 est and get the full replay https://t.co/Y6lj48o399
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private zoom where im going over these robustness tests
live now
get in before 11 est and get the full replay https://t.co/Y6lj48o399
tweet
Offshore
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Moon Dev
cant believe i showed this trading system live on stream
oh wait, yes i can
i been doing this for 5 years
i just do it on private zoom now
u get in before 11est you get the replay https://t.co/DLGPOCx80P
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cant believe i showed this trading system live on stream
oh wait, yes i can
i been doing this for 5 years
i just do it on private zoom now
u get in before 11est you get the replay https://t.co/DLGPOCx80P
tweet
Offshore
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Moon Dev
where are all the other quants who actually share?
just dropped this live on zoom https://t.co/wrlK9Ntzws
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where are all the other quants who actually share?
just dropped this live on zoom https://t.co/wrlK9Ntzws
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: This software sell-off is something to behold
A broad drawdown with massive multiple compression across an entire sector is rare — the way it happened, the speed + scale + magnitude of it has been incredible
If nothing else, it makes you a sharper investor. You walk away with a permanent reminder that multiple compression is always a risk — even for great businesses
That’s why valuation discipline matters:
You either need a margin of safety, or you need to be continuously monitoring whether growth is justifying the price you’re paying
A lot of investors rationalize:
“You just have to pay up for quality”
Sure — but at what cost? Quality doesn’t mean an infinite multiple
As Warren Buffett famously asserted:
“For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments”
On the other hand, look back at some of the world’s best businesses and where they traded, relative to growth, over the last year:
$GOOG 18x growing >15%, $NVDA 25x growing >20%, $ASML 26x growing >17%, $MSFT 26x growing >15%, $MA 26x growing >15%, $FICO 36x growing >20%, $TDG 33x growing ~17%
Why pay 70x for a SaaS company growing 20%? It looks obvious now, but a year ago it took contrarian thinking coupled with conviction to see it that way
That’s why Benjamin Graham’s simple “2G rule of thumb” is so helpful
It keeps you grounded during euphoric periods when you’re tempted to make “exceptions” — the exact moments when investors end up overexposed to valuation risk
tweet
RT @DimitryNakhla: This software sell-off is something to behold
A broad drawdown with massive multiple compression across an entire sector is rare — the way it happened, the speed + scale + magnitude of it has been incredible
If nothing else, it makes you a sharper investor. You walk away with a permanent reminder that multiple compression is always a risk — even for great businesses
That’s why valuation discipline matters:
You either need a margin of safety, or you need to be continuously monitoring whether growth is justifying the price you’re paying
A lot of investors rationalize:
“You just have to pay up for quality”
Sure — but at what cost? Quality doesn’t mean an infinite multiple
As Warren Buffett famously asserted:
“For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments”
On the other hand, look back at some of the world’s best businesses and where they traded, relative to growth, over the last year:
$GOOG 18x growing >15%, $NVDA 25x growing >20%, $ASML 26x growing >17%, $MSFT 26x growing >15%, $MA 26x growing >15%, $FICO 36x growing >20%, $TDG 33x growing ~17%
Why pay 70x for a SaaS company growing 20%? It looks obvious now, but a year ago it took contrarian thinking coupled with conviction to see it that way
That’s why Benjamin Graham’s simple “2G rule of thumb” is so helpful
It keeps you grounded during euphoric periods when you’re tempted to make “exceptions” — the exact moments when investors end up overexposed to valuation risk
Software! https://t.co/zLJmvedrEo tweet
Moon Dev
This $4,500,000 disaster just proves
You can not trade by hand
Stop wasting your time https://t.co/2U7wpCNY0Z
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This $4,500,000 disaster just proves
You can not trade by hand
Stop wasting your time https://t.co/2U7wpCNY0Z
tweet
Offshore
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memenodes
Crypto is a high risk asset, becareful when investing
Me with crypto https://t.co/f6Dj5eKhE7
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Crypto is a high risk asset, becareful when investing
Me with crypto https://t.co/f6Dj5eKhE7
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Offshore
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memenodes
Crypto bros outfit after locking in and believing in something for one day https://t.co/4rUKTGjAFk
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Crypto bros outfit after locking in and believing in something for one day https://t.co/4rUKTGjAFk
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