Offshore
Video
Brady Long
RT @thisguyknowsai: GROK AI NOW ANALYZES AND SUMMARIZES VIDEOS INSTANTLY
Grok just watched a 30-minute video interview, studied it, analyzed it, in under 40 seconds.
Here are 10 killer prompts to supercharge your video game:
https://t.co/1x6epKaAc5
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RT @thisguyknowsai: GROK AI NOW ANALYZES AND SUMMARIZES VIDEOS INSTANTLY
Grok just watched a 30-minute video interview, studied it, analyzed it, in under 40 seconds.
Here are 10 killer prompts to supercharge your video game:
https://t.co/1x6epKaAc5
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Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a companyโs moat & pricing power๐ธ
Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.
Hereโs how to calculate it:
Pick two periods (Year 1 โ Year 2)
Year 1 Revenue: $10B
Year 2 Revenue: $12B
ฮ ๐๐ก๐๐ง๐ ๐: $๐๐
Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
ฮ ๐๐ก๐๐ง๐ ๐: $๐๐
๐๐ง๐๐ซ๐๐ฆ๐๐ง๐ญ๐๐ฅ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐๐ซ๐ ๐ข๐ง = ฮ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ง๐๐จ๐ฆ๐ / ฮ ๐๐๐ฏ๐๐ง๐ฎ๐
So: $1B / $2B = 50%
๐๐ฆ๐ข๐ฏ๐ช๐ฏ๐จ: 50 cents of every new $1 of revenue fell to operating profit.
___
Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage โ the traits that allow a great business to compound faster as it scales. Itโs one of the cleanest ways to see whether a companyโs moat is strengthening & efficiently scaling.
Iโve included 4 high-quality stocks with their incremental operating margins since 2021 for further example ๐๐ฝ
$FICO $MSFT $MA $NFLX
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Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a companyโs moat & pricing power๐ธ
Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.
Hereโs how to calculate it:
Pick two periods (Year 1 โ Year 2)
Year 1 Revenue: $10B
Year 2 Revenue: $12B
ฮ ๐๐ก๐๐ง๐ ๐: $๐๐
Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
ฮ ๐๐ก๐๐ง๐ ๐: $๐๐
๐๐ง๐๐ซ๐๐ฆ๐๐ง๐ญ๐๐ฅ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐๐ซ๐ ๐ข๐ง = ฮ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ง๐๐จ๐ฆ๐ / ฮ ๐๐๐ฏ๐๐ง๐ฎ๐
So: $1B / $2B = 50%
๐๐ฆ๐ข๐ฏ๐ช๐ฏ๐จ: 50 cents of every new $1 of revenue fell to operating profit.
___
Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage โ the traits that allow a great business to compound faster as it scales. Itโs one of the cleanest ways to see whether a companyโs moat is strengthening & efficiently scaling.
Iโve included 4 high-quality stocks with their incremental operating margins since 2021 for further example ๐๐ฝ
$FICO $MSFT $MA $NFLX
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Offshore
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God of Prompt
RT @prompt_copilot: your prompts suck and your AI forgets you exist
we fixed both:
โ prompt enhancement that actually works
โ context profiles that follow you everywhere
same you, any AI.
start for free ๐ https://t.co/TKMMCzVWj1 https://t.co/xzSQCkyvu7
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RT @prompt_copilot: your prompts suck and your AI forgets you exist
we fixed both:
โ prompt enhancement that actually works
โ context profiles that follow you everywhere
same you, any AI.
start for free ๐ https://t.co/TKMMCzVWj1 https://t.co/xzSQCkyvu7
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Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
Constellation Software in 4 Charts ๐
$CSU $CSU.TO https://t.co/aNajVAoxP4
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Constellation Software in 4 Charts ๐
$CSU $CSU.TO https://t.co/aNajVAoxP4
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Moon Dev
told you the opps are lurking
thats why i do private zoom streams only now
monday, 7a-10a est: https://t.co/0nUK5sWEuB https://t.co/suNtZ4dtDG
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told you the opps are lurking
thats why i do private zoom streams only now
monday, 7a-10a est: https://t.co/0nUK5sWEuB https://t.co/suNtZ4dtDG
claude code for trading is nuts
this is how it can help you automate your trading in 2026
im not teaching this stuff anymore so you may wanna bm this https://t.co/1b4s020nvP - Moon Devtweet
Offshore
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Quiver Quantitative
BREAKING: Rick Rieder is now the favorite to be the next Fed chair.
We called this a week ago, when we saw a new account placing massive bets on Polymarket.
He had just a 5% chance when they first bought in, 49% now.
They have made $263K in unrealized gains since we posted. https://t.co/LwKQPFQFQD
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BREAKING: Rick Rieder is now the favorite to be the next Fed chair.
We called this a week ago, when we saw a new account placing massive bets on Polymarket.
He had just a 5% chance when they first bought in, 49% now.
They have made $263K in unrealized gains since we posted. https://t.co/LwKQPFQFQD
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