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God of Prompt
RT @prompt_copilot: Your AI finally has a memory.
โ Prompt enhancement
โ Autocomplete
โ Context profiles
Same you. Any AI.
Try it out ๐ https://t.co/TKMMCzVWj1 https://t.co/GMoyDegr59
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RT @prompt_copilot: Your AI finally has a memory.
โ Prompt enhancement
โ Autocomplete
โ Context profiles
Same you. Any AI.
Try it out ๐ https://t.co/TKMMCzVWj1 https://t.co/GMoyDegr59
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Hidden Value Gems
First time, as a long-term $BRK.B holder, that I regret Buffett avoiding natural resources for so long.
Still, glad he built out the power and gas pipeline businesses. Exciting that the guy who helped build Berkshire Energy is now running the whole company.
Curious what his first shareholder letter will focus on ๐ค
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First time, as a long-term $BRK.B holder, that I regret Buffett avoiding natural resources for so long.
Still, glad he built out the power and gas pipeline businesses. Exciting that the guy who helped build Berkshire Energy is now running the whole company.
Curious what his first shareholder letter will focus on ๐ค
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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
Video
Startup Archive
Netflix founder Reed Hastingsโ #1 piece of advice for young CEOs
When asked for his best advice for young CEOs, Reed responds:
โI would say memorize the first 86 pages of Jim Collinsโs first big book, Beyond Entrepreneurship. Someone gave it to be in 1994, and Iโve read it every year since. And the first 86 pages are absolutely incredible. So that would be the very practical advice.โ
Video source: @StanfordGSB (2014)
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Netflix founder Reed Hastingsโ #1 piece of advice for young CEOs
When asked for his best advice for young CEOs, Reed responds:
โI would say memorize the first 86 pages of Jim Collinsโs first big book, Beyond Entrepreneurship. Someone gave it to be in 1994, and Iโve read it every year since. And the first 86 pages are absolutely incredible. So that would be the very practical advice.โ
Video source: @StanfordGSB (2014)
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Dimitry Nakhla | Babylon Capitalยฎ
15 Quality Stocks With >40% Incremental Operating Margins (LTM) ๐ธ
In other words: every $1.00 in ๐๐๐ฐ ๐๐๐ฏ๐๐ง๐ฎ๐ in LTM turned into >$0.40 in ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ซ๐จ๐๐ข๐ญ
1. $GE 43%
2. $NFLX 47%
3. $LRCX 49%
4. $NVDA 53%
5. $ASML 53%
6. $MCO 55%
7. $MSFT 58%
8. $META 59%
9. $TSM 65%
10. $MA 66%
11. $MU 69%
12. $HWM 69%
13. $FICO 70%
14. $TDG 71%
15. $SPGI 76%
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15 Quality Stocks With >40% Incremental Operating Margins (LTM) ๐ธ
In other words: every $1.00 in ๐๐๐ฐ ๐๐๐ฏ๐๐ง๐ฎ๐ in LTM turned into >$0.40 in ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ซ๐จ๐๐ข๐ญ
1. $GE 43%
2. $NFLX 47%
3. $LRCX 49%
4. $NVDA 53%
5. $ASML 53%
6. $MCO 55%
7. $MSFT 58%
8. $META 59%
9. $TSM 65%
10. $MA 66%
11. $MU 69%
12. $HWM 69%
13. $FICO 70%
14. $TDG 71%
15. $SPGI 76%
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 - Dimitry Nakhla | Babylon Capitalยฎtweet
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memenodes
sold Gold to buy Ethereum 2 years ago, hoping ETH would hit $5,000 https://t.co/49mr096C7a
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sold Gold to buy Ethereum 2 years ago, hoping ETH would hit $5,000 https://t.co/49mr096C7a
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