Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Dev Kantesaria is famously known for having very little trading activity — and an exceptional long-term track record.

When asked what his “secret sauce” is to staying away from the sell button, his answer was simple:

Focus on 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐪𝐮𝐚𝐥𝐢𝐭𝐲.

“It’s a much easier way to make money, it’s more tax efficient, and it’s a more predictable way to make money. So the lack of turnover is really nothing other than a natural outcome of how we think about business quality.”
___

Dev credits the Warren Buffett and Charlie Munger playbook — avoid short-term trading (speculation) and instead own companies that can compound intrinsic value year after year for decades.

This ties closely to Chris Hohn’s emphasis on long-termism.

𝘞𝘩𝘦𝘯 𝘺𝘰𝘶 𝘢𝘯𝘤𝘩𝘰𝘳 𝘰𝘯 𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘢𝘯𝘥 𝘥𝘶𝘳𝘢𝘣𝘪𝘭𝘪𝘵𝘺, 𝘥𝘰𝘪𝘯𝘨 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘣𝘦𝘤𝘰𝘮𝘦𝘴 𝘵𝘩𝘦 𝘥𝘦𝘧𝘢𝘶𝘭𝘵 — 𝘢𝘯𝘥 𝘰𝘧𝘵𝘦𝘯 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘱𝘳𝘰𝘧𝘪𝘵𝘢𝘣𝘭𝘦 𝘢𝘤𝘵𝘪𝘰𝘯.

Video: Good Investing Talks Podcast (10/27/2022)
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Moon Dev
Everyone is bullish on hype again?

I love hl. Actually built hyperliquids data layer

And give a free key each stream.

People begging for a subscription model as they are building real edges with this api

Unfortunately, Hype to $4

Then $1000

Hyperliquid
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Moon Dev
🚨 Clawbot will replace traders https://t.co/F8h1t5fUuM
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Bourbon Capital
RT @BourbonCap: $MU CEO: High bandwidth memory will be a $100B industry by 2028 https://t.co/NUpDB3oFP2

Micron Technology $MU projected revenue growth for 2026, 2027 and 2028 https://t.co/MFpz79GErO - Bourbon Insider Research
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Lumida Wealth Management
1/ Daily News Round-Up:

- U.S. manufacturing hits post-Covid low
- SpaceX acquires xAI in $1.25T Musk stack
- Google buys solar firm for $4.75B to power AI
- Bitcoin drops below $76K
- Trump strikes new trade deal with India
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Moon Dev
my clawbot, Cracker has already generated profitable trading strategies

AGI for trading is here https://t.co/IFutvWQbNE
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Wasteland Capital
$PYPL Only one thing comes to mind: There will be blood.

Massive miss on both top and bottom line, huge deceleration, sh*tty and thesis breaking guidance.

Old CEO flushed down the toilet, new CEO (ex HP) appointed.

There. Will. Be. Blood. https://t.co/bBge95pL94
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Moon Dev
From $1 To 1,266% ROI: The Stink Bid Strategy That Broke Polymarket In 4 Minutes
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Dimitry Nakhla | Babylon Capital®
TransDigm $TDG Q1 2026 Report 🗓️

✅ REV: $2.29B (+14% YoY)
✅ EPS: $8.23 (+5% YoY)

⬆️ Upward Revision to FY 2026 Guidance https://t.co/OSFnN6Xu3u
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Javier Blas
IRAN-US TALKS: So far, the focus has been on the American sticks (the armada and the implicit threat of an oil blockade). But are they any carrots?

(Beyond the non-carrot of avoiding war/oil blockade. The potential for any carrots is key for the oil market)
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Bourbon Capital
Software projected Revenue growth for 2026:

AppLovin $APP 36%+
ZETA $ZETA 30%+
Rubrik $RBRK 23%+
CrowdStrike $CRWD 21%+
monday $MNDY 20%+
Fair Isaac $FICO 20%+
Duolingo $DUOL 20%+
Zscaler $ZS 20%+
GitLab $GTLB 19%+
ServiceNow $NOW 19%+
Constellation Software $CSU.TO 17%+
HubSpot $HUBS 16%+
Uber $UBER 16%+
Palo Alto Networks $PANW 16%+
Microsoft $MSFT 15%+
Intuit $INTU 14%+
Veeva $VEEV 12%+
Workday $WDAY 12%+
Adobe $ADBE 11%+
Salesforce $CRM 11%+
Lime Technologies AB 11%+
Fortinet $FTNT 11%+
SAP $SAP 9%+
Automatic Data $ADP 6%+

Software projected EPS (GAAP) growth for 2026:

HubSpot $HUBS 100%+
Workday $WDAY 70%+
monday $MNDY 50%+
AppLovin $APP 50%+
ServiceNow $NOW 30%+
Fair Isaac $FICO 30%+
Oracle $ORCL 20%+
Palo Alto Networks $PANW 20%+
Microsoft $MSFT 16%+
Salesforce $CRM 13%+
Intuit $INTU 12%+
Veeva $VEEV 12%+
SAP $SAP 10%+
Adobe $ADBE 9%+
Fortinet $FTNT 7%+ - Bourbon Insider Research
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