The Few Bets That Matter
$HIMS is down 62% since I closed my position.

This is what happens when we hold on personal conviction - bias really, without regard for how the market rewards or punishes stocks nor fundamentals.

Maybe $HIMS bounces.
Maybe it doesn’t.

But no one will convince me this is investing: holding through 60%+ drawdowns, regardless of markets, price action, opportunity cost or conditions.

I took shit for sharing this and selling my position. I was called a trader - whatever insult that is, stupid, without vision or understanding but most importantly I just wasn't considered an investor because I sold a position.

I was right this time, wrong many others. That’s not the point. The point is retail investors must let go of bias, let go of ego, and accept they will be wrong.

Bias isn’t investing.

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
tweet

God of Prompt
RT @godofprompt: Everyone's hyping Claude Skills API.

Nobody's talking about the fact that you're running production code inside a black box you can't see, can't debug, can't control.

And you're locked to one model forever.

There's an open-source alternative that fixes this shit.
https://t.co/r6Sg8MXzMI
tweet

Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MSFT has compounded at 20% CAGR since July 2018 — with essentially no multiple expansion.

Today, $MSFT trades ~22x forward earnings. With the stock now re-rated lower, multiple compression is far less likely to be a headwind to future returns from here. https://t.co/6Jemh2JlGc
tweet

Lumida Wealth Management
Nike made 5,000 pairs of Travis Scott Jordan 1s in 2019.

Sold out in seconds at $175.

Resale market: $2,500 per pair.

Nike could've made 500,000 pairs.

That's $87 million in revenue they deliberately left on the table.

That's manufactured scarcity. https://t.co/DPGMeLAVry
tweet

God of Prompt
RT @godofprompt: Stop telling LLMs like Claude and ChatGPT what to do.

Start asking them questions instead.

I replaced all my instruction prompts with question prompts.

Output quality: 6.2/10 → 9.1/10

This is called "Socratic prompting" and here's how it works: https://t.co/UWgQXYHS0D
tweet

God of Prompt
RT @alex_prompter: After 3 years of using Claude, I can say that it is the technology that has revolutionized my life the most, along with the Internet.

So here are 10 prompts that have transformed my day-to-day life and that could do the same for you: https://t.co/AO8UznCSxf
tweet

Fiscal.ai
YouTube has grown its advertising revenue at 22% a year... while pushing users towards its ad-free subscription.

What a business.

$GOOGL https://t.co/cxzwo3RBNQ
tweet

God of Prompt
RT @alex_prompter: OpenClaw broke the internet

But you DON'T need to setup any servers to use it

Here's the easiest way to run OpenClaw on a website

No Mac Minis required https://t.co/6xspOtHaxT
tweet

Javier Blas
OIL MARKET: Nearly four years later, the EU is throwing the towel on the G7 Russian oil price cap, and going back to its original idea of May 2022: a full ban on maritime services.

Let's hope Washington won't stop it this time.
tweet

The Few Bets That Matter
How W. Buffett Broke Retails' Critical Thinking
tweet