Offshore
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The Few Bets That Matter
RT @WealthyReadings: $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.
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RT @WealthyReadings: $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 tweet
God of Prompt
RT @godofprompt: Do you really need a Claude Max subscription?
yes yes yes yes
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RT @godofprompt: Do you really need a Claude Max subscription?
yes yes yes yes
yesyes yes yes yes
yes yes yes yes yes
yes yesyes yes yes
yes yesye yes yes
yes yes yes yes
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Offshore
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Dimitry Nakhla | Babylon Capital®
Chris Hohn on Google & an underrated investing lesson $GOOGL $GOOG:
“We have a position in Alphabet… Maybe our most ‘risky’ investment… We have some level of protection because there are businesses like YouTube, and their Cloud business… We think they have a lot advantages of their data.”
___
𝘛𝘩𝘦 𝘭𝘦𝘴𝘴𝘰𝘯:
𝙎𝙤𝙢𝙚𝙩𝙞𝙢𝙚𝙨 𝙬𝙝𝙖𝙩 𝙡𝙤𝙤𝙠𝙨 𝙡𝙞𝙠𝙚 𝙩𝙝𝙚 𝙧𝙞𝙨𝙠𝙞𝙚𝙨𝙩 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙤𝙣 𝙩𝙝𝙚 𝙨𝙪𝙧𝙛𝙖𝙘𝙚 𝙘𝙖𝙣 𝙗𝙚𝙘𝙤𝙢𝙚 𝙩𝙝𝙚 𝙢𝙤𝙨𝙩 𝙖𝙩𝙩𝙧𝙖𝙘𝙩𝙞𝙫𝙚 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙛𝙚𝙖𝙧 𝙖𝙣𝙙 𝙨𝙝𝙤𝙧𝙩-𝙩𝙚𝙧𝙢 𝙥𝙚𝙨𝙨𝙞𝙢𝙞𝙨𝙢 𝙖𝙧𝙚 𝙖𝙡𝙧𝙚𝙖𝙙𝙮 𝙥𝙧𝙞𝙘𝙚𝙙 𝙞𝙣, 𝙘𝙧𝙚𝙖𝙩𝙞𝙣𝙜 𝙖 𝙡𝙖𝙧𝙜𝙚 𝙢𝙖𝙧𝙜𝙞𝙣 𝙤𝙛 𝙨𝙖𝙛𝙚𝙩𝙮.
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That was the case here — since this interview was published, $GOOG is up +94%
Risk isn’t just about headlines or narratives. It’s about price vs. fundamentals, downside protection, and whether pessimism has gone too far.
𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘰𝘧𝘵𝘦𝘯 𝘳𝘦𝘸𝘢𝘳𝘥 𝘵𝘩𝘰𝘴𝘦 𝘸𝘪𝘭𝘭𝘪𝘯𝘨 𝘵𝘰 𝘭𝘰𝘰𝘬 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯𝘵𝘺 — not around it.
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Video: In Good Company | Norges Bank Investment Management (05/14/2025)
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Chris Hohn on Google & an underrated investing lesson $GOOGL $GOOG:
“We have a position in Alphabet… Maybe our most ‘risky’ investment… We have some level of protection because there are businesses like YouTube, and their Cloud business… We think they have a lot advantages of their data.”
___
𝘛𝘩𝘦 𝘭𝘦𝘴𝘴𝘰𝘯:
𝙎𝙤𝙢𝙚𝙩𝙞𝙢𝙚𝙨 𝙬𝙝𝙖𝙩 𝙡𝙤𝙤𝙠𝙨 𝙡𝙞𝙠𝙚 𝙩𝙝𝙚 𝙧𝙞𝙨𝙠𝙞𝙚𝙨𝙩 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙤𝙣 𝙩𝙝𝙚 𝙨𝙪𝙧𝙛𝙖𝙘𝙚 𝙘𝙖𝙣 𝙗𝙚𝙘𝙤𝙢𝙚 𝙩𝙝𝙚 𝙢𝙤𝙨𝙩 𝙖𝙩𝙩𝙧𝙖𝙘𝙩𝙞𝙫𝙚 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙛𝙚𝙖𝙧 𝙖𝙣𝙙 𝙨𝙝𝙤𝙧𝙩-𝙩𝙚𝙧𝙢 𝙥𝙚𝙨𝙨𝙞𝙢𝙞𝙨𝙢 𝙖𝙧𝙚 𝙖𝙡𝙧𝙚𝙖𝙙𝙮 𝙥𝙧𝙞𝙘𝙚𝙙 𝙞𝙣, 𝙘𝙧𝙚𝙖𝙩𝙞𝙣𝙜 𝙖 𝙡𝙖𝙧𝙜𝙚 𝙢𝙖𝙧𝙜𝙞𝙣 𝙤𝙛 𝙨𝙖𝙛𝙚𝙩𝙮.
___
That was the case here — since this interview was published, $GOOG is up +94%
Risk isn’t just about headlines or narratives. It’s about price vs. fundamentals, downside protection, and whether pessimism has gone too far.
𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘰𝘧𝘵𝘦𝘯 𝘳𝘦𝘸𝘢𝘳𝘥 𝘵𝘩𝘰𝘴𝘦 𝘸𝘪𝘭𝘭𝘪𝘯𝘨 𝘵𝘰 𝘭𝘰𝘰𝘬 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯𝘵𝘺 — not around it.
___
Video: In Good Company | Norges Bank Investment Management (05/14/2025)
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Offshore
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Fiscal.ai
Take-Two Interactive CEO on Google's Genie:
"They're not even in the same ballpark. Genie is not a game engine."
$TTWO https://t.co/98TBjJV3hF
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Take-Two Interactive CEO on Google's Genie:
"They're not even in the same ballpark. Genie is not a game engine."
$TTWO https://t.co/98TBjJV3hF
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The Transcript
$CCK Crown Holdings CEO: "If you watch the Super Bowl this weekend, you're going to see two really slick commercials...one of the major beer companies and one of the major soft drink companies are going to run some really, really slick commercials that are really well done"
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$CCK Crown Holdings CEO: "If you watch the Super Bowl this weekend, you're going to see two really slick commercials...one of the major beer companies and one of the major soft drink companies are going to run some really, really slick commercials that are really well done"
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Offshore
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The Transcript
Dan Loeb: "A simple query into Claude’s chatbot: 'Which companies is Anthropic capable of dislocating or disrupting?' yields some fascinating results and was in our view a fruitful source of hedges for our firm." https://t.co/uWKxwiQ2up
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Dan Loeb: "A simple query into Claude’s chatbot: 'Which companies is Anthropic capable of dislocating or disrupting?' yields some fascinating results and was in our view a fruitful source of hedges for our firm." https://t.co/uWKxwiQ2up
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Offshore
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The Transcript
RT @MindfulDataPath: Another great ER week.
On my watch:
$NET $NBIS $APP $VRT $ALB $CCJ $ANET $APP
Courtesy of @TheTranscript_ https://t.co/u981d6q8Vz
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RT @MindfulDataPath: Another great ER week.
On my watch:
$NET $NBIS $APP $VRT $ALB $CCJ $ANET $APP
Courtesy of @TheTranscript_ https://t.co/u981d6q8Vz
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The Transcript
$GOOG $GOOGL Alphabet Chief Scientist: "It's an amazing time because whether it's Claude, whether it's ChatGPT, whether it's Gemini, they're all getting better. They're all making one and they're. I would say the competitive environment's also making everyone better. This is fantastic to see where, release after release, you're now feeling like you're gaining more insight. You're gaining more capability. And it's able to go further, deeper, faster."
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$GOOG $GOOGL Alphabet Chief Scientist: "It's an amazing time because whether it's Claude, whether it's ChatGPT, whether it's Gemini, they're all getting better. They're all making one and they're. I would say the competitive environment's also making everyone better. This is fantastic to see where, release after release, you're now feeling like you're gaining more insight. You're gaining more capability. And it's able to go further, deeper, faster."
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The Transcript
$GOOG $GOOGL Alphabet Chief Scientist "The real secret weapon that we have is that we get to work together across the stack at the company to solve the end problem...If you look at TPUs, they're not designed in isolation. They're co-designed with DeepMind, but also taking input from all of the different use cases, search, ads, YouTube, and cloud.
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$GOOG $GOOGL Alphabet Chief Scientist "The real secret weapon that we have is that we get to work together across the stack at the company to solve the end problem...If you look at TPUs, they're not designed in isolation. They're co-designed with DeepMind, but also taking input from all of the different use cases, search, ads, YouTube, and cloud.
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The Transcript
$GOOG $GOOGL Alphabet Chief Technologist: "The real secret weapon that we have is that we get to work together across the stack at the company to solve the end problem...If you look at TPUs, they're not designed in isolation. They're co-designed with DeepMind, but also taking input from all of the different use cases, search, ads, YouTube, and cloud.
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$GOOG $GOOGL Alphabet Chief Technologist: "The real secret weapon that we have is that we get to work together across the stack at the company to solve the end problem...If you look at TPUs, they're not designed in isolation. They're co-designed with DeepMind, but also taking input from all of the different use cases, search, ads, YouTube, and cloud.
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Offshore
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Brady Long
Non technical founders looking at their CTO after they vibecoded a swanky new landing page. https://t.co/saNPAo4baS
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Non technical founders looking at their CTO after they vibecoded a swanky new landing page. https://t.co/saNPAo4baS
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