Offshore
Photo
God of Prompt
RT @godofprompt: > find videos crushing it (1M+ views)
> https://t.co/xbX0h07vnI pulls the transcript
> prompt in the next tweet reverse-engineers their entire playbook
> got the hook patterns. retention tricks. emotional engineering. all of it.
“but isn’t that copying?”
no. you’re extracting patterns, not plagiarizing words.
Nike studies what makes Olympic athletes fast. You study what makes videos viral.
the prompt maps:
∙ 10+ different hook types they used
∙ exact moments they created curiosity gaps
∙ how they structured information flow
∙ templates you fill in for your topic
one transcript = blueprint for 50 videos.
tweet
RT @godofprompt: > find videos crushing it (1M+ views)
> https://t.co/xbX0h07vnI pulls the transcript
> prompt in the next tweet reverse-engineers their entire playbook
> got the hook patterns. retention tricks. emotional engineering. all of it.
“but isn’t that copying?”
no. you’re extracting patterns, not plagiarizing words.
Nike studies what makes Olympic athletes fast. You study what makes videos viral.
the prompt maps:
∙ 10+ different hook types they used
∙ exact moments they created curiosity gaps
∙ how they structured information flow
∙ templates you fill in for your topic
one transcript = blueprint for 50 videos.
tweet
Javier Blas
If Ed Milliband wants US energy lessons, why California instead of Texas?
After all, Texas is the true leader in renewable power generation in America. Plus produces lots of oil and gas.
And it's the HQ to the company that has made EV driving popular in the Western world.
tweet
If Ed Milliband wants US energy lessons, why California instead of Texas?
After all, Texas is the true leader in renewable power generation in America. Plus produces lots of oil and gas.
And it's the HQ to the company that has made EV driving popular in the Western world.
tweet
Moon Dev
openclaw is getting out of control
i made $242,328 before even launching my 2nd openclaw
2026 is the year of agi https://t.co/YCyKD3YJiq
tweet
openclaw is getting out of control
i made $242,328 before even launching my 2nd openclaw
2026 is the year of agi https://t.co/YCyKD3YJiq
tweet
The Few Bets That Matter
$DUOL was ~$175 when I shared this article with subs.
It’s down ~35% since.
I explained why it was a bad buy then & it still is now.
Despites having a comparable potential to $NFLX.
The same framework could apply to $HIMS, and many other growth names X loves to DCA.
Patience.
tweet
$DUOL was ~$175 when I shared this article with subs.
It’s down ~35% since.
I explained why it was a bad buy then & it still is now.
Despites having a comparable potential to $NFLX.
The same framework could apply to $HIMS, and many other growth names X loves to DCA.
Patience.
https://t.co/o8eurocwwU tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
Duolingo is the next Netflix. I'm not Buying.
Offshore
Video
Dimitry Nakhla | Babylon Capital®
𝐂𝐡𝐫𝐢𝐬 𝐇𝐨𝐡𝐧, 𝐒𝐮𝐩𝐞𝐫 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 & 𝐖𝐡𝐲 𝐆𝐫𝐨𝐰𝐭𝐡 𝐈𝐬𝐧’𝐭 𝐖𝐡𝐚𝐭 𝐌𝐨𝐬𝐭 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐓𝐡𝐢𝐧𝐤:
“Growth can come from two forms — price and volume… Most companies don’t have pricing power… But there is a special group of super companies that can price above inflation. And that’s, as Buffett taught, the test of whether you have the moat.
If you’re asking about volume growth… I may have low volume growth but a lot of pricing growth — that’s actually more important because of the leveraged effect… there’s no cost associated with it.”
___
𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧: 𝘕𝘰𝘵 𝘢𝘭𝘭 𝘨𝘳𝘰𝘸𝘵𝘩 𝘪𝘴 𝘤𝘳𝘦𝘢𝘵𝘦𝘥 𝘦𝘲𝘶𝘢𝘭. 𝙑𝙤𝙡𝙪𝙢𝙚-𝙙𝙧𝙞𝙫𝙚𝙣 𝙜𝙧𝙤𝙬𝙩𝙝 𝘰𝘧𝘵𝘦𝘯 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘴 𝘤𝘢𝘱𝘪𝘵𝘢𝘭, 𝘧𝘢𝘤𝘦𝘴 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘪𝘰𝘯, 𝘢𝘯𝘥 𝘵𝘺𝘱𝘪𝘤𝘢𝘭𝘭𝘺 𝘤𝘢𝘳𝘳𝘪𝘦𝘴 𝘮𝘦𝘢𝘯𝘪𝘯𝘨𝘧𝘶𝘭 𝘪𝘯𝘤𝘳𝘦𝘮𝘦𝘯𝘵𝘢𝘭 𝘤𝘰𝘴𝘵𝘴. 𝙋𝙧𝙞𝙘𝙞𝙣𝙜-𝙙𝙧𝙞𝙫𝙚𝙣 𝙜𝙧𝙤𝙬𝙩𝙝— 𝘸𝘩𝘦𝘯 𝘴𝘶𝘱𝘱𝘰𝘳𝘵𝘦𝘥 𝘣𝘺 𝘥𝘶𝘳𝘢𝘣𝘭𝘦 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘪𝘷𝘦 𝘢𝘥𝘷𝘢𝘯𝘵𝘢𝘨𝘦𝘴 — 𝘣𝘦𝘩𝘢𝘷𝘦𝘴 𝘷𝘦𝘳𝘺 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵𝘭𝘺.
___
𝘼𝙣𝙙 𝙩𝙝𝙞𝙨 𝙞𝙨 𝙬𝙝𝙚𝙧𝙚 𝙞𝙣𝙘𝙧𝙚𝙢𝙚𝙣𝙩𝙖𝙡 𝙤𝙥𝙚𝙧𝙖𝙩𝙞𝙣𝙜 𝙢𝙖𝙧𝙜𝙞𝙣𝙨 𝙗𝙚𝙘𝙤𝙢𝙚 𝙘𝙧𝙞𝙩𝙞𝙘𝙖𝙡. 𝙄𝙣𝙘𝙧𝙚𝙢𝙚𝙣𝙩𝙖𝙡 𝙢𝙖𝙧𝙜𝙞𝙣 𝙨𝙞𝙢𝙥𝙡𝙮 𝙖𝙨𝙠𝙨:
For each new $1 of revenue, how much drops to operating profit?
Companies with genuine pricing power often exhibit:
• Higher incremental margins
• Stronger profit flow-through
• Minimal incremental cost
Because price increases largely bypass the cost structure.
𝘞𝘩𝘦𝘯 𝘪𝘯𝘤𝘳𝘦𝘮𝘦𝘯𝘵𝘢𝘭 𝘮𝘢𝘳𝘨𝘪𝘯𝘴 𝘢𝘳𝘦 𝘩𝘪𝘨𝘩, 𝘦𝘷𝘦𝘯 𝘮𝘰𝘥𝘦𝘴𝘵 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘨𝘳𝘰𝘸𝘵𝘩 𝘤𝘢𝘯 𝘵𝘳𝘢𝘯𝘴𝘭𝘢𝘵𝘦 𝘪𝘯𝘵𝘰 𝘰𝘶𝘵𝘴𝘪𝘻𝘦𝘥 𝘱𝘳𝘰𝘧𝘪𝘵 𝘨𝘳𝘰𝘸𝘵𝘩. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘩𝘪𝘥𝘥𝘦𝘯 𝘦𝘯𝘨𝘪𝘯𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘮𝘢𝘯𝘺 𝘦𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘮𝘱𝘰𝘶𝘯𝘥𝘦𝘳𝘴.
___
𝙀𝙭𝙖𝙢𝙥𝙡𝙚𝙨 𝙤𝙛 𝙨𝙪𝙥𝙚𝙧 𝙘𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨 𝙩𝙝𝙖𝙩 𝙚𝙭𝙝𝙞𝙗𝙞𝙩 𝙩𝙝𝙚𝙨𝙚 𝙘𝙝𝙖𝙧𝙖𝙘𝙩𝙚𝙧𝙞𝙨𝙩𝙞𝙘𝙨:
• $FICO
• $ASML
• $NVDA
• $GE
• $TDG
• $MA
• $SPGI
• $MCO
Different industries. Similar underlying economics:
Durable moats + pricing power + strong incremental margins.
___
Video: In Good Company | Norges Bank Investment Management (05/14/2025)
tweet
𝐂𝐡𝐫𝐢𝐬 𝐇𝐨𝐡𝐧, 𝐒𝐮𝐩𝐞𝐫 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 & 𝐖𝐡𝐲 𝐆𝐫𝐨𝐰𝐭𝐡 𝐈𝐬𝐧’𝐭 𝐖𝐡𝐚𝐭 𝐌𝐨𝐬𝐭 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐓𝐡𝐢𝐧𝐤:
“Growth can come from two forms — price and volume… Most companies don’t have pricing power… But there is a special group of super companies that can price above inflation. And that’s, as Buffett taught, the test of whether you have the moat.
If you’re asking about volume growth… I may have low volume growth but a lot of pricing growth — that’s actually more important because of the leveraged effect… there’s no cost associated with it.”
___
𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧: 𝘕𝘰𝘵 𝘢𝘭𝘭 𝘨𝘳𝘰𝘸𝘵𝘩 𝘪𝘴 𝘤𝘳𝘦𝘢𝘵𝘦𝘥 𝘦𝘲𝘶𝘢𝘭. 𝙑𝙤𝙡𝙪𝙢𝙚-𝙙𝙧𝙞𝙫𝙚𝙣 𝙜𝙧𝙤𝙬𝙩𝙝 𝘰𝘧𝘵𝘦𝘯 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘴 𝘤𝘢𝘱𝘪𝘵𝘢𝘭, 𝘧𝘢𝘤𝘦𝘴 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘪𝘰𝘯, 𝘢𝘯𝘥 𝘵𝘺𝘱𝘪𝘤𝘢𝘭𝘭𝘺 𝘤𝘢𝘳𝘳𝘪𝘦𝘴 𝘮𝘦𝘢𝘯𝘪𝘯𝘨𝘧𝘶𝘭 𝘪𝘯𝘤𝘳𝘦𝘮𝘦𝘯𝘵𝘢𝘭 𝘤𝘰𝘴𝘵𝘴. 𝙋𝙧𝙞𝙘𝙞𝙣𝙜-𝙙𝙧𝙞𝙫𝙚𝙣 𝙜𝙧𝙤𝙬𝙩𝙝— 𝘸𝘩𝘦𝘯 𝘴𝘶𝘱𝘱𝘰𝘳𝘵𝘦𝘥 𝘣𝘺 𝘥𝘶𝘳𝘢𝘣𝘭𝘦 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘪𝘷𝘦 𝘢𝘥𝘷𝘢𝘯𝘵𝘢𝘨𝘦𝘴 — 𝘣𝘦𝘩𝘢𝘷𝘦𝘴 𝘷𝘦𝘳𝘺 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵𝘭𝘺.
___
𝘼𝙣𝙙 𝙩𝙝𝙞𝙨 𝙞𝙨 𝙬𝙝𝙚𝙧𝙚 𝙞𝙣𝙘𝙧𝙚𝙢𝙚𝙣𝙩𝙖𝙡 𝙤𝙥𝙚𝙧𝙖𝙩𝙞𝙣𝙜 𝙢𝙖𝙧𝙜𝙞𝙣𝙨 𝙗𝙚𝙘𝙤𝙢𝙚 𝙘𝙧𝙞𝙩𝙞𝙘𝙖𝙡. 𝙄𝙣𝙘𝙧𝙚𝙢𝙚𝙣𝙩𝙖𝙡 𝙢𝙖𝙧𝙜𝙞𝙣 𝙨𝙞𝙢𝙥𝙡𝙮 𝙖𝙨𝙠𝙨:
For each new $1 of revenue, how much drops to operating profit?
Companies with genuine pricing power often exhibit:
• Higher incremental margins
• Stronger profit flow-through
• Minimal incremental cost
Because price increases largely bypass the cost structure.
𝘞𝘩𝘦𝘯 𝘪𝘯𝘤𝘳𝘦𝘮𝘦𝘯𝘵𝘢𝘭 𝘮𝘢𝘳𝘨𝘪𝘯𝘴 𝘢𝘳𝘦 𝘩𝘪𝘨𝘩, 𝘦𝘷𝘦𝘯 𝘮𝘰𝘥𝘦𝘴𝘵 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘨𝘳𝘰𝘸𝘵𝘩 𝘤𝘢𝘯 𝘵𝘳𝘢𝘯𝘴𝘭𝘢𝘵𝘦 𝘪𝘯𝘵𝘰 𝘰𝘶𝘵𝘴𝘪𝘻𝘦𝘥 𝘱𝘳𝘰𝘧𝘪𝘵 𝘨𝘳𝘰𝘸𝘵𝘩. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘩𝘪𝘥𝘥𝘦𝘯 𝘦𝘯𝘨𝘪𝘯𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘮𝘢𝘯𝘺 𝘦𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘮𝘱𝘰𝘶𝘯𝘥𝘦𝘳𝘴.
___
𝙀𝙭𝙖𝙢𝙥𝙡𝙚𝙨 𝙤𝙛 𝙨𝙪𝙥𝙚𝙧 𝙘𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨 𝙩𝙝𝙖𝙩 𝙚𝙭𝙝𝙞𝙗𝙞𝙩 𝙩𝙝𝙚𝙨𝙚 𝙘𝙝𝙖𝙧𝙖𝙘𝙩𝙚𝙧𝙞𝙨𝙩𝙞𝙘𝙨:
• $FICO
• $ASML
• $NVDA
• $GE
• $TDG
• $MA
• $SPGI
• $MCO
Different industries. Similar underlying economics:
Durable moats + pricing power + strong incremental margins.
___
Video: In Good Company | Norges Bank Investment Management (05/14/2025)
tweet
Offshore
Photo
Clark Square Capital
RT @ClarkSquareCap: Here is this week's special situations digest.
281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.
Make sure to check it out https://t.co/NZBTGqVC6P
tweet
RT @ClarkSquareCap: Here is this week's special situations digest.
281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.
Make sure to check it out https://t.co/NZBTGqVC6P
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: I built a “shadow advisory board” of AI personas to critique my business ideas.
Includes:
• Peter Thiel
• Naval
• Buffett
• YC partner
• skeptical VC
Here’s how I structured it ↓ https://t.co/gGat9Ou6jn
tweet
RT @godofprompt: I built a “shadow advisory board” of AI personas to critique my business ideas.
Includes:
• Peter Thiel
• Naval
• Buffett
• YC partner
• skeptical VC
Here’s how I structured it ↓ https://t.co/gGat9Ou6jn
tweet