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Giuliano
It's amazing how many profound insights Antonio shared in the conversation.
I genuinely suggest listening to the episode. https://t.co/3z7Grwp6Np
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It's amazing how many profound insights Antonio shared in the conversation.
I genuinely suggest listening to the episode. https://t.co/3z7Grwp6Np
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Dimitry Nakhla | Babylon Capital®
Any professional money manager, or individual investor, would be wise to consider Warren Buffett’s Ground RULES ✅
“(6) I am not in the business of predicting general stock market or business fluctuations. If you think I can do this, or think it is essential to an investment program, you should NOT be in the partnership;
(7) I cannot promise results to partners. What I can and do promise is that:
(a) our investments will be chosen on the basis of VALUE, NOT popularity;
(b) that we will attempt to bring RISK of permanent capital loss (not short-term quotational loss) to an absolute MINIMUM by obtaining a WIDE MARGIN of SAFETY in each commitment and a diversity of commitments.”
Source: Berkshire’s 1963 Shareholder Letter (Ground Rules) 🗣️
#stocks #investing
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Any professional money manager, or individual investor, would be wise to consider Warren Buffett’s Ground RULES ✅
“(6) I am not in the business of predicting general stock market or business fluctuations. If you think I can do this, or think it is essential to an investment program, you should NOT be in the partnership;
(7) I cannot promise results to partners. What I can and do promise is that:
(a) our investments will be chosen on the basis of VALUE, NOT popularity;
(b) that we will attempt to bring RISK of permanent capital loss (not short-term quotational loss) to an absolute MINIMUM by obtaining a WIDE MARGIN of SAFETY in each commitment and a diversity of commitments.”
Source: Berkshire’s 1963 Shareholder Letter (Ground Rules) 🗣️
#stocks #investing
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The Institutional Limited Partner
Following @carrynointerest thread. Some of you ask for more specific content about private equity secondaries.
I am starting a series of articles covering everything you need to know about it. Tell me if you prefer this format or if I should go back to traditional threads
https://t.co/so5WwXKuB8
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Following @carrynointerest thread. Some of you ask for more specific content about private equity secondaries.
I am starting a series of articles covering everything you need to know about it. Tell me if you prefer this format or if I should go back to traditional threads
https://t.co/so5WwXKuB8
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X (formerly Twitter)
The Institutional Limited Partner (@holistic_pm) on X
SECONDARY SERIES #1: Market size and outlook
Offshore
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Giuliano
Reminder that I'm pausing Sunday articles until I finish this.
I think it will be worth it. https://t.co/SMrXj9uR9n
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Reminder that I'm pausing Sunday articles until I finish this.
I think it will be worth it. https://t.co/SMrXj9uR9n
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Offshore
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Hidden Value Gems
Some thoughts on successful investing after a visit to the Barcelona Zoo 🦒
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Some thoughts on successful investing after a visit to the Barcelona Zoo 🦒
What’s behind a truly successful investment? Seven ideas inspired by the visit to the Barcelona Zoo.
🧵👇🏽
1⃣ Avoid group thinking. https://t.co/tmS8ChSmfZ tweet
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Antonio Linares
$PLTR stands on the brink of revolutionizing the cloud compute sphere, driven by the transition from conventional raw compute to what is deemed as valuable compute.
In doing so, $PLTR can become a multi trillion $ company.
Presently, the norm entails companies procuring raw compute power and tailoring it through software programming to meet their specific requirements.
However, Palantir is spearheading a paradigm shift by championing valuable compute, positioning itself as a pivotal figure in the realm of cloud computing.
By generating digital twins for Company N, $PLTR constructs a blueprint of standardized infrastructure, which subsequently becomes accessible to Companies N+1 and beyond.
This innovative approach liberates these subsequent enterprises from the burden of investing in raw compute, enabling them to acquire computation precisely attuned to their operational needs.
Analogous to the choice between procuring an oil rig or simply purchasing gasoline for a car, $PLTR's influence mirrors a fundamental shift in preference. This shift will significantly redefine operational dynamics for companies at large.
$PLTR's emphasis on digital twin creation establishes a formidable competitive advantage. Over the ensuing decade, an increasing number of enterprises will gravitate towards valuable compute, and Palantir is poised to lead this charge, subsequently funneling customers towards cloud providers.
In essence, customers will increasingly demand valuable compute over raw compute, analogous to the current preference for purchasing gasoline over acquiring oil rigs directly. The superiority of valuable compute will exponentially solidify as Palantir expands its knowledge across diverse industries, further entrenching its dominance in the market.
As $PLTR's software becomes more widespread within specific sectors, the company will accumulate invaluable industry-specific insights, enhancing its capacity to deliver efficient and cost-effective valuable computation.
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$PLTR stands on the brink of revolutionizing the cloud compute sphere, driven by the transition from conventional raw compute to what is deemed as valuable compute.
In doing so, $PLTR can become a multi trillion $ company.
Presently, the norm entails companies procuring raw compute power and tailoring it through software programming to meet their specific requirements.
However, Palantir is spearheading a paradigm shift by championing valuable compute, positioning itself as a pivotal figure in the realm of cloud computing.
By generating digital twins for Company N, $PLTR constructs a blueprint of standardized infrastructure, which subsequently becomes accessible to Companies N+1 and beyond.
This innovative approach liberates these subsequent enterprises from the burden of investing in raw compute, enabling them to acquire computation precisely attuned to their operational needs.
Analogous to the choice between procuring an oil rig or simply purchasing gasoline for a car, $PLTR's influence mirrors a fundamental shift in preference. This shift will significantly redefine operational dynamics for companies at large.
$PLTR's emphasis on digital twin creation establishes a formidable competitive advantage. Over the ensuing decade, an increasing number of enterprises will gravitate towards valuable compute, and Palantir is poised to lead this charge, subsequently funneling customers towards cloud providers.
In essence, customers will increasingly demand valuable compute over raw compute, analogous to the current preference for purchasing gasoline over acquiring oil rigs directly. The superiority of valuable compute will exponentially solidify as Palantir expands its knowledge across diverse industries, further entrenching its dominance in the market.
As $PLTR's software becomes more widespread within specific sectors, the company will accumulate invaluable industry-specific insights, enhancing its capacity to deliver efficient and cost-effective valuable computation.
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Antonio Linares
Undersand $ABCL, "the $PLTR of biotech" in just 9 bullet points:
1. Antibody Arsenal: $ABCL is building a platform to create custom antibodies for any human ailment.
2. Protein Power: Antibodies are proteins that latch onto specific targets. This lets them neutralize viruses (like a vaccine) or even influence other bodily functions.
3. The LEGO Lock: Our bodies use proteins like LEGOs, with specific shapes fitting together. By creating custom proteins, $ABCL can target any process in the human body.
4. Virus Knockout: A great example: antibodies can block a virus's docking protein, stopping it from infecting cells.
5. Antibody Assembly Line: $ABCL puts B cells and antigens (target protein) into a small hole with liquids. When the B cell produces an antibody that matches the antigen, $ABCL screens it to obtain the genetic code of the antibody to enable mass manufacturing.
6. Beyond Viruses: While $ABCL initially focused on viruses, they're expanding. Acquisitions are building a platform for broader human body control.
7. Unlocking Potential: Recent acquisitions allow $ABCL to create antibodies that target previously unreachable areas and even control processes inside cells.
8. From Plumbing to Powerhouse: $ABCL is evolving from a simple antibody factory to a platform that can fine-tune intricate biological processes.
9. The $PLTR of Biotech: Like Palantir in data, $ABCL is building the infrastructure for next-generation biotech companies to do anything.
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Undersand $ABCL, "the $PLTR of biotech" in just 9 bullet points:
1. Antibody Arsenal: $ABCL is building a platform to create custom antibodies for any human ailment.
2. Protein Power: Antibodies are proteins that latch onto specific targets. This lets them neutralize viruses (like a vaccine) or even influence other bodily functions.
3. The LEGO Lock: Our bodies use proteins like LEGOs, with specific shapes fitting together. By creating custom proteins, $ABCL can target any process in the human body.
4. Virus Knockout: A great example: antibodies can block a virus's docking protein, stopping it from infecting cells.
5. Antibody Assembly Line: $ABCL puts B cells and antigens (target protein) into a small hole with liquids. When the B cell produces an antibody that matches the antigen, $ABCL screens it to obtain the genetic code of the antibody to enable mass manufacturing.
6. Beyond Viruses: While $ABCL initially focused on viruses, they're expanding. Acquisitions are building a platform for broader human body control.
7. Unlocking Potential: Recent acquisitions allow $ABCL to create antibodies that target previously unreachable areas and even control processes inside cells.
8. From Plumbing to Powerhouse: $ABCL is evolving from a simple antibody factory to a platform that can fine-tune intricate biological processes.
9. The $PLTR of Biotech: Like Palantir in data, $ABCL is building the infrastructure for next-generation biotech companies to do anything.
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Offshore
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Daniel
This is Stan Druckenmiller.
He is one of the best Hedgefund Managers of all time!
He achieved a 30% annual return for over 30 years.
Here are his 7 Investment Principles: https://t.co/Ozdxg9oeZJ
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This is Stan Druckenmiller.
He is one of the best Hedgefund Managers of all time!
He achieved a 30% annual return for over 30 years.
Here are his 7 Investment Principles: https://t.co/Ozdxg9oeZJ
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Antonio Linares
5 stocks positioned to conquer the world over the next decade:
1. $PLTR - With its pioneering digital twins technology, $PLTR is fundamentally reshaping how AI is deployed throughout Western markets. The company is transitioning into a crucial platform that new enterprises will increasingly depend on, making its services as essential as electricity itself.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx and mastery of chiplet design, $AMD is customizing computing solutions in ways few can replicate. This unique position not only gives $AMD a competitive edge but also sets the stage for it to challenge and potentially surpass $NVDA.
3. $TSLA - Perceived by many as merely a car manufacturer, $TSLA is actually crafting a multifaceted platform that synergizes hyper-efficient production, sustainable energy, and cutting-edge AI. This triad is poised to foster a new era of material prosperity. Observers should closely monitor quarterly improvements in manufacturing efficiency, despite the inherent cyclicality.
4. $SPOT - Dominating over giants like $AAPL and $AMZN, $SPOT’s unparalleled emphasis on music and audio content has positioned it as a potential $GOOG of audio in the making. As it ventures into new audio markets, $SPOT is set to significantly enhance its financial metrics, yet the market currently underappreciates its burgeoning value, trading at just 3.6 times sales.
5. $AMZN - Expect $AMZN to see substantial margin growth as it leverages its extensive, high-quality data to develop and refine AI models across all its business segments—AWS, e-commerce, and entertainment. The iterative improvement of these AI systems will further solidify $AMZN’s competitive moat and increase free cash flow per share beyond current market predictions.
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5 stocks positioned to conquer the world over the next decade:
1. $PLTR - With its pioneering digital twins technology, $PLTR is fundamentally reshaping how AI is deployed throughout Western markets. The company is transitioning into a crucial platform that new enterprises will increasingly depend on, making its services as essential as electricity itself.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx and mastery of chiplet design, $AMD is customizing computing solutions in ways few can replicate. This unique position not only gives $AMD a competitive edge but also sets the stage for it to challenge and potentially surpass $NVDA.
3. $TSLA - Perceived by many as merely a car manufacturer, $TSLA is actually crafting a multifaceted platform that synergizes hyper-efficient production, sustainable energy, and cutting-edge AI. This triad is poised to foster a new era of material prosperity. Observers should closely monitor quarterly improvements in manufacturing efficiency, despite the inherent cyclicality.
4. $SPOT - Dominating over giants like $AAPL and $AMZN, $SPOT’s unparalleled emphasis on music and audio content has positioned it as a potential $GOOG of audio in the making. As it ventures into new audio markets, $SPOT is set to significantly enhance its financial metrics, yet the market currently underappreciates its burgeoning value, trading at just 3.6 times sales.
5. $AMZN - Expect $AMZN to see substantial margin growth as it leverages its extensive, high-quality data to develop and refine AI models across all its business segments—AWS, e-commerce, and entertainment. The iterative improvement of these AI systems will further solidify $AMZN’s competitive moat and increase free cash flow per share beyond current market predictions.
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