Clark Square Capital
Does anybody have any good primers on IT consulting? Or any recommended reading?

Thanks in advance! 🙏
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Giuliano
Fascinating data. First time I see this.

“The difference [in ROIC] between leading and lagging companies in the same industry is typically far greater than the variation across industries.”

🤔 https://t.co/mJqbybyQoW - Sidecar Investor
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Hidden Value Gems
A timely guide to investing during geopolitical conflicts by Joachim Klement.

“The most important rule for investors in a geopolitical crisis is not to panic. The evidence is extremely clear on one thing: the vast majority of geopolitical events do not matter for equity market performance over investment horizons of one month or longer.”

The link is in the next tweet. 👇🏼
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Hidden Value Gems
Potentially good news for $CTT.LS as the new Portuguese govt announced tax cuts for the middle class and businesses.

✅Corporate tax rate would drop from 21% to 15% in 3 years.

✅Personal income tax by 0.5-3% vs 2023.

✅Reduce taxes of corporate fleet.

✅Additional benefits for the young people (under 35).

The changes need to be approved by Parliament.
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The Long Investor
$BTC and $GOLD have both made new ATHS

$ETH and $SILVER are significantly lower than their ATHs

They are not in the same cycles right now

The lag is the opportunity.
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Antonio Linares
Some predictions:

1. $MSFT's AI Copilots will transform into an essential daily tool for everyone.
2. $PLTR will become the platform in which folks build companies on first.
3. $AMD is set to shake up $NVDA, leveraging a ten-year lead in chiplets that Nvidia will inevitably adopt.
4. $AMZN's cash flow is poised to hit unprecedented highs, fueled by a surge in operating leverage from recent capital investments.
5. $SPOT will emerge as the $GOOG of audio.
6. $TSLA will catalyze a new era of material abundance with its efficient manufacturing, cost-effective energy solutions, and scalable AI.
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The Long Investor
Some big hitters this week ahead

- Banks
- Airlines
- $UNH, $JNJ, $ASML, $NFLX, $IBKR https://t.co/GevJ28I2zf
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Antonio Linares
I’m seeing this everywhere.

@alc2022 As a programmer I can confirm that we could not live without github copilot anyomre. Once you have tried it there is no way back to stone age. - Dominik Filkus
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The Long Investor
Hong Kong likely to approve BOTH $BTC and $ETH ETFs as soon as Monday.

So the excessive decline yesterday makes since now https://t.co/gGGdlplAq7

"China Is About To Start Bidding" - Will Hong Kong Bitcoin ETFs Spark The 'Halving' Rally? https://t.co/3wmJ35sUOh - zerohedge
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Giuliano
I listened to Charlie's speech at USC 5 times in the past week.

Here are 8 of his simple ideas on how to live a good life: https://t.co/rxR198WMZz
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Giuliano
The best state for most mental models appears to be 2 or 3 steps before a theory-state.
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Giuliano
Listening to podcasts/videos might be a good way to get chauffeur knowledge.

But I'm struggling to imagine how depth of knowledge could be acquired this way.
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Hidden Value Gems
Just sharing some data points: insider buying is sharply down in the US

👇 https://t.co/BvSgRbXvCG
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Giuliano
I have only recently come across Richard Feynman's work.

Which of his books would you recommend?
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