⁠Alex Bilzerian
WindBorne Global Sounding Balloon: https://t.co/tW5lbP95yh

Our Global Sounding Balloon (GSB)’s atmospheric data is already improving both leading physics-based and AI-based weather forecasts. 🌥️

Weather is a global phenomenon: today’s weather in North America, for example, begins forming thousands of miles away, weeks in advance. So, we need to gather atmospheric observations all over the globe – particularly over oceans – to produce the best forecasts for any given location.

Still today, atmospheric data is the most pressing, missing input for building more accurate weather models.

The proof is in the studies: @NOAA and EMC have run several analyses to examine the impact of @WindBorneWx's atmospheric data on the U.S.’ GFS. The results are energizing:

• A @NOAA/EMC study of 2022 tropical cyclones found that a relatively small amount of insitu WindBorne atmospheric data 𝐢𝐦𝐩𝐫𝐨𝐯𝐞𝐝 𝐭𝐡𝐞 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲 𝐨𝐟 𝐬𝐭𝐨𝐫𝐦 𝐠𝐫𝐨𝐮𝐧𝐝 𝐭𝐫𝐚𝐜𝐤 𝐩𝐫𝐞𝐝𝐢𝐜𝐭𝐢𝐨𝐧𝐬 𝐛𝐲 𝐚𝐬 𝐦𝐮𝐜𝐡 𝐚𝐬 18%.

• A similar study of the 2023 summer season found that our data 𝐢𝐦𝐩𝐫𝐨𝐯𝐞𝐝 𝐭𝐫𝐨𝐩𝐢𝐜𝐚𝐥 𝐜𝐲𝐜𝐥𝐨𝐧𝐞 𝐭𝐫𝐚𝐜𝐤 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲 𝐛𝐲 15% 𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐀𝐭𝐥𝐚𝐧𝐭𝐢𝐜, a significant statistical improvement.

• In the same 2023 study, 𝐬𝐭𝐨𝐫𝐦 𝐭𝐫𝐚𝐜𝐤𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐄𝐚𝐬𝐭𝐞𝐫𝐧 𝐏𝐚𝐜𝐢𝐟𝐢𝐜 𝐢𝐦𝐩𝐫𝐨𝐯𝐞𝐝 𝐛𝐲 10% 𝐚𝐭 𝐧𝐞𝐚𝐫𝐥𝐲 𝐚𝐥𝐥 𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭 𝐥𝐞𝐚𝐝 𝐭𝐢𝐦𝐞𝐬 with even a small amount of our atmospheric data.

While we run the world’s largest constellation of long-duration weather balloons, we’re still relatively early in building our fully-scaled global balloon network. 🎈

We’re excited to see these accuracy improvements continue to strengthen as we continue to scale our observations in the coming months and years until we reach full continuous global coverage. 🌎

Check out @NOAA/EMC’s case study to learn more 👇

https://t.co/IyjMUmAaBA - WindBorne Systems
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⁠Alex Bilzerian
Whistler-mode waves play a role in shaping the Earth’s radiation belts.

Their spatiotemporal distribution is used for forecasting & modeling geospace weather.

Their paths reach into the outer space as far as 3 to 4 times the Earth's radius in the plane of equator and bring energy from lightning discharge to the Earth at a point in the opposite hemisphere. - Alex Bilzerian
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⁠Alex Bilzerian
RT @cejaykim: From $88K to $415M to nothing.

This is insane https://t.co/kmLxULzkWD
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⁠Hidden Value Gems
$JDW.L has finally resumed dividend payments on the back of strong FY results:
✅LfL sales +7.6%
✅Operating profit +30%.2%
✅FCF down -87.5% mostly due to Wrk Cap and one-offs https://t.co/xGeF4qokic
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⁠Alex Bilzerian
RT @MichaelAArouet: France may be heading into a debt crisis, but life is still good here https://t.co/vf1MTSgn16
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⁠Hidden Value Gems
$WOSG.L acquires @Hodinkee - online watch reviews and a digital retailer of luxury watches.

Congrats to Ben Clymer, the founder of Hodinkee.

The price is not disclosed but according to WOSG, the deal “ will not materially impact [its] leverage position.”

Looks like a good move for WOSG.
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⁠Alex Bilzerian
RT @ATLNewsFirst: A 27-year-old mother and her newborn twin boys died as Helene tore through Thomson, Georgia. The twins are the youngest known victims of the storm. >> https://t.co/2ms9piG8yz https://t.co/KVuUQYz7T0
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⁠Hidden Value Gems
Quote of the day #101

#investing
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⁠Stock Analysis Compilation
McElvaine Value Fund on Mandarin Oriental $MAND SP

Thesis: With zero net debt and potential asset sales, Mandarin Oriental offers a low-cost entry into a high-end hotel brand with strong development potential.

(Extract from their Q2 letter) https://t.co/SmvPPPAYUp
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