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Capital Employed
We have another investor interview dropping tomorrow featuring a fascinating fund manager.
19 quality interviews published so far this year.
Sign-up to get these interviews direct to your inbox 👇
https://t.co/SUDtX1pI0Z
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We have another investor interview dropping tomorrow featuring a fascinating fund manager.
19 quality interviews published so far this year.
Sign-up to get these interviews direct to your inbox 👇
https://t.co/SUDtX1pI0Z
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Offshore
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Stock Analysis Compilation
Platinium on Marui $8252 JP
Thesis: Marui’s shift toward non-retail tenants and strong fintech business positions it for growth as consumer spending rebounds and rent levels recover.
(Extract from their Q3 letter) https://t.co/sWeQ3lVYCt
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Platinium on Marui $8252 JP
Thesis: Marui’s shift toward non-retail tenants and strong fintech business positions it for growth as consumer spending rebounds and rent levels recover.
(Extract from their Q3 letter) https://t.co/sWeQ3lVYCt
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Dimitry Nakhla | Babylon Capital®
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing
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“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing
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Stock Analysis Compilation
Patient Capital Management on Seadrill Limited $SDRL NO
Thesis: Seadrill’s strategic position in deepwater drilling and commitment to shareholder returns make it an attractive investment, with potential for consolidation or acquisition.
(Extract from their Q3 letter) https://t.co/RcRiRy6We9
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Patient Capital Management on Seadrill Limited $SDRL NO
Thesis: Seadrill’s strategic position in deepwater drilling and commitment to shareholder returns make it an attractive investment, with potential for consolidation or acquisition.
(Extract from their Q3 letter) https://t.co/RcRiRy6We9
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Offshore
Video
Startup Archive
YC CEO Garry Tan & Replit founder Amjad Masad on why learning to code is more important than ever
A lot of college freshman who want to be founders ask Y Combinator CEO Garry Tan about the impact of AI on coding — “The code will write itself, right? So I don’t have to study this anymore?”
But Garry tells them that’s the absolute wrong takeaway:
“It is far higher leverage to know how to code than ever before. It’s actually even more important and will make you way more powerful… You are going to be able to orchestrate this giant army of agents… [And you’ll be able] to build whatever the heck you want, whenever you want, literally from any computer.”
Replit founder and CEO Amjad Masad agrees and compares it to Moore’s Law:
“The return on learning to code is doubling every six months or something like that. Learning to code a little bit in 2020 was not that useful because you’d get blocked — you wouldn’t know how to deploy or configure something. But in 2023 with ChatGPT, learning to code just a little bit will get you fairly far because ChatGPT can help you. And then in 2024, learning to code a little bit is a massive leverage because we have agents and there’s lots of really cool tools out there like Cursor that will get you super far… Just extend that forward. Six months from now, you’re going to have even more power. Programmers are just on this massive trajectory of increased power.”
Video source: @ycombinator (2024)
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YC CEO Garry Tan & Replit founder Amjad Masad on why learning to code is more important than ever
A lot of college freshman who want to be founders ask Y Combinator CEO Garry Tan about the impact of AI on coding — “The code will write itself, right? So I don’t have to study this anymore?”
But Garry tells them that’s the absolute wrong takeaway:
“It is far higher leverage to know how to code than ever before. It’s actually even more important and will make you way more powerful… You are going to be able to orchestrate this giant army of agents… [And you’ll be able] to build whatever the heck you want, whenever you want, literally from any computer.”
Replit founder and CEO Amjad Masad agrees and compares it to Moore’s Law:
“The return on learning to code is doubling every six months or something like that. Learning to code a little bit in 2020 was not that useful because you’d get blocked — you wouldn’t know how to deploy or configure something. But in 2023 with ChatGPT, learning to code just a little bit will get you fairly far because ChatGPT can help you. And then in 2024, learning to code a little bit is a massive leverage because we have agents and there’s lots of really cool tools out there like Cursor that will get you super far… Just extend that forward. Six months from now, you’re going to have even more power. Programmers are just on this massive trajectory of increased power.”
Video source: @ycombinator (2024)
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Offshore
Video
Startup Archive
RT @mikemcg0: “The return on learning to code is doubling every six months or something like that... Programmers are just on this massive trajectory of increased power.”
-- @amasad
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RT @mikemcg0: “The return on learning to code is doubling every six months or something like that... Programmers are just on this massive trajectory of increased power.”
-- @amasad
YC CEO Garry Tan & Replit founder Amjad Masad on why learning to code is more important than ever
A lot of college freshman who want to be founders ask Y Combinator CEO Garry Tan about the impact of AI on coding — “The code will write itself, right? So I don’t have to study this anymore?”
But Garry tells them that’s the absolute wrong takeaway:
“It is far higher leverage to know how to code than ever before. It’s actually even more important and will make you way more powerful… You are going to be able to orchestrate this giant army of agents… [And you’ll be able] to build whatever the heck you want, whenever you want, literally from any computer.”
Replit founder and CEO Amjad Masad agrees and compares it to Moore’s Law:
“The return on learning to code is doubling every six months or something like that. Learning to code a little bit in 2020 was not that useful because you’d get blocked — you wouldn’t know how to deploy or configure something. But in 2023 with ChatGPT, learning to code just a little bit will get you fairly far because ChatGPT can help you. And then in 2024, learning to code a little bit is a massive leverage because we have agents and there’s lots of really cool tools out there like Cursor that will get you super far… Just extend that forward. Six months from now, you’re going to have even more power. Programmers are just on this massive trajectory of increased power.”
Video source: @ycombinator (2024) tweet
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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: The CFO of $MAN just reported purchasing ~$500k of his company's stock
This is the first insider purchase that has been reported at $MAN in over 3 years. https://t.co/REzdVGLVJU
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RT @InsiderRadar: 🚨 BREAKING: The CFO of $MAN just reported purchasing ~$500k of his company's stock
This is the first insider purchase that has been reported at $MAN in over 3 years. https://t.co/REzdVGLVJU
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Quiver Quantitative
Marjorie Taylor Greene bought Tesla stock three days ago.
$TSLA has risen 17% today, after releasing earnings.
Is she beating the "Inverse Marjorie" allegations? https://t.co/gvB0aoL3up
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Marjorie Taylor Greene bought Tesla stock three days ago.
$TSLA has risen 17% today, after releasing earnings.
Is she beating the "Inverse Marjorie" allegations? https://t.co/gvB0aoL3up
tweet
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Stock Analysis Compilation
Appalaches Capital on Canadian National Railway Company $CNI US
Thesis:CNI and CSX are positioned to benefit from recent improvements in service metrics and scheduled railroading, making them solid long-term investments.
(Extract from their Q3 letter) https://t.co/sgnSfEu0hX
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Appalaches Capital on Canadian National Railway Company $CNI US
Thesis:CNI and CSX are positioned to benefit from recent improvements in service metrics and scheduled railroading, making them solid long-term investments.
(Extract from their Q3 letter) https://t.co/sgnSfEu0hX
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Offshore
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Stock Analysis Compilation
Aristotle on Verizon Communications $VZ US
Thesis: Verizon’s leading position in wireless services, combined with its focus on fiber expansion, makes it well-positioned for long-term growth and profitability.
(Extract from their Q3 letter) https://t.co/9tFFtuPhDV
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Aristotle on Verizon Communications $VZ US
Thesis: Verizon’s leading position in wireless services, combined with its focus on fiber expansion, makes it well-positioned for long-term growth and profitability.
(Extract from their Q3 letter) https://t.co/9tFFtuPhDV
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