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InsideArbitrage
The merger of Arch Resources $ARCH with Consol Energy $CEIX was completed on January 14, 2025. It took 146 days for the deal to be completed. https://t.co/pRaJhMqIzd
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The merger of Arch Resources $ARCH with Consol Energy $CEIX was completed on January 14, 2025. It took 146 days for the deal to be completed. https://t.co/pRaJhMqIzd
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App Economy Insights
🤖 CES 2025, the world's biggest tech expo, just wrapped up in Las Vegas.
From NVIDIA to AMD, Intel, Samsung, Sony, and LG—here’s a visual breakdown of the biggest announcements and their business impact.
https://t.co/TlNHnKAMbE
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🤖 CES 2025, the world's biggest tech expo, just wrapped up in Las Vegas.
From NVIDIA to AMD, Intel, Samsung, Sony, and LG—here’s a visual breakdown of the biggest announcements and their business impact.
https://t.co/TlNHnKAMbE
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Stock Analysis Compilation
Baron Global Advantage Fund on Illumina $ILMN US
Thesis: Illumina, Inc. is a dominant provider of next-generation sequencing instruments and consumables, poised for double-digit growth by reducing sequencing costs and offering an integrated workflow ecosystem in genetic analysis.
(Extract from their Q3 letter)
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Baron Global Advantage Fund on Illumina $ILMN US
Thesis: Illumina, Inc. is a dominant provider of next-generation sequencing instruments and consumables, poised for double-digit growth by reducing sequencing costs and offering an integrated workflow ecosystem in genetic analysis.
(Extract from their Q3 letter)
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Quiver Quantitative
RT @QuiverCongress: Representative Marjorie Taylor Greene has introduced a resolution, pushing for the government to drop all charges against Edward Snowden. https://t.co/KeV5HCCCk1
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RT @QuiverCongress: Representative Marjorie Taylor Greene has introduced a resolution, pushing for the government to drop all charges against Edward Snowden. https://t.co/KeV5HCCCk1
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Dimitry Nakhla | Babylon Capital®
RT @long_equity: Two things you can do to become a better investor:
1. Limit the number of companies you own
2. Limit how frequently you trade
This forces you to:
1. Only own your best ideas
2. Accept there will always opportunities you miss out on
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RT @long_equity: Two things you can do to become a better investor:
1. Limit the number of companies you own
2. Limit how frequently you trade
This forces you to:
1. Only own your best ideas
2. Accept there will always opportunities you miss out on
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Startup Archive
Jeff Bezos explains the difference between one-way door decisions and two-way door decisions
In the simplest terms, a “two-way door decision” is one that’s easy to reverse, and a “one-way door decision” is one that’s impossible or very costly to reverse.
As Jeff explains:
“[One-way door decisions] have to be made very deliberately and very carefully. If you can think of yet another way to analyze the decision, you should slow down and do that.”
He uses choosing which propellants to use in a rocket engine at Blue Origin as an example of a one-way door decision. However, most decisions are not consequential, hard-to-reverse decisions like this. And if you treat every decision—even the easily reversible ones—like one-way door decisions, you’re going to unnecessarily slow down your company.
“What can happen is that you have a one-size fits-all decision-making process where you end up using the heavyweight process on all decisions, including the lightweight, two-way door decisions. Two-way door decisions should mostly be made by single individuals or by very small teams deep in the organization. And one-way door decisions are the ones that should be elevated up to the senior-most executives who should slow them down and make sure that the right thing is being done.”
Video source: @lexfridman (2023)
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Jeff Bezos explains the difference between one-way door decisions and two-way door decisions
In the simplest terms, a “two-way door decision” is one that’s easy to reverse, and a “one-way door decision” is one that’s impossible or very costly to reverse.
As Jeff explains:
“[One-way door decisions] have to be made very deliberately and very carefully. If you can think of yet another way to analyze the decision, you should slow down and do that.”
He uses choosing which propellants to use in a rocket engine at Blue Origin as an example of a one-way door decision. However, most decisions are not consequential, hard-to-reverse decisions like this. And if you treat every decision—even the easily reversible ones—like one-way door decisions, you’re going to unnecessarily slow down your company.
“What can happen is that you have a one-size fits-all decision-making process where you end up using the heavyweight process on all decisions, including the lightweight, two-way door decisions. Two-way door decisions should mostly be made by single individuals or by very small teams deep in the organization. And one-way door decisions are the ones that should be elevated up to the senior-most executives who should slow them down and make sure that the right thing is being done.”
Video source: @lexfridman (2023)
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Dimitry Nakhla | Babylon Capital®
Quality Investing 📖
Commentary on Network Effects remind me of companies like $MELI $AMZN $CPRT $ICE $CME $NDAQ $MSCI $CBOE https://t.co/MDz7woZcht
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Quality Investing 📖
Commentary on Network Effects remind me of companies like $MELI $AMZN $CPRT $ICE $CME $NDAQ $MSCI $CBOE https://t.co/MDz7woZcht
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Investment professionals generally advise against market timing, but I advocate for patience in selecting individual stocks, waiting for the market to offer exceptional opportunities with quality compounders
Looking back at 2024, here are 8 examples where my timing paid off🧵
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RT @DimitryNakhla: Investment professionals generally advise against market timing, but I advocate for patience in selecting individual stocks, waiting for the market to offer exceptional opportunities with quality compounders
Looking back at 2024, here are 8 examples where my timing paid off🧵
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Dimitry Nakhla | Babylon Capital®
$NVO is close to breaking $80 — the stock is down more than -45% from all time highs 📉 https://t.co/Hmb0nXc8ue
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$NVO is close to breaking $80 — the stock is down more than -45% from all time highs 📉 https://t.co/Hmb0nXc8ue
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Quiver Quantitative
Representative Jerry Nadler just said:
"Members of Congress should be doing what’s best for their constituents, not what’s best for their stock portfolios."
We have not seen Nadler trade any stock while in office. https://t.co/3DmaDIMknB
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Representative Jerry Nadler just said:
"Members of Congress should be doing what’s best for their constituents, not what’s best for their stock portfolios."
We have not seen Nadler trade any stock while in office. https://t.co/3DmaDIMknB
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