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RT @wallstengine: OpenAI made its Super Bowl debut with a $14 million ad for ChatGPT. https://t.co/NbUhaPNP4t
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RT @wallstengine: OpenAI made its Super Bowl debut with a $14 million ad for ChatGPT. https://t.co/NbUhaPNP4t
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Finding Compounders
Li Lu has held a single company’s stock for over 22 years
During this period , the stock has dropped more than 50% up to 6 times !
“Only then is your circle of competence truly tested “ https://t.co/Qshzn309JJ
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Li Lu has held a single company’s stock for over 22 years
During this period , the stock has dropped more than 50% up to 6 times !
“Only then is your circle of competence truly tested “ https://t.co/Qshzn309JJ
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Hidden Value Gems
After seeing Berkshire building a 35% stake, I decided to take a closer look at $SIRI.
🧵👇
✅Surprisingly, its monthly subscriber churn rate is just 1.6%, lower than 2%+ at Netflix or 4-5% at Spotify. An average subscriber stays with Sirius XM for 62.5 months vs 43 months at Netflix and 25 months at Spotify.
1/7
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After seeing Berkshire building a 35% stake, I decided to take a closer look at $SIRI.
🧵👇
✅Surprisingly, its monthly subscriber churn rate is just 1.6%, lower than 2%+ at Netflix or 4-5% at Spotify. An average subscriber stays with Sirius XM for 62.5 months vs 43 months at Netflix and 25 months at Spotify.
1/7
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Dimitry Nakhla | Babylon Capital®
S&P Global $SPGI Q4 2024 Report 🗓️
✅ Revenue: $3.59B vs $3.50B (est)
✅ Adjusted EPS: $3.77 vs $3.47 (est)
⬆️ FY 2025 Adjusted EPS Guidance Raised to $17.00 - $17.25 vs $16.92 (est)
💸 FY 24’ ratings revenue increased +31% from $3.33B to $4.37B https://t.co/Wge6ChlehS
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S&P Global $SPGI Q4 2024 Report 🗓️
✅ Revenue: $3.59B vs $3.50B (est)
✅ Adjusted EPS: $3.77 vs $3.47 (est)
⬆️ FY 2025 Adjusted EPS Guidance Raised to $17.00 - $17.25 vs $16.92 (est)
💸 FY 24’ ratings revenue increased +31% from $3.33B to $4.37B https://t.co/Wge6ChlehS
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Startup Archive
Elon Musk on the most important quality for a leader at a technology company
“If somebody is going to lead something in technology, they must themselves be good at technology. If they’re going to lead something that involves complex engineering, they must themselves be good at engineering. They don’t necessarily need to be the best engineer on the team, but they need to be very competent in their field. This is incredibly important.”
Elon continues:
“To me, if somebody’s leading an engineering department and they are not good at that, that would be like a calvary captain who can’t ride a horse… It’s not inspiring. A calvary captain must be able to ride a horse. They don’t need to be the best horse rider, but they must be competent in this regard. Otherwise they cannot evaluate the talent of the team, and they don’t understand the technology that’s being developed.”
He gives Boeing as an example:
“I don’t want to pick on the [former] CEO of Boeing [Dave Calhoun], but he’s got a degree in accounting. You want to have someone who knows how airplanes work running an airplane company… I think that’s pretty important. I think it’s vital.”
Video source: @WestPoint_USMA (2025)
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Elon Musk on the most important quality for a leader at a technology company
“If somebody is going to lead something in technology, they must themselves be good at technology. If they’re going to lead something that involves complex engineering, they must themselves be good at engineering. They don’t necessarily need to be the best engineer on the team, but they need to be very competent in their field. This is incredibly important.”
Elon continues:
“To me, if somebody’s leading an engineering department and they are not good at that, that would be like a calvary captain who can’t ride a horse… It’s not inspiring. A calvary captain must be able to ride a horse. They don’t need to be the best horse rider, but they must be competent in this regard. Otherwise they cannot evaluate the talent of the team, and they don’t understand the technology that’s being developed.”
He gives Boeing as an example:
“I don’t want to pick on the [former] CEO of Boeing [Dave Calhoun], but he’s got a degree in accounting. You want to have someone who knows how airplanes work running an airplane company… I think that’s pretty important. I think it’s vital.”
Video source: @WestPoint_USMA (2025)
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