Offshore
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Hidden Value Gems
I don’t remember why I added $MYTE to my watchlist recently. But just saw it popped +24% yesterday.
Luxury e-commerce platform in Germany. Has anyone seen a good write up on this name? https://t.co/dRCZpLRjDD
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I don’t remember why I added $MYTE to my watchlist recently. But just saw it popped +24% yesterday.
Luxury e-commerce platform in Germany. Has anyone seen a good write up on this name? https://t.co/dRCZpLRjDD
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Offshore
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Hidden Value Gems
That was fast 👇🏼
A great thread by @ClarkSquareCap
h/t @luisrei95 for flagging.
https://t.co/nKcLgcjfVU
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That was fast 👇🏼
A great thread by @ClarkSquareCap
h/t @luisrei95 for flagging.
https://t.co/nKcLgcjfVU
I don’t remember why I added $MYTE to my watchlist recently. But just saw it popped +24% yesterday.
Luxury e-commerce platform in Germany. Has anyone seen a good write up on this name? https://t.co/dRCZpLRjDD tweet
Offshore
Video
Read
RT @wallstengine: Google has expanded Whisk, its experimental AI-powered image remixing tool, to over 100 countries. Whisk allows users to upload three images—for subject, scene, and style—and remix them into a new creation using Google’s Imagen 3 model. Users can further customize the output with text prompts.
Previously available only in the U.S., Whisk offers a more visual approach to image creation compared to traditional text-based generation tools. However, it remains unavailable in regions like India, Indonesia, the EU, and the U.K.
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RT @wallstengine: Google has expanded Whisk, its experimental AI-powered image remixing tool, to over 100 countries. Whisk allows users to upload three images—for subject, scene, and style—and remix them into a new creation using Google’s Imagen 3 model. Users can further customize the output with text prompts.
Previously available only in the U.S., Whisk offers a more visual approach to image creation compared to traditional text-based generation tools. However, it remains unavailable in regions like India, Indonesia, the EU, and the U.K.
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Offshore
Video
Read
RT @RPunor: @DegenRolf Ask a trader: Weekdays prior to a long weekend have a statistical tendency to be up, improved probability= bigger position=bigger risk.End of period, people hurry to improve the result of the last period, because they show this to others. Mutual funds publish results each month.
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RT @RPunor: @DegenRolf Ask a trader: Weekdays prior to a long weekend have a statistical tendency to be up, improved probability= bigger position=bigger risk.End of period, people hurry to improve the result of the last period, because they show this to others. Mutual funds publish results each month.
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Read
RT @charliebilello: “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” - Peter Lynch
Video: https://t.co/iwKBrREs4J
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RT @charliebilello: “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” - Peter Lynch
Video: https://t.co/iwKBrREs4J
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Offshore
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Hidden Value Gems
A good summary on $BABA rally this year.
A refocus on AI and Cloud start bearing fruit, although concerns about monetisation of AI and still slow cloud growth remain.
Possible partnership with $AAPL .
The stock remains cheap at 12x PE, vs its 5Y avg of 14.6x.
Results next Thu (20 Feb).
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A good summary on $BABA rally this year.
A refocus on AI and Cloud start bearing fruit, although concerns about monetisation of AI and still slow cloud growth remain.
Possible partnership with $AAPL .
The stock remains cheap at 12x PE, vs its 5Y avg of 14.6x.
Results next Thu (20 Feb).
tweet
Offshore
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Finding Compounders
It’s pretty simple
In the long run Earnings Per Share growth is what matters .
However this is not an invitation to not be price conscious!
Source : IP Capital Partners https://t.co/e1a7GvUSYX
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It’s pretty simple
In the long run Earnings Per Share growth is what matters .
However this is not an invitation to not be price conscious!
Source : IP Capital Partners https://t.co/e1a7GvUSYX
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Offshore
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iinvested
4Q'24 Baron Asset Fund on $TTIN
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/pHvqkqOfF0
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4Q'24 Baron Asset Fund on $TTIN
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/pHvqkqOfF0
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Offshore
Video
Startup Archive
Elon Musk explains how anyone can learn to be innovative
“I think it’s possible to learn to be innovative. A lot of times for any given thing, you have to say, ‘Did you try?’ This may sound obvious, but actually try. Somebody might wonder, ‘Can I be innovative?’ Well, have you tried? Just try thinking of interesting ideas.”
To think of interesting ideas, Elon recommends reading:
“If you read about a bunch of different fields, you can cross-fertilize ideas from one field into another.”
He gives Tesla and SpaceX as an example of this:
“The automotive industry is very good at manufacturing. In terms of manufacturing complex machines at volume, the automotive industry is the best. While the space industry is very good at advanced materials and making things very light. So taking advanced materials and mass-optimization concepts from the space industry and applying it to automotive or taking automotive mass-manufacturing techniques and applying it to space is kind of like a superpower.”
Musk also points out that being willing to fail is an important part of innovation too:
“If you’re not failing at least some of the time, you’re not trying hard enough.”
Video source: @WestPoint_USMA (2025)
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Elon Musk explains how anyone can learn to be innovative
“I think it’s possible to learn to be innovative. A lot of times for any given thing, you have to say, ‘Did you try?’ This may sound obvious, but actually try. Somebody might wonder, ‘Can I be innovative?’ Well, have you tried? Just try thinking of interesting ideas.”
To think of interesting ideas, Elon recommends reading:
“If you read about a bunch of different fields, you can cross-fertilize ideas from one field into another.”
He gives Tesla and SpaceX as an example of this:
“The automotive industry is very good at manufacturing. In terms of manufacturing complex machines at volume, the automotive industry is the best. While the space industry is very good at advanced materials and making things very light. So taking advanced materials and mass-optimization concepts from the space industry and applying it to automotive or taking automotive mass-manufacturing techniques and applying it to space is kind of like a superpower.”
Musk also points out that being willing to fail is an important part of innovation too:
“If you’re not failing at least some of the time, you’re not trying hard enough.”
Video source: @WestPoint_USMA (2025)
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