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Ahmad Jivraj
Some great podcast episodes listed here
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Some great podcast episodes listed here
I’m a little late but time for some of my favorite podcasts from 2024. Starting it off was my favorite pod of the year. The @ShaneAParrish interview with Chris Davis. Loved this one. https://t.co/bJyqGkhFxV tweet
Offshore
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Finding Compounders
Do stocks provide a sufficient hedge against inflation ? https://t.co/UdqeLDbTtu
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Do stocks provide a sufficient hedge against inflation ? https://t.co/UdqeLDbTtu
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Offshore
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Offshore
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Finding Compounders
Phil Carret’s write up on American Maize Products
Notice how great investors pitch their investments so well in just one page instead of Wallstreet’s 38 page write ups . https://t.co/F1QWwDRZf9
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Phil Carret’s write up on American Maize Products
Notice how great investors pitch their investments so well in just one page instead of Wallstreet’s 38 page write ups . https://t.co/F1QWwDRZf9
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Offshore
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Startup Archive
Palmer Luckey explains why science fiction is a great place to look for ideas
“One of the things that I’ve realized in my career is that nothing I ever come up with will be new. I’ve literally never come up with an idea that a science fiction author has not come up with before.”
Palmer continues:
“It makes sense. There’s a lot of [science fiction authors]. They’ve been around for a long time. And they don’t have to make things. And they don’t have to wait for the right moment. I started Oculus at just the right moment for it to succeed. But a science fiction author doesn’t have to wait for something to be possible to think about it and to write about it and for people to be excited about the idea. And so every time I’ve come up with something, I’ve been able to find — usually many, sometimes one — science fiction pieces addressing literally exactly that idea by some guy who just thought about it like 50 years ago.”
He gives a few examples:
“Some of the stuff that I’m building today, for example, in the AR/VR space around augmenting the vision of soldiers — these are ideas that are from 1959 Starship Troopers novels. These are old ideas that have only recently become technologically feasible. The idea of autonomous fighter jets, that’s been around for about 100 years… people have been thinking about this since computers were programmed with punchcards.”
So if you’re having a hard time thinking of startup ideas, try reading science fiction.
Video source: @ShawnRyan762 (2025)
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Palmer Luckey explains why science fiction is a great place to look for ideas
“One of the things that I’ve realized in my career is that nothing I ever come up with will be new. I’ve literally never come up with an idea that a science fiction author has not come up with before.”
Palmer continues:
“It makes sense. There’s a lot of [science fiction authors]. They’ve been around for a long time. And they don’t have to make things. And they don’t have to wait for the right moment. I started Oculus at just the right moment for it to succeed. But a science fiction author doesn’t have to wait for something to be possible to think about it and to write about it and for people to be excited about the idea. And so every time I’ve come up with something, I’ve been able to find — usually many, sometimes one — science fiction pieces addressing literally exactly that idea by some guy who just thought about it like 50 years ago.”
He gives a few examples:
“Some of the stuff that I’m building today, for example, in the AR/VR space around augmenting the vision of soldiers — these are ideas that are from 1959 Starship Troopers novels. These are old ideas that have only recently become technologically feasible. The idea of autonomous fighter jets, that’s been around for about 100 years… people have been thinking about this since computers were programmed with punchcards.”
So if you’re having a hard time thinking of startup ideas, try reading science fiction.
Video source: @ShawnRyan762 (2025)
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Dimitry Nakhla | Babylon Capital®
15 Stocks <$50b20% Annually Over the Last 5 Years | ROIC 5-Year Average 💵
💤 ResMed $RMD | 23%
🧃 Monster Beverage $MNST | 27%
🧾 Paycom $PAYC | 28%
🤖 Qualys $QLYS | 32%
🌐 MSCI Inc $MSCI | 33%
☁️ NetApp $NTAP | 33%
🚛 Old Dominion $ODFL | 34%
🩳 Lululemon $LULU | 37%
🏢 NVR Inc $NVR | 38%
🏦 Fair Isaac $FICO | 44%
⚖️ Mettler-Toledo $MTD | 50%
🐶 IDEXX Labs $IDXX | 55%
📊 Manhattan Assoc $MANH | 60%
⏫ Otis Worldwide $OTIS | 61%
🍕 Domino’s Pizza $DPZ | 70%
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15 Stocks <$50b20% Annually Over the Last 5 Years | ROIC 5-Year Average 💵
💤 ResMed $RMD | 23%
🧃 Monster Beverage $MNST | 27%
🧾 Paycom $PAYC | 28%
🤖 Qualys $QLYS | 32%
🌐 MSCI Inc $MSCI | 33%
☁️ NetApp $NTAP | 33%
🚛 Old Dominion $ODFL | 34%
🩳 Lululemon $LULU | 37%
🏢 NVR Inc $NVR | 38%
🏦 Fair Isaac $FICO | 44%
⚖️ Mettler-Toledo $MTD | 50%
🐶 IDEXX Labs $IDXX | 55%
📊 Manhattan Assoc $MANH | 60%
⏫ Otis Worldwide $OTIS | 61%
🍕 Domino’s Pizza $DPZ | 70%
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Capital Employed
A fresh batch of quarterly letters added over the weekend.
116 in total. A treasure trove of ideas and insights…. 👇
https://t.co/Dndl7wceHc https://t.co/S3awNwFpcA
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A fresh batch of quarterly letters added over the weekend.
116 in total. A treasure trove of ideas and insights…. 👇
https://t.co/Dndl7wceHc https://t.co/S3awNwFpcA
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Offshore
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Finding Compounders
Walter Schloss returned 15.7% per year over 45years.
He wrote this paper explaining why he invests the way he does.
“Why We Invest The Way We Do” by Walter Schloss https://t.co/vu34bawqQL
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Walter Schloss returned 15.7% per year over 45years.
He wrote this paper explaining why he invests the way he does.
“Why We Invest The Way We Do” by Walter Schloss https://t.co/vu34bawqQL
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