Offshore
Photo
Quiver Quantitative
Wow.
We recently reported on a January purchase of Palantir stock by Representative Julie Johnson.
Johnson sits on the House Committee on Homeland Security.
$PLTR has now risen 81% since her trade. https://t.co/NDrJdocGMQ
tweet
Wow.
We recently reported on a January purchase of Palantir stock by Representative Julie Johnson.
Johnson sits on the House Committee on Homeland Security.
$PLTR has now risen 81% since her trade. https://t.co/NDrJdocGMQ
tweet
Offshore
Photo
App Economy Insights
🇫🇷 Luxury leaders, visualized.
These giants have a certain je ne sais quoi—yet most had a tough year.
👜 LVMH
🐎 Hermès
💄 L’Oréal
🕶️ EssilorLuxottica
👗 Kering
Let’s dive in. 👇
https://t.co/wJrJL29QCi
tweet
🇫🇷 Luxury leaders, visualized.
These giants have a certain je ne sais quoi—yet most had a tough year.
👜 LVMH
🐎 Hermès
💄 L’Oréal
🕶️ EssilorLuxottica
👗 Kering
Let’s dive in. 👇
https://t.co/wJrJL29QCi
tweet
Offshore
Photo
Quiver Quantitative
JUST IN: We have received data on the portfolio of Michael Kratsios - Trump's pick for the director of the Office of Science and Technology Policy.
He owns up to $250,000 of Bitcoin and $50,000 of Ethereum. https://t.co/QQKqhA71OE
tweet
JUST IN: We have received data on the portfolio of Michael Kratsios - Trump's pick for the director of the Office of Science and Technology Policy.
He owns up to $250,000 of Bitcoin and $50,000 of Ethereum. https://t.co/QQKqhA71OE
tweet
Offshore
Photo
Investing visuals
I wrote my last post to spark debate on the $GRAB investment thesis.
I cut some corners and jumped to (incorrect) conclusions though. I've got some great feedback and insights from the FinX community, so here’s a detailed $GRAB follow-up 🧵👇 https://t.co/bnIbEphRWj
tweet
I wrote my last post to spark debate on the $GRAB investment thesis.
I cut some corners and jumped to (incorrect) conclusions though. I've got some great feedback and insights from the FinX community, so here’s a detailed $GRAB follow-up 🧵👇 https://t.co/bnIbEphRWj
tweet
Offshore
Photo
Stock Analysis Compilation
AVI Global Special Situations Fund on Chrysalis $CHRY LN
Thesis: Starling Bank is a digital-first UK challenger bank with significant cost advantages and strong profitability prospects, while Klarna is a leading global payments provider expected to IPO in 2024, potentially realizing substantial value for the Chrysalis portfolio.
(Extract from their Q4 letter)
tweet
AVI Global Special Situations Fund on Chrysalis $CHRY LN
Thesis: Starling Bank is a digital-first UK challenger bank with significant cost advantages and strong profitability prospects, while Klarna is a leading global payments provider expected to IPO in 2024, potentially realizing substantial value for the Chrysalis portfolio.
(Extract from their Q4 letter)
tweet
Offshore
Photo
Quiver Quantitative
Wow.
In May, we noticed a U.S. Representative buying stock in a German arms manufacturer.
Rheinmetall stock, $RNMBY, has now risen 66% since.
It's up 28% another this week: https://t.co/1Re2WkkHTb
tweet
Wow.
In May, we noticed a U.S. Representative buying stock in a German arms manufacturer.
Rheinmetall stock, $RNMBY, has now risen 66% since.
It's up 28% another this week: https://t.co/1Re2WkkHTb
tweet
Offshore
Video
Startup Archive
Jeff Bezos explains how he decided to quit his job and start Amazon
At 30 years old, Jeff Bezos had great Wall Street job working at the hedge fund D.E. Shaw. When he told his boss David Shaw about his idea to start an internet book store, David replied:
“I think this is a good idea, but it would be an even better idea for somebody who didn’t already have a good job.”
That made logical sense to Jeff, but he ultimately decided that the best way to make a very personal decision like this was to project himself forward to age 80:
“When I’m 80 years old, I want to have minimized the number of regrets that I have. I don’t want to be 80 years old, in a quiet moment of reflection, thinking back over my life and cataloging a bunch of major regrets.”
And Jeff believes that our biggest regrets are acts of omission:
“It’s paths not taken that haunt us. We wonder what would have happened: I loved that person and I never told them, and then they married somebody else.”
Once Jeff thought about it this way, the answer was immediately obvious to him:
“I knew that when I’m 80, I would never regret trying this thing that I was super excited about and failing. If it failed, fine. I would be very proud of the fact when I’m 80 that I tried. And I also knew that it would always haunt me if I didn’t try.”
Jeff believes this regret-minimization framework is a useful lens for any important life decision.
Video source: @Summit (2017)
tweet
Jeff Bezos explains how he decided to quit his job and start Amazon
At 30 years old, Jeff Bezos had great Wall Street job working at the hedge fund D.E. Shaw. When he told his boss David Shaw about his idea to start an internet book store, David replied:
“I think this is a good idea, but it would be an even better idea for somebody who didn’t already have a good job.”
That made logical sense to Jeff, but he ultimately decided that the best way to make a very personal decision like this was to project himself forward to age 80:
“When I’m 80 years old, I want to have minimized the number of regrets that I have. I don’t want to be 80 years old, in a quiet moment of reflection, thinking back over my life and cataloging a bunch of major regrets.”
And Jeff believes that our biggest regrets are acts of omission:
“It’s paths not taken that haunt us. We wonder what would have happened: I loved that person and I never told them, and then they married somebody else.”
Once Jeff thought about it this way, the answer was immediately obvious to him:
“I knew that when I’m 80, I would never regret trying this thing that I was super excited about and failing. If it failed, fine. I would be very proud of the fact when I’m 80 that I tried. And I also knew that it would always haunt me if I didn’t try.”
Jeff believes this regret-minimization framework is a useful lens for any important life decision.
Video source: @Summit (2017)
tweet
Offshore
Video
Startup Archive
RT @soleio: The surest way to shape the future:
Write science fiction for tomorrow’s builders
tweet
RT @soleio: The surest way to shape the future:
Write science fiction for tomorrow’s builders
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) tweet
Offshore
Photo
Finding Compounders
Is inflation the investors enemy .
I go into the effect of inflation on your stocks - the full post is on my free newsletter .
The link is in my bio https://t.co/WSJFlJ7ThI
tweet
Is inflation the investors enemy .
I go into the effect of inflation on your stocks - the full post is on my free newsletter .
The link is in my bio https://t.co/WSJFlJ7ThI
tweet