⁠Quiver Quantitative
Representative Mike Collins bought a crypto called "Virtual Protocols" on January 3rd.

He sold it just 9 days later, after the price fell ~38%.

He bought Ethereum on January 3rd

$ETH has now fallen 17% since then. https://t.co/l8im4Mv7jH
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⁠Stock Analysis Compilation
River Oaks on Innovative Food Holdings $IVFH US

Thesis: Innovative Food Holdings' scalable business model, strategic acquisitions, and debt reduction plan position it for strong long-term growth

(Extract from their Q4 letter) https://t.co/MGhRVe2mAI
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⁠Read
RT @BourbonCap: Soros Capital Management (George Soros) added $SOFI $NVDA $EL $AFRM

Sold 100% of $BABA https://t.co/EdF1sdfjWQ
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⁠Read
RT @JulianGoldieSEO: This FREE AI browser agent does what ChatGPT Pro charges $200/month for... 🤯

• Run AI commands directly in YOUR browser (not some virtual environment!)

• Save $200/month vs ChatGPT's browser agent

• Get UNLIMITED research reports (vs ChatGPT's 3/day limit)

• Control Chrome with DeepSeek or Llama 2 (100% free)

• Draft tweets, search Amazon & automate tasks while you do other things

Full tutorial + setup guide in video 👇
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⁠Read
RT @dangainor: @PandasAndVidya HR should only handle benefits and internal problems. Not hiring. That needs to be done by the department that will supervise the staffer. And approved by whoever is above them.
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⁠Startup Archive
RT @jack: the storytellers create the future. the rest of us build it.

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) - Startup Archive
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⁠Startup Archive
RT @bryce: Reminds me of this section of our conversation with @chr1sa where he describes his process for understanding possible futures through writing his own science fiction https://t.co/iPP3qvu25e

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) - Startup Archive
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⁠Quiver Quantitative
Representative Tim Moore appears to be literally day-trading.

He:

- Bought up to $100K of Harley-Davidson stock on January 3rd
- Sold it on the 7th
- Bought in again on the 9th
- Sold on the 16th
- Bought on the 24th
- Sold on the same day
- Bought in again on the 29th https://t.co/OIlcKCN3Hg
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⁠Hidden Value Gems
Interesting results, thank you for voting!

What is your biggest investment worry this year?
- Rising US debt, inflation
- Trade wars / Geopolitics
- Other
- China - Hidden Value Gems
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⁠Finding Compounders
Why we should care about ROIC and Reinvestment Rates

Source: @HaydenCapital https://t.co/lyFQuY2g3e
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⁠Dimitry Nakhla | Babylon Capital®
Having a more diversified revenue stream is praised as this lowers customer concentration risk

Amid the recent buzz surrounding $EFX & recent 13F’s, here’s a fun fact:
___

What % of total revenue do you think $EFX’s largest client accounts for? 🗳️
- Less than 3%
- Between 3% - 4%
- More than 5%
- Between 4% - 5%
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