Offshore
Video
The All-In Podcast
Tim Dillon Explains Hollywood's DEI Facade
@TimJDillon on E224:
"It was this weird time where you had the worst people in the world trying to convince you that they had an interest in marginalized voices because they thought there was money there."
"Well, guess what? It turns out Americans don't really like to be patronized."
"They were never making TV that minorities wanted to watch. They were making TV that guilty white liberals wanted to watch."
"And as soon as it stopped being profitable, all the executives in Hollywood that supposedly cared so much about the marginalized voices rediscovered the profit motive."
"These are LA executives. They're monsters. They care nothing about anything, and that's why they're good at their job, right?"
"If I called my agent today and said, 'I'm really tired doing everything I'm doing,' he'd say, 'Have you tried drugs?'"
"The way that town works is you have a bunch of people that believe in nothing, and they can't, they can't and be effective."
"They have to go whichever way the wind is blowing."
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Tim Dillon Explains Hollywood's DEI Facade
@TimJDillon on E224:
"It was this weird time where you had the worst people in the world trying to convince you that they had an interest in marginalized voices because they thought there was money there."
"Well, guess what? It turns out Americans don't really like to be patronized."
"They were never making TV that minorities wanted to watch. They were making TV that guilty white liberals wanted to watch."
"And as soon as it stopped being profitable, all the executives in Hollywood that supposedly cared so much about the marginalized voices rediscovered the profit motive."
"These are LA executives. They're monsters. They care nothing about anything, and that's why they're good at their job, right?"
"If I called my agent today and said, 'I'm really tired doing everything I'm doing,' he'd say, 'Have you tried drugs?'"
"The way that town works is you have a bunch of people that believe in nothing, and they can't, they can't and be effective."
"They have to go whichever way the wind is blowing."
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Offshore
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Dimitry Nakhla | Babylon Capital®
Lam Research $LRCX is a quality semiconductor stock for long-term investors
Beyond stellar financials, ~40% of revenue comes from recurring-like services (Customer Support). Lower margins (30-35%) than systems sales, yet more predictable, softening sector volatility
$LRCX large and expanding installed base (decades of equipment sales) ensures a steady need for support
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Lam Research $LRCX is a quality semiconductor stock for long-term investors
Beyond stellar financials, ~40% of revenue comes from recurring-like services (Customer Support). Lower margins (30-35%) than systems sales, yet more predictable, softening sector volatility
$LRCX large and expanding installed base (decades of equipment sales) ensures a steady need for support
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Offshore
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Dimitry Nakhla | Babylon Capital®
Take a look at $MSCI quarterly revenue over the past 10 years (40 quarters) 🤯
1. Revenue declined in just 3/40 quarters
2. Revenue increased in 37/40 quarters
It doesn’t get more predictable than that
Keep in mind, this is Q/Q not Y/Y, which makes it even more impressive 🌐 https://t.co/i0IpRNsBA8
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Take a look at $MSCI quarterly revenue over the past 10 years (40 quarters) 🤯
1. Revenue declined in just 3/40 quarters
2. Revenue increased in 37/40 quarters
It doesn’t get more predictable than that
Keep in mind, this is Q/Q not Y/Y, which makes it even more impressive 🌐 https://t.co/i0IpRNsBA8
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Offshore
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Finding Compounders
Warren Buffett article on Forbes
“Now is the time to invest and get rich”- Warren Buffett https://t.co/RRzDt1x5XE
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Warren Buffett article on Forbes
“Now is the time to invest and get rich”- Warren Buffett https://t.co/RRzDt1x5XE
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