⁠iinvested
1Q'25 Baron Fifth Avenue Growth Fund on $LLY, $IOT, $KKR

More fund letters here:
https://t.co/NM0463QOZj https://t.co/ZVPAbKwncr
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⁠The All-In Podcast
BESTIES ARE BACK! 🚨

huge week:

-- 12 day war ends in us-led ceasefire

-- how markets digested it + future of the region

-- why socialism won in nyc, what it means for the democratic establishment

-- stocks hit all-time highs completing wild turnaround

-- science corner: aging reversal out of china

-- anthropic and meta get favorable rulings on ai copyright

(0:00) bestie intros: the core four is back!

(1:38) launching all-in tequila!

(7:01) 12 day war ends in us-led ceasefire: what it means for the future of the region

(29:48) how markets digested the last few weeks in the middle east, crucial role of energy independence

(39:58) democratic socialist zohran mamdani upsets andrew cuomo in the democratic primary for nyc mayor

(1:06:02) science corner: stem cell-driven aging reversal out of china

(1:18:09) market at all-time highs after huge turnaround: bull and bear cases; next fed chair?

(1:32:49) ai copyright: anthropic and meta receive favorable rulings
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⁠Investing visuals
Wide-Moat Business Breakdown Series

No. 2 of 12: $MSFT — The operating system of the world. But it doesn’t come cheap 🏷️
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AkhenOsiris
RT @ConsensusGurus: Trump should tweet one word: "LiDAR"
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AkhenOsiris
RT @ConsensusGurus: Trump should tweet one word: "LiDAR"
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AkhenOsiris
RT @ConsensusGurus: Trump should tweet one word: "LiDAR"
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AkhenOsiris
$APP

Job well done by Chen.

Director Chen Herald Y exercised 250,000 shares at a strike of $5.05 and sold $108,413,126 worth of shares (250,200 units at $433.31)
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Aadit Sheth
RT @aaditsh: This guy literally dropped the best advice on building a startup in 2025 https://t.co/Uu6D3sWilg
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Intuit $INTU Q4 2025 Earnings Report 🗓️

REV: $3.83B (+20% YoY)
EPS: $2.75 (+38% YoY)

Full Year 2026 Guidance 👇🏽 https://t.co/QJ35poWAD7

Intuit $INTU Q4 2025 Estimates 🗓️

REV: $3.74B (+18% YoY)
EPS: $2.12 (+7% YoY)

FY Segments & KPIs 👇🏽 (FiscalAI) https://t.co/brQV7wcw0k - Dimitry Nakhla | Babylon Capital®
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Aadit Sheth
MIT literally packed 7 hours with everything you need to know about Gen AI for free https://t.co/qW90AfIQcR
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