Offshore
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Yellowbrick Investing
Added 53 new stock write-ups to the site (pt final):
@spactrack - $BACQ (overview)
@BlokeOak57182 - $WATR.L (update - bearish)
@SixSigmaCapital - $JD
@jaycurrie - $ECR.V
@WolfpackReports - $3905.T (short)
@snikhs2 - $MDB (overview)
and more... https://t.co/sVmNmvP42H
tweet
Added 53 new stock write-ups to the site (pt final):
@spactrack - $BACQ (overview)
@BlokeOak57182 - $WATR.L (update - bearish)
@SixSigmaCapital - $JD
@jaycurrie - $ECR.V
@WolfpackReports - $3905.T (short)
@snikhs2 - $MDB (overview)
and more... https://t.co/sVmNmvP42H
tweet
Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: chatgpt has 800 million weekly active users and it just became one of the biggest software distribution platform in history.
i went on my first million to break down the wealth creation moment of chatgpt apps.
for the first time, discovery, intent, and transaction all happen in the same place. when someone needs to solve a problem, they open chatgpt, describe what they want, and the right app surfaces instantly. there is no searching, downloading, or sign-up flow.
the opportunity is to build apps that meet users at that exact moment of intent. apps that quietly appear when someone needs help filing taxes, finding a doctor, repairing credit, or pulling a business document.
note: @meetLCA has announced we are building chatgpt apps, go to the website if you're a band doing $5M+ in revenue looking for an app.
this is the new playbook for building chatgpt apps.
build for intent by starting with the questions people already ask every day: help me, find me, do this for me. these are high-signal, high-conversion moments that don’t require advertising.
connect to the real data users care about through the model context protocol. banking, healthcare, government filings, and crm systems all open up as inputs for automation. your app earns trust when it can act on real information instead of generating text.
use openai’s sdk ui to make each workflow tangible. give people sliders to explore cost scenarios, maps for discovery, calculators for quick answers, and checklists for next steps. each interaction should feel like a single focused experience, not a mini website.
monetize through action. the right chatgpt app earns the second it’s used, not through long funnels or paywalls. charge small transaction fees, take affiliate revenue from connected services, or add light subscriptions for repeat users.
in this MFM pod i gave away 3+ startups ideas to get your creative juices flowing. thanks to @thesamparr for having me on and nerding out with me.
history’s repeating itself.
first websites, then mobile apps, now chatgpt apps.
early builders always win.
tweet
RT @gregisenberg: chatgpt has 800 million weekly active users and it just became one of the biggest software distribution platform in history.
i went on my first million to break down the wealth creation moment of chatgpt apps.
for the first time, discovery, intent, and transaction all happen in the same place. when someone needs to solve a problem, they open chatgpt, describe what they want, and the right app surfaces instantly. there is no searching, downloading, or sign-up flow.
the opportunity is to build apps that meet users at that exact moment of intent. apps that quietly appear when someone needs help filing taxes, finding a doctor, repairing credit, or pulling a business document.
note: @meetLCA has announced we are building chatgpt apps, go to the website if you're a band doing $5M+ in revenue looking for an app.
this is the new playbook for building chatgpt apps.
build for intent by starting with the questions people already ask every day: help me, find me, do this for me. these are high-signal, high-conversion moments that don’t require advertising.
connect to the real data users care about through the model context protocol. banking, healthcare, government filings, and crm systems all open up as inputs for automation. your app earns trust when it can act on real information instead of generating text.
use openai’s sdk ui to make each workflow tangible. give people sliders to explore cost scenarios, maps for discovery, calculators for quick answers, and checklists for next steps. each interaction should feel like a single focused experience, not a mini website.
monetize through action. the right chatgpt app earns the second it’s used, not through long funnels or paywalls. charge small transaction fees, take affiliate revenue from connected services, or add light subscriptions for repeat users.
in this MFM pod i gave away 3+ startups ideas to get your creative juices flowing. thanks to @thesamparr for having me on and nerding out with me.
history’s repeating itself.
first websites, then mobile apps, now chatgpt apps.
early builders always win.
tweet
Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
Free business idea (you could build this weekend)
The 1st tax app in ChatGPT.
Picture it: “Chat, file my quarterly taxes"
No forms. No downloads. No tax knowledge needed.
Here’s the play:
• Build TaxGPT inside ChatGPT
• Why? It can already connect to Stripe/Plaid
• Undercut everyone at $10/month
TurboTax has 100M users.
You only need 1% to switch.
1M users × $10 = $10M opportunity
You have 8 weeks until tax panic starts.
So... who's building tonight
tweet
Free business idea (you could build this weekend)
The 1st tax app in ChatGPT.
Picture it: “Chat, file my quarterly taxes"
No forms. No downloads. No tax knowledge needed.
Here’s the play:
• Build TaxGPT inside ChatGPT
• Why? It can already connect to Stripe/Plaid
• Undercut everyone at $10/month
TurboTax has 100M users.
You only need 1% to switch.
1M users × $10 = $10M opportunity
You have 8 weeks until tax panic starts.
So... who's building tonight
tweet
Dimitry Nakhla | Babylon Capital®
RT @IvankaTrump: I want to thank my father @realDonaldTrump for his unbending leadership in bringing real hope for lasting peace to a region that has known so much pain and heartbreak.
Deeply proud of my husband @jaredkushner and Steve Witkoff, whose vision and perseverance remind us that even in the darkest moments, progress is possible. Their tireless work has given new hope to families who dream of safety, dignity, and opportunity.
I won’t fully celebrate until every hostage has been returned and peace prevails. But I hold on to hope that one day we will dance again, and maybe even dance together.
Praying for healing, unity, and lasting peace.
tweet
RT @IvankaTrump: I want to thank my father @realDonaldTrump for his unbending leadership in bringing real hope for lasting peace to a region that has known so much pain and heartbreak.
Deeply proud of my husband @jaredkushner and Steve Witkoff, whose vision and perseverance remind us that even in the darkest moments, progress is possible. Their tireless work has given new hope to families who dream of safety, dignity, and opportunity.
I won’t fully celebrate until every hostage has been returned and peace prevails. But I hold on to hope that one day we will dance again, and maybe even dance together.
Praying for healing, unity, and lasting peace.
tweet
Dimitry Nakhla | Babylon Capital®
RT @TihoBrkan: Warren Buffett underperformed all bubble periods, was written off every time, and yet, in the end, outperformed almost everyone in the very long run.
He missed the following… 👇🏽
1) He underperformed the Nifty 50 bubble in the early 1970s. He actually sat out the whole thing all the way to the peak.
2) He underperformed the dot com bubble in the late 90s, and many people wrote him off, claiming “he lost his touch”. He didn’t own a single internet or tech name. People laughed and ridiculed him for years.
3) He underperformed the commodities bubble in the early 2000s. He didn’t own any miners, any commodities (including gold), and had virtually no exposure to emerging markets by their peak late 2007.
He is now underperforming the AI bubble too (even though he recently retired). The ChaptGPT moment occurred during the 2022 bear market and Buffett has not bothered to purchase even one AI stock since.
Buffett never felt the emotion of FOMO or never thought that his opportunity cost is crowds insanity (bidding up stock prices). And yes, despite underperforming during every single bubble period, he achieved an incredible CAGR track record that almost no one can match (and might never match it in the future).
You don’t need to catch everything. We are not playing Pokémon. This is intelligent investing and you should only strike at fat pitches and no brainers.
Avoid everything else.
And remove emotional decision making (formally known as affect heuristic), including envy. It really doesn’t matter if your neighbour is getting richer faster than you are with AI hype.
tweet
RT @TihoBrkan: Warren Buffett underperformed all bubble periods, was written off every time, and yet, in the end, outperformed almost everyone in the very long run.
He missed the following… 👇🏽
1) He underperformed the Nifty 50 bubble in the early 1970s. He actually sat out the whole thing all the way to the peak.
2) He underperformed the dot com bubble in the late 90s, and many people wrote him off, claiming “he lost his touch”. He didn’t own a single internet or tech name. People laughed and ridiculed him for years.
3) He underperformed the commodities bubble in the early 2000s. He didn’t own any miners, any commodities (including gold), and had virtually no exposure to emerging markets by their peak late 2007.
He is now underperforming the AI bubble too (even though he recently retired). The ChaptGPT moment occurred during the 2022 bear market and Buffett has not bothered to purchase even one AI stock since.
Buffett never felt the emotion of FOMO or never thought that his opportunity cost is crowds insanity (bidding up stock prices). And yes, despite underperforming during every single bubble period, he achieved an incredible CAGR track record that almost no one can match (and might never match it in the future).
You don’t need to catch everything. We are not playing Pokémon. This is intelligent investing and you should only strike at fat pitches and no brainers.
Avoid everything else.
And remove emotional decision making (formally known as affect heuristic), including envy. It really doesn’t matter if your neighbour is getting richer faster than you are with AI hype.
tweet
Offshore
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Capital Employed
Another fresh batch of Q3 fund letters just added...
https://t.co/wUDSfhTdYl https://t.co/EqGdBauv3d
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Another fresh batch of Q3 fund letters just added...
https://t.co/wUDSfhTdYl https://t.co/EqGdBauv3d
tweet
Quiver Quantitative
Our post from this morning, when the market was green:
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Our post from this morning, when the market was green:
JUST IN: Representative Julie Johnson just filed up to $300K of stock sales.
She sold 20 different stocks.
Full trade list up on Quiver. tweet
X (formerly Twitter)
Quiver Quantitative (@QuiverQuant) on X
JUST IN: Representative Julie Johnson just filed up to $300K of stock sales.
She sold 20 different stocks.
Full trade list up on Quiver.
She sold 20 different stocks.
Full trade list up on Quiver.