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.
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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.
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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.
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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.
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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
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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.
Offshore
Photo
Umesh
The more you look at it, the more it looks back! https://t.co/my97DsLhgQ
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The more you look at it, the more it looks back! https://t.co/my97DsLhgQ
wow! https://t.co/q31zG7mdTm tweet
Capital Employed
A nice write-up by Ennismore Global Equity Fund, in their recent letter, on Wise $WISE --->
https://t.co/4VsNOYjTzI
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A nice write-up by Ennismore Global Equity Fund, in their recent letter, on Wise $WISE --->
https://t.co/4VsNOYjTzI
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Offshore
Video
Umesh
Prompt: Single unbroken take: true-nadir start, rider bottom-center on a rain-polished crest; the camera surges forward in strict nadir, snaps to moving profile, then melts into helmet-cam as we pitch onto a serpentine descent. Rain sheets sideways; the front dances over standing water, rear steps and catches, ABS murmurs. A rockslide bursts ahead; he feathers the brake, flicks left-right, clears the debris, and spears into steeper curves under whipping branches. The camera tilts with him, then eases into a continuous corkscrew, peeling away from POV into a widening third-person spiral. We punch through the cloud lid into an ultra-high, level true-nadir from the opposite heading, rider bottom-center again. Lightning detonates behind the ridge and a gust drives a rolling wall of mist up the slope; the rider outruns the surge and slices into the whiteness while the camera surges higher, the storm boiling beneath.
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Prompt: Single unbroken take: true-nadir start, rider bottom-center on a rain-polished crest; the camera surges forward in strict nadir, snaps to moving profile, then melts into helmet-cam as we pitch onto a serpentine descent. Rain sheets sideways; the front dances over standing water, rear steps and catches, ABS murmurs. A rockslide bursts ahead; he feathers the brake, flicks left-right, clears the debris, and spears into steeper curves under whipping branches. The camera tilts with him, then eases into a continuous corkscrew, peeling away from POV into a widening third-person spiral. We punch through the cloud lid into an ultra-high, level true-nadir from the opposite heading, rider bottom-center again. Lightning detonates behind the ridge and a gust drives a rolling wall of mist up the slope; the rider outruns the surge and slices into the whiteness while the camera surges higher, the storm boiling beneath.
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