Finding Compounders
The Convictions of a Long Distance Investor

Great piece on Warren Buffett https://t.co/BxDcGan6M8
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App Economy Insights
$CRCL Circle Q3 FY25:

• USDC in circulation +108% Y/Y to $74B.
• Revenue +66% Y/Y to $740M ($40M beat).
• Adjusted EBITDA +78% Y/Y to $166M.

USDC in circulation still expected to rise 40% CAGR. https://t.co/i3RTmyRIiL
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Finding Compounders
Great piece on Lou Simpson , who oversaw GEICO’s investment portfolio

Must Read https://t.co/Y09VSW7h1P
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Quiver Quantitative
JUST IN: A Polymarket trader just bet over $10,000 that Trump will create a tariff dividend before the end of the year.

They will win $97K if they are correct. https://t.co/M94JfEq59E
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Finding Compounders
Legal Matters

with Charlie Munger https://t.co/bqMfjG4vux
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AkhenOsiris
Ed's back:

OAI $MSFT $NVDA

https://t.co/OK8PnuvovO
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AkhenOsiris
OpenAI launches GPT-5.1 Instant and Thinking, upgrades to its troubled GPT-5 flagship and adds more personalization features to ChatGPT.
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AkhenOsiris
Probably a fair question to ask, is Anthropic-sourced revenue considered more "reliable" for lack of a better word due to the largely enterprise clientele?

@PythiaR @obsidiancap1 @SemiAnalysis_ If they’re basing it on fake OpenAI RPO then thy have another thing coming - TrumpGrift Capital🇺🇦
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