Dimitry Nakhla | Babylon Capital®
Chris Hohn Q3 25’ 13F (Dataroma)

Top 5 holdings: $GE $V $MSFT $MCO $SPGI

Top Adds: $V

Foreign securities excluded $SAF https://t.co/k2Lt7d34nn
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Quartr
You probably see this logo every day, without even thinking about it.

That tiny, cursive “Ball” sits on cans of soda, beer, energy drinks, and just about anything else you'd drink out of an aluminum can.

The company behind it, the number one can-packaging partner to the world's largest beverage brands, traces its history back nearly 150 years.

Along the way, it has reinvented itself again and again before ultimately betting everything on aluminum.

Edge #68: Ball.
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Clark Square Capital
If your boss dresses like this, you'll survive the AI bubble burst. https://t.co/uYeSbMqtsg
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Finding Compounders
Notes from Seth Klarman’s MBA lecture https://t.co/wPPJ7DizfQ
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Quiver Quantitative
President Trump's meme coin has now fallen 90% from its all-time high.

Melania Trump's meme coin has fallen 99%.

Still have not seen any politicians buying either of them.
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Clark Square Capital
Anybody see any news on Riskified $RSKD?
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App Economy Insights
🏈 Is Google winning against Disney?

Contract talks broke down.
YouTube TV pulled Disney’s channels.
Now Disney's bleeding ~$4M/day.

Is distribution the real moat?

Here's what's at stake, visualized.
https://t.co/dPgqloJ2SF
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Finding Compounders
Li Lu on the points that changed his life after he attended a Warren Buffett lecture. https://t.co/HUJXYx5PvW
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Finding Compounders
Another investment Li Lu talked about during his lecture at CBS is his investment into Hyundai Department Store H&S.

Li Lu says it should only take 5minutes to go through a S&P manual page before deciding whether you want to dive deeper

This is the page Li Lu saw. https://t.co/4v7N9jwvZX
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