Offshore
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memenodes
Nuclear weapons are the only true way to ensure your sovereignty
Thank me later https://t.co/I0BI4hZEDD
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Nuclear weapons are the only true way to ensure your sovereignty
Thank me later https://t.co/I0BI4hZEDD
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $UBER trades for a fairly attractive price $82💵
2026 EPS➡️ $4.25 (-32%)
2027 EPS ➡️ $5.11 (+20%)
2028 EPS ➡️ $5.92 (+16%)
CAGR at various multiples assuming 2028 EPS Est of $5.92:
24x | 20%
23x | 18%
22x | 16%
21x | 15%
20x | 13%
19x | 11%
18x | 9% https://t.co/CnF5y2GAdQ
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RT @DimitryNakhla: $UBER trades for a fairly attractive price $82💵
2026 EPS➡️ $4.25 (-32%)
2027 EPS ➡️ $5.11 (+20%)
2028 EPS ➡️ $5.92 (+16%)
CAGR at various multiples assuming 2028 EPS Est of $5.92:
24x | 20%
23x | 18%
22x | 16%
21x | 15%
20x | 13%
19x | 11%
18x | 9% https://t.co/CnF5y2GAdQ
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The Few Bets That Matter
Diversification is a poison for most investors, especially small ones.
Too many people run a $100,000 portfolio with 20 positions - each with different convictions.
What is the point of allocating $5,000 to an idea?
Even if you are right and the stock shoots 100%, your portfolio gains just 5%. $5,000. While a 100% performance is hell of a jump.
Meanwhile, your highest-conviction idea, the one you spent hours or days researching, gets only $10,000. In a best-case scenario, it barely moves the needle.
And your goal with a $100,000 portfolio is probably not $110,000, but $250,000 or $500,000+. Diversification makes no sense.
Your biggest ideas should be massively larger than your weakest ones. Heck, your weakest one doesn't even have a place in your portfolio.
When conviction is high, bet big.
Otherwise, being right won’t even matter.
Make. It. Matter.
tweet
Diversification is a poison for most investors, especially small ones.
Too many people run a $100,000 portfolio with 20 positions - each with different convictions.
What is the point of allocating $5,000 to an idea?
Even if you are right and the stock shoots 100%, your portfolio gains just 5%. $5,000. While a 100% performance is hell of a jump.
Meanwhile, your highest-conviction idea, the one you spent hours or days researching, gets only $10,000. In a best-case scenario, it barely moves the needle.
And your goal with a $100,000 portfolio is probably not $110,000, but $250,000 or $500,000+. Diversification makes no sense.
Your biggest ideas should be massively larger than your weakest ones. Heck, your weakest one doesn't even have a place in your portfolio.
When conviction is high, bet big.
Otherwise, being right won’t even matter.
Make. It. Matter.
tweet
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Quiver Quantitative
Holy cow.
Yesterday, a new account on Polymarket made a massive bet that Maduro would be out of office by January 31st.
Today, the United States carried out strikes on Venezuela and captured Maduro.
The trader has now made over $400K.
Insider or lucky? https://t.co/dHqThzccuB
tweet
Holy cow.
Yesterday, a new account on Polymarket made a massive bet that Maduro would be out of office by January 31st.
Today, the United States carried out strikes on Venezuela and captured Maduro.
The trader has now made over $400K.
Insider or lucky? https://t.co/dHqThzccuB
tweet