Offshore
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Hidden Value Gems
Have I seen this chart already?
$WRB is a specialist insurance still run by its founder (the largest shareholder), trading at 14x P/E.
Mitsui Sumitomo (10% holder) increased its stake recently. https://t.co/IoanaHaH2R
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Have I seen this chart already?
$WRB is a specialist insurance still run by its founder (the largest shareholder), trading at 14x P/E.
Mitsui Sumitomo (10% holder) increased its stake recently. https://t.co/IoanaHaH2R
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Offshore
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Dimitry Nakhla | Babylon Capital®
$ASML Quarterly Net Bookings 💵
Q1 2024: €3.61B (-4%YoY)
Q2 2024: €5.57B (+24% YoY)
Q3 2024: €2.63B (+1% YoY)
Q4 2024: €7.09B (-23%% YoY)
Q1 2025: €3.94B (+9% YoY)
Q2 2025: €5.54B (+24% YoY)
Q3 2025: €5.39B (+53% YoY)
Q4 2025: €13.15B (+85% YoY) https://t.co/2wjeWEw2ZW
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$ASML Quarterly Net Bookings 💵
Q1 2024: €3.61B (-4%YoY)
Q2 2024: €5.57B (+24% YoY)
Q3 2024: €2.63B (+1% YoY)
Q4 2024: €7.09B (-23%% YoY)
Q1 2025: €3.94B (+9% YoY)
Q2 2025: €5.54B (+24% YoY)
Q3 2025: €5.39B (+53% YoY)
Q4 2025: €13.15B (+85% YoY) https://t.co/2wjeWEw2ZW
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Offshore
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App Economy Insights
$ASML ASML Q4 FY25:
• Net bookings €13.2B (€6.9B beat).
• Net sales +5% Y/Y to €9.7B (€0.1B beat).
• Gross margin 52% (+0pp Y/Y).
• Operating margin 35% (-1pp Y/Y).
• EPS €7.35 (€0.23 miss).
• FY26 Net sales ~€36.5B (€1.4B beat). https://t.co/pLPBwwL51F
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$ASML ASML Q4 FY25:
• Net bookings €13.2B (€6.9B beat).
• Net sales +5% Y/Y to €9.7B (€0.1B beat).
• Gross margin 52% (+0pp Y/Y).
• Operating margin 35% (-1pp Y/Y).
• EPS €7.35 (€0.23 miss).
• FY26 Net sales ~€36.5B (€1.4B beat). https://t.co/pLPBwwL51F
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Offshore
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God of Prompt
RT @godofprompt: 🚨 BREAKING: Anthropic just changed how you work with AI.
You can now interact with Asana, Slack, Figma, and 10+ tools directly inside Claude without switching tabs.
Here's everything that just became possible: https://t.co/bhus4oqevz
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RT @godofprompt: 🚨 BREAKING: Anthropic just changed how you work with AI.
You can now interact with Asana, Slack, Figma, and 10+ tools directly inside Claude without switching tabs.
Here's everything that just became possible: https://t.co/bhus4oqevz
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Hidden Value Gems
Hargreaves Services, a little known UK small-cap, reported a 46% and 23% growth in revenue and EBITDA, raising interim dividends (+5%) and announcing plans for a £15mn capital returns (via a tender offer at a premium to market price) - 6.5% of the Mkt Cap.
I presented Hargreaves to my Premium subscribers in 2024.
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Hargreaves Services, a little known UK small-cap, reported a 46% and 23% growth in revenue and EBITDA, raising interim dividends (+5%) and announcing plans for a £15mn capital returns (via a tender offer at a premium to market price) - 6.5% of the Mkt Cap.
I presented Hargreaves to my Premium subscribers in 2024.
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Offshore
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God of Prompt
RT @godofprompt: 99% of creators who "run out of ideas" actually have thousands of ideas.
They just don't have a system to extract them.
I built a prompt that turns Claude into a content system architect.
Feed it your brain dump. Get a month of content back.
Stealing this from my $199 bundle👇
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RT @godofprompt: 99% of creators who "run out of ideas" actually have thousands of ideas.
They just don't have a system to extract them.
I built a prompt that turns Claude into a content system architect.
Feed it your brain dump. Get a month of content back.
Stealing this from my $199 bundle👇
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Offshore
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God of Prompt
RT @godofprompt: 🚨 This paper just murdered the foundation of every AI model you've ever used.
A researcher proved you can match Transformer performance WITHOUT computing a single attention weight.
Here's what changed (and why this matters now): https://t.co/1xZkxCHzin
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RT @godofprompt: 🚨 This paper just murdered the foundation of every AI model you've ever used.
A researcher proved you can match Transformer performance WITHOUT computing a single attention weight.
Here's what changed (and why this matters now): https://t.co/1xZkxCHzin
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Offshore
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God of Prompt
Telling an LLM to "act as an expert" is lazy and doesn't work.
I tested 47 persona configurations across Claude, GPT-4, and Gemini.
Generic personas = 60% quality
Specific personas = 94% quality
Here's how to actually get expert-level outputs: https://t.co/iFZPTtp6Oh
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Telling an LLM to "act as an expert" is lazy and doesn't work.
I tested 47 persona configurations across Claude, GPT-4, and Gemini.
Generic personas = 60% quality
Specific personas = 94% quality
Here's how to actually get expert-level outputs: https://t.co/iFZPTtp6Oh
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