Michael Fritzell (Asian Century Stocks)
The watchlist has been added to the top menu bar https://t.co/cn1kE9L4Ns
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Dimitry Nakhla | Babylon Capital®
25 Quality Stocks With Estimated EPS CAGR ≥15% Over the Next 2 Years 💵

1. $INTU 15%
2. $BKNG 16%
3. $GE 16%
4. $MSFT 16%
5. $AMZN 17%
6. $MA 17%
7. $KLAC 18%
8. $HWM 19%
9. $TXN 19%
10. $CSU 20%
11. $NOW 20%
12. $NFLX 22%
13. $ANET 24%
14. $APH 24%
15. $AXON 24%
16. $TSM 29%
17. $LRCX 30%
18. $FICO 33%
19. $ALAB 35%
20. $PLTR 35%
21. $FTAI 42%
22. $MELI 44%
23. $NVDA 45%
24. $AMD 61%
25. $GEV 74%
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Jukan
As usual, AYZ has dropped another brilliant piece.

He starts by firmly disclaiming that it’s not financial advice, but the moment I read it, I couldn’t help but go ahead and invest lol. https://t.co/VMwMshEdYu
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Michael Fritzell (Asian Century Stocks)
RT @arctotherium42: In the early 20th century, Chinese intellectuals who studied overseas in Japan or the US tended to become right-wing, those who studied in France tended to become Communists. https://t.co/RMJSkSgjJx
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Moon Dev
Stop Guessing Price: How Jim Simons Used Physics to Crack the Market Code
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Michael Fritzell (Asian Century Stocks)
RT @henrysgao: If you live long enough... https://t.co/68Xa5Bz2Zm
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Startup Archive
Marc Andreessen on the 3 things he looks for when investing in a startup

The first thing Marc Andreesen looks for is a big market:

“Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?”

The second thing he looks for is a 10x better product:

“Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.”

The third is the team:

“Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.”

Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product:

“A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”
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Startup Archive
Marc Andreessen on the 3 things he looks for when investing in a startup

The first thing Marc Andreesen looks for is a big market:

“Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?”

The second thing he looks for is a 10x better product:

“Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.”

The third is the team:

“Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.”

Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product:

“A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”
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Moon Dev
🚨 Clawcode for Trading (as a real quant) https://t.co/31Mkdeupxs
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Dimitry Nakhla | Babylon Capital®
Dev Kantesaria is famously known for having very little trading activity — and an exceptional long-term track record.

When asked what his “secret sauce” is to staying away from the sell button, his answer was simple:

Focus on 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐪𝐮𝐚𝐥𝐢𝐭𝐲.

“It’s a much easier way to make money, it’s more tax efficient, and it’s a more predictable way to make money. So the lack of turnover is really nothing other than a natural outcome of how we think about business quality.”
___

Dev credits the Warren Buffett and Charlie Munger playbook — avoid short-term trading (speculation) and instead own companies that can compound intrinsic value year after year for decades.

This ties closely to Chris Hohn’s emphasis on long-termism.

𝘞𝘩𝘦𝘯 𝘺𝘰𝘶 𝘢𝘯𝘤𝘩𝘰𝘳 𝘰𝘯 𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘢𝘯𝘥 𝘥𝘶𝘳𝘢𝘣𝘪𝘭𝘪𝘵𝘺, 𝘥𝘰𝘪𝘯𝘨 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘣𝘦𝘤𝘰𝘮𝘦𝘴 𝘵𝘩𝘦 𝘥𝘦𝘧𝘢𝘶𝘭𝘵 — 𝘢𝘯𝘥 𝘰𝘧𝘵𝘦𝘯 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘱𝘳𝘰𝘧𝘪𝘵𝘢𝘣𝘭𝘦 𝘢𝘤𝘵𝘪𝘰𝘯.

Video: Good Investing Talks Podcast (10/27/2022)
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Moon Dev
🚨 Clawbot for Autonomous Trading 24/7 https://t.co/3qQyYwkWBi
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Javier Blas
COLUMN: India, the world's top-3 energy consumer, is typically worried about shorages and prices.

Currently, though, everyone in New Delhi feels relaxed. Ask officials and executives, many are convinced oil and gas have become a buyer’s market.

@Opinion https://t.co/oeAGzz8Lip
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