Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MSFT has compounded at 20% CAGR since July 2018 — with essentially no multiple expansion.

Today, $MSFT trades ~22x forward earnings. With the stock now re-rated lower, multiple compression is far less likely to be a headwind to future returns from here. https://t.co/6Jemh2JlGc
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Lumida Wealth Management
Nike made 5,000 pairs of Travis Scott Jordan 1s in 2019.

Sold out in seconds at $175.

Resale market: $2,500 per pair.

Nike could've made 500,000 pairs.

That's $87 million in revenue they deliberately left on the table.

That's manufactured scarcity. https://t.co/DPGMeLAVry
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God of Prompt
RT @godofprompt: Stop telling LLMs like Claude and ChatGPT what to do.

Start asking them questions instead.

I replaced all my instruction prompts with question prompts.

Output quality: 6.2/10 → 9.1/10

This is called "Socratic prompting" and here's how it works: https://t.co/UWgQXYHS0D
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God of Prompt
RT @alex_prompter: After 3 years of using Claude, I can say that it is the technology that has revolutionized my life the most, along with the Internet.

So here are 10 prompts that have transformed my day-to-day life and that could do the same for you: https://t.co/AO8UznCSxf
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Fiscal.ai
YouTube has grown its advertising revenue at 22% a year... while pushing users towards its ad-free subscription.

What a business.

$GOOGL https://t.co/cxzwo3RBNQ
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God of Prompt
RT @alex_prompter: OpenClaw broke the internet

But you DON'T need to setup any servers to use it

Here's the easiest way to run OpenClaw on a website

No Mac Minis required https://t.co/6xspOtHaxT
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Javier Blas
OIL MARKET: Nearly four years later, the EU is throwing the towel on the G7 Russian oil price cap, and going back to its original idea of May 2022: a full ban on maritime services.

Let's hope Washington won't stop it this time.
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The Few Bets That Matter
How W. Buffett Broke Retails' Critical Thinking
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Quiver Quantitative
Wow.

Carpenter stock has now risen 10% since we posted this report on Wednesday night.

Up another 5% today. https://t.co/fZEBSxVDs0
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Javier Blas
CHART OF THE DAY: Last year, President Trump promised lower beef prices (in part with more imports from Argetina). So far, he has failed.

After a brief drop in Oct-Nov following his comments, US live cattle wholesale prices have recovered to near an all-time high again. https://t.co/B8KVYr1LUt
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God of Prompt
RT @godofprompt: Stop telling LLMs like Claude and ChatGPT what to do.

Start asking them questions instead.

I replaced all my instruction prompts with question prompts.

Output quality: 6.2/10 → 9.1/10

This is called "Socratic prompting" and here's how it works: https://t.co/UWgQXYHS0D
tweet