Offshore
Video
Brady Long
why is this legal?
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why is this legal?
this is scary.. GeoSpy AI can track your exact location using social media photos in 2 secs and show it in 3D.
upload photo -> get coordinates. https://t.co/b49qimXKWy tweet
Offshore
Video
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Chris Hohn on Google & an underrated investing lesson $GOOGL $GOOG:
“We have a position in Alphabet… Maybe our most ‘risky’ investment… We have some level of protection because there are businesses like YouTube, and their Cloud business… We think they have a lot advantages of their data.”
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𝘛𝘩𝘦 𝘭𝘦𝘴𝘴𝘰𝘯:
𝙎𝙤𝙢𝙚𝙩𝙞𝙢𝙚𝙨 𝙬𝙝𝙖𝙩 𝙡𝙤𝙤𝙠𝙨 𝙡𝙞𝙠𝙚 𝙩𝙝𝙚 𝙧𝙞𝙨𝙠𝙞𝙚𝙨𝙩 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙤𝙣 𝙩𝙝𝙚 𝙨𝙪𝙧𝙛𝙖𝙘𝙚 𝙘𝙖𝙣 𝙗𝙚𝙘𝙤𝙢𝙚 𝙩𝙝𝙚 𝙢𝙤𝙨𝙩 𝙖𝙩𝙩𝙧𝙖𝙘𝙩𝙞𝙫𝙚 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙛𝙚𝙖𝙧 𝙖𝙣𝙙 𝙨𝙝𝙤𝙧𝙩-𝙩𝙚𝙧𝙢 𝙥𝙚𝙨𝙨𝙞𝙢𝙞𝙨𝙢 𝙖𝙧𝙚 𝙖𝙡𝙧𝙚𝙖𝙙𝙮 𝙥𝙧𝙞𝙘𝙚𝙙 𝙞𝙣, 𝙘𝙧𝙚𝙖𝙩𝙞𝙣𝙜 𝙖 𝙡𝙖𝙧𝙜𝙚 𝙢𝙖𝙧𝙜𝙞𝙣 𝙤𝙛 𝙨𝙖𝙛𝙚𝙩𝙮.
___
That was the case here — since this interview was published, $GOOG is up +94%
Risk isn’t just about headlines or narratives. It’s about price vs. fundamentals, downside protection, and whether pessimism has gone too far.
𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘰𝘧𝘵𝘦𝘯 𝘳𝘦𝘸𝘢𝘳𝘥 𝘵𝘩𝘰𝘴𝘦 𝘸𝘪𝘭𝘭𝘪𝘯𝘨 𝘵𝘰 𝘭𝘰𝘰𝘬 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯𝘵𝘺 — not around it.
___
Video: In Good Company | Norges Bank Investment Management (05/14/2025)
tweet
RT @DimitryNakhla: Chris Hohn on Google & an underrated investing lesson $GOOGL $GOOG:
“We have a position in Alphabet… Maybe our most ‘risky’ investment… We have some level of protection because there are businesses like YouTube, and their Cloud business… We think they have a lot advantages of their data.”
___
𝘛𝘩𝘦 𝘭𝘦𝘴𝘴𝘰𝘯:
𝙎𝙤𝙢𝙚𝙩𝙞𝙢𝙚𝙨 𝙬𝙝𝙖𝙩 𝙡𝙤𝙤𝙠𝙨 𝙡𝙞𝙠𝙚 𝙩𝙝𝙚 𝙧𝙞𝙨𝙠𝙞𝙚𝙨𝙩 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙤𝙣 𝙩𝙝𝙚 𝙨𝙪𝙧𝙛𝙖𝙘𝙚 𝙘𝙖𝙣 𝙗𝙚𝙘𝙤𝙢𝙚 𝙩𝙝𝙚 𝙢𝙤𝙨𝙩 𝙖𝙩𝙩𝙧𝙖𝙘𝙩𝙞𝙫𝙚 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙛𝙚𝙖𝙧 𝙖𝙣𝙙 𝙨𝙝𝙤𝙧𝙩-𝙩𝙚𝙧𝙢 𝙥𝙚𝙨𝙨𝙞𝙢𝙞𝙨𝙢 𝙖𝙧𝙚 𝙖𝙡𝙧𝙚𝙖𝙙𝙮 𝙥𝙧𝙞𝙘𝙚𝙙 𝙞𝙣, 𝙘𝙧𝙚𝙖𝙩𝙞𝙣𝙜 𝙖 𝙡𝙖𝙧𝙜𝙚 𝙢𝙖𝙧𝙜𝙞𝙣 𝙤𝙛 𝙨𝙖𝙛𝙚𝙩𝙮.
___
That was the case here — since this interview was published, $GOOG is up +94%
Risk isn’t just about headlines or narratives. It’s about price vs. fundamentals, downside protection, and whether pessimism has gone too far.
𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘰𝘧𝘵𝘦𝘯 𝘳𝘦𝘸𝘢𝘳𝘥 𝘵𝘩𝘰𝘴𝘦 𝘸𝘪𝘭𝘭𝘪𝘯𝘨 𝘵𝘰 𝘭𝘰𝘰𝘬 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯𝘵𝘺 — not around it.
___
Video: In Good Company | Norges Bank Investment Management (05/14/2025)
tweet
Offshore
Video
Brady Long
This is gonna ruin so many marriages.
tweet
This is gonna ruin so many marriages.
this is scary.. GeoSpy AI can track your exact location using social media photos in 2 secs and show it in 3D.
upload photo -> get coordinates. https://t.co/b49qimXKWy tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Wow 🤯 … have to share these few pages from “What I Learned About Investing From Darwin” 📖
Take a moment to absorb this. Trust me, it’s worth reading multiple times to fully grasp the concept
The text emphasizes that learning to avoid bad investments (reducing Type I errors) is more critical than finding good ones, suggesting that skepticism in investment decisions might be more valuable than optimism
This underlines the strategy of being a great investor by being a great rejector, focusing on minimizing bad investments to enhance overall investment success
tweet
RT @DimitryNakhla: Wow 🤯 … have to share these few pages from “What I Learned About Investing From Darwin” 📖
Take a moment to absorb this. Trust me, it’s worth reading multiple times to fully grasp the concept
The text emphasizes that learning to avoid bad investments (reducing Type I errors) is more critical than finding good ones, suggesting that skepticism in investment decisions might be more valuable than optimism
This underlines the strategy of being a great investor by being a great rejector, focusing on minimizing bad investments to enhance overall investment success
tweet
Offshore
Photo
The Transcript
Chegg CEO: "As we have expressed, changes in search interfaces continue to impact our traffic"
$CHGG: -8% AH https://t.co/KsyvslTwVG
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Chegg CEO: "As we have expressed, changes in search interfaces continue to impact our traffic"
$CHGG: -8% AH https://t.co/KsyvslTwVG
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Offshore
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The Transcript
$CHGG CFO: "...I’d like to quickly address the delisting notice we received from the NYSE. The notice has no immediate impact on our listing status, and we have ample time and multiple avenues available to regain compliance, including a potential reverse stock split"
tweet
$CHGG CFO: "...I’d like to quickly address the delisting notice we received from the NYSE. The notice has no immediate impact on our listing status, and we have ample time and multiple avenues available to regain compliance, including a potential reverse stock split"
Chegg CEO: "As we have expressed, changes in search interfaces continue to impact our traffic"
$CHGG: -8% AH https://t.co/KsyvslTwVG tweet
Offshore
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The Transcript
ON Semi CEO: "We...met expectations in Q4 25 as we saw increasing signs of stabilization in our key markets.-.."
CFO: "With our major investment cycle behind us and new technologies ramping, we continue to strengthen our financial foundation
$ON: +4% AH https://t.co/xtyMMpToCk
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ON Semi CEO: "We...met expectations in Q4 25 as we saw increasing signs of stabilization in our key markets.-.."
CFO: "With our major investment cycle behind us and new technologies ramping, we continue to strengthen our financial foundation
$ON: +4% AH https://t.co/xtyMMpToCk
tweet
Offshore
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The Transcript
Upwork misses on earnings
CEO "2025 marked the year we rebuilt Upwork for the age of human-plus-AI collaboration, turning global change into a definitive tailwind..."
CFO: "We expect 2026 to be a year of accelerating growth."
$UPWK: -25% AH https://t.co/qEBKqKf8Qx
tweet
Upwork misses on earnings
CEO "2025 marked the year we rebuilt Upwork for the age of human-plus-AI collaboration, turning global change into a definitive tailwind..."
CFO: "We expect 2026 to be a year of accelerating growth."
$UPWK: -25% AH https://t.co/qEBKqKf8Qx
tweet