Offshore
Video
Brady Long
RT @compliantvc: American VCs brag about 48-hour due diligence.
I once spent 48 hours reviewing a startup’s cookie consent implementation.
We passed.
Speed is not a virtue.
Speed is a compliance violation waiting to happen.
In my Masterclass, I explain why “move fast and break things” is how empires collapse.
Lesson 5: Why American VCs Are Wrong About Speed.
Only serious founders will understand.
tweet
RT @compliantvc: American VCs brag about 48-hour due diligence.
I once spent 48 hours reviewing a startup’s cookie consent implementation.
We passed.
Speed is not a virtue.
Speed is a compliance violation waiting to happen.
In my Masterclass, I explain why “move fast and break things” is how empires collapse.
Lesson 5: Why American VCs Are Wrong About Speed.
Only serious founders will understand.
tweet
Offshore
Photo
Benjamin Hernandez😎
$ARMK: Aramark’s Stealth Breakout
Up +3.52% on a Buy rating. Consumer services are getting selective, and $ARMK is winning the execution game in institutional dining services.
Next move for $ARMK is tracked in my pinned post.
$ARMK $SBUX $DRI $MAR $DIS https://t.co/zeHzterNUE
tweet
$ARMK: Aramark’s Stealth Breakout
Up +3.52% on a Buy rating. Consumer services are getting selective, and $ARMK is winning the execution game in institutional dining services.
Next move for $ARMK is tracked in my pinned post.
$ARMK $SBUX $DRI $MAR $DIS https://t.co/zeHzterNUE
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJIdBXe
Being early changes the game
$PLTR $SOFI $AMD $OPEN tweet
Offshore
Photo
Bourbon Capital
John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position
Long $AMZN https://t.co/QExPBxXao9
tweet
John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position
Long $AMZN https://t.co/QExPBxXao9
$AMZN keeps getting cheaper https://t.co/XiDsV7Wp3N tweet
Offshore
Photo
Bourbon Capital
John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position
Long $AMZN https://t.co/cC5ZsqkdeP
tweet
John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position
Long $AMZN https://t.co/cC5ZsqkdeP
$AMZN keeps getting cheaper https://t.co/XiDsV7Wp3N tweet
Offshore
Photo
The Transcript
$RLX CEO: "Q4 revenue was $1.4 billion, up 43% year-over-year, and our Q4 bookings were at $2.2 billion, which is up 63% year-over-year..In 2025, we significantly exceeded our guidance, both on revenue, where we grew by 36%, and on bookings, where we grew by 55% year-over-year" https://t.co/Fw64CPrF4g
tweet
$RLX CEO: "Q4 revenue was $1.4 billion, up 43% year-over-year, and our Q4 bookings were at $2.2 billion, which is up 63% year-over-year..In 2025, we significantly exceeded our guidance, both on revenue, where we grew by 36%, and on bookings, where we grew by 55% year-over-year" https://t.co/Fw64CPrF4g
tweet
Offshore
Video
Quiver Quantitative
JUST IN: Representative Balint vs. Attorney General Pam Bondi https://t.co/ByVgGdvaSS
tweet
JUST IN: Representative Balint vs. Attorney General Pam Bondi https://t.co/ByVgGdvaSS
tweet
Offshore
Photo
Javier Blas
CHART OF THE DAY: If anything characterised January was oil outages: Kazakhstan, Venezuela, and the US (due to weather), plus several others. In total, it adds to nearly 3m b/d, highest in about 18 months, according to the @EIAgov https://t.co/Gb7hmQGvLw
tweet
CHART OF THE DAY: If anything characterised January was oil outages: Kazakhstan, Venezuela, and the US (due to weather), plus several others. In total, it adds to nearly 3m b/d, highest in about 18 months, according to the @EIAgov https://t.co/Gb7hmQGvLw
tweet
Offshore
Photo
Javier Blas
OIL MARKET: President Trump says he told Israeli Primer Minister Netanyahu that his preference is to cut a deal with Iran. “I insisted that negotiations with Iran continue to see whether or not a deal can be consummated.” https://t.co/VhkfL7QBHF
tweet
OIL MARKET: President Trump says he told Israeli Primer Minister Netanyahu that his preference is to cut a deal with Iran. “I insisted that negotiations with Iran continue to see whether or not a deal can be consummated.” https://t.co/VhkfL7QBHF
tweet
Offshore
Video
Dimitry Nakhla | Babylon Capital®
$ASML
tweet
$ASML
Our extreme ultraviolet (EUV) lithography systems print features just 13 nm wide – orders of magnitude smaller than the letters in even the densest books – because that’s the level of detail and complexity needed to make today’s advanced chips a reality. https://t.co/uI77TartUX tweet