The Few Bets That Matter
RT @WealthyReadings: FinX love quoting Buffett & treat his method as the only path for "real investors"
Most don’t even understand his teachings, nor follow them. Even fewer realize his methods won't work for them.
They'll quote him while holding names like $ASTS, speculation like $IONQ, degrading fundamentals like $HIMS, "moat" narratives like $DUOL.
Nothing wrong with those companies but for the fact Buffett would have never bought any of them.
Anyone who adapts to price action, updates a thesis, or reacts to concrete data is labeled a trader, a gambler, a paper hand or simply stupid.
Ironically, Buffett did all of that. If he were young today, many would probably call him a gambler.
Investing is personal. Stock picking must fit your capital, timeframe, objectives, temperament, constraints...
Ideas can be shared. Methods can’t. That applies to Buffett too, copying his playbook simply won’t work anymore…
For very factual reasons 👇
tweet
RT @WealthyReadings: FinX love quoting Buffett & treat his method as the only path for "real investors"
Most don’t even understand his teachings, nor follow them. Even fewer realize his methods won't work for them.
They'll quote him while holding names like $ASTS, speculation like $IONQ, degrading fundamentals like $HIMS, "moat" narratives like $DUOL.
Nothing wrong with those companies but for the fact Buffett would have never bought any of them.
Anyone who adapts to price action, updates a thesis, or reacts to concrete data is labeled a trader, a gambler, a paper hand or simply stupid.
Ironically, Buffett did all of that. If he were young today, many would probably call him a gambler.
Investing is personal. Stock picking must fit your capital, timeframe, objectives, temperament, constraints...
Ideas can be shared. Methods can’t. That applies to Buffett too, copying his playbook simply won’t work anymore…
For very factual reasons 👇
https://t.co/2T2ktXKHPx tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
How W. Buffett Broke Retails' Critical Thinking
Pristine Capital
RT @realpristinecap: If you aren't organizing your folders with Cowork
And producing 5X the AI slop using Openclaw
You
Are
Not
Going
to
Make
it
tweet
RT @realpristinecap: If you aren't organizing your folders with Cowork
And producing 5X the AI slop using Openclaw
You
Are
Not
Going
to
Make
it
tweet
Dimitry Nakhla | Babylon Capital®
Very well written — highly recommend the read. Well worth your time.
tweet
Very well written — highly recommend the read. Well worth your time.
https://t.co/KRlTbtnA8A tweet
X (formerly Twitter)
Finbarr Taylor (@finbarr) on X
In Defense of SaaS
Offshore
Video
The Transcript
RT @ecb: Roses are red
Violets are blue
I love you as much
As I love inflation at 2
#ValentinesDay ❤️🥰 https://t.co/tQoO7Y5Jh4
tweet
RT @ecb: Roses are red
Violets are blue
I love you as much
As I love inflation at 2
#ValentinesDay ❤️🥰 https://t.co/tQoO7Y5Jh4
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: Claude is insane for product management.
I reverse-engineered how top PMs at Google, Meta, and Anthropic use it.
The difference is night and day.
Here are 10 prompts they don't want you to know (but I'm sharing anyway): https://t.co/7RApvBHQ66
tweet
RT @godofprompt: Claude is insane for product management.
I reverse-engineered how top PMs at Google, Meta, and Anthropic use it.
The difference is night and day.
Here are 10 prompts they don't want you to know (but I'm sharing anyway): https://t.co/7RApvBHQ66
tweet
Offshore
Video
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: When you kept buying this $AMZN dip all the way down to $200… and now you’re out of dry powder below $200 https://t.co/6gAqHaIeoU
tweet
RT @DimitryNakhla: When you kept buying this $AMZN dip all the way down to $200… and now you’re out of dry powder below $200 https://t.co/6gAqHaIeoU
tweet
Illiquid
Struggled to build a SE Asia data centre and semicon fab basket after I sold Wasion but found two microcaps yesterday!
tweet
Struggled to build a SE Asia data centre and semicon fab basket after I sold Wasion but found two microcaps yesterday!
Chinese AI CAPEX (include SEA buildout as well) will surprise us tweet
X (formerly Twitter)
Zephyr (@zephyr_z9) on X
Chinese AI CAPEX (include SEA buildout as well) will surprise us
Offshore
Photo
The Transcript
Spotify is leveraging AI “Honk” system to accelerate engineering velocity and feature deployment:
$SPOT https://t.co/qa4l9QIsMT
tweet
Spotify is leveraging AI “Honk” system to accelerate engineering velocity and feature deployment:
$SPOT https://t.co/qa4l9QIsMT
tweet
Offshore
Photo
Brady Long
RT @thisguyknowsai: R.I.P basic RAG ☠️
Graph-enhanced retrieval is the new king.
OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.
They build knowledge graphs first.
Here are 7 ways to use graph RAG instead of vector search: https://t.co/HdEjy6RslX
tweet
RT @thisguyknowsai: R.I.P basic RAG ☠️
Graph-enhanced retrieval is the new king.
OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.
They build knowledge graphs first.
Here are 7 ways to use graph RAG instead of vector search: https://t.co/HdEjy6RslX
tweet
Offshore
Video
Moon Dev
Zero Fluff: A Developer’s Stress-Test of the 192,726% ROI Strategy
if you find a strategy that claims a one hundred and ninety two thousand percent return your first instinct should be to run in the opposite direction because the market is designed to hunt down anyone who believes in magic bullets. the reality is that ninety nine percent of back tests are just lies dressed up in pretty data but there is a specific way to peel back the layers and find the truth before you lose a single dollar of your actual capital
most traders spend their entire lives chasing indicators that look like they print money on a static chart only to watch their account balance vanish the second they turn on a live bot. i spent years losing money with liquidations and over trading because i thought i could outsmart the tape with my own eyes instead of using code as the ultimate filter
i believe that code is the great equalizer because it does not care about your ego or how much you want a trade to work. it only cares about the logic you give it and through my own failures i realized that automating my trading was the only way to escape the cycle of being a liquidity provider for the big institutions
before i learned to code i spent hundreds of thousands on developers for apps because i thought engineering was some kind of dark art i would never be able to master. then i decided to learn live on youtube and now i have fully automated systems doing the heavy lifting for me while most people are still staring at candles at three in the morning
the secret that the industry hides from you is that the best strategies are often the ones that look the most boring on paper. a simple moving average reversal might sound like beginner stuff but when you stress test it against hundreds of weeks of data and double the commission to account for slippage you start to see where the real edge lives
many people ask if i account for fees and slippage when i show these massive returns and the answer is that i always use a multiplier to make sure the results are grounded in reality. if a strategy can still survive when you are paying double the standard commission then you might have actually found something worth incubating with tiny size
most back tests fail because of something called over optimization where you search for parameters so long that you eventually find a profitable line that only works on past data. the real test is seeing how an unoptimized version performs because if the core logic is weak then no amount of math will save it in a live environment
one of the most important steps in this journey is understanding in sample and out of sample testing to ensure your strategy is robust and not just a fluke of a specific period. i test every idea against multiple data sets including hundreds of weeks of bitcoin data because if it cannot survive a two year window it has no business being in my portfolio
i am skeptical of anything that shows a six figure percentage return even when it is my own code which is why i share everything openly for you to fork and test for yourself. you can find the entire source code in my github because i want you to be able to look under the hood and decide if the math makes sense to you before you ever take a risk
the path to success in this game is not about finding a plug and play bot that makes a million dollars overnight but about building a process of research and iteration. i show the good the bad and the ugly parts of this process every single day because i want to bridge the gap between retail traders and the systematic machines that currently dominate the market
even if a back test looks like the holy grail i will always start with tiny size in the live market to see if the execution matches the theory. you should never trade an amount that keeps you up at night because the moment emotion enters the equation you have already lost the battle against the machines
learning to code is the only way to truly own your time and [...]
Zero Fluff: A Developer’s Stress-Test of the 192,726% ROI Strategy
if you find a strategy that claims a one hundred and ninety two thousand percent return your first instinct should be to run in the opposite direction because the market is designed to hunt down anyone who believes in magic bullets. the reality is that ninety nine percent of back tests are just lies dressed up in pretty data but there is a specific way to peel back the layers and find the truth before you lose a single dollar of your actual capital
most traders spend their entire lives chasing indicators that look like they print money on a static chart only to watch their account balance vanish the second they turn on a live bot. i spent years losing money with liquidations and over trading because i thought i could outsmart the tape with my own eyes instead of using code as the ultimate filter
i believe that code is the great equalizer because it does not care about your ego or how much you want a trade to work. it only cares about the logic you give it and through my own failures i realized that automating my trading was the only way to escape the cycle of being a liquidity provider for the big institutions
before i learned to code i spent hundreds of thousands on developers for apps because i thought engineering was some kind of dark art i would never be able to master. then i decided to learn live on youtube and now i have fully automated systems doing the heavy lifting for me while most people are still staring at candles at three in the morning
the secret that the industry hides from you is that the best strategies are often the ones that look the most boring on paper. a simple moving average reversal might sound like beginner stuff but when you stress test it against hundreds of weeks of data and double the commission to account for slippage you start to see where the real edge lives
many people ask if i account for fees and slippage when i show these massive returns and the answer is that i always use a multiplier to make sure the results are grounded in reality. if a strategy can still survive when you are paying double the standard commission then you might have actually found something worth incubating with tiny size
most back tests fail because of something called over optimization where you search for parameters so long that you eventually find a profitable line that only works on past data. the real test is seeing how an unoptimized version performs because if the core logic is weak then no amount of math will save it in a live environment
one of the most important steps in this journey is understanding in sample and out of sample testing to ensure your strategy is robust and not just a fluke of a specific period. i test every idea against multiple data sets including hundreds of weeks of bitcoin data because if it cannot survive a two year window it has no business being in my portfolio
i am skeptical of anything that shows a six figure percentage return even when it is my own code which is why i share everything openly for you to fork and test for yourself. you can find the entire source code in my github because i want you to be able to look under the hood and decide if the math makes sense to you before you ever take a risk
the path to success in this game is not about finding a plug and play bot that makes a million dollars overnight but about building a process of research and iteration. i show the good the bad and the ugly parts of this process every single day because i want to bridge the gap between retail traders and the systematic machines that currently dominate the market
even if a back test looks like the holy grail i will always start with tiny size in the live market to see if the execution matches the theory. you should never trade an amount that keeps you up at night because the moment emotion enters the equation you have already lost the battle against the machines
learning to code is the only way to truly own your time and [...]