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I think this is the Bloomberg link you meant to post. bloomberg.com/news/articles/… “Baupost, once among the best-performing hedge funds, gained only about 4% a year since 2014, according to investors. The $23 billion firm’s performance over that decade is about a fifth of its historic returns”
@JRogrow @patrick_oshag Here's a link to the paper: gwern.net/doc/economics/…
@JRogrow @patrick_oshag Thank you John! I may have that paper stored. I’ll take a look.
@JRogrow Funny, I just wrote about this. You may like it. theownersmemo.com/p/a-study-of-e…
Inspired by @nikunj … x.com/nikunj/status/…
I was listening to the latest episode of @InvestLikeBest and it talked a lot about S-curves.. So I had Fable one shot a website that talked about all the S-curves, their inflection point & commentary on each being a bubble in the last 200 years. Live now on escurves dot com 🌊
Mag 7 concentration has been a hot topic for a few years now. After listening to the latest @InvestLikeBest, instead of leaving the idea of concentration to continue to fester in my brain, I prompted Fable to create a report with analogies of equity concentration in history. You can find it live at my next comment below. Most of all, it's another testament to how LLM's can take my passive "that's interesting" reactions or worries and allow me to learn more right at the moment.
@grok @CAronitpereira Do you have similar stats for mortgage financing percentages 5, 10, 15, and 20 years ago? Do Indian citizens seem to be progressively adopting mortgage financing over time?
If you’re interested in the investment Munger is talking about here, I wrote a deep dive study of it here: x.com/timisgro/statu…
Charlie Munger read Barron’s for 50 years and only found one investment That investment made him $80million, which he gave to Li Lu, who turned it into $400 million
What @adamshuaib says here (and in many other tweets) is fascinating. I need to consider it more. Recommend following him.
After 15 years of investing, we realised that truly exceptional founders have something impossible to fake: deeply unconventional lives. We analysed 15,000 founders using five binary signals to measure this: odd hobbies, early signs of exceptionalism, extreme life choices,
Most of the time, I’m in awe of what the LLM’s can do and excited for the future. Sometimes, I find a little, vague, AI anxiety creep up. I’ve found a great way to quell that is to use the models more. Over the past few months, I’ve vibe coded about six or seven pieces of custom software and I use three or four almost every day. Makes me feel empowered to know I can now spin up and deploy any simple software I can think of.
I just watched the presentation. AppLovin's comments seemed much more benign than the decline in stock price suggests. Also, the stock's decline today was gradual over 2 1/2 hours, so maybe the comments were not the driver. Stumpf and Foroughi were talking about the long-term growth of the business over 10 years and how they need the new, potentially larger consumer business to get from $10bn in revenue to $100bn. Their comments are below... CFO: "Um, you know, since we're penetrated fully within the mobile gaming ecosystem. It's not growth from new advertises. It's really the technology continuing to improve and us being able to drive more scare to spend for those advertisers. Now, at the level that we're at the scale of spend in the mobile giving ecosystem, you can imagine that we're not going to be able to sustain that 20 to 30% over a 10 year period. So at some point on a percentage basis, it's going to have to start to decelerate. But what we imagine is gonna happen is if we continue to grow on the consumer side of the business at some point in the next 3 to 5 years, the mobile gaming business and the consumer side of the business are gonna converge. So that consumer growth is going to offset any deceleration that we're going to see on the mobile gaming side. So we still feel very comfortable with investors expecting that kind of 20 to 30% over a very extended period." CEO: "Now, where we are today, if you think about, okay, in 2026, we're at roughly $8bn, um, then how what are we gonna get to in 10 years if we compound 25% growth? Well, that gets a $70bn plus of net revenue. In order to support that, because we're net revenue reported, you'd have to gross it up to gross spend. That'd be well over $200bn of gross money. So how do you get there? Well, the games category can't support that plan of scale. It can't even come close. Certainly the games user acquisition market. we hope is gonna grow a lot from here, and we hope to be able to meet one of the companies that catalyzes that growth, we want that games market to be incredibly healthy and believe it will be. But then beyond that, we need to have other categories that are much bigger, be able to support the type of dollars that we think we can collect on our platform"
“The Jevon's paradox kicks in and I feel my own demand for software growing substantially.” It is now within reach of almost anyone to create and deploy their own custom software.
This is a super exciting release - Claude Fable 5 is the same underlying model as Mythos but with added safeguards. The benchmarks are great and it's SOTA on everything by a margin but I'll add that *qualitatively* also, this is a major-version-bump-deserving step change forward
@Rodbhar Are you talking about some of the other blog articles out there or personal conversations?
Tobias C @Greenbackld
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17 Followers 471 Following Do not overcome by evil but overcome evil with good. 🇵🇭/🇯🇵 Back to zero. You can only see positivity here. #Coffeelover #Dreamer #Positive #Mindset
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attention capital @attentionmaxing
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296 Followers 2K Following Engineer, Football fanatic, procrastinator, consistently inconsistent.
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Live 📿 @LiveMatrixCode
405 Followers 6K Following Building Evidary: AI policy → Verifiable Evidence → Traceability → Guardrails → Agentic AI Red Teaming & Pen Testing | ML & AI Engineer | #Otaku #AutisticASF
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. @abk999999
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केसर @0karma108
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Elias Papasavvas @realeliasp
419 Followers 2K Following Husband. Philosopher. Reader. Doer. CEO Second Act Financial Services / AskEdith (V 0.1 Beta) Founder Elderlife Financial Services '00 - '12 Tweets my own.
Karst @KarstResearch
5K Followers 393 Following Trying to keep it simple, I think. Spending time outdoors and posting about it.
Margin of safety @cap_allocate
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Nuttawut choung @Nuttawutchoung
78 Followers 63 Following 🇬🇧🇹🇭 I’m new here sharing thoughts, learning every day, and enjoying the journey.✨
Adam Shuaib @adamshuaib
3K Followers 588 Following Researching the psychological patterns of outliers. General Partner @Episode1VC. ML PhD @Cambridge_Uni
GRITCULT @GRITCULT
109K Followers 3K Following story teller at an ai lab ex: head of growth, head of product, ex founder, ex consultant business: DM articles/updates: https://t.co/uQhtxUFQJv
Pernas Research @pernasresearch
15K Followers 401 Following Ex investment officer of a 3.5B firm | USAF 🇺🇸 | Add your email to https://t.co/0QX5aQAA3E to receive our research | Stock Ideas & Investing
Rory Sutherland @rorysutherland
155K Followers 10K Following Vice Chairman, Ogilvy Group The Spectator's Wiki Man.
Viking Vancouver @VikingVan100
4K Followers 47 Following Value investor. Climbed the corporate ladder. Semi-retired. Not investing advice. Be inquisitive. Be open minded.
John Rotonti Jr @JRogrow
18K Followers 3K Following Portfolio Manager at Bastion Fiduciary. Views are my own. Not investment advice. On here mostly quoting Bruce Lee and Walt Longmire.
Franny @Franny8
355 Followers 163 Following Just going to yap here so i don't annoy my wife with stock talk.
Roger Ehrenberg @infoarbitrage
36K Followers 246 Following partner @ebergcapital @AlpineF1Team @marlins @realsaltlake. founding partner @iaventures. @thetradedeskinc @Wise. @UMich @Columbia_Biz. family man. @umich 〽️
Meb Faber @MebFaber
141K Followers 3K Following Founder:@cambriafunds,@theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/linHiudqoc Email: mf@cambriainvestments
Jesse Beyroutey @beyroutey
3K Followers 694 Following partner @iaventures. inspired by an ounce of dissatisfaction with the state of things.
Eric Glyman @eglyman
165K Followers 2K Following Co-Founder at Ramp (@tryramp). New York City. Previously co-founded Paribus (Acq. by Capital One).
Epictetus @Epictetus80
142 Followers 1K Following
Kyle Grieve @IrrationalMrkts
31K Followers 402 Following Host of We Study Billionaires podcast | Empowering retail investors to compound wealth with stocks | '20-'25: 19% Compound Annual Gain
Divergent Capital @Divergent7651
5K Followers 3K Following Private investor. Opinions expressed here are not recommendations or advice. Do your own research.
Jerome @RagweedCapital
532 Followers 233 Following BS Mechanical & Aeronautical Engineer turned full-time investor. Micro cap deep value is my game. DMs open to verified users. Let's revive #FinTwit.
Stratechery @stratechery
717K Followers 3 Following Articles and Updates from https://t.co/A7bGqyJ7db. For the author, follow @benthompson.
Rose Celine Investmen... @realroseceline
23K Followers 5K Following Equity investor sharing wisdom. I am not your advisor.🌹
Dr Microcap @MicrocapDr
327 Followers 58 Following Ph.D. Economist & Global Macro veteran (20+ yrs). Applying institutional rigor to the under-analyzed microcap space. Focused on Energy, Mining & Infrastructure.
T Shirt n Jeans @TShirtnJeans2
2K Followers 1K Following
Carvel @Carvel98
1K Followers 2K Following value investing in a hammock, meditation, DOING nothing, art, science
Jim O'Shaughnessy @jposhaughnessy
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Tokyo Deep Value @TokyoDeepValue
34K Followers 9 Following Japanese stocks are the last great deep value trade on earth. Rock solid balance sheets. Monster cash flows. Dirt cheap prices. I find them and buy them
Compound248 💰 @compound248
66K Followers 826 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Rohan @rohantweeter
519 Followers 4K Following
Roger Lowenstein @RogerLowenstein
4K Followers 129 Following Author of the new "Ways and Means" (Now in Paperback) and of Buffett, When Genius Failed, America's Bank. Newsletter @ https://t.co/ujgb001E1j.
Cognition @cognition
163K Followers 5 Following Makers of Devin, the first AI software engineer. We are an applied AI lab building end-to-end software agents. Join us: https://t.co/JZDd4VhMfh
LegalFinancialGuy @LegalFinGuy
146 Followers 716 Following Founder & portfolio manager at KSK Capital and tax law professor @nyulaw | ex-@sullcrom, @kirkland_ellis | Views my own. Not tax, legal, or investment advice.
Giuliano @Giuliano_Mana
26K Followers 259 Following I read different things and share the interesting ones | DMs open.
Dr. Jack Skeen @JackSkeen
979 Followers 634 Following Executive coach for CEOs, founders, & investors who’ve achieved success, but not fulfillment. I help them see what their success has been hiding.
SemiAnalysis @SemiAnalysis_
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Colossus @colossusmag
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Acquired Podcast @AcquiredFM
83K Followers 138 Following Every company has a story. Acquired tells the definitive history and strategy of the world's greatest companies. Hosted by @gilbert and @djrosent.
Ben Thompson @benthompson
272K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
Invest Like the Best @InvestLikeBest
35K Followers 131 Following Conversations with the world's best investors, founders & domain experts / hosted by @patrick_oshag / part of @colossusmag
Dwarkesh Patel @dwarkesh_sp
237K Followers 1K Following Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un
3:10 Value @310Value
11K Followers 5K Following Independent Thought, Creative Insights, Relentless Discovery. Not investment advice. [email protected] https://t.co/BmHjJLItKG
John Mihaljevic @mihaljevic
14K Followers 3K Following Private investor. Author, The Manual of Ideas. Co-Host @twiii_podcast. Host of Latticework, Ideaweek St. Moritz, The Zurich Project. Chairman @manualofideas.
Nat Stewart @natstewart5
17K Followers 1K Following I write a concise small/micro cap focused newsletter for (mostly) professional investors. Deep value, GARP, special situations. Join my list below:
Kevin Martelli @KevMartelli
593 Followers 904 Following At the moment of commitment, the entire world conspires to assist you - Johann Goethe
Ohio Capital Ideas @ohcapideas
8K Followers 2K Following Independent investor. Not investment advice. Sometimes sports and other stuff. “A wealth of information creates a poverty of attention.” — Herbert A. Simon
Jonah Lupton @JonahLupton
554K Followers 3K Following CEO/CIO at @LuptonCapital and @FirstWaveFund (long/short hedge fund, long-biased, focused on high-growth, disruptive companies) — https://t.co/SQEowKnIF9
























