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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…
I asked Fable 5 why people should still read books in the age of AI. Here's what it said:
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.
S&P 7 v. S&P 493 Source: Goldman Sachs
@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
2 Followers 250 Following Founder, https://t.co/OmcS4vMOcQ | $ZIG & $DEEPETFs | Author, Acquirer's Multiple ( https://t.co/MhutPoImL0)
Akie @AkiLvee
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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Live 📿 @LiveMatrixCode
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केसर @0karma108
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Elias Papasavvas @realeliasp
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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
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3K Followers 694 Following partner @iaventures. inspired by an ounce of dissatisfaction with the state of things.
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Rose Celine Investmen... @realroseceline
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T Shirt n Jeans @TShirtnJeans2
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Carvel @Carvel98
1K Followers 2K Following value investing in a hammock, meditation, DOING nothing, art, science
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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.”
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Roger Lowenstein @RogerLowenstein
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