Ensemble Capital @IntrinsicInv
Focused, fundamental-driven portfolios for private & institutional clients. Blog: https://t.co/tCIo9wiEhO. Disclosures: https://t.co/fjmCVI7XoT ensemblecapital.com San Francisco, CA Joined December 2015-
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Here's the replay of our Q1 client webinar. In addition to discussing the economy and financial markets, we profiled our investments in Ferrari $RACE, IDEX $IEX and Perimeter Solutions $PRM. ensemblecapital.com/event/first-qu…
Join us today at 1:30pm pacific time for our quarter market and economic update. We'll be profiling our investments in Ferrari $RACE, IDEX $IEX and Perimeter Solutions $PRM. intrinsicinvesting.com/2024/04/04/ens…
Join us on Monday for our quarterly client webinar. We'll be discussing markets and the economy, as well as our portfolio holdings Ferrari $RACE, IDEX $IEX, and Perimeter Solutions $PRM. intrinsicinvesting.com/2024/04/04/ens…
Join us on Monday, 4/8 at 1:30pm pacific time for our quarterly client webinar. We'll be reviewing financial markets and the economy, and discussing our investments in Ferrari $RACE and IDEX $IEX. ensemblecapital.zoom.us/webinar/regist…
I keep seeing data that shows mid/small cap businesses are trading at significant discounts to large caps and I get interested. Then I go look at actual mid/small cap businesses and I often get less excited. Most are not great businesses. Any recommendations for quality…
Short and sweet summary of the "Google won't be disrupted" thesis.
Great l/s fund on the west coast is looking for an analyst (0-3y experience). Preferably some experience on short side but all good if not. DM if interested and I will connect
In December we began the Gemini Era, and we’ve continued to make relentless progress since. Today we’re thrilled to introduce the next generation: Gemini 1.5 - hugely enhanced performance, highly efficient architecture & long-context length breakthrough blog.google/technology/ai/…
Of interest to $WSO longs (or shorts if there are any).
Of interest to $WSO longs (or shorts if there are any).
Important paper showing the gains to mothers and society from WFH. A 10% increase in WFH is shown to increase mothers employment by 1%. This is particularly true in professions which are more family unfriendly, like finance and marketing. Two implications: 1) WFH is driving…
Ethan is really one of the very best people to follow on AI. His non-technical discussions are ideal for investors.
Ethan is really one of the very best people to follow on AI. His non-technical discussions are ideal for investors.
Thoughtful thread on the big drop in $GOOGL on their as expected earnings report.
Thoughtful thread on the big drop in $GOOGL on their as expected earnings report.
IDEA GENERATION (8/N): INVESTOR LETTERS In addition to regulatory filings like 13Fs, some money managers opt to share their investor letters—also known by a whole lot of different names: shareholder letters, hedge fund letters, letters to investors, letters to shareholders,…
@MarceloPLima @atelicinvest Here is Google+SGE's response to one of the questions in @kevinroose's article about Perplexity. How is Perplexity better than this? It's basically the same thing, right?
For fans of Perplexity, what are the key features/advantages it provides that Google Search with SGE does not?
This is the big shift to understand. For much of 2022-23 good growth data just triggered inflation worries. Now we’ve flipped back to “normal.” Powell said strong growth and employment wouldn’t prevent Fed from cutting. They are laser focused on inflation.
This is the big shift to understand. For much of 2022-23 good growth data just triggered inflation worries. Now we’ve flipped back to “normal.” Powell said strong growth and employment wouldn’t prevent Fed from cutting. They are laser focused on inflation.
Blame for high home prices? Fed Chair Powell says 'there hasn't been enough housing built' Powell says the Fed isn’t directly "targeting" home prices "not things we have any tools to address" he added during Wednesday's presser resiclubanalytics.com/p/blame-high-h…
$RACE with a cool 45% incremental margin while shipments grew just 3%. Talk about pricing power.
Brandon Beylo @marketplunger1
74K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Frederik Christopher .. @NeckarValue
85K Followers 1K Following writing about money & a meaningful life master money before it masters you
Jerry Capital @JerryCap
42K Followers 577 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Leandro @Invesquotes
42K Followers 726 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Galician Investor Res.. @GaliciaInvestor
49K Followers 201 Following Analista de negocios, aprendiz de Buffett, inversor en calidad. Todo mi trabajo lo comparto en Substack.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Emérito/Numantia Pat.. @foso_defensivo
63K Followers 982 Following Asesor de Numantia Patrimonio Global FI y Numantia Pensiones PP Los tweets son opiniones personales, NO recomendaciones de inversión [email protected]
Liberty 💚🥃 @LibertyRPF
29K Followers 868 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Bread Crumbs Research @breadcrumbsre
23K Followers 532 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Evan Tao @EvanTao8
1 Followers 25 Following
Graham Quality Invest.. @GrahamQualityIn
7 Followers 110 Following Value investor that likes deep value, special situations... all kinds of value investing situations. Subscribe to my newsletter
Elena @elenawallenfang
114 Followers 36 Following
ElsieTerry @vr054rcKnG7L5T2
0 Followers 211 Following
CarmenHoffart @HoffartCar36528
15 Followers 951 Following
Eric @erockandrolll
70 Followers 1K Following
Douglas Ribeiro @Douglribeiro
127 Followers 775 Following Gosto de escrever sobre algumas empresas 📊
Miloslav Löffler @MiloslavLffler
44 Followers 192 Following
vivekanand kohli @vivekanandkohli
61 Followers 314 Following
HorseBallsPartners @HorseBallsPart
152 Followers 495 Following I have the balls of a horse. Sleep with one eye open, gripping your pillow tight.
Chad Al Faheem @ChadAlfaheem
140 Followers 796 Following Trading, Finance, investments, dividends, securities, commodities, markets, real-estate and CRE, currencies, oil, shipping, energy, metals, tech stocks, economy
Sledon @Sledon1Mv
2 Followers 232 Following
Law of Persimony @OccamsRazorBets
17 Followers 40 Following
BalwantGill @BGill1978
105 Followers 1K Following
George Williams @GW_Investor
24 Followers 250 Following
Investor Shaker @investorshaker
340 Followers 151 Following En constante aprendizaje, te ayudo a sacar tu mejor versión como inversor. Te guio con los ciclos económicos y como manejarlos sin lamentos.
Tom Cosper @AvantoPartners
10 Followers 138 Following Global L/S Investor | Founder & PM, Avanto Partners LP Not investment advice | https://t.co/qQzIEZydPw
simon shan @simonshan795894
3 Followers 44 Following
Hugo Stack @HugoStack
4 Followers 61 Following
Stephen Bierman @StephenBierman1
30 Followers 399 Following
Lighthouse by CTFN @Lighthouse_CTFN
211 Followers 359 Following Lighthouse's newsletter offers a daily rundown of merger news, links to source docs, and a pre-event list (incl comps) plus a weekly deep dive into a key name.
Adam Zaoudeh @orangespheresqr
1 Followers 111 Following
J3818 @J38181
62 Followers 213 Following
Riskfree Investor @risk4eerate
39 Followers 171 Following
alex daw @6TAssetMgmt
68 Followers 205 Following
Eren @eren0kocyigit
105 Followers 144 Following Finance Professional | I share my views on finance and economics
Feysasm @feysasm24846
5 Followers 437 Following
hilary bray @hilarybray20
174 Followers 2K Following
J @macianlopez
77 Followers 1K Following
Sahat S @SahatAsael
3 Followers 21 Following
Rico Slavae @Ricoslavae
63 Followers 119 Following
Alejandro @Alejand26570049
4 Followers 21 Following
Gonzalo Martin @qualitysnowball
2K Followers 267 Following Investing in the stock market📈 | Long term oriented ⏳| Quality at fair prices💰| Focused Portfolio 💼 | Currently preparing CFA Level II
ClaireRichard @Udg0eBM35Np9Xd3
1 Followers 326 Following
Dysliski @dysliski79845
3 Followers 331 Following
Ramón Saura Leira @839b9926f4b9414
15 Followers 35 Following
Silvia GF @SilviaGF269750
5 Followers 39 Following
MMMM @MMMM485175
13 Followers 50 Following ex investment banker, converted to secondary guy, modest life in Tokyo, Twitter since 2011
Finance.Faith.Investi.. @FinFaithInvest
181 Followers 1K Following Finance. Stewardship. Debt. Leadership. Generosity. Faith Based Investing. Financial Wellbeing.
Joseph Forsyth @f45668580
20 Followers 71 Following
Brandon Beylo @marketplunger1
74K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Frederik Christopher .. @NeckarValue
85K Followers 1K Following writing about money & a meaningful life master money before it masters you
Jerry Capital @JerryCap
42K Followers 577 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Long Equity @long_equity
50K Followers 145 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Emérito/Numantia Pat.. @foso_defensivo
63K Followers 982 Following Asesor de Numantia Patrimonio Global FI y Numantia Pensiones PP Los tweets son opiniones personales, NO recomendaciones de inversión [email protected]
Liberty 💚🥃 @LibertyRPF
29K Followers 868 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Bread Crumbs Research @breadcrumbsre
23K Followers 532 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Brett Caughran @FundamentEdge
37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
John Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
Mithridatist @mithridatistcap
707 Followers 369 Following long/short equity, mostly consumer and technology
Diane Swonk @DianeSwonk
47K Followers 615 Following Chief Economist, @KPMG_US. Briefs Federal Reserve. Trained labor economist. 36 yrs experience in financial services & consulting . RTs not endorsements. She/her
Liger Cub @realLigerCub
5K Followers 825 Following Generalist public equities stockpicker. Long-biased, yet opportunistic. DYODD. Email: [email protected]
Irving Soh @IrvingSoh
1K Followers 646 Following Compounders, Microcaps, Insider Buying. I post writeups on great companies once a month @ https://t.co/bw0pU8DVpu
Ed Z @EdZarenski
3K Followers 958 Following Construction Economic Analyst/Author, Instructor, 30yr estimator, past runner, still skier, dogdad, granddad. PSU. Teach astronomy. Blog https://t.co/59SmXauUUJ
Mark Gurman @markgurman
352K Followers 2K Following Chief Correspondent for Bloomberg: Apple, Tech, Devices. Subscribe to Power On. Tips: [email protected]. Signal: markgurman.01. Telegram: GurmanMark.
Rihard Jarc @RihardJarc
39K Followers 3K Following Investor & writer @uncoveralpha. Tweets are only opinions. Researching and sharing the findings of the technology sector in detail (+11k subscribers).
Daily Chartbook @dailychartbook
14K Followers 300 Following The day's best charts & insights, curated: https://t.co/Eq1KKRKE1u
Financial Times @FT
5.9M Followers 1K Following Big stories and breaking news headlines as they are published on https://t.co/EYmAcRLBHv. Register here to access free articles: https://t.co/NRg2hritkA
HousingWire @HousingWire
125K Followers 71 Following HousingWire provides unique data and research, respected business journalism and must-attend events for housing leaders.
Portsea Capital @portseacapital
4K Followers 404 Following tech/consumer takes. looking for a seat. I write longer form thoughts in my newsletter
Parker Ross @Econ_Parker
12K Followers 659 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
Andrej Karpathy @karpathy
983K Followers 905 Following 🧑🍳. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets 🧠🤖💥
Seth Bannon 🌻 @sethbannon
27K Followers 762 Following Entrepreneur. Investor. Happy warrior. Founder @fiftyyears. ❤️ climate, bio, deeptech. Helping great scientists become great founders is my jam.
Nick Bloom @I_Am_NickBloom
20K Followers 715 Following Stanford Economics Professor, research on Working From Home, co-founder of https://t.co/CWq4DqmFvI
Matt Darling 🌐🏗.. @besttrousers
47K Followers 3K Following Senior Employment Policy Analyst @niskanencenter. Chief Neoliberal Shill 2023. Labor/behavioral economics and causal inference.
Toby Ord @tobyordoxford
17K Followers 138 Following Senior Researcher at Oxford University. Author — The Precipice: Existential Risk and the Future of Humanity.
Eric Schmidt @ericschmidt
2.2M Followers 224 Following Former Executive Chairman & CEO and tweets from Schmidt Foundation
Yann LeCun @ylecun
714K Followers 718 Following Professor at NYU. Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.
Jeff Dean (@🏡) @JeffDean
297K Followers 6K Following Chief Scientist, Google DeepMind and Google Research. Co-designer/implementor of things like @TensorFlow, MapReduce, Bigtable, Spanner, Gemini .. (he/him)
Inflection AI @inflectionAI
49K Followers 3 Following We are an AI studio creating a personal AI for everyone. Our first is @pi, a supportive and empathetic conversational AI.
Mustafa Suleyman @mustafasuleyman
131K Followers 536 Following CEO, Microsoft AI | Author: The Coming Wave | Past: Co-founder, @InflectionAI & @GoogleDeepMind
rat king 🐀 @MikeIsaac
193K Followers 6K Following NYT tech reporter. tell me stuff at [email protected] or [email protected] / Text my signal username with tips: MikeIsaac.38
Cade Metz @CadeMetz
31K Followers 1K Following New York Times reporter, covering A.I., driverless cars, and other changes: [email protected]. My book, "Genius Makers": https://t.co/TJBqNRKR5Q.
Prolumine @Prolumen
105 Followers 51 Following Once you’ve seen the world in the form of flows, gradients, and complex systems, it’s impossible to go back.
Magnific.ai @Magnific_AI
35K Followers 2 Following The most advanced AI upscaler & enhancer. Magnific can hallucinate and reimagine as many details as you wish (or none) guided by your own prompt and parameters!
Bang for the Risk Inv.. @W_Scott_Griffin
3K Followers 375 Following Husband & father of 3. 30+ year stock investor. Emphasis on companies with high ROIC + durable growth. ‘Heads I win. Tails, I don’t lose too much’ - M. Prabrai
Made in Japan 🇯�.. @InvestInJapan
5K Followers 633 Following Everything on Japanese Culture & Investing🌱 Local market insights 🗺️ Quality Compounders 📈 Hidden Gems 🔍 Unique mental models 🧠 Not investment advice.
Florian Kronawitter @fkronawitter1
14K Followers 526 Following Here to share what I've learned during 17 years on the frontlines of the economy and markets
Sophia @SophiaKnowledge
3K Followers 2 Following We track countless data points for our own investment purposes. Many we share here, for free, in the spirit of open-source | BETA | Not investment advice
Mikhail Parakhin @MParakhin
17K Followers 21 Following
Jim Fan @DrJimFan
231K Followers 3K Following @NVIDIA Sr. Research Manager & Lead of Embodied AI (GEAR Lab). Creating foundation models for Humanoid Robots & Gaming. @Stanford Ph.D. @OpenAI's first intern.
Ilya Sutskever @ilyasut
370K Followers 2 Following towards a plurality of humanity loving AGIs @openai
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
Chris Salviati @chris_salviati
2K Followers 374 Following Studying urban economics with a focus on the rental market @ApartmentList. Also riding bikes and walking the dog. That about sums it up.
Dario Perkins @darioperkins
60K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
OpenAI @OpenAI
3.5M Followers 0 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
Timothy B. Lee @binarybits
43K Followers 1K Following Reporting on AI and the future of the economy. Computer science masters degree from Princeton. @arstechnica alum. Subscribe to my AI newsletter!
One thing I see analysts get wrong, is to properly distinguish between what is interesting and what is useful. Many more things are interesting than useful.
Ryan Pape was 28 years old when he became CEO of XPEL on Feb 13, 2009 when XPEL's stock was 4 cents per share. Today Ryan is still young, he's still CEO, and XPEL stock is $59. That's a 147,000% return (or 63% annualized). open.spotify.com/episode/1WRTw7…
We mourn the loss of Nobel laureate Daniel Kahneman, a monumental figure in decision-making and a keen supporter of Superforecasters. His legacy reshapes our understanding of good judgment and continues to inspire. RIP. washingtonpost.com/obituaries/202…
Dan Davidowitz of Polen on · His 5 point biz checklist · His 4 criteria for sizing up a position · Why he has his largest position ever (15% in AMZN) · Moats, investment thesis, and bear case at V and MA · Reinforcing competitive advantages and valuation open.spotify.com/episode/6msbHK…
Headline CPI comes in at 0.4% as expected. Core is a touch hotter than expected at 0.4%, but some of that is just bum rounding (0.358%). /1
This is Miyamoto. We are now creating a new animated film based on the world of Super Mario Bros. This film is planned for release in theaters on April 3rd, 2026 in the US and many other markets, and throughout the month of April in other territories. [1/2]
While this feel like one of the most hated rallies of all time, its not particularly extreme from the point of the bottom.
It must be exhausting living in a constant state of negativity about the future.
They think they’re being restrictive wrt the economy, not necessarily markets. They don’t care that much about asset price levels, unless they’re threatening the economy or indicative of a weak economy, neither of which apply today. Degens trading alt coins don’t matter
Lol, do these Fed governors really think they are being “restrictive” with the S&P going up 1% per week and credit spreads near all-time lows…?!
Serious thoughts: Markets can be stupid for a long time. We’re maybe a 6/10. 2021 was like an 8? We’re probably due for a 5-10% pullback. That doesn’t mean the market can’t make new highs in stupid after. We’ve dealt with a lot of shit since 2020. COVID, whiplashes etc 1/2
In addition to SEARCH - the greatest business in history - $GOOG also owns its own: • AWS • Nvidia • Square • OpenAI • Fiber ISP • MS Office • Trade Desk • iOS / AppStore • Sequoia Capital • Netflix / IG / TikTok • Self-driving tech stack + more Probably not a zero
Omg how could they figure out such a complicated workaround $GOOG
MS TMT: MS did a good job of asking the tough questions of $GOOGL and Chief Business Officer put up strong defense. Feels sentiment is one way here and stock probably oversold. Stock trades at 16.7x GAAP 2025 EPS here. Highlights -Brian Nowak, MS, said let’s kick it off with…
Lots going on here, the first thing that stands out is the 30-34 group is the biggest in 2023 and *even bigger* in 2033. This says a lot about demand for entry-level homes over the next 10+ years.
Shifts in US population over the next 10 years mean a larger prime-working-age population (ages 25-54)—aided by immigration—and a booming 70+ population. Expect losses in active-adult / late career groups (ages 55-69), teens and early 20s.
Americans are moving away from the office. Employees hired in 2023 now live 35 miles from office, up from 10 miles in 2019. So firms now are hiring in a much bigger area. Which is why RTOs are now so hard - folks don't live near the office anymore. bit.ly/4a2LOxL
The maturation of every investor starts with absorbing almost everything and ends with filtering almost everything.
"We continue to believe that at the point in time when Gen AI answers have gained consumer trust, Google should be best positioned to integrate these results alongside web query results thereby offering consumers the best of both worlds" $GOOG
Some updates in terms of what lies ahead for the next few months at MBI Deep Dives.
30 years ago when we first installed Doom on the office network, our machines were slow and laggy. Some weren’t powerful enough to run it at all. Today a literal toothbrush has more compute power. What will the next 30 years bring? 🤯
Doom is running on the actual toothbrush's CPU. 🪥 @romero x.com/atc1441/status…
Success! Imposter account @J_Mihalievic with nearly 10K followers goes poof. Thank you everyone who reported and blocked -- I know many of you by name and appreciate each and every one of you.
If you have not done so already, please report and block my imposter @J_Mihalievic (note the second "i" instead of "j" in the username). Correct spelling of my last name: amazon.com/stores/John-Mi… To report, click on @J_Mihalievic. In the user profile, click on the little menu…
@ansgarjohn @JMihaljevic @J_Mihalievic This is going to be a funny competition! 😄
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