Capital merchant ⚡CEO wrestler. Admire the works of Daniel S. Loeb and Stanley Druckenmiller. Always aiming for a 15%+ CAGR and authentic relationships.
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More investors should try activism, that would help hard sloggers like @DanielSLoeb1 who pioneered this idea. If more were to join, the world could actually become a better place. Instead we have funds managing trillions sleepwalking their clients' money to the grave. 🪦
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Ric₿ezos retweeted
i've banked with monzo since 2019. it's exactly what britain should be producing. built from nothing, forced every legacy bank to modernise, and now one of the biggest consumer banks in the country
and we're about to sell it to brazil
investors deserve a payout, fair enough. but the reason it's a sale and not an ipo is that our ipo market is dead. so our best companies get bought instead of listed
deepmind to google. arm to softbank. our car makers, our steel, our water, our airlines. now monzo
we build them and sell them. every. single. time.
EXCLUSIVE: Monzo, the digital lender which has become one of Britain's biggest consumer banks, is in talks about a sale to Brazil's Nu Holdings which could value it at between £8bn and £10bn, ending the prospect of a near-term IPO of a UK fintech champion. news.sky.com/story/digital-b…
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Suggests potential for Jim McColl's #CHP AlbaCo banking startup in the UK focussed on SMEs. Just needs to get moving, progress has been slow but they are in a good position to get a full banking license once funds are secured, news about Monzo is likely to focus the minds.
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Vishal makes an important point, the Board is not always on the shareholder's side and they are almost never independent. That concept is a British invention designed to fool people. They based a whole system of government around it that favours the elites who like to control.
I took the poison pill docs and asked ChatGPT to create a summary. Here you go. Now think if you want these people running a company you own shares in.
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His fate is sealed, unless he can perform a miracle. The toast is already burnt. Last thing the country needs is Burnham burning the already burnt toast. @peteratcmc
Some welcome clarity from PM Burnham.
He has pledged not to call a general election until one is due in 2029
Burnham is clear re 2029: “That’s when the next election will be”
Categorically rules out an early election.
Asked about May 2027: “Absolutely not”
So much for all those pundits who told us an election was imminent — and interpreted every poll/event through that lens.
Not me.
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Brilliant quote. More or less confirms it. #UKGeneralElection
🚨 BREAKING: Andy Burnham confirms the next general election will take place in 2029
“All of this speculation on an early election, I can knock that dead”
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Is Xi getting the side eye from his wife? 😂
This is the greatest picture I’ve seen to date. Look at @elonmusk. 🤣🤣🤣
Community note
Photo is AI altered.
x.com/76americangirl…
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Man, they all do this. Elon has no actual cash in his pockets either. The Fed and @SecScottBessent decides when the music stops. Trump plays a big part too. They are the House. $ORCL
LARRY ELLISON PLEDGES $57.6 BILLION IN $ORCL STOCK AS COLLATERAL
Oracle disclosed that its Founder, Chair, and CTO has pledged 413M shares as collateral for personal term loans used to fund outside business ventures.
That is MORE THAN 8X the 50M shares Ellison had previously been permitted to sell under the trading plan he recently cancelled, with no shares sold.
Oracle says the shares are not in margin accounts or being used to hedge his exposure, and its Governance Committee believes the arrangement does not pose a material risk to Oracle or shareholders.
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If Big Tech weren't spending so much on CAPEX, they'd be buying Treasuries. Stick that in your pipe, and yields make sense. So the risk here is they got their ROI calcs wrong and the bears (usually wrong) are right. That's it folks, place your bets. @michaeljburry $QQQ
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To be fair, there's always been pullbacks. Kenny just likes to have them on Friday's. Bless.
If market makers manipulate prices on options expiration, do I sit and watch prices? Of course not. I had breakfast with my kids, dropped daughter at school, played an hour of tennis with my wife, and now I'm heading to the range to fire hundreds of rounds. Think free, be free.
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If sticking with traditional credit for data centres, $ORCL should look at how $AER handle it. For years analysts have fretted, but they handle credit very well and the CEO is excellent.
Essentially Oracle's credit spread is working ok, as is $MSTR's. The question is more about whether it's appropriate for what they are trying to do or do they need an alternative to traditional credit products which are built for less innovative businesses.
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Ric₿ezos retweeted
Buy small caps where either one of these is true:
1) dominance in a specialized niche, or
2) player in a niche with massive tailwinds
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Oracle have got to do the @saylor trick. Show them the way, Mike! Get out of traditional credit, it is anti-business if you are an innovator. @Oracle $ORCL
$ORCL bonds crossing 8.3% for the first time after Larry Ellison used the Enron trick (first time anyone did since Enron) of “Customer Pre-Payments with a Significant Interest Component” to hide Operating Cash Flow Problems.
Notably Oracle also was the first Publicly Listed US company outside of drillers and Miners (or Covid) to use Force Majeur to avoid paying on a data center lease it couldn’t afford, since… you guessed it… Enron.
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A good proxy for the potential of gene silencing more broadly is to watch $ALNY, the gene silencing leader with at least one mega success for heart disease, more in the pipe. Big into leveraging AI too, like $MRNA
Well, has about as much chance as any potential 100x multi-bagger on AIM, I suppose. Gene silencing will be big but success so far is patchy. So many diseases / chronic conditions are due to gene overexpression and gene silencing aims to address that. #THAT Thalia Therapeutics
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Stupid policies (highest energy costs in the world), stupid taxes (with silly computational rules for capital gains). Brexit never taken advantage of. Ruined relationship with US. The list is endless, the results are clear. #FTSE250 #FTSEAim (the UK's pathetic Nasdaq equivalent).
Tough to find a more hated equity market than the UK right now.
Absolute carnage everywhere you look.
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Nobody really knows what will happen here but we do know that classical chip technology is reaching its physical limits. Superion, in the near future, may very well be the quantum leap that takes humanity forward. What are the other candidates? $IONQ
With IonQ Superion 256, we have solved the hardest problems and are launching into a final sprint to scale.
IonQ Superion is a highly manufacturable platform that enables us to build more systems faster with higher quality than ever before.
This is the final stretch toward fault-tolerant quantum computers and the full realization of Shor’s algorithm.
The generations after IonQ Superion 256 will be IonQ Superion 10K, 100K…and beyond.
Read the full announcement → ionq.com/news/ionq-launches-…
#IonQ #QuantumIsNow #QuantumComputing #QuantumErrorCorrection #QEC #ECDLP #QDay
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Santa stock, only for the good investors. $SMCI
Gigawatt AI Datacenter infrastructure takes tons of effort, however, delivering massive scale fast with maximum uptime is what @supermicro does best! @elonmusk and @spacexai, we are moving full speed ahead with DCBBS to make your TTO goal a reality! Special thanks to @nvidia and @jensenhuang for powering this amazing momentum with GB300 and more. Please get ready for a surprise xmas gift before year-end! 🎁🚀
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