Ex-nuclear engineer hunting hidden atoms. Teaching investors to wield Claude as a junior analyst.
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I've spent years obsessing over 100-baggers.
I recently found Anna Yartseva's study that analyzed 464 ten-baggers over 24 years.
It challenged everything I thought I knew. FCF yield dominated every other factor.
Here's why I'm rebuilding my approach:🧵
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Apple was the 15th smartphone maker
Spotify was the 10th music platform
Google was the 21st search engine to enter the market
Facebook was the 10th social network
Netflix was the 7th streaming provider
Uber was the 4th ride sharing service
TikTok was the 8th short-video app
Zoom was the 11th video-calling app
Being first doesn't mean winning
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Kevin retweeted
Marcus Aurelius wrote this over 1800 years ago:
“Be satisfied with even the smallest progress.”
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I started working on this a full year ago.
And I'm humbled by all the positive feedback I received!
A custom platform. Video recordings. Skill library.
And a full back-end.
Claude Code helped of course. 😉
Special thanks to @FromValue , @QCompounding , @Floe_FS for your feedback.
If you haven't checked it out yet, use the link in the comments.
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Long $NUAI
For those wondering what this means, this is one of the few sites in the US with 207 MW of live energy that is fully approved by the large load interconnection process.
As a result, $NUAI is poised to sign a long term off-take agreement with a hyperscaler or Neo Cloud in very short order.
This 207MW was originally committed to $CIFR and then to a hyperscaler. Both failed and NUAI prevailed. That is a testament to the quality of this management team. In doing so, NUAI now has the upper hand to negotiate a hell of a deal in what is the hottest datacenter market in history.
And it doesn’t stop there. With another 550 MW of on-site generation capacity already contracted, NUAI’s TCDC site will quickly become a mega project that values the company at ~$5-7bn (or greater) vs yesterday’s ~$0.6bn market cap.
Good day to be an $NUAI shareholder. Congrats to all.
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Kevin retweeted
I'll talk with $LDB.MI soon on @MicroCapClub to discuss the upcoming earnings :)
More events coming up include a Business Breakdown with $SRTA and an AI workshop with @atomicalcapital
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Kevin retweeted
Jev is INSANE.
I built this in an evening and morning. A real-time trading bot ingesting onchain+offchain data to make rapid decisions about trades. Fully autonomous.
So far it has lost me $31,680.
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Kevin retweeted
Op één oktober ontvangen we @atomicalcapital opnieuw in Gent voor de CLASH DER BELEGGINGSSTRATEGIEEN ! Deze keer gaat vooral gaan over de selectiecriteria van Kevin en mogelijk ontdekken jullie enkele interessante aandelen uit zijn zeer kleine korf van aandelen.
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Kevin retweeted
Kennen jullie Joël Schols ? Grootmeester in het schaken, telecomspecialist in een vorig leven, grote passie voor waarderen van bedrijven en steeds op zoek naar interessante bedrijven "met een hoek af". Deze sympathieke fondsbeheerder (Chess Capital) gaat op één oktober de strijd aan tegen @FromValue , @SamHollanders en @atomicalcapital in de grote Quetelet-arena te Gent. Organisatie van FEB Alumni, VEK investement club en @VlFedBeleggers
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Kevin retweeted
If you're the smartest person in the room, then you're in the wrong room.
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