We built an agent that powers our company's internal operations called @𝚟. Every day-to-day job at Vercel now involves @𝚟. It's growing exponentially both in daily interactions and token use. One can extrapolate to the day AI agents run entire companies from here. It's an exp…↗

JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gic↗

x.com/i/article/1957…↗

A Bloomberg Terminal costs $30,000 per year. Last month, OpenBB dropped the $0 cost replacement. Get 405 free data sources and an *AI Copilot*. The 90-second step-by-step guide:↗

A Bloomberg Terminal costs $30,000 per year. Unaffordable for 99.9% of us. Reserved for the Wall Street elite to outfox the normal investor. OpenBB just dropped the $0 cost replacement. Get 405 free data sources and an AI Copilot. The 90-second step-by-step guide:↗

US Stocks +200% this year. What's your excuse?↗

Here are the stock symbols for the companies mentioned in the image: 1. Johnson Controls – JCI 2. Trane – TT 3. Carrier – CARR 4. Schneider Electric – SBGSY (OTC) or SU.PA (Paris) 5. ABB – ABB 6. Vertiv – VRT 7. Eaton – ETN 8. SPX Technologies – SPXC 9. Ebara – 6361.T (Tokyo) 10…↗

@legen_eth There is an ETF which tracks her trades: $NANC↗

New obsession: hedge funds. Specifically, what motivates some of these hedge fund founders. Motivates them to make bold bets, manage the crazy life style. Super fascinating to me. Any good books on the topic? I want a thrilling narrative. Not a how to.↗

After 13 years in finance and managing hundreds of millions... Here are 21 truths that will make you more money than any business degree:↗

If you had to make $1 million in 12 months (legally & maximum $100,000 investment), how would you do it?↗

The 2008 crash gave me a golden insight that I kept to myself. I used this insight to turn a $9M fund and grew it to fund $1.7 BILLION. My insight was so compelling that investors were giving me 10s of millions in a single meeting Here's what the insight was and how it worked:↗

Is the Future of VC ‘Solo Capitalists’?↗

What makes Warren Buffett the greatest investor of all-time? He is the only infinite-minded investor in the stock market, which is an infinite game. 🧵↗

I own 7 stocks that are 15+ baggers (and counting) Here are 10 traits they all have in common:↗

How to turn $1MM into a lot more: Buy a $2MM self storage facility. You’ll need $600k cash. Use $60k of your own cash (10% co-invest) and raise the $540k from limited partners. You own 10% of the deal but 1/2 the upside (the carry). Do this 10 times.↗

Read through Ark Invest's Big Ideas 2021 report. Here's a tweet and chart for each of the 15 ideas 🧵↗

If you were compiling a set of topics you’d want every investment analyst to learn, what would be on the list?↗

Here is the awesome micro buyout model built by @bschaf12. Make a copy, edit the blue input fields, and let your mind run wild with the possibilities. 💸🤑 docs.google.com/spreadsheets/d…↗

Last week @theSamParr shared Gymshark's financials. They're very impressive, but what stood out the most to me was the £53m cash pile. How could a bootstrapped eComm company w/ rapid growth have this much cash? Answer: a negative cash conversion cycle. Here's how it works 👇↗

Last one on Buffett. Here's his answer in 2009 vs 2020 about whether or why to buy stocks. His answer is pretty similar. I don't know what stocks will do over the short run. But I buy when the price is right. Interesting to compare and contrast.↗

When buying a business, you want actual cash flows to tie to the reported financials of the company. If the actual flows of cash differ materially from the reported numbers, you'll want to dig in. One exercise to evaluate this uses a tool called a 'cash proof template'↗

Is 300% YoY growth 3x or 4x? I GET SO CONFUSED b/c 100% YoY growth is definitely 2x↗

the financial stack of a multimillion dollar services business 👇↗

THREAD: Making vs. Growing Money.↗

Fun game for investment nerds: If you had $1000 to invest in any private or public companies, how would you allocate your capital? Time horizon to return capital is 10 years. Let's hear your strategies.↗

Profit sharing is the new IPO.↗