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During his iconic speech In 1994, Peter Lynch said you could've bought Walmart 10 years after its IPO and still made a 34x return 'A lesson that even late investors could be rewarded' What's funny is that on that day, $WMT traded at $2.39 (split-adjusted). Today it’s nearly $115... show more

Aria Radnia 🇮🇷

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A legendary moment that made history 🏆 Stefan Everts was untouchable in the mud at the 1998 Motocross of Nations. The only rider to conquer the uphill at the iconic Foxhills track 🔥 “It’s funny, it doesn’t matter who I talk to in Great Britain, they all talk about Foxhills. Some people don’t even know I won 10 World Championships, but they know about that race in the mud. That felt pretty good, to be the only one who could do it [make it up the uphill]. Years later I still think about that race, and it’s one of those days in my career that I can be really proud of.” - Stefan everts #MXGP #MX #Motocross #Motorsport

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Clive Thompson takes a more measured view on silver’s $300 to $500 targets. He sees that move as possible, but not highly probable this year, and believes most new purchases could still be made below $100 if investors keep stacking gradually. In his view, silver is better accumulated over time rather than traded through aggressive long-dated calls, with a move above $100 this year already enough to make stackers very happy.

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David Einhorn says he first bought Apple when the entire company was worth around $1 billion, made 30–40% and sold before the iPod even existed - a trade he still considers one of his biggest mistakes: “probably the worst sale of my entire career” this is him explaining why he bought Apple again years later. investors still treated it like a hardware company that competitors would eventually commoditize, while he thought the combination of hardware, software and services was making customers increasingly tied to the ecosystem instead Einhorn says Greenlight then made Apple its largest position and held it for around 5–6 years while it traded at roughly 6–9x earnings because he thought the market was valuing it like a low-quality hardware company even as earnings kept growing full interview below

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ludoonchart

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🇺🇸 Everyone is watching Iran for the next market crash, but the real danger is that investors are recreating the leverage, speculation, and blind confidence that led to the Great Depression. Gareth Soloway says that financial markets have become so addicted to easy money, leverage, and central bank rescues that they're now far more dangerous than the war. Investors have spent years learning exactly the wrong lesson. Every correction, panic, and sell-off has been followed by another rally to new highs. An entire generation of investors now believes one thing: Just buy the dip. They've never lived through a prolonged bear market, and they've never experienced a 1929-style collapse. Many weren't even investing during the dot-com crash or the 2008 financial crisis. As far as they're concerned, markets only move in one direction over time. That psychology worries Gareth far more than the headlines coming out of the Middle East, and he pointed to South Korea as a warning. A handful of AI-related stocks became so dominant that investors piled into leveraged ETFs, convinced the gains would never end. When sentiment finally turned, leverage amplified the selling just as aggressively as it had amplified the rally, and the result was a brutal collapse. His concern is that America has built the same structure, just on a vastly larger scale. Every recession that should have cleared excesses from the system was met with lower interest rates, more borrowing, and more money printing. Instead of allowing the economy to heal naturally, policymakers kept injecting another dose of stimulus, and it worked... until it didn't. But Gareth doesn't think the market will collapse tomorrow. In fact, he believes policymakers still have tools that could keep the system going for several more years. But every intervention adds more debt, leverage, speculation, and makes the eventual adjustment even more violent. His warning wasn't that Iran will crash the markets; it was that markets may already be sitting on a far bigger time bomb. Gareth Soloway

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🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

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Four years ago today, we pitched Chowdeck at YC Demo Day. It’s crazy how quickly time flies and even crazier how much can change in four years. For one, my hair is longer 😂 😂😂 But more importantly, Chowdeck has grown far beyond what any of us could have imagined back then. In the video, I was so proud of delivering 800 orders in a day. Today, we do that every 15 minutes. And yet, it’s still Day One 🚀

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"Constipated." That is the word now being used for the private credit market. And it is exactly what this looks like. The private credit story is changing. For months it was framed as a liquidity problem. Investors trying to pull their money out. That is still a huge problem. BlackRock just had a couple of funds suffering big runs. But there is a bigger one. It is no longer just the investors who want out. It is the investors outside who no longer want in. And that is the much bigger story. Because the private credit boom was built on flows. Constant inflows from wealth managers, pensions, insurance companies, and the general public. That is how big it got. The machine has to keep moving. Money comes in. Loans get made. Funds grow. Redemptions get handled. Managers collect their fees. Everyone pretends it is calm because the marks are smooth and the exits are limited. Now the machine is reversing. Reuters reported US direct lending issuance in the three months ending May was down roughly 40% from the first quarter. Issuance to private-equity-backed borrowers dropped nearly 37%. Volume tied to leveraged buyouts fell about 34%. So this is no longer just a redemption story. The exits are clogged. New money is hesitant. Sellers will not cut prices, and buyers will not pay yesterday's valuations. Credit funds are handling redemptions. Leveraged loans are showing strain. And publicly traded BDCs are not rebounding, even as the broader market soars. So the question is no longer whether investors are still withdrawing. They are, and it is accelerating. It is not about the people inside who want out. It is about the people outside who no longer want in. That is the bigger problem. It pushes us deeper into stage two, and the odds of stage three go up from here.

"Constipated." That is the word now being used for the private credit market. And it is exactly what this looks like. The private credit story is changing. For months it was framed as a liquidity problem. Investors trying to pull their money out. That is still a huge problem. BlackRock just had a couple of funds suffering big runs. But there is a bigger one. It is no longer just the investors who want out. It is the investors outside who no longer want in. And that is the much bigger story. Because the private credit boom was built on flows. Constant inflows from wealth managers, pensions, insurance companies, and the general public. That is how big it got. The machine has to keep moving. Money comes in. Loans get made. Funds grow. Redemptions get handled. Managers collect their fees. Everyone pretends it is calm because the marks are smooth and the exits are limited. Now the machine is reversing. Reuters reported US direct lending issuance in the three months ending May was down roughly 40% from the first quarter. Issuance to private-equity-backed borrowers dropped nearly 37%. Volume tied to leveraged buyouts fell about 34%. So this is no longer just a redemption story. The exits are clogged. New money is hesitant. Sellers will not cut prices, and buyers will not pay yesterday's valuations. Credit funds are handling redemptions. Leveraged loans are showing strain. And publicly traded BDCs are not rebounding, even as the broader market soars. So the question is no longer whether investors are still withdrawing. They are, and it is accelerating. It is not about the people inside who want out. It is about the people outside who no longer want in. That is the bigger problem. It pushes us deeper into stage two, and the odds of stage three go up from here.

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When one young Chicago trader first heard people were making $50,000 to $100,000 in a day He told himself he would quit the moment he ever made that kind of money. Then he had his first five-figure day. He was back in the pit the next morning. “After a while, the money becomes just a way of keeping score.” By the late 1980s, a seat on the exchange could cost more than $300,000, and the trading floors were said to hold more millionaires per square inch than anywhere else on earth. But the footage shows what that money did to people. Traders carried live quote machines on dates, practiced screaming so they could be heard above the crowd, wore the same clothes after winning days, and came back even after they had already made enough to leave. The technology looks ancient now. The psychology does not. This rare documentary captures the exact moment trading stops being about money and turns into identity, competition, and addiction to the game. Bookmark it and watch as a lesson from the past Especially now that markets are once again rewarding speed, hype, and risk-taking.

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Bill Gates: "The chance of a natural pandemic in the next four years is somewhere between 10 and 15 percent." "It'd be nice to think we're actually more ready for that than we were last time, but so far we're not." "People—rather than having a consensus about, you know, what tools are missing—are mostly still replaying the various mistakes that were made." "So I wouldn't say that we're as far along as you'd expect after trillions of dollars and millions of lives have been lost."

Wide Awake Media

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SpaceX IPO could turn $10K into $100K while most people miss it Elon’s company is finally going public after years of speculation Valuation is above $400 billion before the market opens Early Tesla investors turned small bets into life changing fortunes, but many were late This time, the scale is bigger, and attention is still low By the time it seems obvious, most of the upside is already gone Most of the upside is already gone by then Real gains are made before hype, headlines, and crowd arrival You can position with a brokerage account, but timing is everything Most people react only after the move has already happened Save this before the IPO date drops and the rush begins

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I’ve been using AI to help my decision-making for over 30 years. It’s a big part of what made Bridgewater successful. I found that if I wrote down my criteria for making decisions and put them into algorithms, the computer could process far more information far more quickly than I could on my own. Alongside my logic and inspiration, it was a great partnership. I started doing this in my investment decision-making, but soon incorporated it into my broader decision-making, as well. (By the way, that investment decision-making is what made Bridgewater so successful.) LLMs have made this process even more seamless and useful.

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Bill Ackman on how he made $2.5 billion by hedging and shorting stocks during March 2020 Worth a listen "There was a massive storm coming. We could see the storm, but everyone else was playing on a beach. We bought a credit default swap on the index, and over a 10 day period, we bought about $74 billion notional of this insurance. It cost us only $27 million. 10 days later, it became worth $2.6 billion. We took that money in March 2020 with the market down 30% and bought stocks"

Boring_Business

843,191 Aufrufe • vor 5 Monaten

.Mohnish Pabrai paid $650K to have lunch with Warren Buffett after copying his strategy to make $84M. Here's why it was worth every penny: Pabrai's wife told Warren: "I love you, but I actually prefer Charlie Munger." Warren got competitive: "Charlie? He's boring and pessimistic. I'm the interesting one." Two days later, Warren emailed Charlie's assistant: "I met this couple who think YOU'RE more interesting. Let's set the record straight." That lunch started what's now over 15 years of friendship. But here's how Pabrai made the $84M: He told his investors: "Your only purpose on Earth is to bring assets to my fund," and turned them into a distribution layer. While everyone bought pets .com at billion-dollar valuations with zero revenue, Pabrai bought: Funeral homes at 2x earnings Steel companies at 3x earnings When NASDAQ imploded 75%, Pabrai was the only guy making money. He didn't just play the market. He bought his way into the inner circle of the greatest investors alive. Shaan Puri

.Mohnish Pabrai paid $650K to have lunch with Warren Buffett after copying his strategy to make $84M. Here's why it was worth every penny: Pabrai's wife told Warren: "I love you, but I actually prefer Charlie Munger." Warren got competitive: "Charlie? He's boring and pessimistic. I'm the interesting one." Two days later, Warren emailed Charlie's assistant: "I met this couple who think YOU'RE more interesting. Let's set the record straight." That lunch started what's now over 15 years of friendship. But here's how Pabrai made the $84M: He told his investors: "Your only purpose on Earth is to bring assets to my fund," and turned them into a distribution layer. While everyone bought pets .com at billion-dollar valuations with zero revenue, Pabrai bought: Funeral homes at 2x earnings Steel companies at 3x earnings When NASDAQ imploded 75%, Pabrai was the only guy making money. He didn't just play the market. He bought his way into the inner circle of the greatest investors alive. Shaan Puri

My First Million

134,939 Aufrufe • vor 4 Monaten

.Keith Rabois on the most important lesson he learned from Peter Thiel: You can’t hire anybody over 30. “Peter might not say it exactly the same way today, but basically, what he was trying to say is this: by the time you’re 30, everyone on the planet knows how to assess you pretty accurately. There are enough data points on your resume—back then, it was your resume, and today, it’s your LinkedIn profile—so that everybody can come to a consensus view about your abilities. But if you come to a consensus view about everybody’s abilities, guess what? Google is going to spend a lot of money on that person. Or OpenAI is going to spend a lot of money on that person. Or Meta is going to spend a lot of money on that person. And, when you’re a startup, you can’t outspend large companies that are very profitable or have infinite money like OpenAI. You need to be much more disciplined, much more frugal, and you may not even want to hire these people. The people who are motivated by that much compensation may not even be the right builders. I took that advice with me literally from November 2000, and I’ve been trying to apply it for 24 years now.”

Arjun Khemani

3,782,075 Aufrufe • vor 1 Jahr

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

WhaleTwits

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