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Gloucester's legendary Greasy Pole Contest 🎩🪄 Returned for its 99th year during St. Peter's Fiesta! Contestants sprint, slide, and splash across a heavily greased 45-foot pole to grab the flag. There's no cash prize, just lifelong bragging rights, hometown glory, and tradition! One person made it yesterday and is...

24,203 次观看 • 17 天前 •via X (Twitter)

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S&P just cut Oracle to one notch above junk, and the stock went UP anyway. Think about that for a second... Back in December I told you the AI arms race would keep rewarding capex right up until the moment it didn't, and I pointed straight at Oracle. The stock is now down more than 55% from its high and this week S&P downgraded its credit to the lowest rung of investment grade, which means one more cut and Oracle wears a junk rating for the first time in its history. The downgrade landed because the cash bleed is getting MUCH worse. S&P now sees Oracle burning close to $42 billion in free cash flow next year, nearly double its earlier estimate, with capex rocketing toward $90 billion and a single customer (OpenAI) sitting behind roughly half of that $638 billion backlog. The bond market looked at all of that and reached for insurance. The stock market looked at the exact same company and bid it higher. When those two disagree like this, 45 years in this business has taught me to side with the bondholders every single time. They get paid before shareholders do, so they tend to see the trouble first. And Oracle is now funding this buildout with equity instead of debt, with another $20 billion in stock issuance slated for this year. A company confident in its own cash flows borrows against them. A company bracing for a downgrade dilutes its shareholders instead. Oracle showed you which one it is. If you want to know how to actually make money in a market this dominated by Big Tech narratives, that is what July 22nd is for. 14 elite investors are sharing the specific longs and shorts they are backing with their own capital - for just $99. We entered the golden era of stock picking. Grab your ticket today:

George Noble

18,966 次观看 • 4 天前

$GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond! It took me a while to gather the material for this thread. I will link down below other threads I talked extensively on all current and future $GRAB services to avoid making this thread too long. It is very important to understand product roadmap on the SuperApp, and how it will make money over the long-term, and transfer that value creation to shareholders. The closest analogy for new investors to understand is Amazon obsession over customers where $AMZN makes a little bit of money on each transaction to break even, but make the most money on Prime Membership. Or Costco obsession over customers where $COST makes 10-15% margin or lower on most products to break even on operation, but to make the most money on Costco membership fees. Jeff Bezos famously said "investors should invest in the company that obsesses customer experiencein the long term, there's never any misalignment between customer interests and shareholder interests!" The TLDR version: Being Customer Obsessed over Competition. We never heard much where Anthony Tan described or bitter about competition. Because Anthony does pay attention to competition, but he is more focused or obsessed on how to serve customers better at the lowest price possible, those that pay for $GRAB services. It is not just a business, it is a mission from first day of $GRAB or formerly known as MyTeksi. Anthony Tan and Co-founder Hooi Ling Tan both met at a class “Business at the Base of the Pyramid.” This class shaped the years of $GRAB success and today mission, creating a valuable business servicing the mass market, the lower income communities. Now, lets start with Customer Obession. $Grab does not see just users as customers, Anthony Tan views drivers, merchants, and partners are customers as well for long term success of the company. This is a big differentiator that contributed to GRAB success today. A. Hyperfocus on users: Grab emphasizes safety, with 99.9% of rides completed without incidents, and offers affordable options like Saver rides (26% of mobility transactions, 1.5X higher order frequency) alongside high-value services like Premium Rides and GrabUnlimited (3.7X more frequent usage, 2X higher retention). This likely enhances user satisfaction and retention, driving revenue growth, as seen in their Q1 2025 earnings of $773 million, up 18% year-over-year. But it does not stop at rides, it translate this obsession into food/grocery/financial and other services. Anthony Tan centered $GRAB success on affordability and reliability over the long-term since its early startup day. Essentially, the long-term TAM for servicing 2- 3 billion people is to get 30-50% of them on GrabUnlimited. Now it is $4.99 a month, will probably be adjusted to $7-$10 adjusted to inflation 10-15 years from now or around $7-$10B or more subscription revenue straight to net income B. Hyperfocus on Merchants: Grab has significantly focused on merchant growth as a core strategy to expand its ecosystem, particularly through its GrabFood, GrabMart, and financial services like GrabFinance. The reason is simple, these merchants/businesses are bringing in user growth. Businesses also pay GRAB on ea transaction very well, and at the same time using Cheap Loan(provided by Grab) to expand, and pay on GrabAds(this will have the highest margin after GrabUnlimited up to 50-60%). Grab also investing heavily on #AI to help merchants with OpenAI and Anthropic partnerships. The impact is unreal with this core strategy, many merchants today have more than 50-60% of its monhtly sales from $GRAB SuperApp(grew from 10-15% in 2021-2022). This approach has positioned Grab as a leader in Southeast Asia’s on-demand market, with significant potential for further expansion as it continues to innovate and optimize C. Hyperfocus on Drivers: In today world, you will never see $uber or Lyft talking about seeing drivers as customers. GRAB is the only company that sees Drivers as customers, and this focus is critical to maintaining a robust supply of driver-partners to meet consumer demand for ride-hailing, food delivery, and other services. Grab has scaled its driver network significantly since going public day with 5-6m registered driver-partners. Expanding rental/low fee fleets to secure drivers, creating stable employment in its current 8 countries. President Ferdinand R. Marcos Bongbong Marcos recently acknowledged $GRAB's significant impact on employment in the Philippines. All of 8 countries Grab operates in, all presidents and PM have praised Grab contribution on employment in their countries. GRAB makes its the company mission to expand more drivers registered on $GRAB SuperApp. Last Fun Fact, GRAB drivers in its 8 market have much higher income than BA degree holders and in many cases x2 or x3 the average salaries due to Grab Dynamic Pricing to bring supply and demand back to lowest price. AKA when demand is mad high, price will be higher to attract more drivers to bring down price. Drivers financial success is Grab long-term success. Conclusion: Grab's SuperApp success, as evidenced by Q1 2025 financials, is tied to putting customers, drivers, and merchants first. Their focus on safety, affordability, financial inclusion, and upskilling creates a robust ecosystem, reflected in increased MTUs, revenue growth, and profitability. The SuperApp will expand to 3 billion people TAM or more over the long term. 1. User Growth(Transactional Users) 2. GrabAds (expanding beyond SuperApp into Physical Grocery/Fleets) 3. GrabUnlimited( Expanding valuable services/features to make it stupid not to have it) Over the long-term, $GRAB will expand beyond SuperApp. Just like when Amazon has some spare computer capacity and decided to rent it out and became the AWS today, which is a behemoth that's now >4 times bigger than its original shopping business. No, I'm not saying $GRAB is the next Amazon. I'm telling you that with this "Secret Sauce" strategy of customer obsession, Anthony Tan can expand to other ventures with the massive FCF+ and profitable SuperApp to fund it. Disclaimer: I do own a large position in the Private Portfolio, and currently 100% on $GRAB on small public portfolio. This is the public portfolio where I contribute $500-$1000 of my own money. This public portfolio is not intended to be just 100% pure $GRAB, but it is the first position. I will try to keep it under 10 companies, and high quality growth businesses ONLY. I will not bother with garbage or hyped businesses where people just hype x10 x100 x1000 next week/year. You can follow others for that. Everything I wrote here is NOT Financial Advice! Source: Private Sources, Grab Dot Com, Webull, TOS, Bloomberg, Various Asian Media Outlets, Youtube, Anthony Tan, WSJ, Financial Times, Yahoo, Reuters, Jakarta Globe...

Mike

209,603 次观看 • 11 个月前

The cold is British. They just never told you. ❄️🇬🇧 Every air conditioner, every fridge, every freezer on earth, the cold inside all of it was first made by a Scotsman. In 1756. ❄️🏴󠁧󠁢󠁳󠁣󠁴󠁿 His name was William Cullen, a doctor in Edinburgh. In a warm room, with no ice and no winter, he drew the air from a glass of ether until it boiled cold and drank the heat from the water around it, until the water froze. No one had ever done it before. Then he wrote it down and walked away. No machine, no patent, no fortune. Just the proof, on a bench. It sat there the better part of a century. A British bench built the first machine that worked, and a Scot carried it across the world to Australia, where it froze meat and cooled beer. But cold was only half the story. ❄️📖 To master the air itself took another Scot. When the Houses of Parliament burned down in 1834, David Boswell Reid made the new building breathe, its gothic spires its lungs. At St George's Hall in Liverpool in 1851 he built what is often called the first air-conditioned building on earth. It should have made him. He died forgotten in America instead. 40 years on, Willis Carrier built the machine and earned his name as the father of modern air conditioning. He earned every bit of it. But he did not make the cold. The cold was British. America took that inheritance and cooled the world with it, and that is no theft. That is what an inheritance is for. We are the home of British heroes. Not built by ads, not by the government, built by us. There's a place for you with us. Be part of us. ☝️🇬🇧 Be Proud Of Us. 🙏🇬🇧

Proudofus.uk

55,620 次观看 • 16 天前

Exactly One Year Ago, Everything Changed. On November 26, 2023, I shared one of the biggest decisions of my life with you: acquiring the Punks on Bitcoin collection. It wasn’t just about a collection—it was about stepping into history, about believing in a future where Bitcoin isn’t just the world’s most powerful store of value, but its ultimate canvas for culture and innovation. When I look back, I’m reminded of that first piece: the hoodie alien. It wasn’t just an Inscription ; it was a symbol of what could be—a reminder that Bitcoin is more than blocks and nodes; it’s a story we’re writing together. Today, I’m not here to reflect on the past—I’m here to share where we’re going next. Because this past year wasn’t just about preserving what Punks on Bitcoin is. It was about reimagining what it could become. To mark this anniversary, we’re unveiling two milestones: 1️⃣ Our New Website – A reflection of our identity and vision. More than just a homepage, it’s a statement: sleek, elegant, and true to the ethos of Punks on Bitcoin. It’s where the past meets the future. 2️⃣ Our Virtual Showroom – This is where the experience becomes tangible. Immerse yourself in the world of Punks, interact with the art, and feel what it means to be part of this movement. In addition to these milestones, last October marked another significant moment in our journey. We organized our first 10k Ordinals Night during BTC Amsterdam—a night dedicated to celebrating this movement and its community. What began as a single evening holds the promise of becoming a recurring series, a tradition that brings us together to shape the future of Ordinals. But let’s be clear: these aren’t the endpoints. They’re just the beginning. Every decision we’ve made has been driven by one mission: to position Punks on Bitcoin among the most iconic and impactful projects in the Ordinals ecosystem. This journey is far from over. And if you’re here, reading this, you’re part of it too.

imper1um

10,935 次观看 • 1 年前

this is the world's first ever humanoid robot that will summit Mt. Everest it's named Pemba, and two days ago it reached the top of Chimborazo, a 20,000-foot peak in Ecuador, completely on its own (no remote or operator). and the robot itself is nothing special. Pemba is a Unitree G1, the same ~$14k robot anyone can buy online right now. the guy behind it, Pablo Berlanga, is doing this to send robots into the places that kill people. think about how you'd check on a melting glacier or a deadly crevasse out in the middle of nowhere today. you either send a person who might not come back, or you skip it and learn nothing. so Berlanga wants a robot that walks in on its own, carries a few pounds of gear, and brings back footage from places no human can safely reach. i think eventually they'll even be used for robot rescue missions to reach people stranded in disasters and dangerous situations from here, the plan for Pemba is Mauna Kea in Hawaii, then Everest. Everest is the tricky one. the team wanted to send Pemba up this spring to start hauling trash off the mountain and tracking its glaciers (something Nepal genuinely needs help with) but the Nepalese government told them to wait. there's no law in Nepal for a climber that isn't human, so the rules have to get written before a robot can set foot on the mountain. kind of incredible that the machine is ready for Everest a full year before anyone's decided whether it's allowed to be up there

Ole Lehmann

33,490 次观看 • 1 个月前