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KIHYUN PRIVATE SCREENING NOV 25, 2023 𝙏𝙝𝙚 𝙎𝙩𝙖𝙣𝙙𝙖𝙧𝙙 𝙤𝙛 𝙇𝙤𝙫𝙚 ⒞ 𝑡𝑟𝑠.

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𝐭𝐡𝐞 𝐫𝐨𝐦𝐚𝐧𝐭𝐢𝐜 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝

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411,615 görüntüleme • 2 yıl önce •via X (Twitter)

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𝐭𝐡𝐞 𝐫𝐨𝐦𝐚𝐧𝐭𝐢𝐜 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝 profil fotoğrafı
𝐭𝐡𝐞 𝐫𝐨𝐦𝐚𝐧𝐭𝐢𝐜 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝2 yıl önce

𝘏𝘰𝘸 𝘤𝘢𝘯 𝘺𝘰𝘶 𝘥𝘦𝘧𝘪𝘯𝘦 𝙩𝙝𝙚 𝙨𝙩𝙖𝙣𝙙𝙖𝙧𝙙 𝙤𝙛 𝙡𝙤𝙫𝙚? 𝘛𝘪𝘤𝘬𝘦𝘵 𝘖𝘱𝘦𝘯 ›› 𝟤𝟢𝟤𝟥.𝟢𝟫.𝟤𝟦 𝖯𝖬 𝟪

𝐭𝐡𝐞 𝐫𝐨𝐦𝐚𝐧𝐭𝐢𝐜 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝 profil fotoğrafı
𝐭𝐡𝐞 𝐫𝐨𝐦𝐚𝐧𝐭𝐢𝐜 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝2 yıl önce

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Nov 2023: now-leaked Labour strategy doc proposes “private member’s” bill where govt “controls the parameters” by “working with advocacy groups…to draft the legislation”. Jan 2025: Leadbeater reacts with fury after Danny Kruger claims the bill was “written by a campaign group”.
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Nov 2023: now-leaked Labour strategy doc proposes “private member’s” bill where govt “controls the parameters” by “working with advocacy groups…to draft the legislation”. Jan 2025: Leadbeater reacts with fury after Danny Kruger claims the bill was “written by a campaign group”.

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In May 2021, Logan Gimbel, a private security guard, fatally shot Freddy Nelson Jr during a trespassing dispute at a North Portland shopping center. Nelson and his wife, Kari Nelson, had arrived at the Delta Park Center to shop for flowers when Gimbel approached them and ordered them to leave the property. In 2023, Logan Gimbel was found guilty of second degree murder. Judge Christopher Marshall sentenced Logan Gimbel to life in prison with the possibility of parole after 25 years.

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𝐀𝐝𝐚𝐧𝐢 & 𝐑𝐒𝐒 𝐏𝐑𝐈𝐕𝐀𝐓𝐈𝐙𝐈𝐍𝐆 𝐈𝐧𝐝𝐢𝐚'𝐬 𝐌𝐢𝐥𝐢𝐭𝐚𝐫𝐲 𝐏𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐢𝐧 𝐁𝐎𝐌𝐁𝐒𝐇𝐄𝐋𝐋 𝐑𝐓𝐈 𝐄𝐱𝐩𝐨𝐬𝐞́! 🔥 Is the Indian Army being turned into a PRIVATE, IDEOLOGICAL FORCE? 𝐒𝐚𝐢𝐧𝐢𝐤 𝐒𝐜𝐡𝐨𝐨𝐥𝐬 — the Iconic 1961 Institutions that have fed our Bravest Officers straight into the NDA and Armed Forces for decades — are now being quietly handed over under Modi Govt's PPP Model. 🪖 RTI Data (The Reporters' Collective exposé): Of 40 New Sainik Schools signed between 2022-2023, 62% (25 Schools) went to RSS-BJP affiliates, Hindutva outfits like Vidya Bharati (pushing saffronised curriculum), BJP Politicians & Their Families (even Arunachal CM’s group), and — yes — #AdaniGroup's own Adani World School in Nellore. Future Military Leaders Trained In Private + Ideological Hands? Apolitical, Secular Army at Risk? Congress Raised Red Flags… But The Pipeline To Our Defence Is Already Compromised. This is the Full Exposé The Mainstream Won’t Touch 👇 #ModiHaiTohMumkinHai #Israël #ShaheedDiwas #BhagatSingh

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L'Aile à Stick

19,333 görüntüleme • 1 yıl önce

This guy beat the market for 17 straight years trading a sector many investors have written off post-2008 Derek Pilecki (Derek Pilecki) runs a financials-only fund. 21%+ annualized. His edge? A corner of the market many investors moved away from after the GFC. We cover: - Why he expanded from 25 → 40 positions and returns went UP - His counterintuitive rule: buy higher, not lower (positions get LESS risky as they rise) - The Robinhood call — bought late 2023, rode it to a multibagger - Why he's quietly watching FactSet, Morningstar & Verisk right now - His view on private credit risk (and why he disagrees with Jamie Dimon) - How he uses AI to analyze more stocks without losing his edge - Why markets chronically underreact to good news — and how to exploit it - The brutal career reality no one tells young PMs about Highlights: 00:00 Intro 01:06 Derek's +21% annualized return track record 02:50 Fundamental business change vs market noise in Robinhood 05:25 Portfolio construction: Concentration limits and adding to winners 09:09 Sourcing alpha and identifying three-year doubles in financials 12:44 Developing edge through repetition and management team cycles 14:16 Why the post-GFC regime fundamentally changed bank underwriting 17:07 Assessing tail risk and leverage in the private credit market 21:23 AI-driven market dispersion and identifying moaty businesses 24:11 Why shareholder base turnover matters for timing broken charts 29:37 Integrating AI into fundamental research and SEC filing analysis 35:39 Risk management: Permanent capital loss vs mark-to-market volatility 37:12 Capacity constraints: Optimizing for returns over AUM scale 50:39 Career risk and the reality of active money management
55:44

This guy beat the market for 17 straight years trading a sector many investors have written off post-2008 Derek Pilecki (Derek Pilecki) runs a financials-only fund. 21%+ annualized. His edge? A corner of the market many investors moved away from after the GFC. We cover: - Why he expanded from 25 → 40 positions and returns went UP - His counterintuitive rule: buy higher, not lower (positions get LESS risky as they rise) - The Robinhood call — bought late 2023, rode it to a multibagger - Why he's quietly watching FactSet, Morningstar & Verisk right now - His view on private credit risk (and why he disagrees with Jamie Dimon) - How he uses AI to analyze more stocks without losing his edge - Why markets chronically underreact to good news — and how to exploit it - The brutal career reality no one tells young PMs about Highlights: 00:00 Intro 01:06 Derek's +21% annualized return track record 02:50 Fundamental business change vs market noise in Robinhood 05:25 Portfolio construction: Concentration limits and adding to winners 09:09 Sourcing alpha and identifying three-year doubles in financials 12:44 Developing edge through repetition and management team cycles 14:16 Why the post-GFC regime fundamentally changed bank underwriting 17:07 Assessing tail risk and leverage in the private credit market 21:23 AI-driven market dispersion and identifying moaty businesses 24:11 Why shareholder base turnover matters for timing broken charts 29:37 Integrating AI into fundamental research and SEC filing analysis 35:39 Risk management: Permanent capital loss vs mark-to-market volatility 37:12 Capacity constraints: Optimizing for returns over AUM scale 50:39 Career risk and the reality of active money management

Ethan Kho

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