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Managing Partner at Compound Michael Dempsey explains how understanding structural themes can reduce the need to pick individual winners. “In 2024, I made this basket that I called the ‘AI obvious basket.’ It was 30 names roughly equal weighted. It drastically outperformed and I haven’t changed it in two years.”

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Delphi Digital

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34,375 görüntüleme • 4 gün önce •via X (Twitter)

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Managing Partner at Compound Michael Dempsey explains why the human side of founders may matter more in the AI era. “I think it’s never been that the smartest founders are the best ones. I think you have had to be pretty smart, but I’m sure there are people smarter than some of these best founders.”
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Managing Partner at Compound Michael Dempsey explains why the human side of founders may matter more in the AI era. “I think it’s never been that the smartest founders are the best ones. I think you have had to be pretty smart, but I’m sure there are people smarter than some of these best founders.”

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Stanley Druckenmiller averaged 30% a year for 30 years without a single losing year Paul Tudor Jones asked him on stage what made him different from everyone else - his answer: size "I put 350% long into one bond trade - 200 to 300% of my fund into a single currency - put all your eggs in one basket and watch the basket carefully" "I've never used a stop loss in 40 years - I exit when the reason I bought changes, not when the price is down" "the world changed on 9/11, the world changed when the wall came down, the world changed election night - these moments set in place two to four-year trends you can play" bookmark and watch it today ↓

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Stanley Druckenmiller averaged 30% a year for 30 years without a single losing year Paul Tudor Jones asked him on stage what made him different from everyone else - his answer: size "I put 350% long into one bond trade - 200 to 300% of my fund into a single currency - put all your eggs in one basket and watch the basket carefully" "I've never used a stop loss in 40 years - I exit when the reason I bought changes, not when the price is down" "the world changed on 9/11, the world changed when the wall came down, the world changed election night - these moments set in place two to four-year trends you can play" bookmark and watch it today ↓
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Stanley Druckenmiller averaged 30% a year for 30 years without a single losing year Paul Tudor Jones asked him on stage what made him different from everyone else - his answer: size "I put 350% long into one bond trade - 200 to 300% of my fund into a single currency - put all your eggs in one basket and watch the basket carefully" "I've never used a stop loss in 40 years - I exit when the reason I bought changes, not when the price is down" "the world changed on 9/11, the world changed when the wall came down, the world changed election night - these moments set in place two to four-year trends you can play" bookmark and watch it today ↓

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Friends! It can take time to get used to a new Sleeping Spot. Percy spent a LONG TIME in the Basket yesterday before he finally settled down in it. I watched him for AGES, trying to get his bearings. Was the Basket a Hit or a Miss? I guess we’ll find out… ❤️

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#Suriya's Speech at Meet & Greet❣️: "Two years back, this was decided in just 30–45 mins. I haven’t decided on any other film like that. I wished for this, but it became an unexpectedly huge success. I haven’t seen this kind of reaction in recent times.."
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#Suriya's Speech at Meet & Greet❣️: "Two years back, this was decided in just 30–45 mins. I haven’t decided on any other film like that. I wished for this, but it became an unexpectedly huge success. I haven’t seen this kind of reaction in recent times.."

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Lily Liu on how crypto themes mature across cycles "Now we talk about tokenization… 5 years ago it was called securitization and then before that it was largely imagined in the context of private blockchain" "I think every couple of years, every cycle you have some of these themes that come back and they mature a bit in the next iteration"

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Aaron Rodgers: "That was in no way the play at all. It was a play to Jonnu (81) and the whole left side was caved in. I started running and realized I had two larger humans chasing me that I maybe was equal to or slightly faster than."
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Because of this video, this may be the single thread that allows modern robots in 2040 to weave a basket. I have encoded this into AI models and if the wind is at my back, it will be in your robot open source.
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Because of this video, this may be the single thread that allows modern robots in 2040 to weave a basket. I have encoded this into AI models and if the wind is at my back, it will be in your robot open source.

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Kim Goeun at #ThePriceOfConfession presscon, about how she joined the work. > Actually, I first saw the script around 4 or 5 years ago when they were still in the early stage of planning. So at that time, it wasn’t something final. Just a casual ‘Do you want to just take a look at it?’ so I read it briefly. After that, I got busy working on other projects. Then I heard Jeon Doyeon sunbaenim was going to do it and I received the script again. And reading it this time, it felt completely different from how it felt when I first read it years ago. It’s not like I’m worrying about it. I just focused on what the script looks like. Then I thought “Ah I can do this well. I can do it well no matter what”. That’s how I joined this work. I said to them “Please let me in. I can do it well”. <
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Kim Goeun at #ThePriceOfConfession presscon, about how she joined the work. > Actually, I first saw the script around 4 or 5 years ago when they were still in the early stage of planning. So at that time, it wasn’t something final. Just a casual ‘Do you want to just take a look at it?’ so I read it briefly. After that, I got busy working on other projects. Then I heard Jeon Doyeon sunbaenim was going to do it and I received the script again. And reading it this time, it felt completely different from how it felt when I first read it years ago. It’s not like I’m worrying about it. I just focused on what the script looks like. Then I thought “Ah I can do this well. I can do it well no matter what”. That’s how I joined this work. I said to them “Please let me in. I can do it well”. <

tan🫐

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Whattup man. So there’s this show that came out almost 5 years ago called “Falcon and the Winter Soldier” that explains this. You should watch it. It’s great. This is also explained in Black Panther but I assume you haven’t watched it either.
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Whattup man. So there’s this show that came out almost 5 years ago called “Falcon and the Winter Soldier” that explains this. You should watch it. It’s great. This is also explained in Black Panther but I assume you haven’t watched it either.

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Tom Brady reveals he tried to buy a teammate’s $240,000 house as a 4th-string QB rookie making $185,000 “It was two weeks before final cut and I called my agent, I wanna buy Ty Law’s house for $240K, I made $185K that first year” “My agent was like, you haven’t even made the team yet. I told him, I’m sure making it, what are you talking about” “There’s maybe a natural naïveté that I had, that dumb confidence and it was the inner belief in myself because I had that work ethic and see how stable and competitive I was”

katsu

5,014,137 görüntüleme • 2 ay önce

💯💥Very well said.💥💯 It’s hard to contain how angry I am at how ret@rded these people are. Everyday I scroll past at least 5 lunatics wishing and preparing for “the day that IT happens.” It disgusts me how heartless and ignorant they are. They are all evil basket cases! Soulless beings that need to be institutionalized in mental asylums. They need to be deprogrammed from the lefts lies.
1:05

💯💥Very well said.💥💯 It’s hard to contain how angry I am at how ret@rded these people are. Everyday I scroll past at least 5 lunatics wishing and preparing for “the day that IT happens.” It disgusts me how heartless and ignorant they are. They are all evil basket cases! Soulless beings that need to be institutionalized in mental asylums. They need to be deprogrammed from the lefts lies.

🇺🇸 𝓐𝓟𝓡𝓘𝓛 𝓢𝓟𝓐𝓡𝓚𝓢 🇺🇸

14,986 görüntüleme • 4 ay önce

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1:20

Mark Cuban explains how he pulled off one of Wall Street’s greatest trades “When Yahoo offered us $5.7B in stock, I couldn’t sell it for six months” “So what I did was I took every penny that I had and shorted the internet index as protection, basically taking insurance out in case the internet bubble popped” “When I was allowed to sell it, because I couldn’t sell it all at once, it would just crater the market, so I did something called a hedge” “What the hedge is, you can sell options. So I sold call options, which gave somebody else the right to buy my shares at a higher price in the future” “I took that money and used it to buy puts, which protected me in case the price of my stock went down” “When it popped, I actually made more money. It was called one of the top 10 trades in Wall Street history”

Jack

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Jaylen Brown on his drives to the basket: “I don’t have a problem with the game being physical. But it seems like when I use my physicality, it gets called in the opposite direction. That’s what my frustration was. It was a tough whistle tonight.” Q: Noa Dalzell 🏀
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Jaylen Brown on his drives to the basket: “I don’t have a problem with the game being physical. But it seems like when I use my physicality, it gets called in the opposite direction. That’s what my frustration was. It was a tough whistle tonight.” Q: Noa Dalzell 🏀

Brett James

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Still can't believe i can just vibecode a desktop app that does exactly what i want. I don't need to name it i don't need to define it, market it, explain it... it just does exactly what i want it to do. It's mine. I use this new app i made to explain things through presentations on excaladraw... and i was like it would be cool if i could do youtube thumbnails as well... So i asked 5.6 sol to add AI image gen and in one shot i can do it now.
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Still can't believe i can just vibecode a desktop app that does exactly what i want. I don't need to name it i don't need to define it, market it, explain it... it just does exactly what i want it to do. It's mine. I use this new app i made to explain things through presentations on excaladraw... and i was like it would be cool if i could do youtube thumbnails as well... So i asked 5.6 sol to add AI image gen and in one shot i can do it now.

Riley Brown

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I was called an 'uncultured swine', I f**k dogs, was told that white people have no culture, because I made a joke about the skirt. I can promise you one thing, this is not my culture. It also explains the stark difference in outcomes.
0:42

I was called an 'uncultured swine', I f**k dogs, was told that white people have no culture, because I made a joke about the skirt. I can promise you one thing, this is not my culture. It also explains the stark difference in outcomes.

Pookie's Polls & Opinions

40,313 görüntüleme • 2 ay önce