Ren

You have to work for it - You have to work very, very hard for it! Working to create generational wealth - Come back in 50 years and say Hi!

[Ren @ACTiONRen]

@Mariusz_Invest Interested …

[Ren @ACTiONRen]

@Mariusz_Invest @babyfolio Good buy that!

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Ren @ACTiONRen]

@Mariusz_Invest @JamesP728 It’s all noise and X engagement bud! Enjoy the ride the show and sweet-sweet early retirement when it comes.

[Ren @ACTiONRen]

@Mariusz_Invest Thanks for the insight! Keep on truckin!

[Ren @ACTiONRen]

@Mariusz_Invest Yeah! Adding to my resilience points! Hodling …

[Ren @ACTiONRen]

The visual approach makes it much easier to spot opportunities and identify red flags before I spend hours digging into annual reports.

This Apple example shows how I can get a high-level view of a business and then decide whether it’s worth deeper research.

[Ren @ACTiONRen]

Hi

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That’s why I use Simply Wall St.

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[Ren @ACTiONRen]

Hi!

Anyone looking to get into buying stocks and shares - Look no further than https://t.co/nIViGchOkC

A referral link that gives each of us a chance of up to £100 of fractional shares!

Any share appreciated!

Limited referrals! Any questions - Ask!

[Mariusz | Investing in the UK 🇬🇧 @Mariusz_Invest]

$META spending up to $145B on AI infrastructure in 2026. Nearly double last year.
Stock dropped this week. The supply chain gets paid either way.
Where I’m positioned. Thread.

[Ren @ACTiONRen]

@2147mill Nicley timed!

[Ren @ACTiONRen]

@JamesP728 Top man! Been following since the high five digits! Keep at it - The journey has only just started!

[Ren @ACTiONRen]

@Mariusz_Invest Interesting! Well done Mariusz! Probably has some room upwards. Interesting where to from here. Whats everyone’s thoughts on this? Possibly will look into opening a small position.

[Ren @ACTiONRen]

@Mariusz_Invest Hey! Probably answered at some point - What platform do you use for your shares trades?

[Rose Celine Investments 🌹 @realroseceline]

My thoughts on $BRK

People overcomplicate $BRK because they try to value every piece perfectly down to the decimal. They debate price to book, intrinsic value formulas, and build giant spreadsheets modeling every subsidiary. Meanwhile I look at it much more simply. $BRK has roughly $400b in cash and around $300b in stocks.

That’s about $700b right there between cash and equities alone. So when the company is worth around $1t, you’re basically paying roughly $300b for everything else. That includes the railroad, the energy business, insurance operations, manufacturing, distribution, service businesses, and one of the greatest collections of operating assets ever assembled.

And honestly I think people massively underestimate the value of the insurance float. The float is one of the greatest financial assets ever created because $BRK gets access to enormous amounts of capital at extremely attractive economics. Most people do not fully understand how powerful that becomes over decades. That float has quietly fueled one of the greatest compounding machines in financial history.

But the part that fascinates me most is the discipline. Almost every CEO on earth would have cracked by now sitting on $400b of cash. Most management teams would feel pressure to force acquisitions just to appear active. $BRK has basically said if we cannot find something intelligent to buy at scale, we are willing to wait.

People look at the cash and think it’s dead money, but optionality matters. $BRK effectively owns a giant call option on future chaos. When markets panic and liquidity disappears, $BRK becomes one of the only entities on earth capable of writing enormous checks instantly without relying on financing markets. That is a huge strategic advantage.

The other thing people miss is how rare true permanence is in capitalism. Most corporations optimize for optics. CEOs rotate, incentives change, cultures decay, and strategies constantly shift depending on sentiment. $BRK was built differently.

It was designed almost like an anti Wall Street structure where long term thinking itself became the competitive advantage. In many ways that culture may end up being Buffett’s greatest creation, even bigger than the stock portfolio itself. A lot of companies talk about long term thinking. $BRK actually structured the organization around it.

I also think people misunderstand what $BRK really is. They think it’s just “an insurance company that owns stocks.” But $BRK is basically a giant ecosystem of real world economic activity. Railroads, energy infrastructure, manufacturing, freight movement, insurance, distribution, consumer spending, and financial assets all under one umbrella.

In many ways it’s almost like owning a miniature version of the American economy. But unlike an index fund, the capital allocation is centralized under highly disciplined operators. You get diversification without complete chaos along with durability, liquidity, tax efficiency, reinvestment flexibility, and world class balance sheet.

And honestly the most underrated asset may simply be trust. If $BRK calls during a crisis, people pick up the phone. If $BRK wants to buy a family owned business, sellers trust the company will preserve the culture and operate responsibly.

I also think people are underestimating Greg Abel. Nobody is Warren Buffett and nobody ever will be, but that doesn’t mean $BRK suddenly stops being $BRK. Greg already understands the culture, operational discipline, and capital allocation philosophy better than almost anyone alive.

That’s why $BRK almost a forever asset or a savings account on steroids. No, it’s not going to triple overnight and no, it’s not some hyper growth AI stock. But when I look at over $700b between cash and equities, elite operating businesses, insurance float, fortress balance sheet strength, world class reputation, and disciplined reinvestment talent, I have a hard time viewing it as expensive.

🌹

[Ren @ACTiONRen]

@ben__investing Hey Ben! Ren here - Investing for 5 years. No goal - Only direction for me … Let’s connect!

[Dividend Dynasty @DividendDynasty]

Remember folks. Stocks follow Free Cash Flow over the long-run.

Pick compounding machines and the stock will follow… 📈

$MA $GOOGL $GAW.L $NVDA

[Ren @ACTiONRen]

@Mariusz_Invest On the lookout for one $SNDK.

[Ren @ACTiONRen]

@DividendDynasty Adding here …

[Ren @ACTiONRen]

@Mariusz_Invest Keep going - Reach your goals!