Gahdloot

Illuminating the tunnel all the way through

[Gahdloot @David_Gahd]

I interviewed the people business partner at paystack Abiola Showemimo about Recruitment, Interviews, Entry/Mid level roles, and tech jobs.
She shared a lot of information about how applicants can always stand out during the interview process.

Episode drops by 11am

[Michael Taiwo @AskMichaelTaiwo]

I am not against paying for AI Courses but I strongly think you can learn almost anything with AI.

Copy and paste this prompt to Claude.

You are a world-class expert in [Insert skill]. Train me as if I'm your apprentice, from beginner to mastery. Break it into stages, tasks, uncommon resources, and shortcuts. Include simulations or real-life practice assignments to truly internalize each level.

P.S: You may need to send some follow-up prompts to get the best of the prompt.

[Master.dev (Formerly Frontend Masters) @MasterDotDev]

We partnered with Anthropic to release our Claude Code course free for everyone. No subscription required!

@lydiahallie teaches you the agentic loop. CLAUDE.md. Skills. Hooks. Subagents. Agent teams.

🧑‍💻 Learn Claude Code, free: https://t.co/8ZeXhKBb4N

[Michael Taiwo @AskMichaelTaiwo]

A loud and genuine Omo!!

I need to try my hands on this.

[Ewgi @Ssaasquatch]

US
$HIMS- 20% (Mix of spots and calls)
$SOFI- 10% (Mix of spots and calls)
$ONDS- 10%
$RCAT- 8%
$UMAC- 7%
$RKLB- 2%
$PUSA- <1%
Cash (Dry powder) - 43% ish

Nigeria
Zenith- 60%
GTB- 20%
MTN-20%

Crypto
$ZEC - 50%
$HYPE- 20%
Stables- 30%

Metals
Copper- 80%
Gold- 20%

Indexes
S&P - 50%
QQQ- 30%
SMH- 10%
ILF- 10%

That’s about it.

[Todd Spence @Todd_Spence]

When Martin Lawrence hosted SNL in 1994, he was banned from ever hosting again because he decided to do his raw standup jokes instead of the scripted monologue. It was replaced with a chyron explaining what happened when the episode aired, as you see below.
I then spliced in the controversial monologue that only made it to the East Coast feed and was never seen again.

[KAT @reallKAT]

NAHUM 1 :9
There will come a time when that problem won’t bother you again, not because you forgot, but because God ended it once and for all.

[Mr. Láyí @layiwasabi]

womanizing is a more expensive vice than cocaine

[Casper @CasperOnChain]

Kevin Hart says success is just standing back in line after everyone else gave up

"Scooter Braun told me, if they were giving a million dollars to anyone who could hit a fastball from the best pitcher in baseball, millions would line up. People would strike out and go, 'Damn, it's over'"

"Not many people would miss and stand back in line again. He was like, 'I'm going to keep getting in line.' The line will get smaller because of how many people drop out"

[Fabian Sani Esq @FabianSani8]

Every lawyer needs to watch this.

[Rahul @sairahul1]

Anthropic just paid millions to hire Andrej Karpathy.

He gave you the same knowledge for $0 the same week.

Co-founder of OpenAI. Former head of AI at Tesla. The man who coined vibe coding.

No recruitment fee. No exclusive access. Just a link and 29 minutes.

LLMs are ghosts not animals.
Vibe coding is dead.
Software 3.0 is here.

Watch it.

Then read this.

Because Karpathy tells you what Software 3.0 is.

This shows you how to build one - a software factory with Claude Code that ships features while you sleep.

The full build guide is below.

[Linda Ikeji Blog @lindaikeji]

I was promised automatic ticket before I joined APC but they betrayed me.

— Senator Ned Nwoko

[Fisayo Dairo @FisayoDairo]

This was Mikel Obi speaking in 2005, when he hadn’t joined Chelsea. Look at how he spoke. Some clowns expect him to now live for ten uninterrupted years in London and be speaking like Kanu and Okocha.

[Kirill @kirillk_web3]

Anthropic CEO after watching a $20B Chinese AI founder hand out the exact architecture that beats Claude for free in 40 minutes

[Anish Moonka @anishmoonka]

Mark Cuban sold his company to Yahoo for $5.7 billion in 1999. Overnight, he was a billionaire. There was just one problem: Yahoo paid him in its own stock, he was banned from selling it for six months, and that stock was sitting on a bubble that was about to pop.

So he was a billionaire who couldn't actually reach his money. He owned 14.6 million shares of Yahoo, worth around $1.4 billion, and he couldn't turn a single one into cash. Even after the six months ran out, selling them was its own trap. Nobody buys 14.6 million shares at once. The second he started dumping that much stock, the price would slide before he finished, dragging his fortune down with it.

Here is what he did instead. He bought insurance on his own stock.

You can buy a contract that locks in a guaranteed price someone has to pay you for your shares later. Cuban locked his in at $85 each. From then on, no matter how far Yahoo fell, he could still sell at $85 and walk away with more than a billion dollars. The problem is that this kind of protection costs money, and insuring $1.4 billion is expensive.

He covered the cost in a strange way. He sold off his claim to Yahoo's biggest gains. He signed a second contract that said if the stock ever climbed past $205, someone else could buy his shares at that price and keep anything above it. He was betting it would never get there, and the money from that bet paid for his insurance almost exactly. The whole setup cost him nothing.

For a while, he looked like a fool. Yahoo kept climbing, blew past $205, and ran all the way to about $237. He had locked himself out of a fortune in gains, right at the top. Then the bubble burst. Yahoo went into freefall and crashed to roughly $13. Almost everyone holding it got wiped out. Cuban's $85 floor held the entire way down, and he walked off with his money still in his pocket.

The company that set all of this in motion never made it. Yahoo killed Broadcast .com in 2002, three years after paying $5.7 billion for it. Yahoo itself was sold off in 2017 for about $4.5 billion, less than it once paid for Cuban's company alone. Selling made him a billionaire on paper. The insurance trade is the only reason he kept it.

[CHUKWUEBUKA DAVID @iamebukadavid]

I dey repost any clips from this meeting!!!

[Ewgi @Ssaasquatch]

Haven’t shared this before, but a lot of people ask me how I do it, so here goes:

Long-dated options, or LEAPS, are a powerful way to aggressively compound portfolio gains if you have high conviction about the future price of a stock. I have personally made a lot of money doing this. Yes it works!

LEAPS gives you opportunity to control at least 100 shares of a stock without owning them. I use this mostly for swing trades I plan to dump in <1 year or two. No point doing this for long term holds.

Eg: A stock trades at $10 and you believe it can hit $20 within a year, Instead of spending $1,000 to buy 100 shares, you buy 3 call contracts with $11 strike (will explain this later), expiring roughly a year from now. Some people do short dated ones too. That’s fine as look as it’s not too short. You need time for your thesis to play out. Avoid ODTEs if you know what’s good for you except you’re an idiot.

Assume premium is say $3 per share? Each contract would cost: $3 x 100 = $300. 3 contracts would cost: $300 x 3 = $900. Total cost = $900

Now suppose the stock doubles to $20 in one year, just as you projected.

Each contract is now worth:

($20 - $11) x 100 = $900. Meaning 3 contracts you bought would be worth $2700

Summary:
Initial cost: $900
Final value: $2700
Profit: $1800

Assuming you bought the stock outright:
100 shares at $10= $1k. If the stock goes to $20, your shares are worth $2k. Profit: $1k.
In other words, LEAPS compounded your returns with lesser capital and vice versa.

Are there risks involved ? Of course. A lot of risk.

If the stock does not rerate meaningfully higher, you can lose most or all of your capital.

A wise man once said, “Leverage is for idiots.” and he wasn’t exactly wrong.

This isn’t something you YOLO, and definitely not with a large chunk of your port. I personally never risk more than 10% of my port (Okay fine, I’m lying. It goes as high as 20% sometimes)

You only use LEAPS when your conviction is extremely high and you believe the stock can rerate aggressively to the upside.

Now here’s the real alpha:

How do you manage risk and find the right stock for this kind of bet?

This is the filter that has consistently worked for me:

1. I like beaten down assets with improving business margins ie Growing revs & bottom line, positive or improving EBITDA (adj), and a low D/E ratio.

On the technical side, the stock should be trading within say 10% of their 52-week low, RSI below 40, and sitting on key support across all long timeframes.

The goal is to always find a mispriced asset, not to catch a falling knife.

2. Buy around 10% OTM strikes ie If a stock is at $10, I’m looking around the $11 strike.

That way, the stock only needs to move above the strike plus the premium paid for the trade to become profitable. If you buy very far OTM strikes, you can still lose money even if the stock moves meaningfully higher. This is essentially baba ijebu.

3. Theres no point holding the contract into the final 60 days unless it is already deep ITM and you are comfortably profitable. Read up about something called thetas and option decays.
At that point, either sell it, roll it, convert to shares, or take the loss on the chin. You live to fight another day.

4. Only buy LEAPS when implied volatility is low cos Low IV = cheaper premium. Thats when LEAPS make the most sense cos you don’t want to overpay for optionality, then be directionally right and still get hurt cos IV compresses.

My current LEAPS:

$HIMS
$SOFI

As always, This is not financial advice. Just sharing what works for me.

There are tons of tutorials on YouTube that explain the mechanics better, but take this as a primer.

You’re welcome :)

[Marty Byrde @KerrickDuchy]

one of the greatest shows of all time

[Ruffin Perri-Greno @gyina_yie]

Guys! Don’t sleep on this.
Relocate to Europe through Job Sponsorship.

It’s POSSIBLE. 👇🏽