Maz

emerging markets finance

[Maz @MazenBHC]

current thoughts on mkt:

we’ve seen a massive disconnect between multiples expansion and earnings growth caused by a speculative rush resultant from super high levels of cheap liquidity and unprecedented retail participation.

[Maz @MazenBHC]

@SpecialSitsNews https://t.co/Y1FHss7Rh5

and the full lagged impact of higher rates hasnt kicked in yet

[Maz @MazenBHC]

short-term bearish on $aapl

[U.S. Securities and Exchange Commission @SECGov]

Today we charged Binance Holdings Ltd. (Binance); U.S.-based affiliate, BAM Trading Services Inc., which, together with Binance, operates https://t.co/swcxioZKVP; and their founder, Changpeng Zhao, with a variety of securities law violations.

https://t.co/H1wgGgR5ir

[Arnaud Bertrand @RnaudBertrand]

If you want to watch the full video (which I highly recommend), here it is 🔽
https://t.co/RDVtkVABMW

[Maz @MazenBHC]

exactly right from 2022

https://t.co/ep1VbRhsvv

[Maz @MazenBHC]

there’s just no way this demand for housing is sustainable given current conditions.

[Maz @MazenBHC]

Long-term play I'm eyeing - European Nuclear Investment

why nuclear vs. other renewables?
- nuclear power plants are producing maximum power more than 92% of the time during the year, and after current events, reliability would be the main scrutinized factor

[Quartr @Quartr_App]

Are you looking for competitively advantaged businesses?

Here are 15 transcript excerpts where company executives themselves describe their advantage in detail – found using our transcript search 🧵

1. $LVMH on luxury brand pricing power:

[Maz @MazenBHC]

fortress - great example of a modern management buyout representative of current trends:

1. tech fall-off (softbank liquidity crunch)
2. institutions take-up bank lending role - first movers were oaktree
3. huge repositories of capital being deployed by Gulf oil-driven SWFs

[Maz @MazenBHC]

@hedgefundsuit siuu

[Maz @MazenBHC]

impressed w/ $abnb ceo customer-centric approach using feedback to
implement constant incremental improvement.

great way to act opportunistically , quickly, and transparently to prevent further losses in market share to hotels.

bullish

[Brian Chesky @bchesky]

You told us what you don’t like about Airbnb. Here are the 50 things we’re doing about it...

[Clark Square Capital @ClarkSquareCap]

Steve Cohen with great insights on risk management

(from the interview: Stray Reflections)

[Maz @MazenBHC]

if only jaime dimon’s lieutenants read my twitter lmao

https://t.co/G5F2tIDFAz

[Maz @MazenBHC]

example is the tendency to aggressively recognise revenue when compensation is performance based and economic downturns occur

[Maz @MazenBHC]

https://t.co/Y1FHss7jrx

another conviction playing out nicely

[Maz @MazenBHC]

Deep pockets, innovation labs, economies of scale, and battered state of VC makes me think this AI playing field will be unlike the dotcom bubble in that it wont be start-up dominated but instead the concentration of market share for those at the top will increase dramatically

[Maz @MazenBHC]

GPT4 tech combined w/ robotics is going to be incredibly interesting

microsoft

https://t.co/5W929Bcxw9

[Maz @MazenBHC]

Google

* just had their own generative AI announcement today

https://t.co/qRV5nnE0Y0

[Maz @MazenBHC]

example is the tendency to aggressively recognise revenue when compensation is performance based and economic downturns occur

[Maz @MazenBHC]

president of software acquisition machine $CSI multiple letters to shareholders during ‘07-‘08 - golden to set expectations for upcoming period

https://t.co/ZDTgpQpW8J

[Maz @MazenBHC]

#gpt4 developer demo:

it turns a picture of a sketch on a napkin into a website prototype

equivalent of what automation did to manufacturing incoming to knowledge work

[Broccolex @Broccolex]

@pierre_crypt0 @mckaywrigley @gdb Was briefly watching the developer livestream where this was done (https://t.co/MSEnqziZu3)

Mind blowing

[Maz @MazenBHC]

@msami303 hence “misperception” of r&d , thinking about the hype that will build around funding LLM and gpt solutions, especially with gpt-4 out now, which apple has been against in actions(1) and vague in description(2)

1) https://t.co/Nvps08g20K
2) https://t.co/QUHrDH8SDx

[Maz @MazenBHC]

short-term bearish on $aapl