Ich komme gebürtig aus Aachen, dort sah ich am 02.07.1977 das Licht der Welt. Rhein Maas Gymnasium 1987 - 1996. Börse & Kapitalmärkte = meine Leidenschaft.
@Vivek4real_ PS : time in the market via low cost index fund is really the name of the game, but I'd pick the NDX because it may continue to have an excess return over the SPX.
@Vivek4real_ I can only repeat it ... save monthly into a low cost index fund and ignore those predictions. AND : invest in the tobaccos with a dividend reinvestment plan . Must-read : https://t.co/tT4x2urXiF
Das wusste ich gar nicht - er interviewt nicht nur Topleute, sondern war selber ein Starinvestor . Nicolai Tangen gründete AKO Capital, schaffte um die 18% Rendite p.a. .
In 2020, Norway picked a hedge fund manager to run its trillion-dollar sovereign wealth fund.
That manager was Nicolai Tangen, a former intelligence officer who had returned 3x better than the market since 2005 at his fund AKO Capital.
Here's his story and how he built AKO:
When Lloyd made partner at Goldman, a senior partner gave him the rules of the road. The one that stuck:
"Live a life where your obituary runs nine paragraphs. And make sure no more than three of them are about Goldman."
His take now: "That's not going to be the case for me. I stayed too long."
Elon Musk: “Being the CEO isn’t an easy job.”
The man carries the weight of multiple companies, thousands of people, and humanity’s future on his shoulders.
Jensen Huang explains why a future completely surrounded by robots is certain and reveals the one companion he wants with him everywhere
"Everything that moves will be robotic someday and it will be soon. The idea that we'll be pushing around a lawnmower is already kind of silly."
"Every car is going to be robotic. Human robots. The technology necessary to make it possible is just around the corner. And so everything that moves will be robotic."
"A future where you're just surrounded by robots is for certain. And I'm just excited about having my own R2-D2."
"R2 is with me all the time. Sometimes it's in my smart glasses. Sometimes it's in my phone. Sometimes it's in my PC. It's in my car. So R2 is with me all the time, including when I get home."
SpaceX is about to spend the $85B they raised. The companies they spend it on will win.
I put together a list of EVERY single public company supplier of Elon's companies (Tesla, Solar City, SpaceX, X, xAI) and what they supplied. Let me know what looks interesting to you. (1/2)
This may not be a real Elon Musk tweet, but what’s written is absolutely true.
Elon still works 7 days a week, every waking hour, and some people still call him “lucky.”
Once Starship is flying hourly, SpaceX’s mass to orbit will be about 100 times more than everyone else combined, even if they triple their current launch rate.
Q1 tonnage to orbit by launch provider.
Once Starship is flying hourly, SpaceX’s mass to orbit will be about 100 times more than everyone else combined, even if they triple their current launch rate.
NEWS: Malaysia paid for the launch that saved SpaceX from bankruptcy in 2009, a story Elon Musk has now confirmed.
SpaceX's Falcon 1 failed 3 times in a row from 2006 to 2008. The 4th flight reached orbit with a dummy payload but no paying customer.
That customer turned out to be Malaysia.
On July 14, 2009, the 5th and final Falcon 1 launched the Malaysian satellite RazakSAT from Omelek Island. It was SpaceX's first commercial launch.
The Malaysian flag was painted on the side of the rocket.
That payment helped SpaceX make payroll through its hardest stretch.
Today SpaceX is worth $2.79 trillion.
Volume I really is the only one needs to read (it's really an inborn talent, becoming a really profitable trader), but I love Jack Schwager. This may be the final volume in the legendary series : https://t.co/AeK559SGeq
@kejca To bet against something, you really need to be a valuation ace. Just because a company is richly valued on an absolute basis alone is not reason enough !
At age 11, Elon saw his first real computer in a Johannesburg mall and just stood there staring. He had only read about them in magazines before.
His dad hated computers (“just for games”), so Elon saved up from odd jobs and bought a Commodore VIC-20.
He finished the 60-hour BASIC programming course in 3 days, barely sleeping.
At 13, he created his own video game called Blastar (destroy an alien space freighter with hydrogen bombs) and sold it to a magazine for $500.
He then sold two more games: one similar to Donkey Kong, and another simulating roulette and blackjack.
This kid was built different from the start. 🚀
Source: Walter Isaacson's 'Elon Musk' (2023), chapter 4
"SpaceX is the only vertically integrated AI company, from soup to nuts. They have absolutely everything. Cursor is one of the most important pieces of AI right now, which is agentic AI for coding, so they can code better and faster than anyone out there, and their growth has gone viral. They've gone from a billion in revenues at the beginning of this year, they expected to exit at 6 billion. So, it's very important to growth.
The Starship is the first totally reusable rocket, and it can take weights that are like 10 times heavier than anything they've taken before. So that's going to enable the new communication satellites, and it'll also enable data centers in space over time."
Elon Musk: Just showing up is half the battle, Just Do it!
"It's really a mindset, you have to decide, let's think beyond the normal stuff, Just do it, Just showing up is half the battle, you have got to try hard to do it and don't be afraid of failure"
Shorting the late 90s internet bubble was awfully difficult, Julian Robertson failed too (right with the thesis, but simply too early). Stan still compounded at 30% ... for a hard to believe 30 years. Stan, I LOVE YOU !
Stanley Druckenmiller explains how you can be right and still lose $600 million:
"I shorted $200 million worth of Internet stocks in March of '99."
"In three weeks, I covered them at a $600 million loss."
"I was short 12 stocks. They all went bankrupt. Every one of them."
Marc Rowan was an employee of Drexel Burnham Lambert (Michael Milke / "The den of thieves"). Superinteresting interview with Marc, if you find the time : https://t.co/ATNkIpSKiv