@TripleNetInvest While @chamath might be partially correct to attribute return changes to the Reg FD law, he should at least mention that as time went on the scale of Berkshire rapidly increased, and thus, their available investment universe which would move the needle, continually shrunk
Hi @dineshgovender, is there any chance that Vitality is looking to add Coros as a device which can be used for the purposes of earning Vitality Points? Their new pace 4 is an amazing competitor to Garmin, and the only thing holding me back is the lack of compatibility
Definitely think there is a great opportunity here for a true digital encyclopedia, not leaning one way or another - just sharing truth.
If this is executed well, I could see it working well hand-in-hand with Grok.
This is a massive deal.
Part of the agreement, the license for 50 MHz of S-band spectrum in the United States and global Mobile Satellite Service (MSS) licenses, will allow SpaceX to develop a second-generation Starlink Direct to Cell constellation capable of delivering full 5G connectivity to unmodified cell phones.
5G connectivity anywhere in the world is actually happening. Insane.
BREAKING: Tesla has announced Megablock, their next-generation battery energy storage system that uses the all-new redesigned Megapack version 3.
Megapack V3 will be manufactured in Houston in late 2026, with a 50 GWh production capacity.
• 23% faster installation
• 248 MWh per acre
• Can install 1 GWh in 20 business days, equivalent to power for 400,000 homes
• Uses a supped up Model Y heat pump
New 20 MWH Mega pack released by Tesla Energy. Seems like a great solution for power hungry data centers online already and the many more soon to come. Amongst many other use cases I could imagine.
Shoprite could deal some damage to its competitors, as they have millions of influenceable potential customers walking into their doors each day, waiting to be acquired. Will be interesting to see how Tymebank and Capitec respond to this.
Shoprite CEO Peter Engelbrecht on plans to expand into a fully fledged banking offering. This no-fee promise within the Shoprite ecosystem seems Apple-esque (ecosystem lock-in), and seems to be a rather cost-effective manner to entrench the brand in their customer's daily lives.
Shoprite's latest results show Sixty60 delivered sales of R19bn (growing 48% YoY). This is +- 40% of the entire revenue of the Woolworths food business (in store and delivery). Crazy to think how the retail landscape has been shaken up the past few years.
@JuniorBuffett Curious if the 4% size is due to illiquidity making it impractical to purchase more, or just risk management to keep it at a size you comfortable with?
Hi @CharlesHSavage , a friend was trying to place a trade through the desk and could not get through to an operator after many calls. Another mate had managed to make a trade relatively easily via the desk on Friday. Is there any chance the desk wasn't operating normally today?
A lot of people spend enormous amounts of time perfecting their excel models and formulas
But forget that deals are ultimately done because of relationships, not just because of what the model says