Ubuntu Ģroup of Schools

[Ubuntu Ģroup of Schools @UbuntuGroupEdu]

https://t.co/yoMSpJZyqP

[Ubuntu Ģroup of Schools @UbuntuGroupEdu]

Gotta love Doctors🤗🤗

[Fellana @Fellavalverde]

They wanted to cry but they have no evidence 🤣

[Ubuntu Ģroup of Schools @UbuntuGroupEdu]

https://t.co/7ypWToJ8Da

[Global Box Office @GlobalBoxOffice]

AVATAR: FIRE AND ASH had a really good first day of pre-sales, even considering they were lower than 'Avatar: The Way of Water' first 24h.

It's tracking to make $100M+ on its domestic opening weekend

[The Icahnist @TheIcahnist]

The 2025 Rainwater Playbook

The gap: too much US capital, too few EU platforms.

Forced EU sellers & panic mode in Europe

1. Buy the hidden industrial champions in DACH

2. Bring in US operators, upgrade ops, software, and sales.

3. Scale them beyond €10M-20M EBITDA

4. Flip it to a US fund starved for EU platforms

Start with an out-of-favour industry:

Automotive.

Then find the one company or niche inside it that actually dominates:

Stabilus (gas springs), Rollax (seat rails), Leoni & Yazaki (wiring), Freudenberg & ElringKlinger (seals), Tecman (NVH).

Tiny parts, long contracts, high switching costs.

[Global Box Office @GlobalBoxOffice]

ZOOTOPIA 2 is currently tracking for a whopping domestic opening weekend of $155–175M through Sunday, $90–110M 3-day weekend.

Pre-sales fairly lower than Moana 2, but there’s an argument that Moana’s sequel had an unusual fan rush for animations.

New update coming on Monday.

[Rising Stars XI @RisingStarXI]

🌎🏆 THE 𝐋𝐀𝐒𝐓 𝟖 OF THE U17 WORLD CUP

🇵🇹 🆚 🇨🇭
🇲🇦 🆚 🇧🇷

🇦🇹 🆚 🇯🇵
🇮🇹 🆚 🇧🇫

WHO’S GONNA WIN ⁉️

[Count Draghula @countdraghula]

3.8m views for what is absolute garbage.

There is too much to address here but I'll try and cover the most egregious points:

* Japan printed and exported capital. NO. Japan has run a current account surplus and had no choice to export capital, whether it raised debt at 0% or not. It will still export capital with rates at any other level as long as they export more goods than they import.

* Weakness in 30y is primarily because the BoJ and domestic (mostly insurance) stopped buying asset-liability matchers didn't need to hedge because rates were higher. I wrote about the 30y JGB in a weekly not long ago, below.

https://t.co/XZAaN2CKza

Foreign investors stepped in to fill the gap while the BoJ pulled back. So is the BoJ buying good or not? Apparently "money printing" is bad if you do it, and bad if you don't. Garbage.

* USD hedge costs are high at the moment, but it's not COSTING them money. Hedged UST still return positively. If they suddenly unwound $1.1trn of hedges, what do you think would happen to hedge costs?

* USTs have also been the best performing DM bond market this year. How does this line up? (Sorry for the percent change in yield chart but I couldn't be bothered, the point stands).

The dooming about mortgage rates just falls over on the facts.

* Either way, it just doesn't matter. Stories of Chinese/Japanese and sudden liquidation of USTs has been spread by charlatens for as long as I've been in markets, and they always fail on one simple question...why would you destroy the value of your own portfolio by liquidating fast? It makes no sense at all, and they can't do it anyhow - most of these holdings are in private hands.

* Interest costs aren't relevant when nominal growth is also climbing to keep pace with them. That is the entire point of the rate hikes.

If nominal growth WASN'T climbing, then they wouldn't be hiking rates!

Again this is the common mainstream view of bond yields. It's bad if they're going down, it's bad if they're going up. The only way doomers don't write about them is if they stay perfectly still at a level they are comfortable with. More on that in the weekly below.

https://t.co/3sEPBEMXhU

I won't get a tiny fraction of the views on this post, but it is the quoted post that sells, not this one.

[kristen shaughnessy @kshaughnessy2]

Investors may never see their money after a private equity owned life insurer collapses with a $2.2 Billion hole.

PHL Variable Insurance Co. is owned by Golden Gate Capital, the same private equity firm that pushed Red Lobster into bankruptcy

Bloomberg says Jenny Nappo, a widow, has received only $300k of a $2 Million death benefit and regulators capped payouts at $250-300k

https://t.co/h0FDoYUUEY

[Julians Amboko @AmbokoJH]

The Capital Markets Authority has taken enforcement action against the former Chairperson and Senior Management of Chase Bank Kenya Limited (CBKL-in liquidation) following the issuance & listing of a Kes 4.8 billion medium-term note on 22 June 2015 only for the bank to be placed under receivership on 7th April 2016.

Former Chairperson, Zafrullah Khan, has been fined Kes 5.0 million & disqualified from being director or key personnel of any issuer, licensed or approved person in the capital market for 10 years.

Former General Manager Finance, Makarios Agumbi, has been fined Kes 3.5 million and disqualified from being a director or key personnel of any issuer, licensed or approved person in the capital markets for 5 years.

Former General Manager Corporate Assets, James Mwaura, has been fined Kes 2.5 million & disqualified from being a director or key personnel of any issuer, licensed or approved person in the capital markets for 2 years.

[Ubuntu Ģroup of Schools @UbuntuGroupEdu]

Interesting

[ZimLive @zimlive]

PSL suspends relegation this season, 22-team league in 2026

♦️ Already relegated Kwekwe United survive, but league says 6 teams face chop next season
♦️ Plan is to have a 20-team league to align with ‘international benchmarks’

https://t.co/NcnCZf4teG

[The Gov't of Japan @JapanGov]

Meet Wind Guardian 🌬️, a small Doppler lidar from Kyoto University startup Metro Weather Co., Ltd. Compact & versatile, its infrared radar visualizes wind flows in real-time, helping pioneer a new sky‑based infrastructure for the future.

#InnovationJapan

[Disrupt Africa @DisruptAfrica]

SA’s Plentify closes Series A funding round to accelerate global rollout of intelligent energy platform https://t.co/W3uhwtLDBt

[Australian Manufacturing @AustralianM]

Tyre Stewardship Australia has launched the Trans-Tasman Tyre Recycling Alliance, aiming to boost circular manufacturing and tyre recovery across Australia and New Zealand. #CircularEconomy #RecyclingInnovation

https://t.co/G4j3hpqzQq

[Abojani Investment 🇰🇪🇺🇬🇹🇿 @TheAbojani]

But if you can't sleep because of the stock market's inevitable ups and downs, stick to money market funds, Saccos and Bonds.

[MyFootballCoach @MyFootballCoach]

Most players grind at home—juggling, drills, YouTube vids.

But without structure, it won’t show on match day.
Academy players train with progression: Ball Mastery → Combos → Game-like → Finish.

I built the Elite Home Plan so parents can use the same. Comment HOMEPLAN to get it!⚽️

[Paul Tait @AmericasOval]

All 24 teams confirmed for Rugby World Cup 2027:

🇦🇺Australia
🇿🇦S Africa
🇳🇿N Zealand
🇦🇷Argentina
🏴󠁧󠁢󠁥󠁮󠁧󠁿England
🇫🇯Fiji
🇫🇷France
🇮🇪Ireland
🏴󠁧󠁢󠁷󠁬󠁳󠁿Wales
🇮🇹Italy
🇯🇵Japan
🏴󠁧󠁢󠁳󠁣󠁴󠁿Scotland
🇬🇪Georgia
🇪🇸Spain
🇷🇴Romania
🇵🇹Portugal
🇭🇰Hong Kong
🇿🇼Zimbabwe
🇹🇴Tonga
🇺🇾Uruguay
🇨🇦Canada
🇺🇸USA
🇨🇱Chile
🇼🇸Samoa

[Memory Nguwi @memorynguwi]

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@ipcconsultants

[Business Daily @BD_Africa]

CBK under pressure to hold more dollars on rising imports https://t.co/LfeTrRxCCY

[K24TV @K24Tv]

FKF President @husseinmoha has issued an apology to Kenyans following the disappointing Tuesday outings by both the Harambee Stars and the Junior Stars in their international fixtures. In a statement, he acknowledged the underwhelming performances and assured fans that steps will be taken to address the shortcomings as the teams regroup for upcoming assignments. #K24Updates

[Abojani Investment 🇰🇪🇺🇬🇹🇿 @TheAbojani]

GOBEBA CEO ON MARKETPLACES AND GETTING STARTED......🧵🧵

GoBEBA is a distribution platform for bulky households essentials such as LPG gas and drinking water in Kenya.

The company was founded in 2019. After bootstrapping through its first year, it raised some early support from friends and family, which paved the way for investment from larger institutions. Today, GoBeba has become a household name!

This is what the Co-Founder and CEO, Peter Ndiang'ui, says on matters strategy and execution.....