Aklen

[Aklen @aklen]

@YouTube Francesco Anselmo - La Vie En Rose https://t.co/GskxFfUiak

[sourcery @sourceryy]

Brian Singerman on Founders Fund investing in SpaceX after 3 failed launches:

"One of my greatest startup camaraderie moments in history in my career was being able to go to the Hawthorne office when we did get the first successful Falcon 1."

"It was an N-of-1 historic thing to be part of."

[The Straits Times @straits_times]

MAS to offer gold vaulting services to foreign central banks from October https://t.co/yMpAS4qZPh

[Matt Clifford @matthewclifford]

Energy is arguably the UK’s biggest bottleneck on growth and sovereignty. Worth watching this video on how we got here and what we need to do.

[Karel Mercx @KarelMercx]

Iran and the US agree to stop the war and sign the deal in Switzerland.

In Norway, Subsea 7 rises to a new all-time high.

I am very curious how the oil bears explain this.

[Techmeme @Techmeme]

The UK social media ban will apply to Snapchat, TikTok, YouTube, Instagram, Facebook, and X, and will require platforms to stop children from livestreaming (@liv_mcmahon / BBC)

(Visit Techmeme dot com for the link and full context!)

[Portfolio Times @Portfolio_Times]

How to calculate Intrinsic Value?

🎩📈 Calculating Intrinsic Value requires a Discounted Cash Flow (DCF) model. It involves projecting future earnings and "discounting" them back to present value using an interest rate. It is complicated, and it requires assumptions.
As the old City joke goes: Calculating Intrinsic Value is like predicting the weather in London—it’s an educated guess, and you should always bring an umbrella (a Margin of Safety). Never pay exactly the Intrinsic Value; always demand a 20-30% discount to protect yourself from your own bad math.
#intrinsicvalue #valueinvesting #valuestocks #financialeducation

[Tim Messerschmidt @SeraAndroid]

It strikes me how many people swear on running their models via llama.cpp or Ollama over SGLang and vLLM. The barrier for entrance to local inference has never been lower and one should always (re-)evaluate the inference engine for the job they want to tackle.

[Elon Musk @elonmusk]

Starlink connecting schools on remote islands!

[The Straits Times @straits_times]

Tokyo’s Shibuya rolls out on-the-spot fines for litterbugs, wants Singapore-level awareness https://t.co/uRs6QXD6kq

[Portfolio Times @Portfolio_Times]

"Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth." — Marcus Aurelius. 🏛️

In the stock market, the "Ticker Price" flashing in red and green on your screen is just an opinion. It is a popularity contest. Intrinsic Value is the fact.

What is it? ☕ Warren Buffett’s mentor, Ben Graham, said it best: "Price is what you pay. Value is what you get."

🖋️ During a "Bull Market," the Ticker Price of a stock often floats miles above its Intrinsic Value. People are paying for the excitement of owning it. This is the financial equivalent of paying £5,000 for a handbag that cost £50 to make, simply because it has a famous logo on it. A Stoic investor doesn't buy logos. They buy cash flows. When the market inevitably panics (a Bear Market), the Ticker Price crashes below the Intrinsic Value. That is when the gentleman investor goes shopping. 🛒📉
#bearmarket #bullmarket #intrinsicvalue #warrenbuffet

[Sky News @SkyNews]

BREAKING: Prime Minister Sir Keir Starmer has announced a social media ban for under-16s.

Live updates: https://t.co/Jxi67uC5Qk

[Sovereign AI @UKSovereignAI]

The End of AI's "One Chip to Rule them All" Era?

In the latest episode of the Sovereign AI Podcast, Will Bushby sits down with @DanAkarca, CEO and Co-Founder of @CallosumAI, Sovereign AI's first investment.

Dan shares the story behind Callosum's founding, from meeting co-founder @achterbrain during their PhDs at Cambridge to building a company around a contrarian belief: that the future of AI won't be powered by a single model, a single chip, or a single architecture.

[Techmeme @Techmeme]

Inside the Signal group chat where Sergey Brin, Marc Andreessen, Garry Tan, and other tech elites toss out strategies to oppose a proposed California wealth tax (@eshugerman / The San Francisco Standard)

(Visit Techmeme dot com for the link and full context!)

[zerohedge @zerohedge]

Want to build a data center? Then you have to wait 2.5 years for the power transformers alone (and 3 years for the step ups)

[FIFA @FIFAcom]

The reason Japan fans clean the stadium after each game. Respect. 🤝🇯🇵

[zerohedge @zerohedge]

The imminent “Anthropic - White House” ceasefire is the new imminent “Iran-US” ceasefire

[The Straits Times @straits_times]

Not just for the super rich: 8 in 10 DBS retail customers get dedicated wealth planning managers https://t.co/BD1VE1eDQ4

[Molly O’Shea @MollySOShea]

You can’t shake Shotwell.

No matter the size of the problem, she remains calm.

"No matter how stressed everyone is, if you can be the calm person in the middle who can help people get to the right answer..

that's incredibly valuable.

I know she's done that so many times."

@137ventures Justin Fishner-Wolfson on the brilliance of SpaceX's @Gwynne_Shotwell

[Loofy @Loofyb0i]

A Renaissance Technologies partner just broke the silence on the fund that makes 66% a year and has never accepted a dollar of outside money

David Magerman wrote the algorithms. then he watched what the money was funding.

"we're not here to help America"

he said it out loud - and Wall Street's most secretive firm tried to make him disappear

1 hr on how the machine was actually built

bookmark & watch. this is the inside account nobody got

[Loofy @Loofyb0i]

Steve Cohen turned $23 million into a multi-billion dollar machine - then explained what he actually looks for in the people he hires

it's not the resume

"it's better to look s****d than be mediocre"

he said he hated his weekends and lived for his Mondays - that the ones who make it never stop trying to get better

19 min. free.
bookmark and watch it today