Be Water My Friend

[Be Water My Friend @ArmenGee]

@Zourabichvili_S Piece of sh*t, you destroyed Georgia and now try to destroy Armenia!! Go fck yourself!

[Be Water My Friend @ArmenGee]

@Scum_Hater @AlphaNewsAM Dmbo Suren votes for Nikol „Thank you Mr. Aliev“ Pashinyan who lost all our ancient land to Azeris - don‘t be like Dmbo Suren and go vote for Samvel Karapetyan.

[Be Water My Friend @ArmenGee]

@artasovor_ Piece of sh*t. From now on I will call him Dodo Artur. Because he seems to be as smart as a sheep.

[Be Water My Friend @ArmenGee]

@artasovor_ Intellectual Level of a sewing machine.

[Be Water My Friend @ArmenGee]

@SBetschinger Auf den Punkt!

[Be Water My Friend @ArmenGee]

@ainyrockstar @SHomburg @HateAid Habe die Frau Schunke auch für etwas klüger gehalten. Habe mich aber anscheinend geirrt. Doch nicht so hell die Anabel.

[Undisclosed ₿ ✝️⚡ ∞ @BitcoinUndisc]

https://t.co/JbpW09UtDd

[Be Water My Friend @ArmenGee]

@artasovor_ Can you find out the name of the shop? I would like to call them and say thank you for throwing out this piece os shtt called pashinyan - this guy is a true patriot

[Be Water My Friend @ArmenGee]

No hate bro, just telling my pov. You have a lot of alpha-picks and you are doing a great job, especially SPOT is a great pick, as the growth and business-model of SPOT is a true moat with network-infrastructural growth in the artists and music-industry, nobody is stopping SPOT so easily - instead HIMS is more like a marketing company with generic-products you find an every adult-website. just don't see a moat there, this might change in the future if HIMS gets a new real growth-story.

[Be Water My Friend @ArmenGee]

@SwissKnifeInv @alc2022 Exactly. Don't see any growth stories on the horizon.

[Be Water My Friend @ArmenGee]

@alc2022 I respect a lot of your analysis, but you are wrong on this one DUOL. The main reason people register and stay with Duolingo-App is because they want to learn a language. Besides AI and big LLMs creating similar trainings apps and disrupting this industry, there is an even biger risk of the wearables industry e.g. by Apple Airpods and Meta Glasses to real-time translate and disrupt this Language-Learning App-Industry and destroy Apps like DUOL with very low Moat. Mr. Market is right this time imho. Will it come back to old stock prices? Very unlikely, given these kind of disruption in the coming years. Will it maybe get a bit higher in stock price? Maybe. But if it stays just an language-learning app, its doomed to get disrupted and disapear from the market imo.

[Naruto @NarutoNolimits]

Jensen Huang on the smartest person he's ever met;

[Market Rebellion @RebellioMarket]

The Power Of Subconscious Mind—-Bruce Lee:

[Be Water My Friend @ArmenGee]

@aktien_max Sieht stark nach Lame Commodity Business aus, das keinen erkennbaren langfristigen Burggraben hat. Ja, aktuell noch Nutzerzahlen, aber die springen ab sobald Google oder ChatGPT mit einer Lernplatform starten. Ich sehe einfach keinen Bull-Case bei DUOL.

[Joe Rogan Podcast News @joeroganhq]

Andrew Huberman: "Someone I really respect said this, 'There are basically two kinds of people in life. Winners and losers.' And the definition is this—losers take things that happen to them... and the wallow and they use it for self or outward destruction."

"Winners take whatever they feel, it sucks, and they transmute it into things that are good for themselves and for the world."

[Be Water My Friend @ArmenGee]

@artasovor_ Hero! A true hero!

[Garry Tan @garrytan]

Everytime I get mad at people in the cheap seats criticizing founders in the arena, I remind myself of what Giannis said. Arguably my favorite response to a reporter ever.

[Be Water My Friend @ArmenGee]

@julianhosp @caprioleio @nic_carter @elonmusk XD "Don't look up" das trifft's exakt auf einige Leute :D

[Adam Khoo @adamkhootrader]

Some people think that “stocks, bonds, real estate, cryptocurrencies, gold etc… all need CONSTANT NEW BUYERS or they collapse.”

That’s true for some assets… but completely wrong for others.
The difference comes down to one thing: INTRINSIC CASH FLOW GENERATION.

Productive assets (real estate, bonds, stocks (equities):
-Generates cash every year (rentals, interest income. earnings, dividends)
---This cash flow puts a fundamental floor under the price
Even if zero new buyers show up, the asset still pays you
→ Price can stay high or keep rising as long as cash flows keep growing
-The key to ensure you only invest in quality HIGHLY PROFITABLE businesses (stocks), real estate and bonds of businesses with sold balance sheets.
-Productive assets are only risky when they FAIL TO GENERATE CASHFLOW
-During market crashes, I have zero worries when I own high quality productive assets. It is only a matter of time, when the price rebounds back to its INTRINSIC VALUE ( Based on discounted future cash flows)
-Patience -> Always Win Over Time
-That’s why US Stocks have gone up 11,188,126% for 121 years (1904-2024) mostly on rising earnings, not just endless new money.

Non-productive assets (Bitcoin, Crypto, Collectibles):
-They generate zero cash flow on their own.
-Their price is almost entirely driven by greater-fool theory: you only make money if SOMEONE ELSE is willing to buy it from you at a higher price
-Price appreciation requires a continuous net inflow of new buyers (new money > selling pressure).
-When inflows slow or reverse → price collapses dramatically
-No fundamental floor under the price… no way to know the bottom or if new buyers will ever come back to bid the price back up

It is CRUCIAL to know the DIFFERENCE between SPECULATING in Non-Productive Assets and INVESTING in PRODUCTIVE ASSETS