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Living life one coffee mug at a time

[Say What @jayesh_nair]

@felixprehn AI

[Felix Nikolas Prehn 🐶 @felixprehn]

Just created a complete analysis of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators.

I shared this analysis with my 20,000+ students.

For 24 hours, it's yours for FREE.

Like, RT & Comment "AI" and I'll DM it to you.

[Say What @jayesh_nair]

@MnkeDaniel epic collection, thanks

[Say What @jayesh_nair]

@sindap Also a function of structure, what is the surviving entity (almost surely UBS here given differences in valuation), who controls management (here, chairman UBS, CEO UBS) etc.
It's an acquisition

[Say What @jayesh_nair]

@ScottAdamsSays "Align"

[The Kaipullai @thekaipullai]

Happy Birthday to one of the Greatest Disruptors in the history of India.

The year is 1948. India is newly independent. You are from an elite family, who was just graduated from the Michigan state University, on Govt Scholarship and have come back to India.

[Kaushik Basu @kaushikcbasu]

How Rabindranath Tagore got & broke the news of his Nobel Prize. He was chairing a meeting on fund-raising for drainage repair in the school he had founded in Santiniketan when he was handed a telegram. He read it, looked up & said, “The money for the drains has just been found.”

[Liberty 💚🥃 @LibertyRPF]

Kudos to whoever wrote the Signal 5.1 release notes:

[Ben Snyder @jbensnyder]

@glozow @triketora

[Hitanshu Gandhi @free_rider]

This is why we watermark our donations!

[D Prasanth Nair @DPrasanthNair]

Amazing - The family tree of Ramayana, Mahabharata

[Tim O'Brien @TimOBrien]

Just spoke to the White House and they said it’s okay if I declare myself president today, too.

[Chris Hayes @chrislhayes]

My God.

[Say What @jayesh_nair]

@naval Biggest investing mistake

[Say What @jayesh_nair]

@deepakshenoy agree. in fact that s a particularly good example - because both deal in gold, they need to build enough trust for customers to pledge their liquid assets to them at (often) 15-20% haircuts. But my point stands - if you are retail facing, you need good service

[Andrew Wilkinson @awilkinson]

The best investors do nothing 99% of the time.

They sit on their hands, sometimes for years, preparing.

Reading, thinking, analyzing.

Then, when the right opportunity comes along, they strike with conviction.

It sounds easy. It’s not.

[Say What @jayesh_nair]

@deepakshenoy and if you have other sources of NIM (e.g. credit investments), u dont have to worry about customers much at all - which is what credit hedge funds are (risk, middle office and other infra, no customer facing)

[Say What @jayesh_nair]

@deepakshenoy customer service matters for banks where your principal source of funds are customer deposits.. If you have other sources (bonds, grants etc), really doesnt matter as much.