Francois

26. Long $HIMS $OSCR $DUOL $NU

[Francois @le_rsois]

Shifting from $OSCR to $DUOL

[Finding Compounders @F_Compounders]

Buffett on the tax advantage of doing nothing

$25 250 vs $692 000

[bodila @51bodila]

Li Lu thought "Buffett" was a cafeteria and accidentally walked into a Buffett lecture - then he became the only trader Charlie Munger ever trusted with $88 million

he researched 2 stocks right in this lecture in front of MBA students - both returned 7x

he made $312M in profit for Charlie Munger - then Munger personally called him "the Chinese Buffett"

survived Tiananmen Square - escaped China with nothing - couldn't speak English - accidentally heard Buffett speak at Columbia - started investing from nothing

"that light bulb went off - I figured I can do something in this business"

he showed the class a stock at $60 million with $320 million in assets - "so I put a shitload" - went up 7x

"all my employees never went to business school - I find it easier to train them "

bookmark & watch today ↓

[Kasper @0xKasper_]

Quand je pense que dans ce pays, la majorité des gens ne savent même pas qu’il est possible d’acheter ce genre d’actifs..

L’école a tellement de sang sur les mains de ne pas apprendre à s’enrichir dans le long terme.

[Bill Ackman @BillAckman]

If you find yourself on Lake Como, our family’s favorite restaurant is Navedano, https://t.co/exbxgtFZnt a family-owned, beautiful restaurant set in spectacular gardens with superb food at reasonable prices.

You will love it.

[Giuliano @Giuliano_Mana]

I think about this every single day.

What happened in Singapore should be mandatory study in schools.
It's the single greatest wealth creation in the history of capitalism.

Why Lee Kuan Yew was an absolute genius🧵

[meow @SVBriskmanager]

Started with 30k a couple years ago turned on margin and made it to 1.4M. fell to 150k 5-6 times and now we're here. No longer in margin. All options trades. Unreal run by reddit user u/zin1422:

[Antonio Linares @alc2022]

The name of the game is just to go long insane individuals like this

Extraordinary talents come with insanity, which is also incidentally a talent

[0xDipper @Dipper_pol]

Bill Ackman just put ~38% of his fund into Alphabet, Amazon, and Meta - his AI bet. and his logic is the opposite of the hype.

he's not trying to pick the winning model. "it's not clear which frontier model wins, or whether there's a winner at all." OpenAI led, then Google, now - his words - Anthropic seems to be the leader.

so instead of betting on a model, he bets on what every model needs: compute. and the cloud is the safest, most scalable way to own that. picks and shovels, not the gold.

the twist: the market punished these names for spending hundreds of billions on AI. Ackman bought because of the selloff - cheaper price, accelerating growth.

~17-min talk, free. a $15B investor on the safest way to play the AI boom ↓

[Francois @le_rsois]

@ariaradnia $MELI

[Antonio Linares @alc2022]

There won’t be a second date, but at least she knows why this is good for stocks

[TrendSpider @TrendSpider]

BREAKING: Michael Burry just disclosed a new short position.

It is... Micron $MU

[Evan @StockMKTNewz]

Meta Platforms $META CEO Mark Zuckerberg just said at an internal town hall meeting that

- AI AGENT DEVELOPMENT OVER THE LAST FOUR MONTHS HASN'T 'ACCELERATED IN THE WAY WE EXPECTED'

[Francois @le_rsois]

I am short $NVDA

[Vivek Sen @Vivek4real_]

“EVERYTHING YOU LEARNED IN SCHOOL IS WRONG.”

— CEO OF PALANTIR, ALEX KARP

[Michael Tyler @TheRealTci]

$PLTR CEO Alex Karp on CNBC today basically said:

"Enterprises Don't Trust Frontier Models"

That's True.

Why Would Any Company ANYWHERE Give their Proprietary Data to a LLM that is trying to find their Place in the Business Landscape?

It's Like Avoiding Using a Real Estate Agent to Buy or Sell a home...

Sure Legally You don't have to use a Real Estate Agent to buy/sell but 91% of Homes Sold... Use an Agent.

Software is the "Bridge The Gap"
Software + AI is Valuable for Enterprises.
AI + Enterprise Data is a Vulnerability.

It Goes Like This:

AI Model----> Software/Application--->Enterprise

The Amount of Folks on Wall Street that don't understand this yet is appalling.

Pretty Elementary Stuff.

[Dear Son. @DearS_o_n]

I fell in love with this quote:

“Discipline is remembering who you said you wanted to be.”

[Max @MaxxingDelusion]

McConaughey type of summer.

[Boring_Business @BoringBiz_]

Only 2 cheat codes to getting rich

> Be born rich
> Learn markets and language of money

[Mads @europemaxxed]

Life when out of office is enabled and nobody knows where you are

[Francois @le_rsois]

Still no house.

Still inflated by my top picks
$OSCR
$HIMS

[Francois @le_rsois]

BuY a hOuSE my fRiEnD ItS a GoOd InVeStmEnT

No thanks I stick to $HIMS and $OSCR