Lidiia E

vibing

[Pankaj @the2ndfloorguy]

i hooked my whoop to my work calendar to find which coworker gives me the most stress 🚨

thanks to fable, I reverse engineered whoop to pull per minute heart rate. nd matched spikes with cal events and attendees

I now have a leaderboard and I think about it daily.

few info masked for obvious reasons ;)

[Mike Kafanov @AveMisha]

Opportunity Report's paid subscribers are up 100% on $NOK of all things

20 days to hit min target

2 months to 100%

But my favorite part is the title image of the piece

[Mike Kafanov @AveMisha]

With ChatGPT Images 2.0 and other advancements, we really need a term for creative output that looks like AI slop, but was actually produced without AI by a salaried team.

I’m torn between “all-natural slop” and “artisan slop” but “farm-fresh slop” is definitely also an option

[Mike Kafanov @AveMisha]

I turned 32 and want to celebrate with a big personal project launch — and I’d really love your support.

For the last 13 months, I’ve been working on Opportunity Report, a stock-picking newsletter for people who enjoy investing. This isn’t a “lean startup” launch. It was important to me to go live with a real track record, even though my main partner in crime, Mike Gorodilov, has published 1,000+ pieces over his career, and I’ve been investing based on his ideas for years. Over the last year, we’ve delivered — as the image shows.

Our philosophy:
• Opportunity Report covers companies around the world, across all industries and market caps. Our typical holding period is a year or longer, and most ideas target multi-year growth.
• About 95% of our ideas back the long-term success of individual businesses. We rarely write about ETFs and almost never recommend short positions.
• This newsletter is one data point for your decisions — not a get-rich-quick playbook. We’re fans of dollar-cost averaging into the S&P 500, but we also enjoy the challenge of spotting great businesses before the market does.
• We put our money where our mouths are: we typically hold positions in the companies we feature.

Birthday gifts ideas:
• Subscribe today for access to dozens of live ideas — and get our weekly feature (1–3 ideas) starting January 20. We’re launching at the best price we’ll ever offer.
• Share this post with your network, or with someone close to you who’s into investing. If public markets aren’t your cup of tea, but you know what Mike and I have delivered over the years, this is the second-best way to help.
• Engage with this announcement and my future posts about Opportunity Report. Even a small gesture like leaving a like or comment helps us reach more readers.

I’m happy to answer any questions about our approach and results. Thank you for your birthday wishes and your support.

[Mike Kafanov @AveMisha]

BNPL stock Sezzle $SEZL is our best idea so far (+17%, +45%, +81% if you sold at our first three targets, and +339% if you sold at the all-time high). A competitor to Affirm $AFRM and Klarna $KLAR, it surged within months of our write-up. Some takeaways:

1. Never underestimate a profitable fintech, no matter how competitive and well-capitalized the space is.

2. Never underestimate investors’ interest in solid small-cap players in hot industries.

3. Never underestimate how long it can take for the broader market to discover these small-cap players.

[FearBuck @FearedBuck]

Timothée Chalamet has made history as the first person to appear on top of the Las Vegas Sphere.

[Jon Miller Schwartz @JonMSchwartz]

Another awesome robot by Disney. Very bullish on their future theme parks.

[alli @sonofalli]

why is it always “how much ARR?” and never “how ARR you?”

[kirill avery @kirillzzy]

introducing alien. verifying humanity in the age of ai.

mainnet alpha is live at alien[dot]org

[Lidiia E @leeeeeeda]

I created an AI persona and started posting on TikTok, and it’s outperforming my personal account from the day 6

What an interesting world we’re living in

[Lidiia E @leeeeeeda]

@erica_wenger Hey Erica! Just sent you pitch in DM

[Paul Graham @paulg]

Great startups don't get noticed by using tricks to get people's attention. They do it by making something so amazing that people tell their friends about it.

[Lidiia E @leeeeeeda]

@patxol @brevo_official @loops Tyty!

[Lidiia E @leeeeeeda]

Has anyone used @brevo_official for emails? I need some feedback and recommendations

[Lidiia E @leeeeeeda]

@patxol @brevo_official @loops Thanks! Do you have some specific situations? Just for my understanding where to dig in

[Lidiia E @leeeeeeda]

@kirillzzy let me seeeeeeeeeeeee

[Lidiia E @leeeeeeda]

@Nick_5anchez Whaaaaat
What’s the app? For ai creator

[Lidiia E @leeeeeeda]

@desmondhth 🤚 https://t.co/XiqV7lvov4

[Lidiia E @leeeeeeda]

@patxol def unpopular opinion