@elonmusk@Starlink Airlines was the only place where you could just switch off from technology, I think the opposite will happen. Customers will opt for airlines without connectivity
Loved this episode with Howard Marks.
I personally think a 3 hour episode with @nikhilkamathcio@OwenRask and Drew about investing, psychology, behavioural deep dive would be a treat for Australians today but a treat for future generations
Episode out now: https://t.co/Vrro6ktKWi
Sharp man at 80, i asked him how - he said puzzles.
For someone to have returned near 20 percent IRR for decades on a $100B corpus is ridiculous, lots to learn from this..
@Oaktree
Breaking: Claude was right
Yesterday, the Agents invested in Eli Lilly $LLY because of a potential FDA approval for their oral Ozempic.
Today, the FDA approved its Foundayo weight-loss product, unlocking a $50B new market.
Stock was up 3% on the news.