Rizki Reynaldi

Building a baby Berkshire.

[Rizki Reynaldi @rizkireynaldi]

Three well-established principles about business value:

1. The value of a business is equal to the present value of its expected future cash flow (CF).

2. Revenue growth and return on capital (ROC) drive CF.

3. For growth to create value, ROC must exceed the cost of capital.

[Michael Mauboussin @mjmauboussin]

This is the time of year when a lot of investment firms welcome interns. While our work is geared toward institutional investors, a lot of it can be useful for learning about markets and the investment process. Here are a handful of reports and how they can guide interns:

[MuslimMatters @MuslimsMatters]

📌

[PT Agatis Investama Abadi @AgatisInvestama]

As we reflect on 2025, we are thrilled to share the exceptional achievement of the Agatis Public Equity Portfolio. Through disciplined capital allocation, and a commitment to long-term value creation, 2025 stands out as a landmark year for our investments.
https://t.co/sDD0nwNRZR

[Rizki Reynaldi @rizkireynaldi]

@MrFamilyOffice @RemindMe_OfThis in year end

[Paul Williams @freemonotheist]

“The likeness of Jesus before God is as the likeness of Adam: He created him from dust, then said to him, ‘Be,’ and he was.” ~ Qur'an 3:59

[Rizki Reynaldi @rizkireynaldi]

@itsTimWijaya Mau join

[Rizki Reynaldi @rizkireynaldi]

@AskPolymarket @AskPerplexity @grok what do you think?

[Rizki Reynaldi @rizkireynaldi]

@AskPolymarket @AskPerplexity will Bank Indonesia cut rate today?

[Rizki Reynaldi @rizkireynaldi]

@AugurInfinity @pikaso_me screenshot this

[Bloomberg Technoz @BloombergTZ]

Danantara dikabarkan akan menjalin kerja sama dengan perusahaan asal China dan PT Sentul City Tbk (BKSL) dalam proyek pembangkit listrik tenaga surya (PLTS), setelah sebelumnya menyetujui investasi awal di pabrik milik PT TPIA.

Simak selengkapnya: https://t.co/h4PooFzUOP

[الفقير @arwanaisme]

Twitter please do your magic!
Mohon bantuannya, teman saya menghilang sejak tanggal 1 Mei, kronologi terlampir. Istri dan ketiga anaknya masih mencari 🥲

[Rizki Reynaldi @rizkireynaldi]

Warren Buffett, 94 tahun, step down dari jabatannya sebagai CEO Berkshire Hathaway. He is the greatest investor of all time. What an incredible legacy.

https://t.co/3UhfS6X4kV

[Rizki Reynaldi @rizkireynaldi]

@RaphaelVignes @MikeFritzell It sales mostly from export, a net benefit of weaker rupiah

[Rizki Reynaldi @rizkireynaldi]

@MikeFritzell Yes, plenty of hidden gems

[Rizki Reynaldi @rizkireynaldi]

@MikeFritzell Great compounder and a dividen aristocrat, same like Donaldson

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

Gundlach: "I think the USD will go down as the economy weakens. I believe that's happening. The USD is already down by 10% from its high - it's fallen quite a bit... I strongly suggest that investors that are US Dollar-based [be much more diversified globally]"

[Rizki Reynaldi @rizkireynaldi]

@KokoGiovanni @BRIDanareksa @SMFPersero Apa saja emiten nya?

[Peter Mallouk @PeterMallouk]

The single greatest advantage an investor can possible have? Time. Invest as soon as you can.

[Satya Nadella @satyanadella]

A couple reflections on the quantum computing breakthrough we just announced...

Most of us grew up learning there are three main types of matter that matter: solid, liquid, and gas. Today, that changed.

After a nearly 20 year pursuit, we’ve created an entirely new state of matter, unlocked by a new class of materials, topoconductors, that enable a fundamental leap in computing.

It powers Majorana 1, the first quantum processing unit built on a topological core.

We believe this breakthrough will allow us to create a truly meaningful quantum computer not in decades, as some have predicted, but in years.

The qubits created with topoconductors are faster, more reliable, and smaller.

They are 1/100th of a millimeter, meaning we now have a clear path to a million-qubit processor.

Imagine a chip that can fit in the palm of your hand yet is capable of solving problems that even all the computers on Earth today combined could not!

Sometimes researchers have to work on things for decades to make progress possible.

It takes patience and persistence to have big impact in the world.

And I am glad we get the opportunity to do just that at Microsoft.

This is our focus: When productivity rises, economies grow faster, benefiting every sector and every corner of the globe.

It’s not about hyping tech; it’s about building technology that truly serves the world.