Rawiri_Heimou

No longer cares for narrow-minded, illogical and unbalanced conversations

[Joe Trinder @Joe_Trinder]

🤣🤣🤣

[Patrick OShaughnessy @patrick_oshag]

My conversation with @DanielSLoeb1, his first ever podcast and one I've been wanting to do for years.

Dan started Third Point in 1995 with $3 million. Today the firm manages over $24 billion across equities, credit, venture, and insurance.

Along the way he wrote some of the most iconic activist letters.

We discuss:
- Why deep value stopped working
- The power of writing
- The Twitter and XAI credit trades
- Lessons from FTX and Danaher
- The Sony and Sotheby's stories
- What makes a great analyst today
- The importance of kindness

I feel lucky we all get to learn from one of the greats.

Enjoy!

Timestamps:
0:00 Intro
2:48 Macro Views and Tech Trends
5:13 The Roots of Third Point
10:30 Evolving to Quality and Thematic Investing
19:07 Market Psychology and Inefficiencies
24:10 Good and Bad Corporate Governance
29:19 Activism
31:23 Sotheby's
41:37 AI
44:28 Sony
52:50 Danaher's Operating System
56:31 Building an Insurance Business
59:25 FTX
1:05:17 What Makes a Great Analyst Today
1:07:24 The Next Decade
1:10:00 Kindest Thing

[WestSide 8345 @tauhenare]

Dear @LloydBurr I think in the spirit of openness, you should really make a statement to us, the public about what you said that night in Nicola Willis’ office. I know it’s been a year since it happened but fairs fair.

[New Zealand Taxpayers' Union @TaxpayersUnion]

𝐌𝐨𝐨𝐝𝐲’𝐬 𝐖𝐚𝐫𝐧𝐢𝐧𝐠 𝐒𝐡𝐨𝐰𝐬 𝐍𝐢𝐜𝐨𝐥𝐚’𝐬 𝐅𝐮𝐝𝐠𝐞 𝐈𝐬𝐧’𝐭 𝐒𝐨 𝐒𝐰𝐞𝐞𝐭 𝐀𝐟𝐭𝐞𝐫 𝐀𝐥𝐥

Moody’s has placed New Zealand’s credit rating on a negative outlook, underscoring growing concern about the Government’s worsening fiscal position.

Responding, Taxpayers’ Union spokesperson Tory Relf said:

“Minister Willis is right to say this is another warning that New Zealand can’t afford to simply spend more and borrow more. The problem is that is exactly what she is still doing.”

“Minister Willis got her first warning on 21 March this year when Fitch moved New Zealand to a negative outlook. Since then, government debt has grown by almost $2 billion and the National Debt Clock is forecast to hit $300 billion before the election. Where is the fiscal discipline Minister Willis talks about?

“Blaming global uncertainty is a convenient distraction for Minister Willis. Moody’s is pointing at Wellington. Despite the rhetoric, Government spending remains higher than under Grant Robertson, borrowing continues to climb, and there is no sign of a surplus this decade.”

“Credit rating agencies do not act on vibes. They follow the numbers. Being placed on negative watch is a signal to investors that New Zealand is becoming a riskier place to lend to, which ultimately means higher interest costs for taxpayers.”

“Clinging to the AAA rating while being put on negative watch is like celebrating while the warning lights are flashing. If this is what fiscal discipline looks like, it is no wonder Moody’s is losing confidence.”

“This must be a wake-up call ahead of Budget 2026. Until the Government matches its rhetoric with real spending restraint, more warnings, and eventually a downgrade, are inevitable.”

[king of the west II @meco78526]

The fact that Dirty politics operator David faraar took a screenshot immediately & sent it to newsrooms on Sunday & then conducts a curia poll on Monday when jenna lynch reports the unsubstantiated gutter media news

SPEAK VOLUMES

[Bob Miller @BobbyMiller202]

Barry Soper omits to reveal in the Hipkins story is that she was recently seen having coffee with mudslinger Simon Lusk (of the Dirty Politics scandal under John Key).

When Lusk has been proximal to public attacks historically, we usually find out later it was organised.

[Mountain_Tui @Mountain_Tui]

Chris Hipkins says he sought advice, not about his ex wife but about those re-publishing her [untrue] post. Explains why the Nat/NZ First Twitter accounts simultaneously deleted their posts. Media picked it up already & doing the job. Jenna Lynch repeated the allegations on air

[Mountain_Tui @Mountain_Tui]

Post appears to show Jade Paul, Hipkins' ex, defending Casey Costello last year - even as the NZ Ombudsman criticized Costello for breaking the law, Costello copied & pasted tobacco lobbying notes into Ministerial docs, & NZ First gave $300m in tax breaks to Philip Morris

[UFC Africa @HoussamNasr2]

2023 Knockout of the Year🥊🇳🇬

Israel Adesanya vs Alex Pereira #MMATwitter

[Rawiri_Heimou @ronsbonsharmall]

@bobmccoskrienz Fantastic mahi Hana, keep rattling soft fragile white men who drive a Suzuki Swift and eat carrot sticks for lunch lol

[Rawiri_Heimou @ronsbonsharmall]

Surely the Damian McKenzie All Blacks experiment is over?

[Rawiri_Heimou @ronsbonsharmall]

@JamieWall2 That botox and hair mousse impairing his vision.

[Chris Hipkins @chrishipkins]

Mōrena to everyone except Christopher Luxon who this morning decided to side with fossil fuel companies instead of lowering your power bills.

Weak and out of touch.

[Chris Hipkins @chrishipkins]

Kia ora! Ko tēnei te Wiki o te Reo Māori. Ake Ake Ake! It’s Māori Language Week.

Get amongst it whānau, we will be!

[Rawiri_Heimou @ronsbonsharmall]

@shouldveknown11 Mono-lingual simp

[Rawiri_Heimou @ronsbonsharmall]

@Infideliter2022 Well go on, toddle off to Donald Trump’s shrivelled nutsack you nonce.

[Martyn Bradbury @CitizenBomber]

BREAKING: New Roy Morgan Poll - Labour + MP + Greens would be Government

Labour - 34%
National - 29%
Greens - 13.5
ACT - 10.5
NZF - 7%
MP - 2.5%

#nzpol

[Kumail Sikandar @Aiwithkumail]

Everyone thinks losing weight means eating less.

But this is a lie.

Here are 8 foods you can eat until you're full and still help lose weight:

1. Eggs

[SULLY @SULLY10X]

Dream home or nightmare

[Mageba @Mageba_____]

“oh no u gotta man”😂😂😂