ChaoticQuest

Trying to find value in a chaotic system | Personal Finance | Short investment snapshots | Not investment advice.

[ChaoticQuest @TheChaoticQuest]

The investment snapshot list:
👇👇👇

[Anatoli Kopadze @AnatoliKopadze]

instead of watching 2 hours of Netflix tonight, watch this Stanford lecture

it's the clearest explanation I've seen of how ChatGPT and Claude actually work

useful whether you've never touched AI in your life or have been using it every day for the past year

I took the key ideas and turned them into a practical guide on how to actually get 100% out of Claude

find it below

[Eric Jorgenson 📚 ☀️ @EricJorgenson]

🚨📕 THE BOOK OF ELON IS NOW LIVE!!! 🎉🚀

This is the book we WISHED @elonmusk would write…

“All of Elon's most useful ideas, in his own words.”

Learn directly from the world’s greatest entrepreneur, like you’re sitting across from him at dinner.

It took FIVE YEARS to make this for you.

Because it's built from hundreds and hundreds of Elon's public appearances.

I went through 3,000,000+ words to collect the most useful and timeless ideas.

The final book is ~50,000 words.

Every word is USEFUL.

(This is what I do. My first book, The Almanack of Naval Ravikant, is one of the top 100 most highlighted books of all time on Kindle.)

Then, I spent $50,000+ on editing and design so it looks and feels beautiful.

Then…

> Foreword by @naval.
> Visuals by @jackbutcher.
> Blurb from @mrbeast.
> Published by @scribemediaco.
> And yes, approval on this idea from Elon himself, thanks to @samteller.

I went Maximum Effort to make this an all-timer.

We got 10/10 on reviews from early readers, then worked on it for ANOTHER YEAR.

Why so much effort?

My mission is to create One Million Musks.

For a generation to lift our gaze and build, so our grandchildren live in a world beyond our wildest dreams.

I’m an independent author.

I don’t get an advance.

I risk my own time and money to make these books.

Then we give away millions of them. Digital versions are free.

I believe this book can benefit every human, and if you can’t pay five bucks for it, I want to personally gift it to you.

Because I know it is useful.

Useful how?

You may be seeking purpose, a mission worthy of your life’s effort.

You may have a clear purpose and seek the tools for success.

You will find both in this book.

Get the benefits of Elon’s entire life of hard-won lessons in a five-hour, easy read.

(I checked, it’s a 5th-grade reading level.)

You’ll feel personally mentored by the greatest entrepreneur in history.

Click below to buy it now on Amazon, Audible, or directly from me.

Amazon: https://t.co/QfAT4e6unY
Audible: https://t.co/BSCkUBaPw8
Me: https://t.co/A7ckDxv7Dk

If you’re not sure it’s worth $4.99 yet, just start reading the free version.

PLEASE take 6 seconds to Like, Bookmark, and Repost.

Even better: send this to your friends, team, or Group Chats!

I guarantee this book will improve their lives.

Spread the word!

Every little thing helps.

Your support spreads good ideas around the world, helping people and making the future better for everyone.

Thank you!

Forward. Together.

[Russia RX @Russia_RX24]

Speaking about the deep contradictions in human nature, Japanese actor Hiroyuki Sanada said:

“Some people dream of having a swimming pool at home, while those who have one barely use it. Those who have lost a loved one feel a profound sense of loss, while others often complain about the relatives still in their lives. Those without a partner long for one, while those who have a partner often fail to appreciate them. The hungry would give anything for a meal, while the full complain about the taste of their food. Those without a car dream of owning one, while those who have a car are always looking for a better one.

The key to happiness is gratitude—to truly see and value what we already have, and to understand that somewhere, someone would give everything for what we take for granted.”

[Chris Laub @ChrisLaubAI]

🚨BREAKING: Someone turned Naval Ravikant's mental models into AI prompts and the results are insane.

It's the closest thing to having the AngelList founder rebuild your career from scratch.

Here are the 10 prompts that completely changed my life:

[The Footy Section @FTBLsection]

Zlatan Ibrahimovic explained the differences between La Liga, the Premier League, and Serie A:

"In La Liga, they try to play. They attempt to build from the back, even if the teams aren’t the best level"

"The Premier League has a high tempo, back and forth. Even if you’re a player with great technique, if you can’t control the pace, you won’t be able to play there"

"In Italy, it’s very tactical, everything is studied. Defending is more important than attacking. It’s very difficult. When you come to play in Serie A as a forward and you’re on a team that focuses mostly on defending, it’s not easy. That’s why when you succeed there, it’s a great feeling."

[Razia Aliani @RaziaAliani]

I've met tons of researchers who hate stats!
If you're one of these, this book is for you ⤵️
Save (with 𝘤𝘭𝘪𝘱𝘱𝘦.𝘮𝘦) & Repost

The author says it perfectly:
"The most important concepts of statistics can be explained, so that ordinary people can understand it."

— No complex formulas.
— No expensive software needed.
— Just spreadsheets & clear thinking.

The book covers:
— Sample surveys
— Data presentation
— Confidence intervals
— Statistical tests

Written for people who need to collect data.
— Analyze results.
— Present findings.
But don't want to become mathematicians.

Real examples throughout.
— Like the Fitness Club survey with 30 kids.

Shows you exactly how to spot bias.
When to use different tests.
How to avoid common mistakes.

Perfect for public health researchers.
Statistics doesn't have to be scary.
(𝘢𝘵𝘭𝘦𝘢𝘴𝘵 𝘪𝘯 𝘵𝘩𝘦 𝘣𝘦𝘨𝘪𝘯𝘯𝘪𝘯𝘨)

💬 Comment if you'd like a link to download this book!

[- @MusialaEra]

No wonder Bayern haven’t dropped points this season, the players fear this version of Kompany 😭 https://t.co/TNkkuajn3I

[Aadit Sheth @aaditsh]

Perplexity just quietly dropped a 42-page internal guide on how they actually use AI at work.

What I found most useful:

→ How they automate the small stuff. Email, meeting prep, research (all done by AI)
→ Using AI to amplify your curiosity, not replace it.
→ Their prompting playbook is simple, practical, and genuinely good.

Comment “AI” and I’ll send it to you for free.

[@jason @Jason]

the exchange at 34 minutes… wow.

[Long Equity @long_equity]

UPDATED. Thanks for all the feedback on the previous iteration of this. Here's a list of the monopolies, duopolies and oligopolies you all recommended.

What would you add or remove?

[Colarion @colarion]

We get a photo for this month's 5 Points, to save letters (link above)

[Arne Ulland @ArneUlland]

Watchlist as of now. Priority is just a subjective opinion, based on a brief reading about the firms, management comments, and how much they interest me. Some, like Amphenol, are partly backlogged due to a surge in stock price. Should I add anything else?

[Dividendology @dividendology]

Morgan Stanley recently revealed the 30 stocks they believe will expand their competitive advantages through the year 2027.

Here is their full portfolio of stocks:

[Nathan Baschez @nbaschez]

Best book I’ve read in a very long time

Inspiring in a way similar to Surely You’re Joking Mr Feynman

Every technical founder should read

[The Icahnist @TheIcahnist]

Best Books on Distressed Investing

[Mindset for Money @Mindset4Money_X]

10 baggers aren't sitting at a $500B market cap, they are sitting under $5B with a growth plan still being actively executed.

These companies bring something different to industries begging for innovation.

Here are some of the most interesting businesses today under a $5B market cap:

1/ $ZETA

If you want to invest in a first mover of a space, $ZETA is the company.

They built their AI tech stack marketing platform 7 years ago. While other competitors are currently piecing together their own platforms, $ZETA is pitching a platform that is mature and tuned out.

They will grow by landing large clients (they already have 44% of the Fortune 500), increasing revenue from existing clients (2x'd rev per customer since 2020), and obviously improving the platform.

[Christian Darnton @CMDarnton0]

Most panicked after $AMD Q2.

→ Data Center revenue -12% QoQ
→ Margins compressed
→ Analysts cried “disaster”

But they didn’t read the transcript.
They don’t understand compute.
They have no clue what’s coming.

They’re wrong.

$AMD will 10X - here’s why:

[Athenian Stranger @Athens_Stranger]

It’s rare I’ll recommend secondary literature (especially history b/c historians are almost entirely incompetent), but these are worth your time

They provide an excellent introduction to the two things that most define “Modernity” — namely, its twin pillars of history and math

[Dalius - Special Sits @InvestSpecial]

Agree with @GreystoneCap's thesis on $NRP from Q2 letter. I also like it at current levels.

You can check out my post on NRP from a few months back below.

[Riz Iqbal @Wordsofrizdom]

Jack Schwager spent 40+ years studying elite traders.

From BILLIONAIRES like Ray Dalio to unconventional traders like Chris Camillo.

Every top trader he interviewed had a different system, but they all followed the same core principles.

Here are the top 7:🧵