Michael Ashley

Gratitude and continuing to strengthen my relationships keeps me happy. Relentlessly creating my visions keeps me energized 🇺🇸🇩🇪🇳🇬🇬🇭🇨🇲🇧🇯🇲🇱🇹🇬🇷🇺

[Dr. Allison Wiltz @queenie4rmnola]

“They got money for wars but can't feed the poor”

— Tupac Shakur

[Archive Tyler, The Creator @xerecadotyler]

I'm still waiting for a song by Tyler with Kendrick Lamar

[Tony Montana @9mmScorpion]

@elonmusk Bruh you use IVF to get women pregnant, you’re not bad ass. 😂 Go play Zelda or some shit

[Maverick @Mavericks100xs]

@elonmusk She legit said your an old man and your gonna die soon.

LMAO

No death threat

[The New York Times @nytimes]

Breaking News: Zohran Mamdani, the 34-year-old democratic socialist who captured New Yorkers’ attention and ardor, was officially sworn in. https://t.co/fxH1okNRSB

[Dudes Posting Their W’s @DudespostingWs]

Great response from this pizzeria owner

[Fathers Diary @Fathers_Diary]

Things to teach your kids;

- Chess
- First aid
- Resilience
- Astronomy
- Persuasion
- Adaptability
- Self-respect
- Self-defence
- Cooking skills
- Assertiveness
- Managing time
- A good attitude
- Public speaking
- Problem solving
- Self-awareness
- Gardening skills
- How to volunteer
- How to negotiate
- Living off the land
- Basic home repair
- Starting a business
- Money management
- Good communication
- Don’t watch the news
- Emotional intelligence
- How to manage stress
- Basic car maintenance
- How to make a decision
- How to influence people
- How to be a great mother
- It’s okay to feel your emotions
- Mental frameworks for thinking
- Understanding healthy relationships
- Building others up, not tearing them down
- Problem-solving over memorization
- Exploration over conformity
- Creativity over rote learning
- The value of hard work.
- How to be kind to everyone.
- Why failure is the path to success.
- How to think, not what to think.
- How to adapt, not conform.
- How to lead, not follow.
- How to create, not consume.
- Taking care of animals.
- Good use of language.
- Opposite sex relationships.
- Healhy food choices.
- Music, listening and performing.
- General culture.
- Foreign languages.
- Leadership.
- Stoicism.
- Fasting.
- Sports.
- Video games.
- Spirituality.
- Travelling.
- Copywriting.
- Drawing.
- Self love.

What would you add?

[Autism Capital 🧩 @AutismCapital]

The AI bubble explained

[Alexandra Semenova @alexandraandnyc]

wealth managers putting your money in an index fund

[Just a Dude Who Invests @DudeWhoInvests]

One of my favorite clips from one of my favorite investors of all-time, Peter Lynch.

[Michael Ashley @topshelfmichael]

I had a twitter from 2010-2020. Deleted it during the pandemic due to anxiety/depression. Now I’m back here to engage with news and smart minds.

From my observations, it seems the most active topics here are:

- Investing & Technology
- Politics
- Art
- Gossip

What u think?

[Michael Ashley @topshelfmichael]

@faithwithaflaw Made me like this post

[Shanaka Anslem Perera ⚡ @shanaka86]

Buffett didn't retire.

He spent two years demolishing and rebuilding Berkshire from scratch.

Wall Street completely missed it:
74% of Apple. Sold.
677 million shares. Liquidated.
$130 billion. Converted to T-bills.

Tomorrow Greg Abel inherits:

$381.7 billion cash fortress (That's 5% of ALL U.S. Treasury bills)

$15 billion per year in risk-free income (More than BNSF Railway earns)

Zero concentration risk (The hardest decision already made for him)

But here's what nobody is talking about:

The Japanese carry trade.

Buffett borrowed ¥1.3 TRILLION at 1.6%.
Bought $31 billion in trading houses yielding 4%+. Currency-hedged. Self-funding.

Net profit: $677 million per year.
For doing absolutely nothing.

This is the most sophisticated financial engineering of his 60-year career.

Then on December 8th, the real signal dropped.

Todd Combs left for JPMorgan.
23 days before the handover.
After 15 years.

The stock-picking era at Berkshire is over.

What Abel actually inherits:

An operating company, not an investment fund.
A $50B+ deployment capacity per opportunity.
A free call option on market collapse.
A Japanese income machine running on autopilot.

Sum-of-parts: $1.05-1.15 trillion intrinsic.
Market cap: $1.08 trillion.

Fair value with embedded optionality.

PREDICTION:
By February 2026, the 10-K will confirm:
Japanese dividends exceeded $800M.
No Apple rebuy occurred.
Abel's first acquisition target is identified.

The Oracle didn't step down.

He rebuilt the entire machine for a world without him.

And handed his successor the most deliberately engineered corporate handover in history.

The fortress is complete.

Tomorrow we find out if it holds.

Read the full deep dive story about Oracle of Omaha here! - https://t.co/Tmz84k3je6