Valentin V.

[Three-Legged Stool @valiovalentino]

Hedge fund industry assets highest on record

[Three-Legged Stool @valiovalentino]

Is Microsoft Copilot turning into that thing that keeps popping up uninvited - the one you instinctively rush to close with disgust, like Internet Explorer?

[Valentin V. @vallioo]

Seems like a lot

[Three-Legged Stool @valiovalentino]

Bain & Co. estimates that to justify current spending, AI infrastructure will need $2 trillion in annual AI revenue by 2030, more than the combined 2024 revenue of Amazon, Apple, Alphabet, Microsoft, Meta, and Nvidia.

[Valentin V. @vallioo]

@TidefallCapital @TheSusInvestor Refinitiv was a disaster. LSEG acquired a deteriorating, heavily indebted asset, sold Borsa Italiana - a high-margin business. An enormous wealth transfer from their own shareholders to Blackstone and Thomson Reuters.

[Valentin V. @vallioo]

Not a word wasted.

[kyle o’hehir @financeguy725]

this my first "BIG TWEET" and unfortunately has it held up

housing is still bad and tearing at the fabric of society, but now they are dismantling the very things that allowed them to accumulate wealth

things that underpin economic mobility in America as contrasted with the cronyism of third world countries

rule of law
federal reserve independence
free markets
free trade
anti-bribery laws
freedom of speech
corruption generally

it is extremely bleak to witness

https://t.co/tmSg95SorF

[Valentin V. @vallioo]

@JerryCap @scuttleblurb Scuttleblurb is the Nabokov of financial writers. Exquisite prose.

[Valentin V. @vallioo]

@ErnestWongBWM Nice short bull thesis for $ADBE

[Valentin V. @vallioo]

@ErnestWongBWM Maybe it trades like that because Burger King U.S. is a drag. Weak unit economics (10-year payback, ~10% cash-on-cash returns), franchisee bankruptcies... The market thinks BK US is dying slowly.

[Valentin V. @vallioo]

@SharpeShark Price drives narrative. Many seem to underestimate the complexity of professional design (orchestration, workflows, tools). Adobe’s moat isn’t just Photoshop or Illustrator, it’s the deep interconnection of its apps. Mgmt doing great job evolving them in sync.

[Valentin V. @vallioo]

@AutumnCapital ChatGPT is magic, everything else is meh.

[Valentin V. @vallioo]

@WaterworldCapi1 You are harsh but not untruthful.

[Valentin V. @vallioo]

@LibertyRPF This is what overcoming a debt crisis looks like.

[Valentin V. @vallioo]

@TidefallCapital Why is it of poor quality? New CEO likely to pull off the turnaround.

[Dylan O'Sullivan @DylanoA4]

Steinbeck, this is actually the key to life

[Valentin V. @vallioo]

@joecarlsonshow Google doesn't have the best AI model.

[Valentin V. @vallioo]

@bozhobg Това е безсмислено при наличието на картел. Атакувайте клаузите които позволяват едностранно повишаване на цените. https://t.co/srL1y0eVi8

[Valentin V. @vallioo]

@ErnestWongBWM That was @scuttleblurb's main conclusion in his deep dive, as far as I remember.

[Valentin V. @vallioo]

@thesharpiesharp Market likes Bracken but is growing impatient with Vans.

[Valentin V. @vallioo]

@ErnestWongBWM Correct. Just look at Samsung.

[Moses Kagan @moseskagan]

Let me share a secret that has worked pretty well in my family & will probably work in yours:

Your goal in raising subsequent generations is to get them to see themselves as links in a chain, rather than as individuals 100% free to do whatever they want.