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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
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RT @hartgoat: Tony doesn’t miss https://t.co/owhxf6ClNH
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RT @dottxtai: Highly recommend this post by @simonw about extracting structured data from text with LLMs.
Simon puts it well: "the single most commercially valuable application of LLMs is turning unstructured content into structured data."
Link below 👇
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Finding Compounders
The Role of ROIC by Epoch Investment Partners https://t.co/rGYBdvYqpu
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The All-In Podcast
Naval on how to get a job in 2025: Learn how to use AI
@naval on E215:
"The fastest way to help somebody get a job right now: the best thing you can do is say, 'Hey, go download the AI tools and just start talking to them. Just start using them in any way.'"
"And then you can walk into any employer in almost any field and say, 'Hey, I understand AI.' And they'll hire you on the spot."
"AI is a productivity tool. It increases the productivity of a worker. It allows them to do more creative work and less repetitive work. As such, it makes them more valuable."
"Yes, there is some retraining involved, but not a lot. These are natural language computers. You can talk to them in plain English, and they talk back to you in plain English."
"I think we will see job creation by AI that will be as fast or faster than job destruction."
"You saw this even with the internet. Like, YouTube came along. Look at all these YouTube streamers and influencers. That didn't used to be a job."
"Go brush up on your AI. Learn a little bit. Watch a few videos. Use the AI."
"Tinker with it and then go reapply for that job that rejected you, and watch how they pull you in."
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The Kobeissi Letter
BREAKING: President Trump will announce intent to impose reciprocal tariffs on countries who impose tariffs on the US, per Fox News.
Trump is expected to say "whatever they tariff us, we tariff them," per Fox News.
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App Economy Insights
RT @EconomyApp: 🎬 Streaming trends visualized
👨👩👧👦 Content is still king
💰 Profitability takes center stage
▶️ Ad-supported gains momentum
🛑 Password-sharing crackdown expands
Let’s review 👇
https://t.co/IuDMXvNDKz
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Quiver Quantitative
BREAKING: Nancy Pelosi was just asked if @elonmusk is on a mission to enrich himself at the expense of the American people.
https://t.co/EW3FRH5Wv4
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Alvin
Samsung announced that it will be rolling out the One UI 7 Beta Program to Galaxy Z Fold6 and Flip6 users in the United States, the United Kingdom, India, and South Korea starting March 6th!
Galaxy S23 Series, Galaxy Tab S10 Series, and Galaxy A55 users in those countries will also get their One UI 7 Beta update this month.
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The Kobeissi Letter
BREAKING: US Treasury Secretary Bessent says "there is no signing planned" for a minerals deal with Ukraine, per a Fox News reporter on X.
Just 3 hours ago, Reuters reported that Trump and Zelensky were planning on signing the deal today.
Trump was reportedly set to announce it in his 9 PM ET address to Congress.
What just happened?
Between 3:25 PM ET and 3:52 PM ET, the S&P 500 fell -105 POINTS without any major headlines.
This crash erased -$875 BILLION of market cap, or a whopping -$32.4 billion PER MINUTE.
Did we just witness the biggest bull trap of 2025?
(a thread) https://t.co/nYcSukWmDr
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The Kobeissi Letter
BREAKING: President Trump's Commerce Secretary Lutnick says Trump may roll back Canada and Mexico tariffs tomorrow.
He says a tariffs compromise announcement is "likely" tomorrow.
What just happened?
Between 3:25 PM ET and 3:52 PM ET, the S&P 500 fell -105 POINTS without any major headlines.
This crash erased -$875 BILLION of market cap, or a whopping -$32.4 billion PER MINUTE.
Did we just witness the biggest bull trap of 2025?
(a thread) https://t.co/nYcSukWmDr
tweet
The Kobeissi Letter
What just happened?
Between 3:25 PM ET and 3:52 PM ET, the S&P 500 fell -105 POINTS without any major headlines.
This crash erased -$875 BILLION of market cap, or a whopping -$32.4 billion PER MINUTE.
Did we just witness the biggest bull trap of 2025?
(a thread) https://t.co/nYcSukWmDr
tweet
The Kobeissi Letter
BREAKING: The Nasdaq accelerates its decline and has
now erased -400 points in 27 minutes.
Truly incredible:
Heavy selling pressure returns moments after stocks turn green.
The Nasdaq just fell -200 points in 8 minutes without any headlines.
Volatility is an understatement. https://t.co/vhIpgdGUbL
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Stock Analysis Compilation
Conestoga on Procore Technologies, Inc. $PCOR US
Thesis: Procore Technologies, Inc. (PCOR) is a leading cloud-based construction management software company experiencing strong growth and improving operating margins in an underpenetrated market.
(Extract from their Q4 letter) https://t.co/bofyqPYDoG
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AkhenOsiris
Are we expecting the Admin to blink first or the Fed? 😂
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The Kobeissi Letter
BREAKING: The S&P 500 officially turns green on the day, erasing its -120 point decline. https://t.co/5P4GplvrYz
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Read
RT @KaiLentit: 10x engineer pt.2 https://t.co/bc2aKD8l7o
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Read
RT @Vivek4real_: Someone has been buying $30 worth of #Bitcoin daily for the last 8 years, turning $86,000 to $1 MILLION 🤯
WHAT A LEGEND!!
https://t.co/dNtj58V0oQ
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Quiver Quantitative
BREAKING: Trump has said that the United States will plant our flag on the planet Mars.
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Alvin
I wasn't lying when I said that I use the vivo X200 Pro as my main phone to capture photos and videos right now.
All of the photos that you see on my Galaxy S25 Ultra review were captured using that phone.
Well, one or two of those photos were captured by the X100 Ultra, but still a vivo.
The thing is that... This phone is awesome to capture device photos. Heck, it is awesome to capture photos in general.
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Capital Employed
RT @capitalemployed: Bonus Content: Cheap Under The Radar Stocks 🚨
9 decent companies trading at decent prices...
https://t.co/PG7KIRLTgH https://t.co/nZ0KlTCJiZ
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Alvin
It's official!
Samsung said that it will be rolling out the stable One UI 7 update "within April".
Might start with the Galaxy S24 Series. https://t.co/jJoEcJwKbB
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $FMC has just reported purchasing $1.9M of the company's stock, increasing his ownership stake by 22%.
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The Kobeissi Letter
BREAKING: The IRS is drafting plans to cut as much as 50% of its 90,000 employees, per AP. https://t.co/7K0z0zKQ9N
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Stock Analysis Compilation
Conestoga on nCino, Inc. $NCNO US
Thesis: nCino, Inc. is a market-leading provider of cloud-based software solutions for financial institutions, focusing on lending and account services, with 86% recurring revenue and a target to exceed 30% operating margins.
(Extract from their Q4 letter)
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: This is a great question. And a fun one as well, appreciate you asking. Here’s what I would have done differently than Buffett🐐:
1. Steer clear of airline stocks entirely. Even Buffett’s admitted they’ve been a tough bet—look at his exits after in 2020. For me, it’s simple: their returns on capital (~4% on average) rarely justify the cost of capital (~8% on average), and I’d rather not touch a sector with extremely poor economics, no matter the price.
Even Buffett himself asserted that the sector should be avoided in his 2007 Shareholder Letter $BRK.B $BRK.A:
“The worst sort of business is one that grows rapidly, requires significant capital to engender the growth, and then earns little or no money. Think AIRLINES ... The airline industry's demand for capital ever since that first flight has been insatiable.
Investors have poured money into a bottomless pit, attracted by growth when they should have been repelled by it. And I, to my shame, participated in this foolishness when I had Berkshire buy U.S. Air preferred stock in 1989.”
2. I’d also probably dial back a bit on commodity-heavy businesses—think oil or metals—where margins can get crushed by cycles. Instead, I’d lean harder into asset-light companies with wide & sustainable moats—that don’t need constant capital injections but still dominate their lanes (e.g. $SPGI $MCO $ICE $ADP / more $MA $V)
WHY YOU SHOULD AVOID INVESTING IN AIRLINES ⚠️
First, let’s take a look at the last 5-year returns of 4 major airlines:
1) $AAL -67% (American Airlines)
2) $UAL -32% (United Airlines)
3) $JBLU -63% (JetBlue)
4) $DAL -34% (Delta)
Why do airlines post such poor results for investors? It’s simple. On average, here are the economics of the sector:
COST OF CAPITAL: ~8%
RETURN ON CAPITAL (ROIC): ~4%
Would you want to own a business that pays $8 just to receive $4 in return?
Of course not. Airlines BLEED MONEY EVERY DAY.
As Warren Buffett asserted in his 2007 Shareholder Letter $BRK.B $BRK.A:
“The worst sort of business is one that grows rapidly, requires significant capital to engender the growth, and then earns little or no money. Think AIRLINES ... The airline industry's demand for capital ever since that first flight has been insatiable.
Investors have poured money into a bottomless pit, attracted by growth when they should have been repelled by it. And I, to my shame, participated in this foolishness when I had Berkshire buy U.S. Air preferred stock in 1989.”
#stocks #investing
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App Economy Insights
$CRWD CrowdStrike Q4 FY25:
📊 ARR +23% Y/Y to $4.24B.
📈 Net new ARR $224M (+6% Q/Q).
• Revenue +25% to $1.1B ($20M beat).
• Non-GAAP EPS $1.03 ($0.17 beat).
• FY26 revenue guide ~$4.78B (+21% Y/Y). https://t.co/DbcXWSv40C
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The Kobeissi Letter
Truly incredible:
Heavy selling pressure returns moments after stocks turn green.
The Nasdaq just fell -200 points in 8 minutes without any headlines.
Volatility is an understatement. https://t.co/vhIpgdGUbL
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AkhenOsiris
$GENI
Genius Sports Raised to $12 from $10 at Benchmark, Named Top Idea
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AkhenOsiris
$GENI with a strong FY guide for both revs ($620m vs cons $590m) and Adj EBITDA ($125m)
FY2024 came in at $511m revenue and $86m Adj EBITDA
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Startup Archive
RT @jack: the storytellers create the future. the rest of us build it.
Palmer Luckey explains why science fiction is a great place to look for ideas
“One of the things that I’ve realized in my career is that nothing I ever come up with will be new. I’ve literally never come up with an idea that a science fiction author has not come up with before.”
Palmer continues:
“It makes sense. There’s a lot of [science fiction authors]. They’ve been around for a long time. And they don’t have to make things. And they don’t have to wait for the right moment. I started Oculus at just the right moment for it to succeed. But a science fiction author doesn’t have to wait for something to be possible to think about it and to write about it and for people to be excited about the idea. And so every time I’ve come up with something, I’ve been able to find — usually many, sometimes one — science fiction pieces addressing literally exactly that idea by some guy who just thought about it like 50 years ago.”
He gives a few examples:
“Some of the stuff that I’m building today, for example, in the AR/VR space around augmenting the vision of soldiers — these are ideas that are from 1959 Starship Troopers novels. These are old ideas that have only recently become technologically feasible. The idea of autonomous fighter jets, that’s been around for about 100 years… people have been thinking about this since computers were programmed with punchcards.”
So if you’re having a hard time thinking of startup ideas, try reading science fiction.
Video source: @ShawnRyan762 (2025)
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