JAMIL BARRAGE @BARRAG
Founder and Chief Investment Officer, 2XL Capital Partners. 2xlcapital.com London, England Joined April 2009-
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Michael Mauboussin recently held a fantastic speech on: How the best Investors Behave He explained what they do differently and how we can copy their tactics. Here’s what they do👇🏼
.@SnowflakeDB is thrilled to announce #SnowflakeArctic: A state-of-the-art large language model uniquely designed to be the most open, enterprise-grade LLM on the market. This is a big step forward for open source LLMs. And it’s a big moment for Snowflake in our #AI journey as…
JUST IN: GOLDMAN SACHS SAYS CHINA STOCKS MAY RISE BY 40% ON MARKET REFORMS AS UBS GOES OVERWEIGHT ON MAINLAND, HONG KONG SHARES $BABA $JD $PDD $KWEB $TCEHY
Jeff Bezos explains how he decided to quit his job and start Amazon Before starting Amazon, Jeff Bezos had a very good Wall Street job. At the age of 30, he was the fourth senior vice president at the hedge fund D.E. Shaw. When he told his boss about his idea to start an…
Scott Ritter: "Israel is the most heavily defended airspace in the world, with the most sophisticated anti-missile technology deployed in depth, and they couldn't stop the Iranian missiles... This was one of the greatest military demonstrations in modern history."
Just a quarter of the way through the year (through March) and the Reserve Bank of India has already purchased more gold than it did all of last year. Central bank gold accumulation is a trend that shows no signs of stopping.
Just a quarter of the way through the year (through March) and the Reserve Bank of India has already purchased more gold than it did all of last year. Central bank gold accumulation is a trend that shows no signs of stopping.
It’s important not to let our biases stand in the way of our objectivity. To get good results, we need to be analytical rather than emotional. Whenever I observe something in nature that I (or mankind) think is wrong, I assume that I’m wrong and try to figure out why what nature…
Brunello Cucinelli, known as the King of Cashmere, runs his Italian luxury design house $BC.MI in a very fascinating way. We have in this tread compiled a few key concepts from a decade of shareholder letters, interviews, and earnings call transcripts 🧵
Mandy Lein @MandyLein361824
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44K Followers 1K Following CNBC anchor of "The Exchange" and “Power Lunch.” Sign up for my newsletter (LINK BELOW), & show podcast. Crazy home life on Instagram “realkellyevans”What a nerve! A “politician” from one of the most failed states on the planet criticising the governance of other countries.
بعض وسائل الإعلام الكويتية هاجمت تغريدتي لذا أقول لهم : نحب الكويت وأهلها وهي دولة تدعم لبنان وكلنا وقفنا معها في الحرب عليها لذا يعنينا أمرها وبالنسبة لي تعنيني كل بلاد العرب ولا أحد يستطيع منعي من قول رأيي مهما علا كعبه . الكويت كانت تسبق الإمارات وقطر في الإنماء . ألا يسأل…
China central bank to lend up to $70 Billion at an interest rate of 1.75% specifically to the science & technology sector. Massive tailored pro-entrepreneurship signal. Provides Chinese firms with a liquidity advantage over borrowing rates in other economies. $KWEB $BABA $NIO
"المرأة حين تُحِبّ رجلا، تُحبّه وحده.. وحين تكرهُه، تكرهُنا جميعاً." 😊
Edge issue #7 drops tomorrow. This week's cover story explores the ten core ideas of Brunello Cucinelli, founder of $BC.MI and known as the King of Cashmere. It covers the importance of having a life mission, the value of books, reflective thinking, and humility, plus this…
Norges Bank Investment Management CEO, Nicolai Tangen, in conversation with Joe Tsai, chairman and co-founder of Alibaba. Norges fund owns almost 2% of $BABA youtube.com/watch?v=mT6mRJ…
@Jkylebass How about The U.S stop sending weapons to Israel to kill more children and innocent people under the pretext that Israel is defending itself. Hypocrisy and double standards of the first order.
Nice vote of confidence with the new CEO of SNOW buying $5m worth of stock.
Eliminate 95% of companies by putting it through this filter: - ROIC 5-year +15% - Revenue Growth 5Y +10% - Free cash flow growth 5Y +10% - FCF/Net Income +75% - Interest coverage +10x - Gross margin +40% - Operating margin +10% - Shares outstanding 0> 45 examples:
In 20 years,it is more likely that there will be a new regime in Russia,China and even The United States than a new regime in Lebanon.
How do you become a scholar? Not by actively studying boring or nonboring material. Just reduce the number of things you read that you wouldn't reread a decade (or more) from now.
لبنان: شعب من العالم الأول قدره أن يعيش في بلد من العالم الثالث.
@BARRAG Agree. It would be nice if our policymakers would recognize that; they're only about 20 years behind our labor unions in that recognition.
A Fool And His Money Are Soon Invited Everywhere
“The iron rule of nature is: you get what you reward for. If you want ants to come, you put sugar on the floor.” ― Charlie Munger
Fifteen years ago this weekend: The Haines Bottom (03/10/09) @CNBC @ErinBurnett @SquawkStreet $SPX
Cognitive decline doesn't start when you forget the names of people you know; it starts when you forget the names of your enemies.
Some in Lebanon don’t want any think-tanks. They don’t want anyone else to think.
I never thought that, in 2024, we would be watching such vicious & criminal behavior in slow motion, out in the open, w/abetting bureaucrats & intellectuals spining convoluted arguments to drum up support to an anachronistic settler-colonial murderous project. 2024 #GazaFamine