BigSlothOne @BigSlothOne
Joined May 2018-
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Sometimes I say things so profound that people that it’s stupid. And sometimes I say things so stupid that people thinks it’s profound.
China’s people are so dynamic that it’s GDP $20T (PPP 40) does not produce enough opportunities I see Chinese entrepreneurs *everywhere* in Africa (and Asia) Even in smaller African countries like Angola (Also in smaller Asian cities like Indonesia’s Menado)
Africa is the future This is the inconvenient truth of business Bill Gates knows this but every other CEO/businessman has their heads in the sand
Africa is the future This is the inconvenient truth of business Bill Gates knows this but every other CEO/businessman has their heads in the sand
The rise of China will be scarier than you’d think China values - very different from Western (modern) values 👇
The rise of China will be scarier than you’d think China values - very different from Western (modern) values 👇
Trump at last souring on Putin But When will those who were constantly screaming Trump is a Putin agent, Trump Moscow sex tapes, Trump Manchurian candidate Apologize?
Luanda downtown If there is a country that will skyrocket IF given competent government It is Angola 🇦🇴
What exactly did Netanyahu accomplish on strategic basis? Looking more and more Pyrrhic
What exactly did Netanyahu accomplish on strategic basis? Looking more and more Pyrrhic
Businesses are like Empires They collapse from the inside first - and when the decline is finally apparent from outside (market share losses, write offs), it is far too late to reverse
Businesses are like Empires They collapse from the inside first - and when the decline is finally apparent from outside (market share losses, write offs), it is far too late to reverse
The best management tweet I’ve seen this year Aka “How to execute your strategic plan”
The best management tweet I’ve seen this year Aka “How to execute your strategic plan”
In Asia, India Even before the war begins Tesla 🇺🇸 is done Hyundai 🇰🇷 too Killed by BYD 🇨🇳 By next year BYD will be done Killed by XPeng 🇨🇳 In 3 years all the Chinese cars will be killed by locally assembled China cars with Indian brands Godrej Auto, infosys Auto etc
The next bear market will take 12-18 months to bottom and will tear off your portfolio in crazy chunks of 4-5% down weeks When is the end? When the largest market cap companies are valued at $7-800B That is : $50B of sustainable earnings x 13-14 multiple
“This time it’s different” might be easy to laugh at - but when you’re in the thick of it and your portfolio is performing at Buffett like level … It really feels like it’s different this time …. 😆
“This time it’s different” might be easy to laugh at - but when you’re in the thick of it and your portfolio is performing at Buffett like level … It really feels like it’s different this time …. 😆
Less than 40% of people are honest (to themselves or others)
Less than 40% of people are honest (to themselves or others)
“This time it’s different” (AI, Trump, etc)
American innovation is 10% innovation (Nvidia) 20% scaling (Amazon) 30% marketing (iPhone) 40% hard power (Boeing is great: buy, or else)
The reason why we lose 30% lack of alignment The CEO does not explain and cascade his plan well 30% wrong/lacking focus The CEO does not understand the business model and which KPIs drive winning 10% tired executives The CEO tolerates bad results 30% all of above
What’s the Trump doctrine? 1. Americans (not America) first 2. The pocket is where it hurts (trade as weapon of choice) 3. Growth solves all 4. Power is the bottom line - Great Powers (ie 🇷🇺 🇨🇳) may have their spheres - It is within Putin’s rights to punish Ukraine
Trump’s H1B $100K annual fee visa policy will end up hurting foreign workers (with little benefit to Americans) 1) no Indian want to go back to India 🇮🇳 2) no corporation want to pay more for Americans 🇺🇸 3) Foreigners will - Take 30% cut - Work 30% more To cover $100K
Yup I suspect all young people with college degree (25-35) know this: I can’t find Americans with the qualifications Actually means I can’t find Americans that will take the managerial bullying
Yup I suspect all young people with college degree (25-35) know this: I can’t find Americans with the qualifications Actually means I can’t find Americans that will take the managerial bullying
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