Australia and USA
Joined March 2011
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Thinking about the potential Anthropic S-1 drop I asked a couple of smart older analysts; has an S-1 ever changed the information surface?
Their view was interesting, notable all big winners in time.
Google '04: how to value search ads.
FB '12: 500M mobile DAUs, huge number
Uber '19: the real take-rate.
1/ Shout out the guys I sub to for their help in 2025. The insights are always valuable and the returns good and bad are mine not theirs. No one has magical powers. In my view I believe all of these are quality people, which matters to me a great deal.
2/ No ranking implied!
@dampedspring @DsrPrivate @DSMMAprivate
@Jimmyjude13 @NikLentz
@Citrini7
@EconstratPB
@agnostoxxx
@NautilusCap
@TMTBreakout
@DannyDayan5
@BobEUnlimited
Thank you all and look forward to 2026 together.
How does @BobEUnlimited have only $70M AUM in the $HFGM ETF with his performance (+30% YTD). People are sleeping on how much alpha you get for almost no fees.
From the @FT a sentence that has been written countless times over the last 30 years.
Listening to two tradies in my local coffee shop talking about the equity market, BTC and MSTR reminds me how much simple narratives move capital.
My friend @BobEUnlimited rightly pointing out that first we spend what we make then we go 10x levered for Great Jeans. Credit demand drives part II of the cycle? Think so.
If Ai pro-sumer companies start showing NDR below 50% in the back half of 2025 does anything change?
A day of meetings with @__paleologo (thanks for signing your book) @BobEUnlimited (you and I both know the article you must write) and @EconstratPB (financial therapist)
A lifetime of learning and some good laughs.
Thanks for the insights guys.
My friend @BobEUnlimited continues to provide some of the best content (for free!) in this place.
He also has an excellent low fee listed ETF $HFGM which benefits from both his IP and IT (NFA).
If you can put a data center in space you can put a data center anywhere, including places with land/power and no tarrifs and lower costs. Doesnt work for inference but does for LLM processes. Just a thought.
4 years old. Can rally from the baseline. Loves it. Calling around to Div 1 college coaches this week.
One hedge fund has around 50bn notional and are market neutral. They are good at what they do and captured 20% on the short side, call it 10Bn. But they are long stocks so down 15% if they are doing great. Net +2.5Bn. Nobody made net 189Bn being short.
