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Warren Buffett’s Most Iconic Interview Ever (Long Lost Footage)
I took a look at the best performing companies ever profiled on @MicroCapClub - and there is a clear pattern that ALL of them followed:
America is on its way back!
NEW: The University System of Georgia has: -Banned DEI statements in hiring and admissions. -Added free expression training to student orientation. -Declared political neutrality. -Required the teaching of the Declaration, the Constitution, the Bill of Rights, and more. 🧵
$NBIS $CORZ $6 billion at a $50 billion valuation for 100k GPUs… but $NBIS with 60k GPUs, one of the best data centers in Europe and Avride isn’t worth $4 billion… cnbc.com/amp/2024/11/15…
Ron left the Democratic Party, because they have moved so far left that they are out of touch with the people. That is why they lost so badly in this election.
Investor Rob Baron Says He Left the Democratic Party: ‘The Party’s Been Taken Over’ “They had an EV Summit at the White House…They had the leading people for electric cars…The person who was praised for leading the way in conversion was Mary Barra…Mary Barra in that quarter…
We 🇺🇸 just dodged a bullet.
So I tried to build a tech company from Norway and here’s what happened: 1. Two years of building without almost any money/funding, better part of a year without salary 2. Raise VC and become one of Norway’s first unicorns 3. Face unrealized gains wealth tax bill of many x my…
Positioning data now extreme long The close today could have shaken that up a bit and vol up => positioning goes does immediately, so possible much of move has happened But this rate move + RFK/DJT/Lutnick + peak of cycle positioning Not time to BTD so we can fade more
John Fetterman on Nancy Pelosi: “I think it’s really ironic that you have a woman at age 84 and she is still hanging on. Why not give a younger generation an opportunity to occupy that seat” 👀
Eric Schmidt says the winners in the race to AGI will be determined in the next 6-12 months as the growth rate is quadrupling every 6 months, leaving competitors in the dust
An interview with Joel Greenblatt By Barron’s
Ron Baron on CNBC this morning. @RonBaronAnalyst talking @Tesla @ElonMusk @SpaceX & the election. Always excellent insight from Ron. He was last on & very enthusiastic on April 25th when $tsla was only $160. It has been up more than 100% since then.
IS THIS COOL OR WHAT Trump to give credentials to podcasters, YouTubers & social media influencers as part of the W.H. briefing room Imagine Steve Bannon, Nelk Boys, Joe Rogan & Dan Bongino sitting in the front row, and Fox News, ABC, CNN & CBS sitting in back CAN'T WAIT 👇
I talked with Josh at Yahoo Finance today…about @marcorubio , his staff, and c the broader risks of other imminent troubles.
“Marco Rubio does not give Xi Jinping any comfort, nor should he,” Hayman Capital Management founder @Jkylebass says. “The United States does not share any common values with that of China.”
VIVEK ON @DOGE: “We are assembling the brightest minds in the country. This is the equivalent of a modern Manhattan Project. I think the major problem holding our country back is a federal bureaucracy. Target that cost, save the money, restore self-governance.”
I am thrilled to announce Robert F. Kennedy Jr. as The United States Secretary of Health and Human Services (HHS). For too long, Americans have been crushed by the industrial food complex and drug companies who have engaged in deception, misinformation, and disinformation when it…
At some point, these charts will matter a lot.
These crashes is due to appointment of Pete Hegseth as Sec of Defense. Will any govt contractor be safe if we are seriously talking about deep cuts in fiscal spending? Caci Intl $CACI crashing -8% Leidos $LDOS crashing -9% Booz Allen $BAH crashing -8% KBR Inc $KBR crashing -8%
This FT article highlights the toxic legacy of inflation, driven in large part by corporate greed... "Consumer anger over high prices piles pressure on politicians: Post-Covid inflation spike leaves toxic legacy for governments across rich economies" archive.ph/2024.11.11-054…
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Smartone
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