RicBezos
@BezosRic
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Capital merchant ⚡CEO wrestler. Admire the works of Daniel S. Loeb and Stanley Druckenmiller. Always aiming for a 15%+ CAGR and authentic relationships.
Twitter
Joined December 2020
More investors should try activism, that would help hard sloggers like @DanielSLoeb1 who pioneered this idea. If more were to join, the world could actually become a better place. Instead we have funds managing trillions sleepwalking their clients' money to the grave. 🪦
Hope is not a strategy.
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@CompoundinGirl It's all about Agentic AI. $BABA seem to have an edge.
Interesting CEO/founder, Daniel Dines $PATH. This is definitely worth a listen post Deepseek. Agentic AI will be big business for 2025 and beyond. Mentions the strength of $BABA's Qwen models too for a particular use case.
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Example ☝️
@CompoundinGirl 💯, I foresee a lot of cross-pollination leading to more growth for both superpowers. Trump's probably envious of their low long term interest rates. Just imagine the deal-making and potential for lots and lots of Dim Sum bonds. $BABA etc @j_fishback @Jake__Wujastyk @Jkylebass
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Wow, BYD sales in the UK outpacing Tesla. Other brands, like Nio, due to arrive soon. We're about to see a lot more Chinese made vehicles on the UK's roads. Are the stocks worth looking at for the longer term? $BYD $NIO @CompoundinGirl
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RT @David_Tracey: @MrMikeInvesting Meanwhile Tesla sales collapse across Europe as BYD dealerships start to open.
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@ecommerceshares Yes, this prime brokerage analysis is largely pointless. Much better to know what the liquidity providers, Citadel et al, are up to. Their trading volumes dwarf anyone elses. They pay a huge amount for "data intelligence" sold by exchanges and trade off it.
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RT @BezosRic: @John_Stepek There's apparently a plan in the works to flood the UK market with Chinese EVs. I think they only just figured o…
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@John_Stepek There's apparently a plan in the works to flood the UK market with Chinese EVs. I think they only just figured out the steering wheel is on the wrong side but that's the only hold up. This will wipe out any homegrown competition left and more expensive US and EU brands.
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@boazweinstein Appreciating that IT Boards are not all that bad, it's obvious that the controlled media, legal firms, various advisers and the Boards are hellbent on working together to ensure Saba doesn't get a win which may spell the end of a questionable but lucrative Governing enterprise.
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RT @DaveHcontrarian: @DonDurrett You are just wrong. The gold miners have begun a big bull move. It'll build from here.
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Interesting CEO/founder, Daniel Dines $PATH. This is definitely worth a listen post Deepseek. Agentic AI will be big business for 2025 and beyond. Mentions the strength of $BABA's Qwen models too for a particular use case.
I’ve done 2,800 podcast episodes, and to be blunt people always show you the glossy marketing side. This is one of the most fricking real & honest conversations with one of the greatest founders in Europe @danieldines. 🤖 Why RPA won’t be f****d by Agents ⚠️ Why we have hit the upper limit of scaling laws 🐺 Why the best founders are lone wolves My 7 key takeaways 👇
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