Scott Sutherland

@valiovalentino Do you follow @DimitryNakhla @CapexAndChill or @DrewCohenMoney @ManuInvests

Where is the Fintwit of 2020-2023 when knowledgeable people discussed individual companies? This has been replaced by Druckenmiller videos, walls of AI slop, and charts with text like: „Company X trades at this multiple, wow. „

@SteadyCompound What a mess.

Terry Smith's 2026 Fundsmith Annual Meeting: Sold: PepsiCo, Brown-Forman Halved: Microsoft, Meta, Alphabet Bought: EssilorLuxottica, Wolters Kluwer, Zoetis, Intuit, Magnum Ice Cream Full transcript: steadycompounding.com/transcript/fun…

@TheCinesthetic Vader killing The Emperor in ROTJ.

What’s the most epic movie moment you’ve ever experienced in a theater?

@Ashton_1nvests 17% MELI

What % of your portfolio is your top holding?

@fintegrate $META, $FICO, $MELI, $SE, $AMZN, $UBER is where my cash will continue to go.

Really only want to primarily own monopolies and duopolies in this environment. Of course, that hasn’t saved them this year, but I’m most confident they’ll make it through unscathed. For me, that means relatively little change to what I’ve already been doing.

@kamal_razzak Hi Kamal, Do you have any resources you can share for developing a great founders ad?

Nobody buys a product from a founder ad because the product sounds good. They buy because they trust the person selling it. This sounds obvious but it changes everything about how you write and film them. If you're trying to explain the product, you've already lost. The product explanation is the job of the landing page. The ad's job is to get them there because they trust the person who sent them. IcyBear tripled revenue in month one with ads that were almost entirely about the founder's conviction that the product worked, not about what the product was or how it was made. The mechanism mattered less than the certainty. Ripley Rader's best-performing line had nothing to do with the trousers. It was a line about the feeling a woman has before she puts them on. The product was almost incidental. When you're writing a brief for a founder ad, the question isn't: what do we want to tell people about the product? It's: what does the founder believe so deeply about this that they'd say it to a stranger at a party? Find that. Film that. That's the ad.

@kamal_razzak @johnhickey1970 1mil

This one ad did $2,083,268.42 in spend. One base ad. 257 iterations. Still scaling. At the DTC Summit (thanks @johnhickey1970 ) I showed founders how we make 600+ ads a week. But every single one of them had the same question: “…but how do I make ONE good ad?” So I put it all in a free guide. The $1M Evergreen Ad Formula. It shows you: -How to make an amazing base ad -How to iterate the juice out of it + the exact ad we ran And the BEST part is you can execute this guide TODAY with your founder, an iPhone and a mic. Comment “1mil” and I’ll DM you the guide. (Just follow so I can message you.)

@HawkEmDownChris Federer is my favourite - but Jordan is the greatest.

Agree or Disagree: Michael Jordan is the greatest athlete of all time.

@walsxbt New Zealand

Thailand is the best country in the world I like it all: 🇹🇭 culture 🇹🇭 people 🇹🇭 food 🇹🇭 nature 🇹🇭 affordability & comfort 🇹🇭 freedom Name a better country, I’ll wait

@CinemaTweets1 Aliens number 1 for me.

The Best Film of James Cameron’s Career

@kamal_razzak FOUNDER

Most founders don’t realize their face is worth $900,000+ per year. Here’s proof: Beyond Nine spent $584k on founder ads at 14 MER. Not influencer ads. Not creative campaigns. Just the founder talking to a camera. I spent years trying to beat the founder video. But I could not. Because people buy from people, not logos. I put my learnings into the exact playbook that generated $2.7M for our clients: ✓ The 30-second story structure + hooks that converts at 4.2% ✓ Why offices beat studios (data from 127 split tests) ✓ The iPhone setup that outperforms $50k productions In a world where everyone is afraid to get caught by shit products shipped from China, showing your face and telling your story is the biggest lever you can pull. And I'll reveal exactly how to do this. My Founder Ad Formula shows you: -7 proven founder hooks (with word-for-word scripts) -The “Beyond Nine Effect” that makes people trust you in 3 seconds -How to film 30 days of content in 2 hours Most agencies charge $50k for this. Most agencies also can’t do it. You need to make a choice: -Keep hiding behind your brand while competitors dominate your market. -Or grab your iPhone and start printing money. Next 48 hours only: Comment “FOUNDER” and I’ll send you the complete playbook + my personal equipment list. (Just follow me so I can DM you)

@cperruna I am betting yes.

Can $UBER dominate the robotaxi future with their platform...?

@CapexAndChill This was my main learning from Drew's overview. The high interest rates ( which are not high for South America) provide a level of insulation for the credit risk.

I know its hard to understand how the credit business works but $MELI making 20% margins on lending sub prime credit means they cracked the code. If you think anything otherwise then I’m sorry for you. They appropriately assess risk to the point where they maximized credit yield.

@sourfraser Do you run a separate retargeting campaign?

If you wanna boost your ROAS on your retargeting ads by 150%, Then you need to implement these three creative concepts in your campaigns We have implemented these for multiple DTC brands and it's been a constant success Steal this:

@QualityInvest5 With everything falling nows a great chance to reallocate to higher quality companies - $META, $FICO for starters.

i’m down 30% with $ADBE over something that WONT impacted their business… PS: New video out now (link in bio)

@Peter_Quadrel AI

NanoBanana 2 just made your static ad agency obsolete. And I just open sourced the entire tool. Drop your product page URL. It pulls your logos, product images, fonts, colors, and brand voice automatically. Builds a full brand guide for you. Then generates ad creatives at scale using nearly 4,000 high-performing ad templates across 8 niches. It dynamically matches the best templates to your brand and brief. Here's what makes it different: → Instant resizing Get any ad in 1x1, 4x5, 9x16 with one click. No regeneration. No broken text. → Highlight-to-edit See an issue? Highlight the area and tell it what to fix. → Multiple brand profiles Run different brands or segments from one tool. → Auto persona building from real customer reviews → Multiple QC loops on briefs and final assets Catches AI-isms before you do. → Upload your own templates or use ours Runs locally. Just needs your Claude and Google API keys. This is the lite version of what we use internally. You get the full finished tool AND the open source code to make it your own. Creatives still design the system, this handles iteration and scale. Want a copy to download? 1. Like this post 2. Comment "AI" Will DM you the tool along with a tutorial shortly after.

@the_zack_zhu Many on here refuse to invest in Chinese companies (myself included) as a rule so it is not surprising that $MELI came out on top regardless of business quality.

I thought $BABA would win by a landslide, so I was surprised to see $MELI get the highest votes. That says a lot about just how bullish people are on this stock. To be clear, I also think it will perform very well on the revenue side over the next few years. There is still plenty of room to grow. But for my article, the challenge is that $MELI operates with a very "classic" eCommerce value proposition, and a lot of its operations still feel quite old-school. I don't think I have much to add on the positive side unless I just repeat the usual clichés. What I want to add probably won't be very pleasant for the $MELI investor community to hear. It is similar to my last post, where I argued that $MELI's logistics capability isn't actually that special, and also pointed out that its logistics network is still structurally quite primitive. 😭😭😭 Beyond logistics, which I already covered, I think $MELI still operates within a rather "old" structure. There is also a lot to say about the platform design. In many ways, it still follows what would have been considered best practice 15 years ago, and now it faces the dilemma of how to evolve toward better modern practices. For me, it's a very interesting journey to understand the differences between platforms, but it's probably not the kind of thing most investors want to hear. I hope I can attract the kind of investors who like getting deep into the weeds.

@harshktweets Hadlee for McGrath. Ambrose for Muralitharan. Marshall for Akram.

Do you agree?

@DiegoNolika7 @Martynw34 Djokovic only won 12 Grand Slam titles before turning 30. He won the bulk of his slams past his prime due to the lost 90's generation that followed.

@Martynw34 And yet Djokovic built like a toothpick was already top 3 in the World from 9th july 2007. Thèse guys were 25 and none of them had a week ranked ahead of him from this week. Just facts.

Just watched 2006 US Open final with Federer & Roddick, level was really high, don't be fooled by this narrative that Federer was beating not very good players back then {mainly Djokovic fans} , watch for yourself , Roddick was excellent , Roger was sublime #tennis

@realroseceline What abut $NU?

I read the Muddy Waters report on $SOFI, and the more I went through it, the less I cared about whether every single accusation is right or wrong. What stood out to me is something much simpler, and something I’ve have known and said all along. This business is difficult to understand. It’s not a normal company where you can follow a product or service and see cash come in. $SOFI is complex because it’s a balance sheet business. They make loans, sell some, keep some, and then use models to decide what everything is worth today. The profit is booked today,but the cash shows up later in the future, and that’s confusing. That’s really what the report is saying. When a business depends on assumptions like default rates, prepayments, and discount rates, small changes can move the numbers a lot in both directions. And you don’t really know if those assumptions were right until later. But usually by then it’s too late. I personally have a rule where I don’t invest in banks at all, no matter what. Which is funny because I once owned a very successful bank, $AX, and I still follow it. Maybe I’ll write about it one day because it’s actually a great story. At the end of the day, you don’t control your own costs in banking. The Federal Reserve does. Rates go up or down and your whole business changes overnight. It’s the same way oil controls energy companies. You can be doing everything right and still get hit. So when I look at $SOFI, I’m not trying to figure out if it’s fake. I’m asking a much simpler question. Do I actually understand this business? If the answer is not clearly yes, then it’s probably riskier than it looks. I don’t think $SOFI is fake. I just think it’s a lot harder to understand than people realize. 🌹