Will Miners

Easy money ✅ Jesus I would have made a killing just fading MI every game and betting GT. Learning is I’m keen to try handicap teams before the start of next year’s IPL and bet accordingly. Just hard to know I have any edge over this mass of exchange cricket money on any given game

@PoissonCapital Knowing my luck the first time I've put a cricket bet public it will be a run-fest. If it means anything PP go 1.80 on u20.5 and 365 1.72 on u21.5. Dont know if people have jammed them once reading report.

Squeaky bum time again after a great knock from Suryavanshi yesterday. 44% chance he only gets 1 more game but if RR make a run to the final we are in trouble. Median winning score in my sims is 727

@Chumastic1280 Looks that way... not being priced as a run fest I'd say with lines of 188.5 & 190.5 on flutter

@Chumastic1280 Nice, will try have a small bet

@PoissonCapital Yeah I listen to their pod too, I was leaning overs on fours prior to the pitch report. Its on pitch 4 where RR posted 156. Dont think their median six rate is accurate based on my cricsheet database. If it was Paul (I cant remember) leaning overs I'd listen more.

@Chumastic1280 Only thing I'd say is the cricket betting pod the other day (who seem to have a good track record) were favouring the other side.

@Chumastic1280 GL!

That 2.24 on Arsenal to win the league when City beat them was a gift in hindsight. Massive overreaction considering the relative difficulty of the run ins. Odds probably should have been the other way round. Fair play to any backers at that point

Not a great look for Chelsea… I don’t think they will make Champions League again next season

@Tombrownlee @FullKelly1 GL Tom, especially if backing England 🏴󠁧󠁢󠁥󠁮󠁧󠁿

@Tombrownlee @FullKelly1 I just think there are far softer betting markets where you can be more confident in having an edge (incl the derivatives/player markets). That is all

🏆🏴󠁧󠁢󠁥󠁮󠁧󠁿 England are a big price for this World Cup

@FullKelly1 @Tombrownlee I’m not convinced you can beat main outright market this far out of the tourney via Monte Carlo sims. Will personally be trying to beat derivate and player markets

@Tombrownlee What made you flip from them being a strong lay to now being a big price? Or are you just saying 8.5 is a big price...

Aaron Rai Betfair Exchange Price: Pre tournament: 350-410 After R1: 360-390 After R2: 140-150 After R3: 24-25 3 shot winner

We take those 🤩 An all round fantastic day of punting 🍏

I’m loving Engels instead

@Chumastic1280 Makes sense. I do the same on non-antepost bets

@PoissonCapital I don't consider in-running odds into my EV calculations, although I can see the merit. I tend to record at time of bet placement (If I originate myself or use another service, like BB). I tend to do this bc of volume, although these days its smaller but more size.

IPL Top Runscorer bets in a very good place with the GT boys now favourites.... Almost £1.5k of EV as things stand, with an exact coinflip (50%) if one of my big 3 win.

@Chumastic1280 How come weird EV calcs? I sim the tournament hence how I pick the value (early in the season, no new bets since early April for me). Gill out to 8.38 FO after Kohli shortening in last 2 days

@PoissonCapital Nice book. On shubman gill too, wish i went heavier. Weird way of calcing EV though. GL

It's a shame he isn't playing all formats for India, particularly test matches. Is certainly fit enough, he is in the CR7 mold. Rahul Jaiswal Gill Kohli Sudharsan Pant ... would be one of the best batting line ups ever. Shame

@KP24 Best batsman of this generation. Not close IMO Was frustrating to watch Karun Nair bat at Edgbaston last summer knowing the best batsman in the world isn't playing due to BCCI bs.

Just seen Virat's interview. How wonderful to hear him talk about how much he loves batting. He just LOVES it! He also mentioned, it won't be forever......so, I urge all of you, enjoy it whilst it lasts!!!!!!!!! 🙏🏻

@BillAckman Any other recent trades Bill? Looking forward to when #PSH outperforms the S&P again

As two of the largest forces in equity markets -- growing index ownership and increasing amounts of capital controlled by extremely short-term-oriented, leveraged, volatility-intolerant investors -- converge, we have found occasional opportunities to acquire some of the most dominant long-term compounding franchises at attractive valuations. For example, we acquired Alphabet $GOOG when the stock declined substantially on the release of ChatGPT in late 2022, Amazon $AMZN in the weeks following Liberation Day, and $META more recently on the market's response to the company's unexpectedly large cap ex guidance and expenditures. In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation. While $PSUS will not be filing a 13F tomorrow, it has also recently made $MFST a core holding. 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This model-agnostic approach also strengthens Copilot, which can auto-route queries across multiple models to deliver the optimal output for a given task. To support Azure's rapid growth amid persistent supply constraints, Microsoft has raised its calendar year 2026 capex budget to approximately $190 billion. Consistent with what we have observed at hyperscaler peers Amazon and Google, we view this spend as growth capex that should drive future revenue generation. This is particularly true for Microsoft, given that roughly two-thirds of its capex budget is allocated to server and networking equipment that correlates directly with near-term revenue. Like our purchases of $GOOG, $AMZN, and $META, we believe that $MSFT offers analogous and compelling long-term value at today's valuation.