Val Katayev

I've generated over $1 billion in sales using ONE strategy. Used it in every recession - 2000, 2009, and 2020. I've never shared it publicly before. This thread might make you a millionaire.

@VijayT1609 It’s on my watchlist. Thanks for sharing this. Been looking for a good play.

This too, if you believe UAE is NYC type situation and will bounce back, no better asset than Emaar

@VijayT1609 I like the risk/reward at $8-9. Made this type of play in the past (not war related). Closest situation I can think of is NYC RE market after 9/11…took just 6 months to recover.

If Emaar corrects by another 20%, im going to buy in SIZE and call it a day for the UAE trade 1/Single digit PE 2/Best in Class player in UAE ( best in terms of balance sheet, execution, product quality and dozen more) 3/ Net profit more than 2xed in the last 3 years 4/Owned by Dubai Sovereign fund 5/Cleaner asset to own than RE 6/ AI benificiary eventually ( when smart money moves to Dubai again) 7/Last and more importantly, i believe UAE will eventually come back once this settles down What do you guys think?

@HusbandOfAyn @BillAckman @Microsoft @satyanadella Yep it was. OG index search pretty good actually IMO.

@ValKatayev @BillAckman @Microsoft @satyanadella I'm pretty sure the og desktop version was integrated with windows indexing/widows search, which is what made it so bad. I log in via a browser for a thorough search. Not sure on new Outlook desktop.

Search on @Microsoft Outlook sucks. @satyanadella please fix it.

@FarroYossi Love Pura Vida. Those guys are on fire with growth.

This morning, I stopped by my favorite spot, Pura Vida Miami, for an iced almond milk coffee and noticed a mezuzah on the door. Turns out it’s not just at this location; all have them. A bit of digging revealed why: Pura Vida was founded in 2012 by husband-and-wife team Omer and Jennifer Horev. Omer, originally from Israel (Tel Aviv), brings that Mediterranean vibe and influences from his Moroccan Jewish family roots, while Jennifer (a Florida native) joined forces after they met in real estate. What started as Omer’s passion project a simple neighborhood café for healthy juices and coffee has exploded into a major wellness brand. Today, Pura Vida has over 45+ locations (mostly in Florida, plus New York, California, and beyond), with recent growth backed by a strategic investment. Estimated annual revenue? Around $100-150 million+ range based on reports. Incredible to think a Jewish-Israeli-American couple turned a clean-eating dream into a booming $100M+ business in just over a decade. Proud to support local success stories like this one!

@zach_yadegari You crushed it man. Was great to see this ride play out from the bleachers.

Cal AI has been acquired by MyFitnessPal 🚨 Henry and I started Cal AI as 17-year old high school students with one mission: make calorie tracking easier with AI. In just 18 months, we’ve helped millions of people lose millions of pounds. And we broke $50m in ARR along the way. We are at an incredible inflection point in history where ANYBODY can build a product that can improve lives and make millions. As founders, we get a lot of praise. The truth is that this would not have been possible without our incredible 30+ person team. We are so proud of what this team has accomplished, and are thankful to everyone that has been instrumental in Cal AI’s development and success. Cal AI will continue as a separate app from MyFitnessPal. The combined team will share resources to continue helping people achieve their fitness goals!

@nasdaily Did the same thing that week. What did you buy?

Just spent $1m buying SaaS stocks because: 1) markets are being irrational 2) the "vibe code everything" yourself is hype. 3) valuable companies are heavily discounted 4) people underestimate distribution.

15 years and we see the first high-rises that are built to allow direct fly-in to your unit?

@tonydrockton Nice store. Not planning to be in CA any time soon but if they’re friends, intro would be great. We help these types of stores grow and run efficiently with our tech.

@ValKatayev In Manhattan Beach is a wonderful jewelry store that if you’re in town, you should stop by and say hello to Tony and the boys. Pasha. Have a cocktail while you’re there. And tell him Tony sent you.

Just presented to 500 US jewelry stores Every town in this country has a jewelry store. If it’s a tiny town, there’s 1 Bigger cities will have multiple They have been in your town for many decades, sometimes over a century. What’s that one jewelry store in your area?

@CosmicDude3000 growth, operational efficiency and AI

@ValKatayev what were you telling them?

@davidmotta Store name?

@ValKatayev wow that must have been something. there’s a little spot down the road here that’s been around forever.

@KyleDanna Yes do paid media, but it’s just part of a full infrastructure built specifically for the industry.

@ValKatayev very interesting market that I was thinking deeply about a few months ago... I have an interesting concept for jewelry stores that I think would be a big hit are you running paid media for jewelry stores?

@GuyDealership @stonealgo Some do.

@ValKatayev Do they use @stonealgo ? :)

@derkolstad Is she with NR? (Initials of a company)

@ValKatayev She’s a traveling trunk show rep doing ~70 shows per year, so she goes nationwide and isn’t tied to just one store. She sells tons of antique and estate jewelry.

@derkolstad Yep! What store does she own or work at?

@ValKatayev Was that just in Phoenix? My girlfriend was there for that. 😄 Small world!

@Ric_RTP 100% agree with this take.

The CEO of Uber just revealed his controversial way of running his company. His principle: Hard work is a learned skill. And if you haven't developed it by now, you probably never will. Dara Khosrowshahi went on Diary of a CEO and dropped something most executives would NEVER admit publicly... He was asked a simple question: "Have you ever seen someone who wasn't a hard worker become a really hard worker?" His answer: "No. No one occurs to me." Not one person. In decades of building billion dollar companies. Then he explained why: "The most important skill in life is the skill of working hard. It's not something you can turn on and off. It's a LEARNED skill. That's not something you're born with." Read that again. He's not saying hard workers are special or gifted. He's saying they LEARNED it. Developed it. Trained it like a muscle. And the people who never learned it? They stay that way forever. This is the guy who turned Uber from bleeding $3 billion a year into printing $10 billion in free cash flow. The guy who took Expedia from $2B to $9B in revenue. And his entire thesis on success comes down to one skill most people never bother developing. Here's how he runs Uber: "You come to Uber, you're going to work your ass off. If you're not performing, we're going to let you know. And if you don't fix it, we're going to push you out." He sends emails on Saturdays. If no response by Sunday, he follows up with just "?" When HR told him he was "scaring people" early in his tenure, he said: "Then they can leave." And here's what separates this from toxic hustle culture nonsense: Dara has dinner with his family every night. 6 to 8pm is protected. But he's back on email at 9:30pm. And again at 5:30am. It's not about grinding yourself to death. It's about the refusal to be outworked. "I'm not going to let anyone outwork me. They may be smarter, more talented. But I'm not going to let anyone outwork me." He studied the elites. Ronaldo. Jordan. The pattern is always the same... Talent gets you in the room. But the thing that separates the best from everyone else? "They work their asses off. They're disciplined. They're structured. They're relentless." That's learned behavior. Not genetics. The uncomfortable truth here is that most people had their chance to develop this skill. And they didn't. Now they spend their energy debating whether hard work is "toxic" instead of building something. The question isn't whether this is "fair" or "healthy" or whatever cope people want to throw at it. The question is which SIDE you're going to be on. The people who learned to work? Or the people who learned to make excuses?

Just took off on a flight to NYC. Pilot announced that the runway in NYC (JFK) is still not open from the snowstorm and will open 45 minutes before we land. Furthermore JFK might tell the flight to slow down if they’re not ready in time for the landing. This might get interesting.

@Rothmus Tokyo is also a big city.

“It’s called living in a big city”

@neilquinn Nah. Definitely just people vacationing at the destination and then come back to NYC. Nobody transferring on that small island haha. I think the main problem is that it’s many families and couples who wouldn’t want to break up for a day.

Took a Delta flight from NYC to Caribbean. They overbooked it so Delta started to offer $$ for 4 seats to move to the next available flight. Legally they must keep going up until someone takes it. Here’s the outcome: 1st person took $400 (flight available in 3 hours) 2nd and 3rd around $1500-2000 (I think also booked to flight 3 hours later) The 4th seat took a long time to find a taker….offer kept going up. This one was a rebook to next day morning flight. $2500 - no taker $3000 - no taker $4000 - no taker $5000 - no taker $6000 - no taker It took $7,000 for someone in economy to give up a day.