Allen
78 posts


@angelll_4 What insights did you share that led you to the job? What information diet do you consume?
English

Today I grabbed coffee with an MD at a major bank. He’s spent more than a decade in equity research, and somehow I was sharing things he hadn’t come across before.
At one point he offered me a job, and I caught myself reflecting on how there was a time I would have done anything for an opportunity like that.
A high-information diet and probably too much caffeine can take you a long way.
English
Allen retweetledi
Allen retweetledi

I spent a few days with @levikov who makes $2M per month in info
He’s globally top ranked on whop and in the tik tok shop space.
Early 20s and just began few months ago
Here’s what shocked me and what I learned 💰
You’d think that a guy like him would be working 12 hours per day always at his computer
But no. We’re chilling at the beach with the dogs.
He’s DJing. Driving around LA. Surfing. Low cortisol.
His only work is calling his team members and making few but important decisions
Most of you retards spend 12 hours working daily at your computer just to make $10K per month
He works none of that and makes 200x times more.
8-10 figure guys have efficient systems working for them. He also doesn’t believe in failure as even being possible.
Get work done fast/efficiently and just enjoy life while making millions. don't overcomplicate it bro. Retardmaxxing is key.
If you like this post , I’ll show you the 2026 method of how to get millions of views per week with AI organically and sell digital products/services like us while barely working
**must be following + retweet to receive


English

Thought I’d start posting here
Day 3 of MRR Nutra Brand w/ @paidcircle
Primed for $10k/days this week
5-6x ROAS (Low spend ofc, front end profitable)
Ask me anything will drop as much sauce as possible

English
Allen retweetledi

UPDATE (AS OF MAY 29, 2026):
0 stories from AP on Henry Nowak
0 stories from PBS on Henry Nowak
0 stories from NYT on Henry Nowak
0 stories from NPR on Henry Nowak
0 stories from WSJ on Henry Nowak
0 stories from CNN on Henry Nowak
0 stories from WaPo on Henry Nowak
0 stories from Reuters on Henry Nowak
0 stories from MSNBC on Henry Nowak

English

@CathPoaster - olympic gold (if i choose to do it [I'm 400kg and live in my mum's basement])
English

hey everyone, i'm jimmy!
- rising sophomore at harvard (wont graduate)
- 36 ACT
- 1600 SAT
- 180 LSAT
- 170Q + 169V GRE
- 528 MCAT
- 23x hackathon winner
- putnam gold (if i choose to do it)
im in SF and looking for friends who have a background like me! if you dont have roughly this level of prestige then please don't reach out
English

best cities live in as a founder in 2026:
London 🇬🇧 - best ecosystem, capital, and talent pool in Europe
Miami 🇺🇸 - weather, no state tax, founder energy everywhere
New York 🇺🇸 - biggest networks, best investors, unmatched ambition
Marbella 🇪🇸 - low cost, weather, surprisingly strong founder scene
Dubai 🇦🇪 - zero tax, ambitious people, growing fast
Milan 🇮🇹 - underrated, wealth everywhere, incredible quality of life
Prague 🇨🇿 - cheapest high quality city in Europe, slept on
Warsaw 🇵🇱 - fastest growing tech scene you've never heard of
Medellin 🇨🇴 - low cost, great weather, digital nomad hub
Hong Kong 🇭🇰 - gateway to Asia, finance and trade
did I miss any?
English

@ThierryBorgeat “ What kills you isn’t being wrong, it’s permanent loss of capital.”
What does this even mean??
English

Chris Hohn did a 90-minute sit-down with Nicolai Tangen and then dropped an investor letter the FT got hold of last week.
You’d think the guy who printed a record $18.9B last year would be doing victory laps. Instead he’s quietly rewiring his whole portfolio.
My favorite takes from both:
1.The most important thing in investing isn’t growth. It’s barriers to entry. Growth without a moat is the airline industry: 5% volume growth for 100 years and basically zero cumulative profit.
2.There are only about 200 companies on earth he considers high-quality and investable. His fund holds 15.
3.Average holding period: 8 years. Some positions 13. “You have to hold the company forever, because the stock market may be at very bad prices when you want to sell.”
4.His real test for a moat: can the company price above inflation? A 20% margin business that prices 1% above inflation grows profits 5% faster than revenue. Forever. Almost no companies can do this.
5. Industries he won’t touch: banks, autos, retail, insurance, tobacco, asset managers, fossil fuel utilities, airlines, wireless telecom, media, advertising. On banks: “sooner or later someone without a lot of intelligence comes to run them, and then it can be toxic.”
6.On AI generally: call centers go bankrupt. Indian outsourcing coders are next. But for everyone else, AI lowers costs and raises productivity. Companies with real moats become MORE valuable.
7. Here’s the punchline. The FT got hold of his investor letter. He cut his Microsoft stake from 10% of the fund to 1%. Roughly $8B sold. He’d held it since 2017 through a 400% rally. His reason: AI could disrupt Office and Azure faster than the market thinks.
8.He moved that capital into Alphabet. Doubled it from 3% to 5%. Now his largest tech position. The world’s best quality investor sold Microsoft and bought Google because he thinks Google’s moat is more durable in an AI world. Not the consensus trade.
9.The underlying thesis: “AI eats software.” If AI agents do the work humans used to pay per-seat SaaS licenses for, the whole SaaS model gets re-rated. Oracle, Adobe, Salesforce all ~40% off highs. Microsoft 25% off. Market is starting to agree.
10.When to sell? Not when something gets expensive. When conviction drops. Valuation is one variable, conviction is the other. What kills you isn’t being wrong, it’s permanent loss of capital.
11.He admits hardcore activism doesn’t work anymore. Too much of the shareholder base is passive index funds. And even when activism wins, you usually win in a bad business. “The business always wins.”
12.Counterintuitive take: there are more good companies in public markets than in private equity. The best businesses are too big for PE to buy. And when public companies sell something to PE, they’re selling the assets they want to get rid of.
13.On intuition: “thinking without thinking.” Pattern recognition from 20 years of reps. It’s how he sniffed out Wirecard while the German establishment was defending it. “Most investors trust authority too much.”
14.He basically stopped shorting. “You’re going to be eventually right but not be able to fund the losses.” The first guy to short Wirecard had to cover 19 years before it hit zero. Buffett told him he and Charlie studied shorting and concluded it was too hard.
15.He gives almost everything away. ~$500M a year. $10 prevents an unwanted pregnancy in Africa. $40 saves a child from severe malnutrition. $50 prevents permanent blindness.
16.Tangen asks: advice to young people? Hohn, who runs the world’s most profitable hedge fund: “Go on a spiritual path.” The guy who made $18.9B last year ends the interview saying only purpose and meaning matter.
The headline: the world’s best quality investor just sold his biggest tech compounder because he thinks AI is breaking the moat. Quietly, with conviction, on an 8-year horizon, while everyone else is still buying the AI winners of 2023.

English

@hamptonism if you're rich and hot you can live it up literally anywhere
English
Allen retweetledi

I spent 65 hours creating a NEW Miro board which shows you exactly step by step how I made $15M with my digital products business
it includes case studies of 8+ accounts on X doing $100K/month profits each
( including full funnels )
Comment “Miro” and I’ll send it to you via DM
**must be following + retweet to receive

English

@DanielDiMartino Russia and China and many others have banned US citizens from adopting
English

@JJ_McCullough Probably because hate and “us vs them” has been extremely effective as a political tool
English

The "most moral" army went by.
Alexandre Ziad Karkour 🇱🇧 🇫🇷@AZKARKOUR
Regardez bien cette photo : Yaroun, au sud #Liban 🇱🇧 À elle seule, elle incarne ce que Jean-Paul II appelait « le Liban message ». Un clocher et un minaret, en paix, face à face. Un symbole insupportable pour Israël, où musulmans et chrétiens sont traités en sous-citoyens.
English

@JJ_McCullough It seems to me that Quebec, a province conquered by the British, failed to integrate and over a very long period of time leftists allowed Quebec to impose their culture on the rest of Canada. This would be as ridiculous as if New Mexico made the entirety of the US speak Spanish.
English

Some staffer sent out English-only party invitations and we have to have another one of these struggle sessions over it. The fact that this could cost the ambassador his job just shows what a deeply unserious country we are.
cbcwatcher@cbcwatcher
Mark Wiseman apologizes for the English only invite "And I want to apologize on behalf of the embassy and personally." "I want to be firm in my commitment for the need to promote bilingualism in Canada." @MarkDWiseman
English









