Allen

78 posts

Allen

Allen

@lolpen23

Katılım Kasım 2022
964 Takip Edilen29 Takipçiler
Vitalii Dodonov
Vitalii Dodonov@vitaliidodonov·
I just finished writing my most valuable PDF yet: "$0 to $10K MRR in 14 days" (19 pages) It's everything I wish I knew when starting out. I might charge for this in the future, but for now… Reply "MRR" and I’ll DM it to you for free (must follow)
Vitalii Dodonov tweet media
English
2.3K
82
994
153.3K
Allen
Allen@lolpen23·
@angelll_4 What insights did you share that led you to the job? What information diet do you consume?
English
1
0
1
243
angel hernandez
angel hernandez@angelll_4·
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
3
1
110
15.4K
Allen retweetledi
Southampton Times
Southampton Times@sotontimes·
Hampshire Police have released the bodycam footage of Henry Nowak being arrested. *Warning the video is very distressing*
English
1.1K
1.4K
5.1K
2.1M
Allen retweetledi
ALEX SUZUKI
ALEX SUZUKI@X_FINALBOSS·
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
ALEX SUZUKI tweet mediaALEX SUZUKI tweet media
English
28
36
152
19.8K
A
A@aynecom·
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
A tweet media
English
26
4
134
10.1K
Allen retweetledi
End Wokeness
End Wokeness@EndWokeness·
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
End Wokeness tweet media
English
1K
7.1K
32.6K
17.7M
Allen
Allen@lolpen23·
@CathPoaster - olympic gold (if i choose to do it [I'm 400kg and live in my mum's basement])
English
0
0
1
58
Jimmy Heaters
Jimmy Heaters@CathPoaster·
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
34
10
505
68.9K
Allen
Allen@lolpen23·
@paolo_scales Bakhmut in the Donetsk People’s Republic
English
0
0
0
61
paolo trivellato
paolo trivellato@paolo_scales·
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
49
11
222
41.3K
Allen
Allen@lolpen23·
@ThierryBorgeat “ What kills you isn’t being wrong, it’s permanent loss of capital.” What does this even mean??
English
5
0
8
5K
Thierry from arvy 🇨🇭
Thierry from arvy 🇨🇭@ThierryBorgeat·
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.
Thierry from arvy 🇨🇭 tweet media
English
50
305
2.2K
818.5K
Allen
Allen@lolpen23·
@yngwood 1. What are the og marketing books? 2. Niche of the product?
English
0
0
1
356
Chris 🕊
Chris 🕊@yngwood·
Lots of brain dead stupid takes on this app $20M year 1 / profitable / bootstrapped AMA
Chris 🕊 tweet media
English
50
5
283
36.9K
Allen
Allen@lolpen23·
@MittCPA A place with massive levels of crime, drugs, homelessness. Oh, and also the Italian mafia, urban decay, corrupt government and police. Yep, great times indeed.
English
1
0
0
343
Mitt
Mitt@MittCPA·
vintage New York was a different planet
Mitt tweet mediaMitt tweet media
English
9
69
1.2K
31.1K
Allen
Allen@lolpen23·
@hamptonism if you're rich and hot you can live it up literally anywhere
English
0
0
0
111
ₕₐₘₚₜₒₙ
ₕₐₘₚₜₒₙ@hamptonism·
this could have been your average afternoon if you would have Tokyo/Shenzhen-maxxed this summer but instead you chose to fall for the 2023 “sf is so back” propaganda while big money was literally flowing out of California into Asia. Cope.
English
9
6
152
40.4K
Allen retweetledi
ALEX SUZUKI
ALEX SUZUKI@X_FINALBOSS·
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
ALEX SUZUKI tweet media
English
619
297
472
36K
Allen
Allen@lolpen23·
@DanielDiMartino Russia and China and many others have banned US citizens from adopting
English
0
0
0
66
Allen
Allen@lolpen23·
@JJ_McCullough Probably because hate and “us vs them” has been extremely effective as a political tool
English
0
0
0
112
J.J. McCullough
J.J. McCullough@JJ_McCullough·
There’s a flavor of boomer anti-Americanism in this country that is so cringe I’ve noticed a lot of people like to pretend it doesn’t exist. But it’s real, and I think part of Carney’s cleverness is figuring out a way to mobilize it politically.
English
29
19
492
9.6K
J.J. McCullough
J.J. McCullough@JJ_McCullough·
There’s a flattering narrative that Carney’s base is people who like that he went to Harvard and all that. Yesterday I was at a cafe beside an old couple yapping about how we should’ve “finished the job” in the 1812 war. I feel like that’s probably closer to the true Carney base.
English
75
55
1.3K
50K
Allen
Allen@lolpen23·
@nntaleb Taleb not criticizing the IDF 24/7 Challenge level: Impossble
English
0
0
1
141
Allen
Allen@lolpen23·
@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
0
0
7
137
J.J. McCullough
J.J. McCullough@JJ_McCullough·
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
38
29
323
15K