Insights

@TheRonnieVShow Please mention it for X Subs.

The Next 100 Bagger. I just posted the company I believe is following this exact blueprint inside the Investing Collective. ☑️Massive TAM. ☑️AI tailwinds. ☑️Founder-led. ☑️Strong execution. I believe it has 10x or even 100x potential! 👇 whop.com/highfivecollec…

What do Amazon, Netflix, Nvidia, Meta, and Palantir all have in common? They became something much bigger than what investors originally bought. $AMZN Books → Global commerce + cloud giant $NFLX DVDs by mail → Streaming king $NVDA Gaming chips → AI infrastructure $META Social network → AI ecosystem $PLTR Defense software → Enterprise AI platform The biggest winners don't stay the same. They evolve. The question investors should ask: Which companies are evolving today? Comment "FRAMEWORK" and I'll send you my Evolution Framework for identifying potential 100x stocks.

@marcuslemonis @mcagney @Figure Thanks. Where can we watch or listen. Link please.

. @mcagney good discussion today around alternative trading platforms, democratizing title consumers and tokenization. $BBBY @Figure

@eenLien Thanks Lien.Positive news, hopefully we hear something positive in the ER As well.

$ENVX 🇲🇾 Enovix Malaysia partner (Orifast Solutions) is looking for a Supervisor Production... 👉To manage at least 20 - 30 people 👉With ability to work under pressure especially in high volume environments 🤫😇😁

@MilesFranklinCo @MichelleMakori Michale gayed

WHO SHOULD WE INTERVIEW NEXT? We’re lining up our next guests and we want your input. Who should @MichelleMakori interview next on The Real Story? 📍 Drop a name 📍 Tell us the topic you want covered

@FromValue Berkshire entering into a new home business venture?

Affordable homes for Americans. 2-bedroom house for $249K, including the lot.

Warren talks! ❤️

@spenbaker Finally, all signs point to the first PO from Honor or AR/VR.

$envx New job ad today for Senior Planner (R&D) in Penang. Part of job description: •Responsible for material planning activities and rescheduling based on Production Build Plan. •Generate Material Requirement Plan (MRP) based on SNOP demand and weekly production build plan.   •Determining the required materials and generating purchase orders. •Scheduling and overseeing the supply and delivery of materials and products. •Ensuring the consistent and adequate supply of materials necessary for production •Review, analyze and optimize forecast/demand vs actual loading trend and overall material planning. •Publish out monthly MRP to suppliers and performing supplier capacity check. •Drives the continuous improvement of the planning processes, as well as contributing to special projects and other supply chain and business strategy initiatives.

@spenbaker Thanks for the update. Hopefully PO soon. Eagerly waiting.

Key changes: 1. The old boilerplate was aspirational (“on a mission to…”, “unlock the full potential…”). The new one is more concrete and operational, stating what the company actually does (“develops and manufactures”) and ties the tech to specific, current target markets. 2. Added/emphasized: Smartphones, smart eyewear, defense, industrial, and especially “emerging edge-AI applications”. These are near term targets. 3. Removed/downplayed IoT, computing devices, EVs. These are longer term targets. 4. The new text says the silicon-anode architecture is “supporting commercialization across consumer and industrial markets.” This is a subtle confidence signal that the company is moving past R&D/innovation storytelling toward “we are getting this into products now.” 5. “servicing customers globally” is broader and more concrete than just “partners with OEMs”. This update looks like a maturation of the corporate narrative. $envx has been scaling manufacturing, shipping defense/industrial batteries and advancing smartphone/eyewear qualifications. Less “disruptive startup with big dreams” → more “established developer and manufacturer with real applications”. Companies often refresh their boilerplate when they’ve hit a milestone. This could signal good news to be announced in a fortnight.

$envx Well spotted @RetailENVX The new about us section reads: “Enovix develops and manufactures advanced lithium-ion batteries, including proprietary silicon-anode architectures for smartphones, smart eyewear, defense, industrial and emerging edge-AI applications. Its proprietary silicon-anode battery architecture enables higher energy density and performance in space-constrained devices while maintaining safety and reliability, supporting commercialization across consumer and industrial markets. Enovix is headquartered in Silicon Valley with facilities in India, Korea and Malaysia, servicing customers globally.” No coincidence that phones, eyewear and defense are listed first. Servicing customers globally also sounds good!

@RealMattMoney Used the same device and a different device. For example I added 10 tickers and logged off and I signed in again. 2 tickers are repeating (that's what I meant by duplicates). Example: abc,xyz,abc,xyz,abc.... and the rest (other 8 tickers) are all gone after signing in again.

@offersforus Also, how could it show duplicates and remove them at the same time - your details will only help make the site better! Thank you.

Glad you are enjoying the site all! probabli.ai Let me know your favorite feature below!

@WisemanCap Thanks a lot Kaushik for all the wonderful info. Just wondering where to obtain this info. for some of my holdings.

$NOW PT to $180 at Morgan Stanley Limited visibility on inorganic impacts and slipped deals impacted by geopolitical conflicts add noise to a story where investors are eager to find clarity. That said, at <20X CY27 FCF adjusted for SBC, NOW underprices strong positioning for operationalizing Agentic Computing, remain OW.

@eenLien It's the toughest phase of life. I can understand.

(Sorry for posting so much about my dad, just ignore it if it bothers you)

Dad, can I follow you? I tap 'request'... but it lingers there, unanswered as if silence itself pressed 'decline' forever 💔

@DimitryNakhla Thanks for all your posts I wish I had followed you earlier. Truly, one of the few followers I take time to read, and if it's your post, I read every word, twice.

One of the most appreciated compliments I’ve received on X. “notification for all your posts for 2 years straight and I have never seen any type of shitposting from you” 🙏🏽 😂 Quality content is always the goal. My posts aren’t about the “next big thing” that’ll 200x or a new stock every day. There are many smarter people you can follow for that. What I do care about — quality businesses and timeless investment lessons that bring some real value to whoever takes the time to read them. At the end of the day, that’s what it’s about. Thank you Marek.

@realroseceline Hope you are recovering well. Excellent info., as always. Thanks a lot for imparting the wisdom.

Most people come into the market thinking the same way. I buy a stock at $100, it goes to $150, I win. If it drops to $70, something must be wrong. It feels logical, but it’s actually backwards. In a perfect world, your stock wouldn’t behave like that. It would move in line with the business over time. If the business is generating 15% returns on capital, over time the stock will deliver a 15% return. It would be slow, steady, and almost boring in line with the return of capital your business generates. But the market doesn’t work like that. Prices move on emotion, positioning, chaos, and short term thinking. They swing far more than the business underneath them and that where most investors lose perspective. Take a simple example. A business (not a stock), goes from $100 to $115 to $132 over two years. Nothing extraordinary, just steady and natural improvement in value. The business is doing exactly what you want it to do. Now look at the stock, it goes from $100 to $50 to $75 over that same period. Most investors feel like they lost money, even though the business is worth more than before. The only thing that changed was the price. That’s the game, the business compounds quietly but stock moves around it wildly. Volatility is not risk, it’s the price you pay to own a compounding business in a public market. If you want the return, you have to accept the path and there’s no way around it. And the path is the hard part because a stock can go from $100 to $150 to $100, or from $100 to $50 to $100. Same ending, completely different experience. One feels easy, the other makes people quit. That’s why most investors don’t get the return the business produces. They don’t survive the path required to get there. They react to the swings instead of focusing on the intrinsic value. When you ask for a stock to go from $100 to $150 quickly, you’re pulling future returns forward. It feels good now, but you’re lowering what you can earn next. The opposite is true when the stock drops and nothing changes. Up fast doesn’t mean you’re right and down fast doesn’t mean you’re wrong. Most of the time it just means the market moved. The market trains you to focus on the wrong thing. It gives you a price every second and makes you feel like you need to act. It turns a long term process into a short term reaction. Most people don’t sell because the business broke. They sell because the price broke. That one decision ruins more returns than anything else. Time horizon changes everything. Over one year, this looks random. Over ten years, it starts to look obvious. Same business, different experience depending on how long you stay. So what actually matters is simple. What does the business earn, and what does it do with that capital. If it earns strong returns and keeps reinvesting, that’s your return. Imagine you owned the whole business privately. It earns $15 on $100 every year and keeps reinvesting. One day someone offers you $70, the next day $150. You wouldn’t care because you’d focus on what the business is earning. Public markets trick you into doing the opposite. The biggest mistake isn’t volatility. It’s confusing price with reality. Over time, the business does the work and the stock just reflects it. 🌹

@DimitryNakhla Jewels of Wisdom, Daily multi vitamins for the investors. 👍 Glad I followed you. Thanks.

Pulak Prasad on why he puts risk before return: “Our philosophy that we want to be permanent owners of high-quality businesses… I don’t have an option of exit. Once I enter, I have to stay there.” ___ That single constraint changes everything about how you analyze a business. When you treat every investment as permanent — the entire framework shifts. You stop asking “how much can I make in a few years?” and start asking “would I be comfortable owning this business forever?” Those are fundamentally different questions, and they lead to fundamentally different conclusions. You go deeper and become far more selective. It’s the same logic behind Warren Buffett’s 20-punch card rule. You get 20 investments in a lifetime — that’s it. Imagine how differently you would think about each one. How much more rigorous your analysis would become. 𝙏𝙝𝙚 𝙥𝙚𝙧𝙢𝙖𝙣𝙚𝙣𝙩 𝙤𝙬𝙣𝙚𝙧 𝙢𝙚𝙣𝙩𝙖𝙡 𝙢𝙤𝙙𝙚𝙡 𝙞𝙨 𝙧𝙚𝙖𝙡𝙡𝙮 𝙖 𝙛𝙤𝙧𝙘𝙞𝙣𝙜 𝙛𝙪𝙣𝙘𝙩𝙞𝙤𝙣 𝙛𝙤𝙧 𝙦𝙪𝙖𝙡𝙞𝙩𝙮. 𝙄𝙩 𝙘𝙤𝙢𝙥𝙧𝙚𝙨𝙨𝙚𝙨 𝙮𝙤𝙪𝙧 𝙪𝙣𝙞𝙫𝙚𝙧𝙨𝙚 𝙙𝙧𝙖𝙢𝙖𝙩𝙞𝙘𝙖𝙡𝙡𝙮 — 𝙖𝙣𝙙 𝙩𝙝𝙖𝙩 𝙘𝙤𝙢𝙥𝙧𝙚𝙨𝙨𝙞𝙤𝙣 𝙞𝙨 𝙩𝙝𝙚 𝙥𝙤𝙞𝙣𝙩. 𝘽𝙚𝙘𝙖𝙪𝙨𝙚 𝙬𝙝𝙚𝙣 𝙮𝙤𝙪 𝙚𝙡𝙞𝙢𝙞𝙣𝙖𝙩𝙚 𝙩𝙝𝙚 𝙤𝙥𝙩𝙞𝙤𝙣 𝙩𝙤 𝙚𝙭𝙞𝙩, 𝙮𝙤𝙪 𝙚𝙡𝙞𝙢𝙞𝙣𝙖𝙩𝙚 𝙩𝙝𝙚 𝙩𝙚𝙢𝙥𝙩𝙖𝙩𝙞𝙤𝙣 𝙩𝙤 𝙧𝙖𝙩𝙞𝙤𝙣𝙖𝙡𝙞𝙯𝙚 𝙢𝙚𝙙𝙞𝙤𝙘𝙧𝙞𝙩𝙮. You stop buying businesses you’d be willing to sell. And you start buying businesses you’d be proud to permanently hold. ___ 🎙️ YouTube: CA Ronit Pereira | Pulak Prasad (07/16/2025)

@realroseceline Get well soon, wishing you a healthy recovery.

Unfortunately, on my birthday (4/9), I was in a severe accident and fractured my pelvis in 6 places, which led to a 9 hour surgery. The last few days since have been completely unhinged. I’m recovering now and taking it day by day, and it definitely puts everything into perspective fast. Grateful to be here. 🌹

@eenLien Miracles do happen I guess.

$ENVX 🧐❓

@nanalyzetweets I didn't get it earlier. Green Percentages show you. The Trend: When a company is small (like in 2014), it’s easier to grow by 61%. As it becomes a giant (over $13 billion in revenue), growing even 21%. It makes sense now. Thanks.

@offersforus Can you explain what you mean by that? This should be just the growth of each bar based on the previous one.

Have you noticed that everything is becoming an AI stock lately? It’s becoming difficult for investors to figure out what’s AI and what’s not. Want to know one simple trick that helps you figure out what’s really AI? Revenue growth. Plain and simple. ServiceNow $NOW has that already, so we need to see revenue growth acceleration to show they're selling all these agentic solutions they claim to be.

@realroseceline Thanks a lot for the explanation.

Because revenue includes the pass throughs such as V/MA fees. ie if you collect $1 and immediately pay $0.60 cents, is your real revenue $1 or $0.40? Also if you view GP as revenue, then you’ll see how extremely profitable and efficient $dlo really is. Net income margin is like 50% Get it? 🌹

Let’s see what they say on the call, but my first reaction is incredible growth, but we’re paying for it with lower margins. They’re guiding gross profit growth, which is really the “real revenue,” at around 25%. Maybe they’re sandbagging… 🌹