Sublime
An inspiration engine for ideas
Computer scientist Geoffrey Hinton: ‘AI will make a few people much richer and most people poorer’
ft.com

The best compounders I've found in Asia:
• Seria
• Koshidaka
• Curves
• Plover Bay Technologies
• Fuji Corp Miyagi
• Hartalega
• Baiyunshan
• MAP Aktif
• Multi Bintang
• Delfi
• Bloomberry... See more


Burry's investment one sheet
worth reading for any investor https://t.co/ZqFn52xLsv

Leopold Aschenbrenner's fund has outperformed basically every mainstream hedge fund YTD and he's running 1bn+ of capital btw
the gulf billionaires & pension funds are watching this
capital management will soon become an activity exclusively done by chronically online zoomers... See more
The End of The Beginning
aitkenadvisors.com




Software Service, Inc. 3733, a small-cap Japanese leader in electronic medical record (EMR) software, worth about USD400mm mcap. This is a GARPy compounder growing revenue and profit at 8% and 9% 5yr CAGR, respectively, and trading at 14x fwd E and 2x bv.
EMRs are increasingly being adopted in Japanese hospitals with a... See more