Dynamicmoats

In Depth: How BMW, Audi and Mercedes Ended Up Also-Rans in China The German auto giants were late to adapt to the shift to EVs and failed to recognize how competitive the domestic market had become, industry insiders say

The differences are not marginal -- they are in the order of magnitude range

Something's gotta give

www.caixinglobal.com/2024-11-21/i...

Elon Musk and the power of the bro-code How doing bad things together creates bonds of trust

www.programmablemutter.com/p/elon-musk-...

Jellycat has 30% net profit margins and is growing revenue close to 40%

Rule of 70

#Betterthansaas

Securitizing private credit to increase demand and overall system leverage

Mortgage CDOs but for private credit on the horizon

Life is a circle

$ARES $APO $OWL

Bluesky tops 20M users, narrowing gap with Instagram Threads | TechCrunch Bluesky, the social network and X competitor, has been benefiting from a surge of departures from the Elon Musk-owned app formerly known as Twitter.

Congrats to the team

Looking forward to seeing more of the Twitter functions here soon! $tickers, notifications etc.

@krishnan.bsky.social

techcrunch.com/2024/11/19/b...

Post this on Twitter and immediately got a notification that my blue check was under review

Why do you think that?

The Musk ecosystem is going to print $$$

Elon can literally push whatever agenda he wants

Probably 1 of the surest things over the next 4 yrs

Not even Murdoch/Sulzberger could push their own views & interests unchecked through their own media at this scale

The Musk ecosystem will win big

The market knows to BTFD when there’s war mongering

A picture is worth 1000 words

When will saylor reach 100bn

When will musk reach 1 trillion

How Democrats Blew It on Inflation President Biden hadn’t even been inaugurated when he and his senior advisers made a monumental gamble in January 2021 that would reverberate through his presidency.

Great reporting from @nicktimiraos.bsky.social

www.wsj.com/economy/infl...

Capping credit card interest rates should be a boon to fintech loan origination platforms

Fed put becomes the Trump put

Trump Team Said to Want to Ease US Rules for Self-Driving Cars Members of President-elect Donald Trump’s transition team have told advisers they plan to make a federal framework for fully self-driving vehicles one of the Transportation Department’s priorities, ac...

Regulatory capture is almost fully secured, imagine if they eventually come out with rules that advantage camera-based systems

Musk will write the rules himself

$TSLA

www.bloomberg.com/news/article...

The VC/growth guys' all-in bet on Elon over the last 10 years is going to pay off huge over the next 4 years

Being close to a massively successful serial entrepreneur who can build multiple multi deca/centi-billion businesses is as close to a high hit rate/repeatable process as you get in VC

$APP Applovin was trading at less than 10x P/E at the beginning of this year

Value investing still works.

Where is the next invisible asymptote

The delta in EV sales will only get bigger after the cut in US subsidies

ALP Nicotine Pouches - Tucker Carlson to Launch New Brand Have you heard? Tucker Carlson is launching his own nicotine pouch brand, ALP, after discontent with ZYN. But how will it fare in a competitive market?

"ALP will provide customers with three nicotine strengths: 3mg, 6mg, and a robust 9mg — notably 33% stronger than ZYN's strongest option"

www.northerner.com/us/the-north...

$TPB

YouTube video by Norges Bank Investment Management Marc Rowan - CEO of Apollo | Podcast | In Good Company | Norges Bank Investment Management

Private credit is a derivative example of counterpositioning.

Traditional bank loans have been structurally limited due post-GFC regs on bank's B/S. Thus, banks in agg turn away more of the incremental loan demand, which then flow to private credit

www.youtube.com/watch?v=yOoJ...

$ARES, $APO

DGX B200 systems likely to be priced at $500k, a 40% uplift vs. DGX H100 systems
$NVDA

curious, is bluesky your main platform now? what was your reason for leaving x?

"Insiders are selling at $NVDA"

They've also been selling for years...

CPU and GPU roadmaps

$NVDA Grace Hopper vs. AMD MI300

H/t BAML