Investor/Operator 12 @12_operator
Investor in public and private markets. Build quality, create value. Trying to beat Buffett Joined November 2021-
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One of the most important things Michael Jordan ever said: “They’re deceiving themselves about what the game requires”
“Thinking is the hardest work there is, which is probably the reason so few engage in it.” — Henry Ford
“Warren is scanning the world trying to get his opportunity cost as high as he can so that his individual decisions are better.” — Charlie Munger “Everything is a function of opportunity cost.” — Warren Buffett
‘Intensity is the price of excellence.’ - Warren Buffett
holy sh*t… Claude 4 Sonnet just went full investment banker mode 3 mega prompts = • earnings call analysis • valuation models • thesis writing • risk analysis this is elite tier here’s the exact mega-prompt I used 👇
The CEO of Nvidia, Jensen Huang, just made the boldest prediction of his career: "AI will create more millionaires in 5 years than the internet did in 20." He also revealed exactly HOW this will happen. Here’s his framework to capitalize before it’s too late:
One man turned $20 million into $14 BILLION in 13 years. Peter Lynch discovered winners by combining everyday observations with deep analysis. His secret? He had developed a framework for investing so powerful it made him billions... His 15 rules that identify 100-baggers: 🧵
EMOTIONAL: Tom Brady getting extremely emotional when talking about what Bill Belichick did for him in his life and career. Damn 🥹🥹🥹
Sales demo drinking game: - "I don't like to bad talk competitors but..." - "where are you guys calling in from?" - "does that makes sense?" - "can you see my screen?" - "any questions?" You'll be unconscious before the pricing convo.

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