Investor in great people & businesses.. https://xitter.gq/t.co/FJ4SsPbDTS | occasional singer
London, England
Joined April 2009
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James Flavin retweeted
Just returned from my first trip to China, mostly looking at the energy and robotics industries. Fascinating. Random observations, both business and general, below...
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James Flavin retweeted
So after all these hours talking about AI, in these last five minutes I am going to talk about:
Horses.
Engines, steam engines, were invented in 1700.
And what followed was 200 years of steady improvement, with engines getting 20% better a decade.
For the first 120 years of that steady improvement, horses didn't notice at all.
Then, between 1930 and 1950, 90% of the horses in the US disappeared.
Progress in engines was steady. Equivalence to horses was sudden.
ALT Engine efficiency over time, showing steady improvement
Great interview w/ Daniel Wiffen, the Clark Kent of swimming
V forthcoming with pre-race & mid-race insights
a strong willed & humorous character. A bit of Noah Lyles and Ingebrigtsen about him with his walk-out and keeping his competitors guessing 👏
podcasts.apple.com/gb/podcas…
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"Two things work well for me: loyalty and patience...
My average holding is 42 years." 🤯
Legendary investor & Home Depot co-founder Ken Langone explains his investment philosophy and how he became the largest individual shareholder in $LLY
Ep 91 @JTLonsdale
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Excellent podcast with digital media executive on the pulse of global and regional trends, in Luxury goods & other
Had me thinking about LVMH, JD.Com $JD, JC Decaux & Glanbia
podcasts.apple.com/gb/podcas…
James Flavin retweeted
The official time is now 30.69s.
He is faster than Usain Bolt, Michael Johnson and Wayde van Niekerk at this distance. He is just 20.
If you like a tennis, you should be following the ‘Tennis Letter’ here
Sounds like we should be subscribed to Andy Roddicks new podcast ‘Served’ also. I like his insights
Andy Roddick says Daniil Medvedev is better than he ever was & anyone who calls him a ‘1 Slam wonder’ is an idiot:
“One of the most underappreciated players ever. And I’ll throw myself under the bus on this one. Twitter the other day, there’s some conversation going and I get looped in and they’re going, someone said, ‘Medvedev’s the best player ever that has one Slam.’ And I was the answer of the counter.”
“And I’ll just tell everyone right now, he’s better than I ever was. He has 20-something-odd titles. He’s won however many Masters Series events, one World Tour Finals, has been No 1 in the world, oh by the way, beat Novak Djokovic in a Grand Slam final.”
“He has put himself there, I mean he’s been in back-to-back Grand Slam finals. This guy is better. If anyone calls him a ‘one Slam wonder’, they’re idiots and don’t know what they’re talking about.”
“I know we always celebrate the winner and people are gonna knock Medvedev for being up two sets & he let it go – that’s trash if you do that. Because that’s in no way representative of what he did this entire tournament and what frankly he’s done for five or six years.”
“This is his sixth major final now and I don’t feel like we give him enough credit. I’ve never left a final watching Medvedev and thought he’s blown it or given it away. He makes someone earn it every single time.”
“He’s played Rafa twice, Novak twice and an in-form Sinner. It’s just the way it goes. I lost four finals and won one. Sometimes you just come up against someone better on the day.”
Source:
podcasts.apple.com/us/podcas…
ALT 📸 Ben Solomon for The New York Times
ALT 📸 Vincent Laforet/The New York Times
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An astonishing run from Ciara Mageean as she becomes the fastest female park runner in history 🔥
The multiple major middle distance running medallist clocked an amazing 15:13 at Belfast Victoria 💥
📸 @EDAC_Youtube
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James Flavin retweeted
In 1997, Halma co-founder David Barber gave a speech on creating shareholder value which I recommend reading. During his tenure, Halma posted nearly 38,000% returns, so it's worth your attention. halma.com/~/media/Files/H/Ha…
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So... @sama built like 95% of AI startups I've heard of in the last year in a grand total of 4 minutes?
We apparently needed this to remember that moats are important.
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James Flavin retweeted
1/ Just caught up with a few investor friends in the consumer space last week about Ozempic and GLP1s
As far as I can tell, everything basically hinges on: how much does it matter that every consumer product in the world depends on a tiny cohort of super consumers?
Swedish high jumper Stefan Holmes cleared the bar 59 centimeters (23 in) over his own height, the current world record for height differential, held jointly with American Franklin Jacobs. Try that at home
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James Flavin retweeted
🤣 @JoshBerryComedy’s impressions are spot on 🤣
A catch-up with @rogerfederer, @RafaelNadal, @DjokerNole & the Murray brothers 🗣️