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
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.
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…
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?
James Flavin retweeted
🤣 @JoshBerryComedy’s impressions are spot on 🤣
A catch-up with @rogerfederer, @RafaelNadal, @DjokerNole & the Murray brothers 🗣️
James Flavin retweeted
I was helping educate children about dogs today. One little girl knew Tina from online and brought a bag of food for her and a painting she did for me.
Then Tina got smothered in affection. Tina said it was her favorite day ever. I agreed.
The world is not all bad 🥰🥰
James Flavin retweeted
In the end it wasn't the "powerful" men, it was a young girl who stood before the world and took an oath.
I'm not the least bit surprised.
James Flavin retweeted
Great piece from Jere Longman @NYT on unprecedented times of Erriyon Knighton - 4th fastest all-time @ 200m at age 18. With health & consistency, its hard to imagine just where his limits might ultimately be.
nytimes.com/2022/06/23/sport…
James Flavin retweeted
What does Warren know that Mr Market doesn’t? I think $BRK offer for $Y VERY interesting in its timing. No one understands I.Rate cycles and insurance float better than WB. Below is a 🧵 on my thoughts. $MKL $FFH #forgottenfloats
James Flavin retweeted
The 7 best questions for interviewing high-performing stars.
And how to answer like one:
James Flavin retweeted
To commemorate #InternationalWomensDay, some of my favourite pics of women being badasses. First up, Saffiyah Khan.
James Flavin retweeted
The guys are back for another episode of #StockClub, and this week Emmet is discussing why he thinks Atlassian will become increasingly important in the world of tomorrow.
Check out the full episode below 🎧
blog.mywallst.com/stock-club…
James Flavin retweeted
I own 7 stocks that are 15+ baggers (and counting)
Here are 10 traits they all have in common:
James Flavin retweeted
5) Smartodds became a massive success, and Matthew Benham now also owns Matchbook, a popular sports betting exchange.
Even better?
With financial freedom, Benham was able to pursue his other passion — Brentford FC.
James Flavin retweeted
1 of 15: It has been hard to convey, through anecdotes or data, how bizarre the U.S. housing market has become. For example, a Bethesda, Maryland homebuyer working with @Redfin included in her written offer a pledge to name her first-born child after the seller. She lost.
James Flavin retweeted
1/ Lessons From The Tech Bubble:
Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like investing during the bubble
A few people recently asked me for my takeaways. Here they are -
