Want to know why Bill Gates has acquired 242,000 acres of farmland across the U.S.? That's more than anyone.

Let's explore the aspects of the End Game plan.
Agenda 21

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(Thread) Why do I own individual stocks?

Thesis:

1. The digitalization of our world is 10% complete.
2. This megatrend will continue for at least another decade.
3. If you enjoy spending your free time on individual stocks, then the potential for outsized returns is possible.

What is my approach?

There are two parts to my portfolio.

- 40% in Vanguard All-World ETF. This is on autopilot w/ regular contributions.
- 60% in what I consider to be high growth stocks

I keep a balance by adding cash. No shuffling around unless it gets too out of whack.

The latter is the interesting part.

I invest in companies that can

1. successfully disrupt an industry with new business models $TTD $SQ $PTON $TDOC

2. further enable the digital transformation with their services and infrastructure $ZS $HUBS $TWLO $CRWD

I intend to hold my shares indefinitely and allow my investments to compound over time.

I don’t believe that it is possible to time the market. Markets go up and down. I hold on knowing that quality businesses tend to bounce back.

The list of reasons to sell is always long.

If you have full conviction in your holdings, then no single piece of “infotainment” should make you change your mind.

Ignore it + people who make predictions about the economy.

Simon Lelieveldt
@finhstamsterdam

The Dutch regulator and DNB as financial supervisor are a tough cookie to deal with. In essence they hyperregulate EU-rules into goldplated Dutch rules which go beyond what is prescribed in Europe.

All NL-customers at British banks may thus be kicked out on brexit.

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/1

If we start with the capital requirements directive, it says attracting deposits is forbidden. In article 9.

https://t.co/RYl7SXligC

Now the translation of that rule into Dutch law is slightly expanded to not only prohibit attracting deposits, but to also prohibit, having those deposits under custody ('ter beschikking hebben').

That's not in EU law, but it is in our Dutch law.

https://t.co/PsbWfNY3PA

So if you wonder how this would work out for UK banks and Payment institutions servicing Dutch customers. Have a read at the technical explanation of DNB, the financial supervisor and their summarising table.

https://t.co/LL0fAnYkRJ

Passive servicing of Dutch is not allowed!

Any bank or PSP in the UK that continues to serve Dutch customers (as in retail customers, professional players are excepted) can thus be subject to fines and policing under Dutch law.

Meaning we not only have Accidental American issues in payments, but also Accidental Dutchies

Gurgavin Chandhoke
@gurgavin

WHY $CCIV CAN TRIPLE SOON.

What is $CCIV ?

CCIV is the fourth SPAC by Michael Klein who already has multiple multi-billion dollar SPAC mergers including $CCC valued at over 19 Billion. CCIV is in TALKS to take @LucidMotors public valuing the merger at over 15 BILLION.

What is LUCID MOTORS?

Lucid Motors is one of the worlds leading EV car "Startups" founded in 2007 in California they were previously known as Atieva. Most of their 1400 employees come from well know car companies such as TESLA and Mazda.

The Lucid motor core team

Peter Rawlinson ( CEO & CTO)

Originally from wales, peter was the Chief Engineer for the TESLA MODEL S. Peter was also the Principal Engineer at @Jaguar Chief Engineer at @lotuscars

Derek Jenkins ( Vice President of Design)

Derek started his journey with 8 years at @Audi working on the Audi A2 & A8 among others. After Audi, he moved to VW where he spent nine years. He is also credited for the design of the CX-5, Mazda6, Mazda3, and the CX-9 among others.

Lucid Air

Lucid Air is the first car by @LucidMotors which is set to release in the summer of this year. Air will have four different variants starting from 69,900 USD which will have up to a 503 MILE RANGE.

Jack Poulson
@_jack_poulson

Palantir's 2020 Q4 Earnings call goes live in half an hour.

The waiting room is now up.

In the mean time, you can read their just-filed

Which is essentially just a re-direct to this press

Palantir's Consolidated Statement of Operations is pretty interesting.

They lost more than twice as much money in 2020 ($1.17B) as in 2019 ($580M). Despite a $12.6M tax benefit in 2020 vs. $12.4M tax provision in 2019.

But stonks.

Ramon Recuero
@ramonrecuero

1/11) Introducing https://t.co/dDuU0rsw1Y.

We are building a new #DeFi asset management protocol.

Ccommunity owned and community managed funds.

DeFi meets Wall Street Bets.

It's time to decentralize and democratize investment

https://t.co/exErPi5VRn

TLDR 👇

2/11)

The investment landscape has changed forever.

We are finally at zero interest rates. End of the road.

Traditional asset classes like bonds or equities don't have risk/adjusted positive outlooks anymore.

Inflation looms 💸💸

What can we do about it?

3/11

As @RaoulGMI says, only one asset class has outperformed this increase in the money supply.

#Bitcoin, and crypto assets are just getting started.

Asset Management TAM is > $100T while DeFi is just $40B and all crypto is ~$1T.

Huge opportunity ahead 🚀🚀

4/11

We want to give everyone access to this one-in-a-lifetime opportunity.

Accreditation rules, access to secret deals and local jurisdiction have kept the best opportunities private.

@balajis said many times that Web 3.0 is going to turn the world into investors. We agree.

5/11
We need to give everyone a chance to participate.

Robinhood has made everyone aware of the risk of centralized platforms.

If you are not paying to use a platform, you are the product.

Thanks to #Ethereum and #DeFi, we can offer asset management that is trustless and open.

After the phenomenon called Sri Chandrasekhara Bharati came another one - Sri Abhinava Vidya Teertha [1954-1989] the 35th Jagadguru. Srinivasa was born on Nov 13, 1917. He was initiated into Sanyasa by Sri Chandrasekhara Bharati in 1931. He was Jagadguru for 35 years.

He was chosen and specifically trained to take over Peetadhipatyam from Sri Mahaswami. He is majorly responsible for the way Sringeri currently is. He built various buildings for devotees, Gajashala, Gooshala etc.

Acharya on conversions:
Once a person approached Sri Acharya that some other religions are trying to convert Hindus and requested Sri AVT to do prevent these conversions.

AVT replied - what do u mean by religion? Religion i.e. mata is related to 'mati' or intellect.
Caste is called 'jAti' which is related to janana or birth.
Ex- breed of a cow. we cannot change its qualities to resemble another breed by changing its name.

$Savitri Mumukshu - \u0938\u093e\u0935\u093f\u0924\u094d\u0930\u0940 \u092e\u0941\u092e\u0941\u0915\u094d\u0937\u0941$

Savitri Mumukshu - साव...
@MumukshuSavitri

1/n
The kingdom of Sindh was ruled by its last Hindu king Raja Dahir during the 8th century. When Muhammad-bin-Qasim invaded Sindh, he decimated Sindh in his savage bloodlust. The chronicles of his advent are described in the Chachnama.

2/n
The Chachnama describes in detail how the Arabs led by butcher Qasim conquered Sindh. It tells the terrible tale of bravery, treachery, & carnage marking the entry of Islamic conquest of India’s Hindus.

3/n
When Muhammad-bin-Qasim attacked Sindh, Dahir had collected an army of 50,000 horses and marched from Brahamanabad to Rawar to face the invader. Qasim had an army that numbered in the tens of thousands with camels & horses.

4/n
Earlier Arab Alafis - Syeds from Prophet Mohammed’s own family had fled from Mecca with 500 men to Sindh and Raja Dahir had given them asylum. Trusting these Muslims would prove to be the fatal mistake for the downfall of Sindh & pave the way for Islamic invasion.

5/n
On an “auspicious day” in A.D. 711, fixed by astrologers, Mohammed Bin Qasim started for Sindh at the head of the Iraqi, Syrian, and other Arab soldiers. His horses and camels were disguised to look like lions and elephants. Rebel Jats also joined Qasim’s army.

Brian Cates
@drawandstrike

Trump is gonna let the Mueller investigation end all on it's own. It's obvious. All the hysteria of the past 2 weeks about his supposed impending firing of Mueller was a distraction. He was never going to fire Mueller and he's not going to

BREAKING: President Donald Trump has submitted his answers to questions from special counsel Robert Mueller
— Ryan Saavedra (@RealSaavedra) November 20, 2018

Mueller's officially end his investigation all on his own and he's gonna say he found no evidence of Trump campaign/Russian collusion during the 2016 election.

Democrats & DNC Media are going to LITERALLY have nothing coherent to say in response to that.

Mueller's team was 100% partisan.

That's why it's brilliant. NOBODY will be able to claim this team of partisan Democrats didn't go the EXTRA 20 MILES looking for ANY evidence they could find of Trump campaign/Russian collusion during the 2016 election

They looked high.

They looked low.

They looked underneath every rock, behind every tree, into every bush.

And they found...NOTHING.

Those saying Mueller will file obstruction charges against Trump: laughable.

What documents did Trump tell the Mueller team it couldn't have? What witnesses were withheld and never interviewed?

THERE WEREN'T ANY.

Mueller got full 100% cooperation as the record will show.