7 Tweets {final}
#154 - Reflections on investing and life from building my holding company
Dear reader,
The last edition of the advent calendar for your brain is here!
Merry AI Chrstismas
Under the Christmas tree I’ve got this :)
On a less frivolous note, the US housing market is struggling!
Home Sellers now outnumber Buyers by 530,000, the largest gap ever recorded
I have been thinking about this a lot
I wonder if it will be like this for my daughters
I agree with Tim Cook (Nike’s board member): Nike seems like a buy opportunity
Great brand, new CEO trying to turn it around. Share price back at a 10-year low. Worth thinking about.
Drinking is out of fashion - it seems
Have a great weekend,
See you in 2026
Simone







