Tech | Finance | & The LAW. | Stock picker |The money has already been printed , I intend to be at the table when it is shared

Global
Joined February 2024
You see that increased Tier 1 & Tier 2 contributions on your payslip ? Yes? Thoughts it’s for old age ? No That is what Ruto is trading with like he is in a market Monday :Calls NSSF board to buy billions in KPC stock Tue: Asks them to sell it ( at a loss ) to Dangote
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Lawyers in Kenya Here is a job for you
I'm Hiring! Paralegal – Legal & Corporate Affairs Can be based in Uganda, Kenya, or anywhere! I am seeking an experienced, detail-oriented, and highly motivated Paralegal/Lawyer to join our administrative and legal operations team supporting our U.S.-based construction, real estate development, and affiliated businesses. This position will work directly with executive management, our existing administrative team, and outside legal counsel in the United States. The primary focus will be supporting litigation, legal research, contract administration, corporate matters, and legal document management. We are looking for someone who can think like a businessperson while approaching issues from a legal perspective, independently research issues, organize complex information, manage multiple legal matters, and proactively complete assignments without constant supervision. Knowledge of U.S. law is not required, but you'll be expected to figure it out through independent research. Key Responsibilities: * Assist with litigation matters, including discovery, document collection, organization, and preparation of legal records. * Maintain litigation files, legal calendars, deadlines, case summaries, and matter tracking systems. * Coordinate with outside attorneys to collect information, prepare documentation, and respond to legal requests. * Utilize Microsoft 365, SharePoint, Purview eDisovery, and other technology platforms to improve the efficiency and organization of legal activities. * Organize and analyze large volumes of electronic documents, emails, financial records, and other information relevant to legal matters. * Prepare written summaries, chronologies, reports, and documentation for executive management and outside counsel. * Assist with reviewing, organizing, and preparing contracts, agreements, legal correspondence, and other legal documents. * Assist with corporate governance, entity filings, licensing, compliance, and maintaining corporate records. Qualifications: * Bachelor of Laws (LL.B.) or equivalent legal qualification strongly preferred. * At least 3 years of experience working in a legal, paralegal, litigation support, or corporate legal environment. * EXCELLENT oral and written communication skills in English, including professional legal writing. * Strong legal research, analytical, and problem-solving abilities. * Extremely strong organizational skills and attention to detail. * Must be proficient in Microsoft Word, Excel, Outlook, Teams, and other Microsoft Office applications, including Copilot and Purview eDiscovery. * Must be extraordinarily proficient in ChatGPT (including ChatGPT Work). * Ability to independently research unfamiliar legal subjects and learn new procedures and technology. * Experience with litigation, contracts, corporate law, real estate, or construction law is a plus. * Experience with U.S. legal matters is a plus, but NOT required. * Must demonstrate discretion, professionalism, and strict confidentiality. * Proactive, can-do attitude with the ability to manage multiple assignments and meet deadlines. * Ability to access reliable, high-quality internet. Additional Information: * This position is remote and open to qualified candidates based in Uganda, Kenya, or other locations outside the United States. * The engagement is intended to be a full-time (40-60 hours/week) independent professional services arrangement, subject to applicable laws and the final written agreement. * Must be available during U.S. Eastern Time business hours, generally 8:00 AM to 5:00 PM, with an anticipated service commitment of approximately 40-60 hours per week. Occasional additional availability may be required based on business needs and mutually agreed arrangements. * International contractors will be required to provide appropriate U.S. tax documentation before payment, including a completed IRS Form W-8BEN for eligible foreign individuals or Form W-8BEN-E for qualifying foreign entities, as applicable. * Services are expected to be performed remotely from outside the United States. Any proposed performance of services while physically present in the United States must be disclosed and approved in advance, as different tax and legal requirements may apply. * Contractors will be responsible for their own applicable local taxes, benefits, registrations, and statutory obligations, subject to applicable law. * Must provide your own computer, reliable internet connection, and communication equipment (microphone/headphones/etc.). * This engagement requires substantial professional availability and commitment. Outside employment or business activities that create conflicts of interest, compromise confidentiality, or interfere with agreed service commitments are not permitted. * This position provides an opportunity to gain significant experience working with U.S. legal matters, corporate operations, and construction-related litigation, but does NOT guarantee or imply any visa-related actions for the United States. * The successful candidate must be capable of working independently, taking initiative, and completing assignments with minimal supervision. Submit the following to: [email protected] * Email with the subject line: Paralegal – YOUR NAME CV / Resume * Email explaining your legal experience, why you are interested in the position, and your experience working with international or U.S.-based organizations. * Your compensation requirements in your local currency (UGX, KES, or other applicable local currency – NOT USD). * Brief description of your legal research experience, including the types of legal matters you have worked on and your level of responsibility. * Why you want to work with me. Opportunity is there. Take it. #HIRINGNOW #hiring #Paralegal #LegalJobs #UgandaJobs #KenyaJobs #RemoteJobs Please repost!
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Replying to @BullrunIO
Full transparency. I exited my small $TE position bought a few days ago . I don’t like holding a stock I know little about and bought out of hype. Am not saying it is a bad stock. I am saying I don’t know it well enough to continue holding it and that capital can work better somewhere else . If it 10X , I will drink my tears 😭
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Afrovestor retweeted
Kenya: The Department of State increased its Travel Advisory for Kenya from Level 2 (Exercise Increased Caution) to Level 3 (Reconsider Travel). American travelers can review the entire Travel Advisory at travel.state.gov/en/internat…
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Less than 1% of individual stock buyers will beat this . Maybe we should just buy ETFs
Vanguard has just 7 ETFs that have beaten its S&P 500 ETF over the last decade 1. $VGT Vanguard Information Technology ETF +24.72% 🟢 2. $MGK Vanguard Morningstar Mega Cap Growth ETF +19.00% 🟢 3. $VONG Vanguard Russell 1000 Growth ETF +18.07% 🟢 4. $VUG Vanguard Morningstar Growth ETF +17.95% 🟢 5. $VOOG Vanguard S&P 500 Growth ETF +17.86% 🟢 6. $MGC Vanguard Morningstar Mega Cap ETF +16.16% 🟢 7. $VV Vanguard Morningstar Large-Cap ETF +15.32% 🟢 8. $VOO Vanguard S&P 500 ETF +15.30% 🟢
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My biggest investment success might not be what I bought. It might be what I avoided despite tens of fintwits pumping $OKLO $EOSE etc
The following stocks are now down at least 70% from their highs over the past year: • $EOSE -91% • $OKLO -83% • $TE -78% • $OPEN -78% • $QS -78% • $PL -74% • $RGTI -74% • $NVTS -73% • $JOBY -73% • $CIFR -70% • $ASTS -70% • $AVAV -70% • $KTOS -70% • $QBTS -70%
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My too good to ignore prices if this sell off continues in the coming weeks $GEV below $800 $MU below $850 $ALAB below $240 $NVDA below $195 $CRDO below $145 This is a macro rate + oil shock + $CRWV cost of capital sell off.Nothing yet to point to the AI semis thesis breaking
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Scary stuff.
Israel spyware firms hacked into Al Jazeera devices in 2024 using a new ‘adfection’ method previously unknown to the public. The ‘zero click’ hacks can infiltrate your phone or computer simply by scrolling past an ad online. Al Jazeera’s @mohamedwashere explains.
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Evil brutal settler colonialism in 2026 And she asks an important questions at the end. “How can any parent raise such monsters”
Heidi Levine in the hospital recounts the settler attack this morning
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What is the #1 best performing stock in your portfolio today?
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What's the #1 worst performing stock in your portfolio so far today
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Back to this question . Two stocks I watch as part of my monitoring . $ASML & $TSM. They are best fundamental canaries for the AI semiconductor trade and will be earliest indicators of a slowdown If $TSM offered weaker guidance +hyper scalers capex ⬇️ that’s a warning ‼️
Replying to @BullrunIO
The concentration is deep,what will be your tell-tale of signs of the AI trade change of bullish trend?
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$TSM Interesting things we noted in the TSMC Q3 2026 Earnings: — 2nm revenue share rose to 8% from 3% QoQ, with the ramp-up weighing on gross margins, down 1.3pp to 66.4%. — HPC accounted for 68% of revenue, up from 57% YoY, while smartphones declined to 21% from 30%. — Free cash flow increased 66% QoQ to NT$476.6B. — CapEx reached US$40.6B YTD, including US$13.8B in Q3. — Net cash reserves increased 70% YoY to NT$2.99T. — North America contributed 79% of revenue, up from 76% YoY, while China's share fell to 5% from 8%.
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Earning season is always my favorite time. Especially the earning calls -CFO, CEO comments . Always take everything they say with a pinch of salt. They are paid to butter the narrative. As an investor interrogate the claims. Follow the numbers & only trust evidence
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There are two themes that I am starting to allocate new capital to 1. AI moves to the edge -I see the growth since my company is investing heavily here. 2. Drug discovery - faster experiments mean faster clinical trials. So here you can see 100X in few years. Binary outcomes
How has this changed as we get to the last Q of the year 90% of the portfolio is AI infra semis, with nearly all of it in picks& shovels layer: interconnect (CRDO, ALAB, ANET), custom silicon & memory (MRVL, MU), & NVDA, power (CEG, GEV) & AI compute hosting IREN
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$TSM TSMC CEO sees no AI demand slowdown and expects growth above its previous ~55% CAGR forecast. "all I can say right now is the demand is extremely robust. We did not see any sign of slowdown. Whether it is a high 50 CAGR, it does not matter. It probably will be higher."
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My PAYE +levies dwarfs what I spend in a month Taxes shouldn’t be the biggest spend for anyone
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MORGAN STANLEY $MS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $20.34B (Est. $19.95B) 🟢; +12% YoY 🔹 EPS: $3.03 (Est. $2.91) 🟢; +8% YoY 🔹 Net Income: $4.91B; -12% YoY 🔹 Equity Trading: $5.80B (Est. $4.9B) 🟢 🔹 Fixed Income Trading: $2.01B (Est. $2.16B) 🔴 🔹 Investment Banking: $2.16B (Est. $2.16B) 🟡 Segment Net Revenue: 🔹 Inst. Securities: $10.03B (Est. $9.21B) 🟢 🔹 Wealth Management: $9.07B (Est. $9.01B) 🟢 🔹 Investment Mgmt: $1.46B (Est. $1.47B) 🔴 Wealth Management: 🔹 Net New Assets: $232.4B 🔹 Fee-Based Flows: $80.5B 🔹 Pre-Tax Margin: 30.4% 🔹 WM Asset Mgmt: $5.54B (Est. $5.40B) 🟢 🔹 WM Net Interest: $2.23B (Est. $2.30B) 🔴 Institutional Securities: 🔹 Advisory: $887M (Est. $798M) 🟢 🔹 Equity Underwriting: $525M (Est. $663.8M) 🔴 🔹 FI Underwriting: $747M (Est. $669.8M) 🟢 Investment Management: 🔹 AUM: $2.05T 🔹 Long-Term Net Flows: $15.8B Financials: 🔹 ROTCE: 22.6% 🔹 Pre-Tax Profit: $6.48B (Est. $6.18B) 🟢 🔹 Return on Equity: 17.8% (Est. 17%) 🟢 🔹 Efficiency Ratio: 67% 🔹 Std. CET1 Ratio: 14.9% 🔹 Provision for Credit Losses: $148M 🔹 Book Value/Share: $68.59 (Est. $68.86) 🔴 Capital Return: 🔹 Share Repurchases: $1.5B 🔹 Quarterly Dividend: $1.15 Key Updates: 🔸 Wealth Management reported record net revenues of $9.1 billion on robust asset management fees and higher net interest income, generating a pre-tax margin of 30.4%. 🔸 Across Wealth and Investment Management, total client assets grew to $10.5 trillion, demonstrating the scale of our platform and the strength of our franchise. 🔸 The quarter included charge-offs of $105 million related to certain corporate and commercial real estate loans which had been largely provisioned for in prior quarters. Comments: 🔸 “Wealth Management reported record revenues and added $232 billion in net new assets and $80 billion in fee-based flows.”
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