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CEO Watchlist

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🚨 #BREAKING: Elon Musk has cemented his record as the largest individual political donor in modern American history, per WaPo Musk poured $446 million of his own money into this year’s midterm elections, mostly aimed at preserving the Republican Party’s control of Congress. https://t.co/Hjyv1n17B9

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🚨 #BREAKING: Grand Theft Auto VI could cost the US economy $1 billion in a single day. $TTWO The game finally launches November 19, and an estimated 1.5 million Americans may call in sick or take the day off to play it, according to figures reported by the International Business Times. It’s called the “GTA Flu” 😷

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🚨 #BREAKING: Spotify $SPOT has locked in Joe Rogan for another multi-year contract. According to the WSJ, the new agreement carries terms comparable to their last one, with the total value estimated at around $250 million. https://t.co/y8hKQSTues

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📈 CHARLIE MUNGER SAID HE’D LET THIS GUY MANAGE HIS FAMILY’S MONEY…

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🚨 #BREAKING: $6 billion in U.S. government contracts have gone to defense and tech companies after Don Jr. and Eric Trump invested in them, per an ABC News analysis. The brothers say they play no role in procurement decisions. Congressional Democrats want the Pentagon IG to take a look.

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📈 #AMAZING: Ann-Marie Campbell started as a Home Depot $HD cashier in 1985. Today she's a Senior EVP running stores across the U.S., Canada and Mexico. This is PROOF that hard work pays off! Very inspirational! https://t.co/RzI7dXvwTE

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🚨 #BREAKING: Meta’s “research tax credits” have exploded from $700M in 2023 to a rough $7B estimate for 2026, and I found it striking that, per the NYT, part of the approach is labeling pieces of its AI data center buildout as experimental "pilot models" to claim credits on equipment like AI chips. The totals cover ALL of Meta's research credits, not just data centers, and Meta's own filings flag that the IRS could challenge some of these positions… 👀

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🚨 SCARY: Meta's Muse AI agent allegedly shared a user's home address, accepted a lowball offer, and set up a Marketplace pickup without asking him. Creator Matt Robb says the buyer showed up while he was away. Muse reportedly told the buyer "I'm here" before admitting the mistake. $META

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⚠️ BTW… Chris Hohn from TCI has averaged returns of ~18% per year (net of fees) since 2004, nearly DOUBLING the long-term historical performance of the S&P 500. With a track record like that, this is definitely worth paying attention to…