Turning Fighter Jet Supply Chains Into Farm Goods?
Can someone explain to me how you transform the F-35 supply chain into agricultural products?
Brazil's Beachfront Skyscraper Sparks Luxury Real Estate Frenzy
I am currently in the state of Santa Catarina and it feels like a Florida-style RE bubble Very nice are though
Many Software Stocks Still Under 10x GAAP P/E
When @CCM_Ryan told me how many software stocks trade at a GAAP P/E below 10 https://t.co/XNvJT8mAee
Launching Chit Chat Stocks Compute: Podcast Neo Cloud for AI
Officially launching Chit Chat Stocks Compute, our journey to building a podcast Neo Cloud for AI workloads
Retatrutide Poised to Become History’s Biggest Drug
Not s hot take, but I think retatrutide could be the largest drug in history @TravisHoium makes a great case on why the best way to play the emerging peptide market is $HIMS
Meta's Ad Money Masks Massive Strategic Misses
$META is great at one thing, and it prints money like no other: ad targeting They are absolute dogshit at everything else. Worst capital allocators among Mag 7, and that is a list that includes $AMZN
Fermi's 10+ GW Plan Faces Transmission Bottleneck
This is where Fermi wants to build 10+ GW of power? Feels like there will be a transmission issue, no? https://t.co/AKAjMOW0jy
Investors Overlook Tesla Deliveries, Focusing Elsewhere
I forgot that the $TSLA delivery numbers even came out. Goes to show how little people care about the fundamentals right now
MercadoLibre Hits Lowest Valuation in Years
This month's long-form research report MercadoLibre: Cheapest In Years $MELI Read it at Emerging Moats (link in bio) https://t.co/BbrTaKu2SW
Costco, Adyen, and Netflix: S‑Tier Corporate Cultures
What are some s-tier corporate cultures? Costco, Adyen, and Netflix make the list for me
Invest Like The Best Rakes In Massive Ad Revenue
What kind of revenue is Invest Like The Best bringing in these days, the ad load is insane
War’s End and Strait Opening
Apparently the end of the war and opening the strait is bullish quantum shitcos, $OKLO, and fake gold/silver miners But who am I to question market efficiency
Wasting Hours on Michael Lewis' Slop, Except Moneyball
This + Blind Side + Burry Revalations + FTX So sad how many hours I spent reading Michael Lewis slop (Moneyball still great movie though)
RKLB: The Only Viable
The Ashlee Vance book is phenomal on the rocket companies $RKLB is the only serious player outside of the billionaire companies Hoping it gets back to a cheaper multiple again
MELI's Profitability Varies Widely Across Countries
Great point re: $MELI country level profitability differences Been going through @DrewCohenMoney's free analysis on the company in preparation for my own report. Good stuff all around in the comments