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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Tech/growth investor applying value discipline; frequent posts on EPS/margins, growth vs value trade‑offs, and risk/return across cap sizes.
If Open AI and Anthropic is worth $800 billion, then Meta's new Muse models should add $1 trillion to $META stock, given its vastly superior distribution with 3.5 billion users.
Which stocks should we buy amid the AI disruption? Buffett would do the following (the order is critical) 1. Does the company have an enduring moat so it will be around in 10 years? 2. Is the price reasonable? If a company...
Meta should do the following to enhance the privacy standing of its Ray Ban Meta smart glasses. 1. Create an non-intrusive Personal mode that doesn't take pictures or videos 2. When the Personal mode is off, turn on the bright...
The Growth-Value analysis of the trillion dollar club: $NVDA, $META, $TSM, $MSFT, $GOOG, $AVGO, $AMZN, $BRK-B, $AAPL, $WMT and $TSLA, in the order from more to less attractive. This is only a screening tool. Need to do in-depth research before...
Meta price and EPS charts in the last decade, marked with every major crisis. Will it weather the storm this time? Detailed analysis 👇🏼 $META
