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Let's Talk About Capex
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Feb 11
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Let's Talk About Capex
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Let's Talk About Capex
ROIC has to matter eventually, right? Right???
Feb 7
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Let's Talk About Capex
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Earnings Round-Up: American Express, Visa, and Mastercard (V, AXP, MA)
No points gifted for originality
Feb 3
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Earnings Round-Up: American Express, Visa, and Mastercard (V, AXP, MA)
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January 2025
[PODCAST] I Bought The Highest Quality Stock In Mexico (And It Trades At 10x Earnings)
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Jan 29
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[PODCAST] I Bought The Highest Quality Stock In Mexico (And It Trades At 10x Earnings)
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[PODCAST] Reminder to Bet on Things That Won't Change
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Jan 28
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[PODCAST] Reminder to Bet on Things That Won't Change
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My 5 Favorite Warren Buffett and Charlie Munger Quotes From the Berkshire Hathaway Annual Meetings
From a new must read book for Buffett and Munger lovers
Jan 22
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My 5 Favorite Warren Buffett and Charlie Munger Quotes From the Berkshire Hathaway Annual Meetings
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[PODCAST] The Switch 2 Announcement Confirms My Thesis (Ticker: NTDOY)
Don't be afraid to average up when the story gets confirmed
Jan 19
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[PODCAST] The Switch 2 Announcement Confirms My Thesis (Ticker: NTDOY)
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[PODCAST] 3 Stocks I am Buying More of in 2025
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Jan 15
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[PODCAST] 3 Stocks I am Buying More of in 2025
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[PODCAST] Raspberry Pi Feels Like a Great Business (Ticker: RPI)
I'm not exactly sure why, but my gut tells me to keep this one on the watchlist
Jan 14
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[PODCAST] Raspberry Pi Feels Like a Great Business (Ticker: RPI)
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[PODCAST] An Update On ASML With Best Anchor Stocks
The lithography leader is in a 30% drawdown
Jan 8
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[PODCAST] An Update On ASML With Best Anchor Stocks
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December 2024
[PODCAST] What's Next in Artificial Intelligence? With Shawn Wang of Latent Space
A returning guest gives an update on the fast moving AI market
Dec 18, 2024
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[PODCAST] What's Next in Artificial Intelligence? With Shawn Wang of Latent Space
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[PODCAST] Is Waymo an Existential Threat to Uber?
The rideshare leader is slowly morphing into a battleground stock
Dec 15, 2024
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[PODCAST] Is Waymo an Existential Threat to Uber?
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