**Full Letter:** https://theoraclesclassroom.com/wp-content/uploads/2019/09/1987-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1987.html · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · **Key Passage 1** · …
Going over some numbers and narratives for MSFT, META, UBER, CELH, NU. Why I am adding to my position on all 5 of them heading into earnings. Why I believe the risk adjusted returns from each of these is greater …
**TL;DR** * **Negative FCF**: Google booked negative quarterly free cash flow of about **-$5.9B** after **\~$45B** of capex in a single quarter * **The Big Shift**: Starting this quarter, Google began selling its TPU chips to outside data centers * …
# TL;DR ZoomInfo (NASDAQ: GTM) is in a forced transition from a legacy seat-based software model to an AI-resilient data consumption paradigm. Despite commanding robust unlevered free cash flow (110% conversion rate), true enterprise value is suppressed by a hidden …
I've been doing some research myself and I added these stocks to my watchlist: AMPH, BSX, LNG, CEG, CREDO, DDOG, NEE, Nu, SU, STRL, VRT. I tried to focus on well established companies with growth potential. There is some AI …
After reviewing the answers to my last post, I decided to go with GOOGL, INTU, COKE, V, COST, TOST, MELI, and FMTM. I plan on adding VT soon once I start getting more cash and keeping it as a core …
After running the numbers on GLP‑1s, I started digging into the parts of the thesis that don't get discussed nearly as much. The first thing that stood out was sleep apnea itself. The market narrative often treats sleep apnea as …
It seems the biggest bear case is that wihle Celsius gets its a huge share of sales from Costco, Costco's Kirklands energy drinks are much cheaper and will eventually end up with CELH stock going down more because of it …
**Investment Note** **Ticker:** MBLY (Nasdaq) Current Thesis: Neutral to Long-Term Bull Core Focus: Structural transition from a Tier-2 hardware/software supplier to a vertically integrated, direct-to-consumer Autonomous Vehicle (AV) network operator. Executive Summary: The Structural Pivot Mobileye Global is undergoing a …
As someone who is just learning about value investing, understanding valuations and fundamentals, I see a lot of comments about not buying a stock at high valuation ratios. And that seems prudent. my question is though if I'm going to …