Posts
BIDU: Cash-Rich, Full-Stack AI, 50% Cloud Growth — Yet AI Cloud Is Why I Wouldn’t Buy It
* Baidu looks cheap: about $41B in cash and investments, a full-stack AI business, and AI cloud revenue growing 50%. But what holds the stock back is AI cloud, not search. * AI cloud revenue is about $4.3B a year. I estimate it earns between –$30 and +$10 of free …
70/20/10 Portfolio
Hey everyone, I am building a monthly dollar cost averaging methodology for myself. I am new to investing and wants to keep the investing as simple as possible and have a long term strategy. The simplest would be of course MSCI world ETF but I am worried about high concentration …
Built a company checker from Buffett's letters, looking for testers
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I need help
**I built a Buffett-style company checker based on his shareholder letters. Looking for a few people with a finance background to try to break it before it goes public.** Heads up tho, there's AI in this. If that's an instant no, skip the post, no hard feelings. But 30 seconds …
UBERS AV THREAT IS BEING OVERSTATED BY MARKETS - A significant undervaluation which will be corrected sooner or later!
I have noticed when Tesla’s cyber cab venture has positive news Uber shares tend to fall. However, I am a firm believer Ubers scale, cross platform integrations, speed to market and hybrid supply approach will be most effective at leading this market in the long run, just as well as …
Ituran - Case
**What the business is ?** Ituran is an Israel based debt-free co providing vehicle tracking and stolen-vehicle recovery subscriptions. its main market is Israel and Brazil. Ituran puts a small tracking unit in cars, motorcycles and trucks. Customers pay a subscription fee for this (74pc of its revenue comes from …
I ranked 25 companies by 30-year durability and current valuation. Intuit and RELX stand out most to me.
I normally keep my valuation work and 30-year rankings separate. One asks what looks mispriced over the next 3–5 years. The other asks which businesses I would actually be comfortable underwriting over something like 30 years. The reason Intuit and RELX stand out is that they are the only two …