Sublime
An inspiration engine for ideas
Dataroma just added Tom bankroft. When they asked Todd combs who he would suggest as a good investor it was him. https://t.co/EBkUbe5QDD
This is my best of best screen, only 8. It’s best fundamentals. Only name down was Oiler, rest of list outperformed this wk as stuff like CVNA got wrecked. We are seeing a flight to quality currently which tells me to focus on the liquid leaders until we see the specs run again https://t.co/2zeniFl7CV
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Kai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order
Ben Bernstein
@peaceoftheben