Sublime
An inspiration engine for ideas
In a Latticework 2025 session that provided a compelling counter-narrative to the prevailing market caution, Christopher Tsai @tsaicapital outlined his framework for identifying the next generation of multi-bagger stocks.
Dubbed “Value Investing 3.0,” Christopher's approach moves beyond traditional valuation metrics to... See more
MOI Globalx.comWhile active at Benchmark, @bgurley would give an annual “state of the markets” presentation to his investors.
This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private... See more
Patrick OShaughnessyx.com
MIB: Ben Horowitz, co-founder, Andreessen Horowitz https://t.co/317yItWlmh https://t.co/e1odUAoPqB
Gavin Baker is the CIO and Managing Partner of Atreides Management, a tech/consumer crossover fund that he founded in 2019. Prior to Atreides, Gavin spent nearly two decades at Fidelity, with the last eight years as PM of the $17bn Fidelity OTC Fund. During his tenure, the fund compounded at over 19% net of fees, outperforming 99% of its... See more
$GOOG down 6% on comments from Apple's Eddie Cue is just the beginning of the decline.
GOOG is likely going lower because Search is in the very early stages of a seismic change that investors haven't fully factored into current valuation.
Gene Munsterx.comApple Vision Pro is about productivity. Daily use in your normal physical environment, instead of gaming in VR.
"If AR is going to happen, we're not going to notice it. This is going after the market cap of all screens that get sold." —@sdianahu
From Lightcone ep2 https://t.co/hJDyGJzWlZ
Garry Tanx.comAzeem Azhar's Exponential View on Apple Podcasts
podcasts.apple.comdata for analysis automatically