Giuliano
This idea from Charlie changed my life. https://t.co/hMmQcNhXSM
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Antonio Linares
In Q4 2023, 40% of $NVDA's datacenter revenue came from inference.

As I explained in my $AMD deep dive, the economy is becoming inference-defined.
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Antonio Linares
Are CPUs becoming obsolete?
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B 💸

🏢 NVR Inc $NVR
•10-Year Rev CAGR: 8.6%
•10-Year EPS CAGR: 23.7%
•LTM ROIC: 36.2%
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🚛 Old Dominion Freight $ODFL
•10-Year Rev CAGR: 9.5%
•10-Year EPS CAGR: 21.5%
•LTM ROIC: 34.0%
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💼 Brown & Brown $BRO
•10-Year Rev CAGR: 11.9%
•10-Year EPS CAGR: 13.8%
•LTM ROIC: 11.5%
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🚜 Tractor Supply $TSCO
•10-Year Rev CAGR: 10.9%
•10-Year EPS CAGR: 15.8%
•LTM ROIC: 20.4%
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⚗️ Graco $GGG
•10-Year Rev CAGR: 7.1%
•10-Year EPS CAGR: 10.0%
•LTM ROIC: 26.4%
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🧐 FactSet Research $FDS
•10-Year Rev CAGR: 9.3%
•10-Year EPS CAGR: 11.1%
•LTM ROIC: 19.5%
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💨 Watsco $WSO
•10-Year Rev CAGR: 8.5%
•10-Year EPS CAGR: 14.0%
•LTM ROIC: 24.8%
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🚿 A O Smith $AOS
•10-Year Rev CAGR: 6.0%
•10-Year EPS CAGR: 13.9%
•LTM ROIC: 36.8%
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🏊🏼‍♂️ Pool Corporation $POOL
•10-Year Rev CAGR: 10.3%
•10-Year EPS CAGR: 20.4%
•LTM ROIC: 27.2%
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🔩 Fastenal $FAST
•10-Year Rev CAGR: 8.2%
•10-Year EPS CAGR: 10.2%
•LTM ROIC: 38.3%
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#stocks #investing
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Giuliano
"If you do a good job, you can relax"
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 Q-Cap 
Imagine if Buffett HQ was on the west coast instead of Omaha. He’d probably own Microstrategy and Intel as top holdings.

How do you west coast people outperform living here ? https://t.co/w8p1wVGZnv
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Brandon Beylo
Year-to-Date 2024 Europe New Car Registration Growth (YoY)

• Battery EV: +3.5%

• Plug-in Hybrid: +10.4%

• Hybrid Electric: +19.7%

• Gas: -1%

• Diesel: -10.8%

TL;DR: Plug-in Hybrid growth is bullish for #PGMs

#palladium #platinum https://t.co/IPjtlSWvC5
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Antonio Linares
I'm reviewing $NVDA's new product line up in depth. Found some interesting things.
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Giuliano
My Reads Throughout 2023
Warren Buffett shareholder letters, 1957-86
Terry Smith shareholder letters, 2011-23
Low Risk Rules
Chip War
Nicholas Sleep shareholder letters, 2002-2013
Zero to One
The Innovator's Dilemma
Michael Mauboussin, 20 research articles, 1995-01
Francois Rochon shareholder letters, 2001-22
Investing in the Unknown and Unknowable
Mark Leonard letters, 2007-2021
The Outsiders

Non-financial reads below
The Tunnel, twice
Notes From Underground, twice
Love in the Time of Cholera
The War of the End of the Wolrd
The House of the Spirits
The Interpretation of Dreams, a third
The Feast of the Goat
12 Rules for Life
Shoe Dog
Steve Jobs
No Longer Human
The Setting Sun
How Punctuation Changed History
The Reader
Man's Search for Meaning
The Diary of a Young Girl
The Notebook, The Proof, The Third Lie; trilogy by Ágota Kristóf
Life of an Absent
Sarmiendo and his Ghosts
Assault on Paradise
A Brief History of Time
The Prince
The Prage Cemetery
Stress Test
The Catcher in the Rye

I need to remind myself of these with a certain frequency. Too much is lost otherwise. Incidentally, every title inspires multiple ideas.
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Brandon Beylo
https://t.co/Ltvuecfksg

#Tin price: 34050 (+1,275, +3.89%)
4:21pm London $Tin https://t.co/bAY5wJPYfN - Tin Bot
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Giuliano
I'm finding an amazing thinking process in theoretical physicists.

I need to further investigate this. https://t.co/Zdo2h8iOX9
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Giuliano
It might be about feeding the subconscious and asking it a question.
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 Q-Cap 
Overheard at the conference from the long/short PM:

When we short we have a team of a dozen dedicated analysts working full time on accounting inconsistencies, these are serious people doing serious work.
I know most short shops that get the most coverage are usually on Twitter. They usually likely cover their short within the first day after they publish on Twitter but these are not serious people.

😂 😂
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