The All-In Podcast
🚨🚨friday night drop!
besties are BACK to break down the DC trip and much more:
-- @cyantist and @davidsacks join the show!
-- white house behind the scenes
-- recapping the bessent/lutnick interviews
-- @google buys @wiz_io for $32b
-- unleashing m&a, impact on vc
-- treasury vs fed tension
-- space rescue, @spacex vs china
++ so much more
(0:00) welcoming cyan banister and david sacks!
(3:23) behind the scenes of the besties in dc: white house, cabinet interviews, and more
(33:37) how m&a will be unleashed, google buys wiz for $32b, tim walz on tesla
(49:11) deep dive on google/wiz: breakup fee, impact on vc, roic, cloud advantage
(1:00:31) treasury vs fed tension, bond markets, consumers, deregulation
(1:12:59) space rescue, spacex vs china, lunar landing
thanks to our partners:
@wearehims: https://t.co/BAeryG94w1 | https://t.co/hCV2eHTxFA
@gemini: https://t.co/VK06JoqgDE
@itrustcapital (use code allin): https://t.co/zJoaQchhSc
tweet
🚨🚨friday night drop!
besties are BACK to break down the DC trip and much more:
-- @cyantist and @davidsacks join the show!
-- white house behind the scenes
-- recapping the bessent/lutnick interviews
-- @google buys @wiz_io for $32b
-- unleashing m&a, impact on vc
-- treasury vs fed tension
-- space rescue, @spacex vs china
++ so much more
(0:00) welcoming cyan banister and david sacks!
(3:23) behind the scenes of the besties in dc: white house, cabinet interviews, and more
(33:37) how m&a will be unleashed, google buys wiz for $32b, tim walz on tesla
(49:11) deep dive on google/wiz: breakup fee, impact on vc, roic, cloud advantage
(1:00:31) treasury vs fed tension, bond markets, consumers, deregulation
(1:12:59) space rescue, spacex vs china, lunar landing
thanks to our partners:
@wearehims: https://t.co/BAeryG94w1 | https://t.co/hCV2eHTxFA
@gemini: https://t.co/VK06JoqgDE
@itrustcapital (use code allin): https://t.co/zJoaQchhSc
tweet
twitter.com
undefined
undefined
Offshore
Photo
Investing visuals
Three businesses with broken stocks:
$AMD
$TTD
$NBIS
tweet
Three businesses with broken stocks:
$AMD
$TTD
$NBIS
A little piece of advice. https://t.co/6ptpsE5Ai9 tweet
Offshore
Photo
Finding Compounders
Great read
Capital Cycle Analysis helps to identify investments with high and sustainable returns https://t.co/8OWX5WBu7W
tweet
Great read
Capital Cycle Analysis helps to identify investments with high and sustainable returns https://t.co/8OWX5WBu7W
tweet
Offshore
Photo
Finding Compounders
Great piece on Portfolio Management
By Álvaro Guzmán de Lázaro Mateos https://t.co/o1o7DOMxzu
tweet
Great piece on Portfolio Management
By Álvaro Guzmán de Lázaro Mateos https://t.co/o1o7DOMxzu
tweet
Hidden Value Gems
An interesting perspective, some food for thought🤔
"In the absence of big problems, people shift their worries to smaller ones. In the absence of small problems, they focus on petty or even imaginary ones. Free from stressing about where their next meal will come from, worry shifts to, say, a politician being rude. Relieved of the trauma of war, stress shifts to whether someone’s language is offensive, or whether the stock market is overvalued."
h/t @morganhousel
tweet
An interesting perspective, some food for thought🤔
"In the absence of big problems, people shift their worries to smaller ones. In the absence of small problems, they focus on petty or even imaginary ones. Free from stressing about where their next meal will come from, worry shifts to, say, a politician being rude. Relieved of the trauma of war, stress shifts to whether someone’s language is offensive, or whether the stock market is overvalued."
h/t @morganhousel
tweet
Offshore
Photo
Finding Compounders
In 2008, David Einhorn gave this presentation at the Sony Investment Research Conference
Accounting Ingenuity https://t.co/q8ypKLq4vp
tweet
In 2008, David Einhorn gave this presentation at the Sony Investment Research Conference
Accounting Ingenuity https://t.co/q8ypKLq4vp
tweet