The Long Investor
$ARKs only buys today https://t.co/j5O0K6REZa
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Antonio Linares
How $PLTR disrupts $MSFT's dominance of the enterprise space from here:

1. $PLTR streamlines the deployment of Foundry, enabling medium and small organizations to adopt it economically, and this is currently underway.
2. $MSFT also develops an enterprise operating system, but its effectiveness is diminished by the company's broad range of focuses, causing it to fall behind $PLTR's offerings. Consequently, $PLTR's OS becomes the leading choice in the enterprise sector.
3. By "enterprise OS," I refer to software that consolidates an enterprise's data and facilitates its use, enhancing the generation of AI-driven insights and reducing data fragmentation.
4. As the trend towards Generative AI progresses, generative techniques are becoming standard, replacing traditional retrieval methods.
5. Generative techniques are becoming as indispensable as electricity.
6. At this stage, the importance of a cohesive data framework (ontology) for Generative AI to utilize becomes critical; without an ontology, leveraging Generative AI is not feasible, leaving businesses noncompetitive.
7. Business tools like $MSFT's Word and Excel maintain their importance, but their true potential is only realized when integrated with an ontology—without one, they resemble antiquated technologies; with one, they empower every user.
8. From here on, in a competitive landscape, business applications lose their edge without an ontology, solidifying $PLTR's dominant position at the pinnacle of the enterprise hierarchy.
9. This scenario positions $PLTR to potentially charge $MSFT a fee for directing customers its way or to develop its own suite of business applications, possibly engaging with the open-source community.
10. Consequently, $PLTR secures a commanding position at the enterprise forefront, exerting significant influence over $MSFT. $PLTR becomes top of funnel.
11. At this juncture, $PLTR's deep understanding of various industries surpasses any other company globally, priming it to cultivate its own ecosystem of solutions, paralleling $MSFT's historical expansion.
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Daniel
8 Investing Lessons by Li Lu:

Li Lu is a well-respected investor who managed money for Charlie Munger.

He was also essential to Buffett and Munger's investing success in BYD. https://t.co/2DDQd4rirO
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Giuliano
Halfway through.

I had, and still do, severe holes in my understanding of economics. https://t.co/N6dlaGSgIb
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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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