AkhenOsiris
Anecdotally hearing observability seeing some benefit out there, especially post CRWD outage, but also due to AI workloads...any meat on this bone @mdsmaldon @SaaSletter ?
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AkhenOsiris
Every Asian supply chain company from TSM on down keeps telling us this is a multi-yr high cagr story...maybe they aren't bullshitting?

MSFT 10-K: We expect capital expenditures to increase in coming years to support growth in our cloud offerings and our investments in AI infrastructure and training - Fabricated Knowledge
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AkhenOsiris
RT @bucketshopcap: Lol, just skimmed the whole MSFT transcript. Analyst who closed out Q&A with gaming...my god. Next time just skip it man.
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⁠Librarian Capital
"Diageo: FY24 Not That Bad; Growth Outside the Americas"

Shares fell ~10% initially after results and remain near their multi-year low; P/E is ~17x even on FY19 EPS

$DGE $DEO $RI $BF.B $RCO

Article link: https://t.co/mCRPLV05lb https://t.co/Q4FOEeSTnJ
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⁠Finding Compounders
An old Mohnish Pabrai(@MohnishPabrai ) Daily Herald article on his Transtech success. https://t.co/8ZxfXeJUIP
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⁠Invest In Assets 📈
Want to become the next Buffett? How is your writing? https://t.co/PUH3iEMZU6
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⁠Librarian Capital
Altria 24Q2 $MO (adj.)

Group Revenues Net of Excise -3.0%, EPS flat

Smokeables revenues -4.0%, OCI -2.0%
Cigarette volume -13.0% y/y

Oral Tobacco revenues +5.5%, OCI +1.8%
On! volume +37.3%
Category share 19.4% (-4.2% y/y, +1.8% q/q)

NJOY c-store retail share 5.5%, +1.3% q/q https://t.co/7yX7lq8Xfr
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⁠Invest In Assets 📈
The really big opportunities in life will be very few. So when you find a Lollapalooza, and you can see it, don't hang back like a timid rabbit. Step boldly and grab it. And don't do it small.

- Charlie Munger
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⁠Finding Compounders
The Role of ROIC by Epoch Investment Partners https://t.co/ILLNTvkk9d
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