Antonio Linares
$CRWD is one of the companies that is best positioned to benefit from the rise of AI.

As it continues harvesting more data, it will be exponentially harder for competitors to catch up.

$CRWD's moat is getting stronger every quarter, driven by the following dynamics:

1. Market-leading software efficiency: Their software boasts the lightest footprint, facilitating easy installation and operation. This accessibility attracts more customers, thereby enhancing their data pool for further analysis.

2. Consolidated data framework: They integrate all data into a singular model, simplifying the process of obtaining a comprehensive view of the security environment and enabling efficient AI training with this unified data.

3. Low incremental cost of expansion: Their efficient data architecture streamlines the training and deployment of new AI models, allowing $CRWD to introduce new features at minimal additional cost.

4. Reinforcing growth cycle: The introduction of new features not only attracts additional customers but also enriches the data reservoir, enhances AI capabilities, and leads to the development of even more advanced modules. This cycle fosters a substantial increase in cash generation over time.

5. Scale economies in cash generation: As the adoption of various modules increases, $CRWD's cash generation capability significantly escalates with minimal additional input. Each new module fortifies their strategic position, thereby amplifying cash flow.

Observe the trajectory of $CRWD's cash from operations over time 👇
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Hidden Value Gems
A good read on the growth of Universal Park themes at $CMCSA and its challenge to $DIS

🧵👇

✅ “A common vacation itinerary includes three or four days at Disney World and one or two days at Universal. If Universal can now persuade families to spend one more day at its parks instead of at Disney, it could nab hundreds of millions of dollars in annual revenue.”

1/5
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Daniel
Buffett, Munger, and countless other Superinvestos consider Investor's Psychology a Top 3 factor for Success.

Here are the 7 Best Psychology Books:

1. Thinking, Fast and Slow

The most comprehensive book I've ever read on psychology by Nobel Prize winner Daniel Kahneman. https://t.co/maM2bBJGR6
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The Long Investor
$ETH this is the chart you bookmark. https://t.co/I8dg2pY59K

$ETH sometimes the coincidental alignments are too beautiful to ignore.

The breadth of the Cup aligns perfectly with the 1.618 Fib, which is always our Wave 3 target.

$8814 is the target of Wave 3. https://t.co/xABzwehb2r - The Long Investor
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Hidden Value Gems
Interesting charts showing the demographic revolution in China by @FT

2/3 of the population now live in cities and more people die than are born.

Important for estimating future growth rate of consumer brands in the country. Less tailwind in the future. https://t.co/irZ8Kge4Ll
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Giuliano
Of regulation, competition, and their effects on the interests of parties.

Adam Smith, 1776. https://t.co/c4gRhqHE9E
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The Long Investor
If the market corrects shortly, which group would you buy first when the correction completes?

Group A:
$AAPL
$V
$COST

Group B:
$AMZN
$GOOG
$AMD

Group C:
$MSFT
$LLY
$BRK-B

Group D:
$NVDA
$META
$UNH
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Brandon Beylo
Venture Capitalists adding value: https://t.co/MylaLLqVvW
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 Q-Cap 
1/This Amazon piece in the WSJ this morning had excellent insights on the culture https://t.co/UGm8za78VG
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The Long Investor
The truth about these 4 groups:

You only need 1-3 of these individual stocks to complete their correction and you have a group that you can build your portfolio around for long term.

Every one of these stocks are perfect long term holds

Which is why most of them make up our Top 20 list.

For the last 12 months, I built my portfolio around $AMZN and it has returned 80% for me, as it accounted for nearly 50% of my portfolio.

Build your portfolio around fundamentally strong companies with excellent moats and margins.

If the market corrects shortly, which group would you buy first when the correction completes?

Group A:
$AAPL
$V
$COST

Group B:
$AMZN
$GOOG
$AMD

Group C:
$MSFT
$LLY
$BRK-B

Group D:
$NVDA
$META
$UNH - The Long Investor
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The Long Investor
Why is long term investing so hard for many to do?

1. When there is a 50-61% retracement, this is difficult for any investor to handle, even professionals struggle with this, it is difficult to see beyond the decline and see it as an opportunity

2. It does not trigger our dopamine responses the same way short term gains can give us quick hit

3. It’s slow, boring and the opposite of the life the Wolf of Wall Street promised

4. People struggle to see beyond a 3 month date range, humans are natural short term thinkers.

5. People see the lives of some on social media and they want that immediately, you will never see the sweat and sacrifice that it takes to get to that stage first.

The path to true wealth from investing is found by focusing on Long Term.

$SPY $QQQ
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