⁠Invest In Assets 📈
Top 100 Investing Books on Goodreads

H/T @VladBastion https://t.co/b63HZAG0GE
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⁠Hidden Value Gems
Not a popular question today, but a very important one: Will the $1 trillion of generative AI investment pay off?

“Only a small handful of companies can compete in the development of general-purpose large language models. It may turn out to be a winner-takes-all market, with sharp losses for the companies that fall behind, even after immense investment. Applications that warrant the sheer amount of spending are yet to fully emerge. For now, the AI competition is largely concentrated among a few, large public companies with deep resources.”

h/t @GoldmanSachs

$MSFT $AMZN $GOOG $NVDA
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⁠Finding Compounders
How to play by Warren’s rules https://t.co/fxkGdetF0g
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⁠App Economy Insights
🍿 Streaming Earnings Visualized:

🦚 $CMCSA Peacock: Olympics Boost.
🏰 $DIS Disney: Streaming in the Black.
🏀 $WBD Warner Bros: NBA Impairment.
🏔️ $PARA Paramount: Merger & Job Cuts.

https://t.co/ltXuZcsnEc
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⁠Stock Analysis Compilation
Stock Analysis Compilation #52 is in your inbox 🔥
(link below)

39 free analyses from the best hedge funds & newsletters :

$ABNB $AMPY $AXR $ANET $AXON $DQ $EL $GOGO $MELI $NOVOB $NTDY $OTIS $PAYC $QRHC $TPB $VEEV $WISE $ZBRA and many more https://t.co/xUTfWkqryx
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⁠Capital Employed
A fresh batch of Q2 fund letters added including excellent letters from...

@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics

Plus many more 👇

https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
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⁠Stock Analysis Compilation
Asheville Capital on Wise $WISE LN

Thesis: Wise's potential to exceed 15% annual earnings growth, coupled with significant interest income and growing market share, presents a compelling long-term growth opportunity

(Extract from their Q2 letter, link in SAC#52) https://t.co/RPfrhe0lGd
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⁠Quiver Quantitative
RT @QuiverQuant: 🚨 BREAKING: We just caught STOCK Act violations by Representative Jared Moskowitz.

He also bought Lockheed Martin stock on July 1st.

It has risen 16% since then, while the market has fallen.

Moskowitz sits on the House Committee on Foreign Affairs.

Trade list up on Quiver. https://t.co/C3xBdZRk3R
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⁠Stock Analysis Compilation
Deep Sail Capital on Kraken Robotics $PNG

Thesis: Kraken Robotics' unique battery and sonar technologies position it as a leader in the growing autonomous underwater vehicle market, offering a rare and valuable product monopoly

(Extract from their Q2 letter, link in SAC#52) https://t.co/7vb0yplXu1
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