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AkhenOsiris
RT @SaaSletter: 🤔 Quick take: With @theinformation "OpenAI Shifts Strategy as Rate of ‘GPT’ AI Improvements Slows" (h/t @steph_palazzolo) receiving a *lot* of attention this weekend ->
The early returns on AI ROI, *suggest* that *current* models are *sufficient* to justify the levels of AI enthusiasm in a *B2B* context.
See studies from @ICONIQGrowth, Morgan Stanley, ETR, Bain - see attachment.
Beyond ROI, I would note that some of the factors noted in The Information article (like a data wall) do not necessarily map to B2B use cases (i.e. corporations have stores of data to use that are not available to rate of progress for ChatGPT style models). Further, the quality improvements in open source models is a *very* positive development for long-term viability of AI in B2B settings.
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RT @SaaSletter: 🤔 Quick take: With @theinformation "OpenAI Shifts Strategy as Rate of ‘GPT’ AI Improvements Slows" (h/t @steph_palazzolo) receiving a *lot* of attention this weekend ->
The early returns on AI ROI, *suggest* that *current* models are *sufficient* to justify the levels of AI enthusiasm in a *B2B* context.
See studies from @ICONIQGrowth, Morgan Stanley, ETR, Bain - see attachment.
Beyond ROI, I would note that some of the factors noted in The Information article (like a data wall) do not necessarily map to B2B use cases (i.e. corporations have stores of data to use that are not available to rate of progress for ChatGPT style models). Further, the quality improvements in open source models is a *very* positive development for long-term viability of AI in B2B settings.
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AkhenOsiris
RT @heartbreakout: Does the gap between $nvda and $amd shrink as we move from training to more inference? I’ve heard differing opinions. Anyone have a view?
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RT @heartbreakout: Does the gap between $nvda and $amd shrink as we move from training to more inference? I’ve heard differing opinions. Anyone have a view?
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Stock Analysis Compilation
White Brook Capital on Wayfair $W US
Thesis: Wayfair is well-positioned to capitalize on a housing recovery and is expected to thrive even in the face of potential tariffs, with strong free cash flow generation ahead
(Extract from their Q3 letter) https://t.co/atuIC0sSXh
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White Brook Capital on Wayfair $W US
Thesis: Wayfair is well-positioned to capitalize on a housing recovery and is expected to thrive even in the face of potential tariffs, with strong free cash flow generation ahead
(Extract from their Q3 letter) https://t.co/atuIC0sSXh
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Investing visuals
$AXON is quietly turning into a software powerhouse, growing as fast as high-flyers like Crowdstrike $CRWD and Palantir $PLTR.
This company deserves more attention. https://t.co/I4hXP5hxv1
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$AXON is quietly turning into a software powerhouse, growing as fast as high-flyers like Crowdstrike $CRWD and Palantir $PLTR.
This company deserves more attention. https://t.co/I4hXP5hxv1
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Quiver Quantitative
Congress net worth leaderboard at market close.
Pelosi is one of the few winners in the stock market today. https://t.co/z94oIvGCy3
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Congress net worth leaderboard at market close.
Pelosi is one of the few winners in the stock market today. https://t.co/z94oIvGCy3
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Stock Analysis Compilation
Choice Equities CM on Hain Celestial Group $HAIN US
Thesis: Hain Celestial’s new management is driving a turnaround with a focus on organic growth and profitability in the natural products sector, positioning the company for strong future gains
(Extract from their Q3 letter) https://t.co/TwI6bG3Bnb
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Choice Equities CM on Hain Celestial Group $HAIN US
Thesis: Hain Celestial’s new management is driving a turnaround with a focus on organic growth and profitability in the natural products sector, positioning the company for strong future gains
(Extract from their Q3 letter) https://t.co/TwI6bG3Bnb
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: 3 large new insider purchases
Rockwell Automation, $ROK - $2m purchase by CFO
Heidrick & Struggles, $HSII - $230k purchase by CEO
Highpeak Energy, $HPK - $240k purchase by CEO
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RT @InsiderRadar: 🚨BREAKING: 3 large new insider purchases
Rockwell Automation, $ROK - $2m purchase by CFO
Heidrick & Struggles, $HSII - $230k purchase by CEO
Highpeak Energy, $HPK - $240k purchase by CEO
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Dimitry Nakhla | Babylon Capital®
$SAVE files for bankruptcy, to be expected 📉
#stocks #investing
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$SAVE files for bankruptcy, to be expected 📉
#stocks #investing
WHY YOU SHOULD AVOID INVESTING IN AIRLINES ⚠️
First, let’s take a look at the last 5-year returns of 4 major airlines:
1) $AAL -67% (American Airlines)
2) $UAL -32% (United Airlines)
3) $JBLU -63% (JetBlue)
4) $DAL -34% (Delta)
Why do airlines post such poor results for investors? It’s simple. On average, here are the economics of the sector:
COST OF CAPITAL: ~8%
RETURN ON CAPITAL (ROIC): ~4%
Would you want to own a business that pays $8 just to receive $4 in return?
Of course not. Airlines BLEED MONEY EVERY DAY.
As Warren Buffett asserted in his 2007 Shareholder Letter $BRK.B $BRK.A:
“The worst sort of business is one that grows rapidly, requires significant capital to engender the growth, and then earns little or no money. Think AIRLINES ... The airline industry's demand for capital ever since that first flight has been insatiable.
Investors have poured money into a bottomless pit, attracted by growth when they should have been repelled by it. And I, to my shame, participated in this foolishness when I had Berkshire buy U.S. Air preferred stock in 1989.”
#stocks #investing tweet