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$CSU.TO Constellation Software President on their long-term thinking: "When we talk to our leaders and talk to the companies that we're hoping that we can invest in and acquire over time. We like to think over a very, very, very long horizon. So you need to be thinking about…
$DELL CEO: Dell has engineered AI clusters of 100,000+ GPUs, deployed in weeks. “We put 110,000 GPUs, a liquid cool infrastructure in a data center that was operational in weeks… all up in 6 weeks, driving tens of trillions of tokens.”
$GM CFO last month: "So we're going to see some noise in October and November, and I expect that EV demand is going to drop off pretty precipitously. "
Investors examining the private credit market before and after the First Brands bankruptcy:
Earnings slated for this week! 👇
$BAC CFO: "with anything in terms of excess capital, we want to be in a position to return that to shareholders over time. So last quarter, we bought back, I think it was $5.25 billion. That's up very significantly from a year or 2 ago where we were buying back $1 billion or $2…
"And then I told them we’ll generate ROI on the AI Capex eventually"
$META Q3 25 earnings call will be on 29th October 2025
$NKE CEO: "When I talk to my team about passion, commitment and determination, we don't have to look much further than England [Women's Soccer Team]. It's a group that embraces their roles and experience coaching staff who adapt in the moment, players who refused to give up. I…
$JPM CEO Jamie Dimon last month on when he will exit: "I don’t know the exact answer. It’s when they are ready, and it’s time for me to go—or some combination of the two. I have a great relationship with all the people here. The board is likely to make me chairman for a couple…
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Michael Mauboussin
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Quartr
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Long Equity
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Sidecar Investor
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@QCompounding -
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@marketplunger1 -
Wasteland Capital
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Kantro
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Andy Constan
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