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Earlier this year my kid brother, Rich, took his own life. Rich loved this country and devoted his adult life to its defense, first as a combat infantry officer in the Army, during which time he fought in Iraq, then as part of the US Intelligence Community, where he served in a…
Wild chart from Jim Reid at Deutsche Bank, showing how much OpenAI is expected to burn before turning a profit. A couple things stand out also: How small the $AMZN burn really was for its first 8 years. How big the $UBER burn was before ultimately getting in the black
Because it’s the funniest video I watched in a few days. Enjoy
The easy money was made on the move from 5.4 to 5.8x The next 0.4x will be harder $GPN
$bah Booz Allen and the business of defense - part 1 classic scuttleblurb.com/bah1 substack scuttleblurb.substack.com/p/bah1
Some great writing about $BAH by @scuttleblurb If you're interested in the history of the company, take a look at my three-part series I put out earlier this year andvari.substack.com/p/history-of-b…
$bah Booz Allen and the business of defense - part 1 classic scuttleblurb.com/bah1 substack scuttleblurb.substack.com/p/bah1
main driver is greater post frequency. i don’t think it’s a coincidence that paid sub count began to flip positive almost as soon as i launched scuttlebits. lack of thematic consistency (i'm still a generalist and cover a wide range of industries) and lack of topical coverage…
New "Never Sell" episode with @scuttleblurb Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins $CSU $FI $WISE find the episode here: mbi-deepdives.com/never-sell-epi…
"The greatest strategic error of my adult life was to take my wife to Maine on our honeymoon on a fly-fishing trip." Paul Volker
Jensen right now...
We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater…
Michael Burry has officially launched his paid Substack, “Cassandra Unchained,” after winding down Scion Asset Management earlier this month. The subscription runs $379 a year or $39 monthly. Per Substack, over 7,700 people have already subscribed
GOOG with the 30% CAGR for 5.5 years
The growing short case on $FB and $GOOG: 1. New product experiences 2. Regulation 3. Taxes 4. Anti-trust If you have the capital/stomach for a 5yr+ bet, here’s how I’d build the short case...
Imagine starting a company in April and reporting $35 mn revenue the same year, $482 mn the next year, and $1.2 Bn the year after that! While studying $BKNG, perhaps the biggest surprise for me was that it took SEVEN years to exceed its REVENUE in 2000! read my Deep Dive on…
I am the only account on X who has been exposed for NOT living in India
Did management negotiate this from prison or what's the status there
$RICK acquiring shares from ADW at a 60% premium to pre-announce price 🤔🤔🤔
we would never give out headphones
This ngga live in a community college
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