The Valuation Shop

@kejca @FoundersPodcast Senra is the goat.

Mohnish Pabrai: "We choose what books we want to read — and that narrows what data we are taking in. I have no control over which books David Senra puts in the @FoundersPodcast. So I decided I'm going to listen to every podcast he did ... because that will introduce randomness."

@Geiger_Capital Dangit! I should have known 🤣🤣🤣

If you just put your entire portfolio into $GOOGL last April and then sat on the beach, you'd be up +155% in one year… You stupid idiot.

@ariaradnia Search/ad product prices are up

I accept defeat, I did not suspect revenues to accelerate to this extent All hail the one true king Sundar full-stack $GOOG $GOOGL

$GOOGL "search" revenue is up 19% YoY Many are surprised by this large of an increase on a percentage basis, but don't forget ad prices have been going up

@RobertGreene Looking forward to this one

After seven years of intense work, I am excited to announce that my new book, The Law of the Sublime, will be out in November. and is now available for pre-order (see link below). The book is designed to expand your mind, and to reveal to you a world to explore beyond what you consider reality: the realm of the Sublime. This adventure does not require travel, drugs, or any form of external stimulation. It only requires a new pair of eyes to see the extraordinary all around you. Through stories, exercises, and meditations, the book will immerse you in the Sublime and forever transform how you experience life.

@athenaeumbc Yikes

Fewer than half of US adults read a book last year. Even fewer read an actual novel, and the trend is looking worse still for teenagers. Why is nobody talking about this??

One word: WOW

@mr_deepvalue Playing math games

Buffett didn’t start with Coca-Cola. In his early deep-value phase, he was digging through Moody’s manuals looking for obscure names like Western Insurance. Three share classes, messy structure, no reports, trading at 1.3x earnings with assets far above the market cap. The work wasn’t glamorous. Just arithmetic and patience.

@joecarlsonshow Looks like a chart of Warren Buffett's wealth accumulation from the 1960's until today

This is so crazy it literally looks fake.

Maybe time to take a second look at some of those beaten down SaaS companies...

@joecarlsonshow This is crazy

Summary of FICO management this earnings: "WE ARE RAISING PRICES AGAIN TRY AND STOP US AAHAHAHAHAHA"

@readswithravi @junhanchin Concur

Teaching is the best way to learn. Illustration: @junhanchin

@DrewCohenMoney Yes it really does. Much too early to predict anything IMO.

@Valuation_Shop Sounds a bit like AI, huh?

I didn't realize that Amazon was a large investor in Pets(.)com Not a totally fair analogy, but couldn't help think of Mag 7's investments in AI companies today. How many of these investments will age similarly?

@markminervini Just read a lot

I can't remember one single day in the past 40 years that I didn't move at least a tiny bit closer in the direction of my dream. What did you do today to get you closer to your dream?

Automate your life, make building wealth a brainless activity

@NewcomerInvest This company's balance sheet does not look good

From the CEO of Sabre Corporation, $CSU ‘s most recent large investment: “𝐓𝐡𝐢𝐬 𝐲𝐞𝐚𝐫, 𝐰𝐞 𝐰𝐢𝐥𝐥 𝐩𝐫𝐨𝐝𝐮𝐜𝐞 $𝟓𝟎𝟎𝐌 𝐨𝐟 𝐮𝐧𝐥𝐞𝐯𝐞𝐫𝐞𝐝 𝐟𝐫𝐞𝐞 𝐜𝐚𝐬𝐡 𝐟𝐥𝐨𝐰. 𝐀 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐥𝐢𝐤𝐞 𝐨𝐮𝐫𝐬 𝐧𝐨𝐫𝐦𝐚𝐥𝐥𝐲 𝐭𝐫𝐚𝐝𝐞𝐬 𝐚𝐭 𝟏𝟎-𝟏𝟐𝐱 𝐭𝐡𝐚𝐭 𝐚𝐦𝐨𝐮𝐧𝐭.” $SABR trades at a market cap of 719 million dollars.

@TiffanyFong 🤣🤣🤣

insane

@YodaStockInvest $ISRG has the potential to grow for a long time without competitors taking their share. It is a bit expensive at todays valuation tho

What stock is an EASY DOUBLE from here? Theres not many left in this market.

@0xtechquity I just don't understand $ABNB massive cash position. It seems excessive...why not more reinvestment

Airbnb VS. Uber 🏠🚗 I definitely think Airbnb has a better moat, more potential, and is a less risky stock than Uber. These are two beautiful businesses, but if I had to bet on one, I would choose $ABNB What's your take?