Cristopher Bermúdez

222 posts

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Cristopher Bermúdez

Cristopher Bermúdez

@Crisb2708

I like to invest in high-quality companies. https://t.co/CBX3nYK2fV

Costa Rica Katılım Aralık 2022
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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
$DUOL remains a misunderstood company. I keep seeing posts explaining how AI is going to disrupt it. People overlook the fact that its simplicity, based on gamification, is what keeps users engaged. And that’s the hardest thing to achieve when you’re trying to learn something. Here is the breakdown. 🧵👇
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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
$ADBE stock is trading very low, but given this modest growth, is it worth it considering there are more promising options out there?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: US oil prices extend losses, falling below $97.00 per barrel, after President Trump says the US is in "final stages" of a peace deal with Iran.
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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
GIF
Art Jonak@ArtJonak

@zerohedge Builders > Bureaucrats "If we ran Amazon the way New York City runs their school system, the packages would take 6 weeks to arrive, we would charge you a $100 delivery fee and when the package did finally arrive, it would have the wrong item in it anyway." — Jeff Bezos

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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: OpenAI prepares to file for IPO in the coming days or weeks, WSJ reports.
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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
@JeffBezos When one of the biggest capitalists in history tells you that the bottom half shouldn't be paying federal income tax because it's inefficient and unfair, you listen. Keeping that 3% in people's pockets does infinitely more for the economy than government spending ever will.
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Jeff Bezos
Jeff Bezos@JeffBezos·
Yes, the United States has the most progressive tax system in the world. The top 1% pay 40% of taxes, the bottom 50% pay 3% of taxes. We can make it even more progressive by zeroing out taxes on the bottom half. It’s a small amount of the total tax revenue but very meaningful to people in this group.
Shay Boloor@StockSavvyShay

Jeff Bezos said the bottom half of Americans should pay zero federal income tax. He cited a nurse in Queens making ~$75K and paying ~$12K in taxes saying “we shouldn’t be asking this nurse in Queens to send money to Washington.”

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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
Even with robotaxis, a $TSLA app or Waymo app ($GOOGL ) can't instantly disrupt $UBER because building the vehicle is only half the battle; the real challenge lies in localized fleet operations and network effects. Managing a driverless network requires massive physical infrastructure to clean, charge, maintain, and legally permit fleets across thousands of distinct cities, real-world tasks Uber is already handling through partnerships with established AV makers. More importantly, Uber holds an unbeatable two-sided network effect: its massive, pre-existing pool of riders attracts fleet operators, and fleet availability keeps riders loyal, creating a liquidity loop that a standalone Tesla/Waymo/other AV agents app simply cannot replicate overnight
Cristopher Bermúdez@Crisb2708

Network effect is too powerful. And yet there are still people who think you can just build an app and suddenly disrupt $UBER

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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
You hardly ever hear $AAPL mentioned in the AI space, but since the AI boom began in 2022, Apple’s stock has seen higher annual growth than $MSFT and $AMZN though it has been outperformed by $GOOG and $META. Even so, Microsoft and Amazon’s massive investments in AI could theoretically deliver better returns in the coming years.
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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
@ReneSellmann Great post. And yet you still see a lot of people thinking it's easy to disrupt a business with a massive network effect
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Rene Sellmann
Rene Sellmann@ReneSellmann·
The arguably strongest economic moat in the world, visualized 👇🏻 When looking for compounders, look for network effects. Every new node creates an exponential web of connections that makes the ecosystem impossible for users to leave and impossible for competitors to replicate. This is why winner-take-all dynamics happen.
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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
Network effect is too powerful. And yet there are still people who think you can just build an app and suddenly disrupt $UBER
Rene Sellmann@ReneSellmann

The arguably strongest economic moat in the world, visualized 👇🏻 When looking for compounders, look for network effects. Every new node creates an exponential web of connections that makes the ecosystem impossible for users to leave and impossible for competitors to replicate. This is why winner-take-all dynamics happen.

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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
@VJNCapital Absolutely. My investment strategy won't let me touch a 370 PE stock with these trends. Just crazy
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Vebjørn | VJN
Vebjørn | VJN@VJNCapital·
$TSLA profit is now LESS THAN HALF of the stock based compensation granted to Elon and his employees Earnings is trending down SBC has never grown faster Meanwhile the stock is trading at a 370 PE At which point is it not possible to ignore any longer?
Vebjørn | VJN tweet mediaVebjørn | VJN tweet media
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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
@0xtechquity I am a $META shareholder, but don't rule out the possibility that $SPGI will outperform Meta over the next five years.
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Techquity
Techquity@0xtechquity·
$META VS. $SPGI Which one is the most interesting here?
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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
@KobeissiLetter I have a theory that the day $NVDA misses earnings, the market crash everyone's been talking about for a year will finally happen
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
All eyes on Nvidia. Today, Nvidia is set to report Q1 earnings with revenue expectations at a massive $78.8 BILLION for the quarter. That's an ~850% increase since Q1 2022, before ChatGPT was announced. Options markets are pricing-in a 7% implied move in Nvidia, $NVDA, stock. With a market cap of $5.4 trillion, markets are expecting a $380 BILLION swing in market cap. Buckle up folks.
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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
Those of us who invested in $GOOGL before the rally in mid-2025 have every reason to be proud.
Quality Compounders@QualCompounders

Berkshire Q1 Moves – Short & Sharp 🟢 Buys $GOOGL/GOOG: Tripled Class A stake (+203%) + added Class C. Now top-10 holding. $DAL: Massive add of ~40M shares — big reversal from 2020 airline exit. $M: Small new value position. 🔴 Full Exits $V & $MA — Completely out. $UNH — Sold entire position. $AMZN — Wiped out final ~2.2M shares. Mr. Buffett & Abel dumping blue chips like AMZN, V, MA & UNH to buy DAL & M feels off in today’s tech world. Without AAPL, Berkshire would’ve lagged the market for 15+ years. Do you agree?🤔

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Cristopher Bermúdez
Cristopher Bermúdez@Crisb2708·
Look at the difference in valuation between $UBER and $DASH. It doesn't make sense. Both are growing at practically the same rate in delivery bookings. BUT Uber has a larger global market, so its continued expansion is easier. And we're only talking about delivery. Now add the RIDE business, plus the potential for UberOne integration, which cuts marketing costs and improves margins through increased advertising, plus freight, plus investment in AVs to further improve margins. UBER IS THE MOST UNDERVALUED LARGE COMPANY IN THE MARKET, followed closely only by $META .
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Keşfet

@KobeissiLetter @WatcherGuru @JeffBezos @TheTriceRozay @ReneSellmann @VJNCapital @elonmusk @BarackObama