Walker

Remember that a 10% CAGR is very good. Chasing 30% CAGRs is tempting, but something that has rarely been done. If you're pricing in a 30% CAGR across your entire portfolio, there are some risks you're not considering.

value investors should understand that $nvda was cheaper at 250x ltm earnings than it is today at a fraction of that valuation. you have to look ahead. consider that if youre looking at software just because it's cheaper on a multiple basis.

for PAs, i’ve always thought it would be a good idea to take your 10 favorite managers and make each of their largest positions a 10% position. have to imagine this outperforms the s&p over time.

crazy to me that some people still aren’t interested in power stocks. “the limiting factor for ai deployment is fundamentally electrical power. we’re seeing the rate of ai chip production increase exponentially, but the rate of electricity being brought online is negligible. it’s clear that very soon, maybe even later this year, we’ll be producing more chips than we can turn on.” — elon musk in january 2026

please welcome me to #BuildInPublic. starting with fulltableapp.com. current MRR: $0 goal by end of year: $5,000

going to be honest, this surprised me. but it’s reflected in the latest funding rounds. openai’s feb 2026 valuation was ~$850b and anthropic’s was ~$380b. based on expected 2026 revenue, openai is trading around ~31x revenue while anthropic is ~44x. so certainly expected that anthropic will grow faster.

anthropic is expected to surpass openai in revenue within the next few months.

this chart shows how crazy it is that anthropic has grown its ARR from ~$1B last January to $20B today.

$PSIX. 10x ev/ebit with accelerating top line.

@signulll this is actually such a great idea

when will credit cards start including free ai subscriptions as perk lmao?? it’s gotta be very soon no? the all the new amex ai card, now with claude included for the whole family.

@gerryboyWA @Freyy_is 😘

@IndLongShort @Freyy_is You’re probably poor

something about a person who is absolutely unhinged in regular life but completely locked in when it comes to their career is so endearing to me.

seems like $aap might actually be getting it together

@colejaczko maybe if youre a prostitute

A sculpted physique is the best business card one can have

@dystopiangf this is so sad but so true. given you'll never meeting most of the influencers, how is it different?

This sort of thing is shocking until you realize that there isn’t much of a distinction between “flesh influencer” and “AI influencer.” To the audience that consumes this content, a flesh influencer is practically just as unreal as a fully generated one. They will never meet either version; the flesh influencer is just as virtual / intangible. Her curated & filtered experiences are also nearly just as fake. We don’t seem to realize how virtual & abstract & fake our experiences of other people already are. The fact that men follow this AI girl is just as shocking as the fact that men would follow a real girl who posts like this — which is to say, it isn’t shocking at all, since it isn’t really a fundamentally different type of thing

PMs why arent you forcing your analysts to be DMing / trying to date employees at anthropic?

@KevinEspiritu mcdonalds ceo is a master marketer without even trying. a true goat

McDonald's CEO is still clearing. I've now even come around on the OG viral video of his. We simply didn't understand his game... HE IS A CEO - it's a product to him. Apparently someone in the test kitchen asked what his favorite food was and he just said, "Fish, I eat a lot of fish." Didn't even think to answer with an item that the company he's the CEO of produces. This is a raw input:output organism we're dealing with Burger King CEO went for the obvious transparent burgermogging attempt by taking a bigger bite. So obviously a mog attempt that it actually puts him below McDonald's CEO because he "tried." Wendy's CEO attempt is a nothingburger. It lacks the autistic CEO authenticity of McDonald's and even the obvious marketing move of Burger King There's also the first mover advantage here. McDonald's CEO is gaining status with every subsequent CEO validating his format by recreating it We seriously underestimated this man

@EddyElfenbein i love this company. very shareholder-friendly and anti–wall street. no earnings calls or anything.

White Mountain $WTM has a $2,200 share price and zero analyst coverage. Since 1988, it's up 120-fold.

@rich_toad fundraising is part of the business and unfortunately the analyst type & fundraising type dont often mix

Most hedge fund aspirants spend more time fantasizing about pay and prestige than doing work on stocks, and those types will never break in.

@Mindset4Money_X then i see these articles about people falling in love with chatgpt… no corporate area is safe

Maturing is realizing that success at your job comes down to being a likeable guy