Jackjack
521 posts
🏰 Monopolies
TSMC - advance semi fab
ASML – EUV lithography
Verisign - domain name registry
Fair Isaac – credit scores
Intuit – tax preparation software
Thermo Fisher – ultra-high-end mass spec
Illumina – high-throughput DNA sequencing
CoStar – U.S. commercial real estate data
Sherwin-Williams – architectural paint distribution (U.S.)
⚔️ Duopolies
Visa / Mastercard – credit cards
Airbus / Boeing – aircraft
PepsiCo / Coca-Cola – drinks
AMD / Nvidia – GPU chips
Apple / Samsung – smartphones
Cadence / Synopsys - chip design software
IDEXX / Zoetis - veterinary diagnostics
Novo Nordisk / Eli Lily - weight loss drugs
ICE / Nasdaq - US stock exchanges
🧱 Oligopolies
Alphabet / Microsoft / Amazon – cloud infrastructure
Fortinet / Crowdstrike / Palo Alto - cybersecurity
AT&T / Verizon / T-Mobile – U.S. telecom
ExxonMobil / Chevron / BP / Shell – oil & gas majors
JPMorgan / Bank of America / Citigroup / Wells Fargo – U.S. big banks
Meta / Google / TikTok / Snap – social media platforms
ADP / Paychex / Paycom / Workday – payroll and HR software
Carrier / Trane / Johnson Controls / Comfort Systems – HVAC and building systems
Moody’s / S&P / Fitch - credit rating
Equifax / Experian / Transunion - credit data
Air Products / Linde / Air Liquide - industrial gas
Booking / Expedia / Airbnb - travel
Heico / Transdigm - aircraft components
What would you add?
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@cmsinvests 2 billion shares of nvda is more then blackrocks entire market cap.
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Imagine being Blackrock and owning almost 2 billion shares of $NVDA.
They’re generating $500M per quarter.
$2B annually.
$BLK basically just got a 2400% raise.
The Kobeissi Letter@KobeissiLetter
BREAKING: Nvidia, $NVDA, is boosting its quarterly cash dividend from $0.01/share to $0.25/share.
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@ThierryBorgeat I love rail, but I wonder why guys like gates and Hohn buy cni and cp but not unp or southern norfolk?
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Why Chris Hohn owns Canadian National and Canadian Pacific Kansas City.
North American freight rail is a regional duopoly nobody can rebuild.
The economics:
• You cannot get permits, land, or capital to build a new transcontinental railway in 2026. The networks were laid down 150 years ago
• CPKC is the only single-line rail connecting Canada, the United States, and Mexico
• CN runs east-west across one of the world's largest economies
• Rail moves freight at roughly one-quarter the cost of trucks per ton-mile. For bulk goods, there is no alternative
• Long-term shipper contracts. Decades of pricing power baked in
The Industrial Revolution built these networks. Nobody is building them again.
Thierry from arvy 🇨🇭@ThierryBorgeat
🚨The 16% CAGR (net of 1.5%/15%) Hohn investing playbook In five rules: 1. Own monopolies and oligopolies. Pricing power matters more than revenue growth. 2. Concentrate. Fifteen positions, not five hundred. 3. Hold for years, not quarters. Average holding period: nine. 4. Never short. The investor on the other side controls your destiny. 5. Avoid anything AI can disrupt. The list of investable companies is shrinking. Two examples of the rules in practice: - Just sold his entire $8 billion Microsoft position when Anthropic's AI productivity tools started threatening Office and Teams. - Still holds Moody's. Buffett told him: "if the financial crisis didn't kill it, nothing will." 2,924% returns over twenty-three years. Five rules, six analysts, fifteen stocks.
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@MarketManiaCa That house in the Bahamas would have 1000$/month property tax.
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🚨 Two properties. Two totally different realities. 🏙️ vs. 🏝️
Vancouver penthouse: $2M CAD ($1.45M USD) Blocks from the most dangerous streets—addicts, chaos, and an authoritarian government taxing you into oblivion. Condo in the sky.
Bahamas waterfront house: $1.71M CAD ($1.25M USD) Your own slice of paradise on the water. Tax heaven. Zero BS.
Same money. Which one are you choosing?
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The Top 10 Most Bought Stocks by Super Investors Last Quarter:
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@PapalOrthodixie @AlexMasonCrypto Imo, after these ipos and spcx. Sometime around the midterms. Just my guess.
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@AlexMasonCrypto Okay, so don’t leave us hanging, dude. What is the current top?
What is the next bottom for the Nasdaq?
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🚨 SOMETHING VERY STRANGE IS HAPPENING
The stock market keeps pushing to new all-time highs.
But nobody is paying attention to what’s actually happening.
OpenAI and Anthropic are now worth $2.7T.
That’s 7.2% of the entire Nasdaq.
Without being public companies.
Without proven profits at scale.
And investors are still bidding them higher.
Numbers don’t lie:
- $400B burned per year
- $50B in actual revenue
Here’s how the bubble feeds itself:
- Big players fund each other
- Partnerships create paper revenue
- Money circulates inside the same system
We’ve seen this before.
2000:
- Companies with no profits
- Massive valuations
- Narratives driving everything
Then reality hit. Nasdaq collapsed 80%.
Now we’re watching the same cycle again.
Only this time, it’s private AI companies.
Less transparency. Bigger valuations. Same ending.
For the record, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October.
If you missed those calls, don’t worry. I’ll call the next one too.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
Kalshi@Kalshi
JUST IN: OpenAI reportedly plans to file for IPO in "coming days or weeks"
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@CDInewsletter Don't invest in this stock please. Software is about to become completely disrupted.
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$INTU traded below $350 last night, the same price as 2020.
Here's how key metrics have improved since then:
- Revenue up 162%
- Op income up 148%
- Adj EPS up 203%
- Dividends up 273%
- Valuation fell from 45x to 15x
Insane disconnect of biz performance versus stock price.
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@BaT_MaN_23 That humans are psychic energy cattle. Soon the ruler won't need us and they will cull the herd.
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@glowstronggirl Do not swallow whole cloves of garlic. Crush it and chop it up.
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@edgaralandough Don't have credit card debt. Pick a good women for a wife, get a prenup.
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8 tips for people in their 20’s:
1. Don’t finance a car
2. Have a roommate
3. Have a Roth IRA
4. Build an income outside of your 9-5 job
5. Drink more water
6. Cardio is underrated
7. Being kind to others is underrated
8. Don’t finance a car
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@RyLiberty One vote per household, only property owners, who have children.
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@TommyTemperShow They'll never let the vote happen, so long as those will be the results.
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@GuyTalksFinance In Canada outside of the big cities, I agree. So long as you have 4 kids.
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Unpopular opinion: making $70,000 yearly is still a great income in 2026.
You might not be able to buy lunch everyday — but you can still live a comfortable lifestyle.
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>old WHITE ped*ph!lic asshole nearing the grave
>he chasing girls 40 years younger.
>he's older than her own father.
>he kiss her right in front of her dad
>Dad's face filled with sadness and heartbreak.💔🥀
These white predators exploit vulnerable Asian girls, especially Filipino 🇵🇭 Thailand 🇹🇭 and SEAbling countries
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Three dividend stocks that are forever stocks in my portfolio:
$KO
5 year return: 50.61%
64 years of dividend growth
5 year CAGR: 4.54%
$JNJ
5 year return: 34.30%
64 years of dividend growth
5 year CAGR: 5.18%
$PG
5 year return: 3.61%
69 years of dividend growth
5 year CAGR: 5.61%
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@BarrySchwartzBW I've been trimming. Greatest business in Canada, but they go on sale ever few years.
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