UNRIVALED INVESTING
2.7K posts
@UnrivaledInvest
Prior Banker, Hedge Funder & CFO. Investor on YouTube. Looking for exceptional companies & UNRIVALED investments.
Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: anthropic.com/news/google-br…
The future is Ai. We have been public for a decade and no sell side research analyst has ever seemed to figure this out.
Green Brick Partners Inc $GRBK is a vertically integrated land developer and homebuilder that dominates high-growth Sunbelt markets by securing premium locations to outmaneuver national competitors. Despite boasting an industry-leading homebuilding gross margin of 30.5 percent and a robust 22 percent return on equity, the stock currently trades at a significant discount to its peers. Aggressive expansion plans into the massive Houston and Austin markets, alongside a growing in-house mortgage platform, provide a clear runway for long-term revenue growth. Will this undervalued homebuilder's strategic Texas expansion be the ultimate catalyst that forces the broader market to finally re-rate its stock?
LEAVING LOS ANGELES: L.A. County saw the largest decline of any county in the United States in 2025, according to new census data. ktla.com/news/local-new…
@GovPressOffice You do realize I’m trying to help America eliminate fraud and waste right? No need to try and make me look like the bad guy for exposing fraud. People are over it. Start working for the people and not against them.
Highly recommended video on $MELI by @UnrivaledInvest. Mirrors my thinking (and actions) well. Owner earnings (assuming that half of CapEx is growth) I get to $6.2 billion on a business in secular growth (I model 12-25% over 5 years) gets us to a really cheap stock. 1/2
