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Ben Tan 笨蛋
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My observation for AI in finance is that it’s not replacing existing tools like Bloomberg or Excel. If anything, everyone is asking for AI to connect these existing tools.
Excel plugin to update my model. Bloomberg API to pull sell side research for deep research
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@pukimarx This looks like a good first draft. When can we expect the final version
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how does one even say "eh jibai like this I also can do" in corporatespeak
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In the 1970s we had opec oil embargo, a watergate scandal and the Nixon shock where US dollar was no longer pegged to gold
Today we have the Iran war, the Epstein files and a world where people have doubts about the US dollar as the global reserve currency.
Scary times
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Thinking I should just buy what worked in 2022 Ukraine war.
Fertilizer, shipping, defense
Nutrien, CF industries
Cosco, Maersk, Mitsui osk, nippon yusen
Lockheed martin, RTX, Northrop Grumman
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Basically Druck is the finance equivalent of Rick Rubin
Morgan Stanley@MorganStanley
Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.
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Oh no, what have I done 🥲
Ben Tan 笨蛋@bentan__
Okay I can’t believe it but I’ve officially become a SaaS bro. Pls pray for me
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“Service as a software” = turning human labor into a repeatable, scalable product
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Legal review → AI contract analysis
Equity research → AI copilots
Customer support → AI agents
Marketing agencies → AI campaign generators
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The new saas is service as a software.
It sounds awkward but hear me out.
“Service as software” = take something humans used to do as a service and encode it into software so it behaves like SaaS.
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What people misunderstood was raw compute was just the base layer. The large scale cloud providers enabled ecosystem lock in with services on top on the infrastructure. Data, AI/ML, security. Reliability with 99.99999%.
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It’s interesting to note that there was a time people thought that cloud computing aka IaaS was a commodity biz and all the value would accrue to the SaaS biz. The argument was anyone can provide compute/storage. It all sounded very logical at the time
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@rollothomasi123 I don’t know man. The sentiment is bad but it feels pretty hyperbolic to me. Maybe some will die and some adapt. We went from software is eating the world to software is dead. We went from Google is dead to Google is back in a blink of an eye. It’s all just vibes.
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Okay I can’t believe it but I’ve officially become a SaaS bro. Pls pray for me
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@bentan__ @ameriprise Found this thread. How come no one is talking about this stock?
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How do people feel about this stock? Ameriprise Financial $amp @ameriprise
They are one of the largest wealth managers in the US with ~$800b AUA.
Share count down >50% over last 12 years while ROE has gone from 10% to 50%.
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@bentan__ know any brokers that offer access? ibkr does not
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Asahi Group bought 65% stake in East Africa Breweries EABL from Diageo for 17x EV/EBITDA.
The remaining 35% of EABL is listed and trading on the Nairobi stock exchange for 7x EV/EBITDA.
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