Compound248 💰

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Compound248 💰

Compound248 💰

@compound248

"That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”

Lhasa, Tibet Katılım Haziran 2020
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Compound248 💰
Compound248 💰@compound248·
I’ve been blessed to spend time with many of the world’s great investors. 20 years ago, I made a point to hunt down the best. Many are now popular on Fintwit - Nick Sleep, Li Lu, Chuck Akre. Others should be - Chris Hohn, Larry Robbins, and more. For🎄: 12 lessons I learned🧵👇
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Hunter 🌆
Hunter 🌆@rhunterh·
@AlexNoonan6 Americans need to spend a little less time on Tiktok and little more time building time-series charts on St. Louis FRED
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Сarm1ne
Сarm1ne@carm1nee·
He turned $50 million into $50 billion, Apple rejected him 5 times, Tiger said they don't need IT support this is him explaining how he did it He started Coatue with $50 million on January 1st, 2000, today he manages $50 billion "we've added three zeros - but I think the fourth is going to be difficult" his biggest mistake: selling Tencent early, it cost his fund $20 billion watch full video ↓
Сarm1ne@carm1nee

Chris Hohn's fund made $18.9 billion in profit last year, that's more profit than any other fund manager on the planet he named it the Children's Investment Fund - because he gives away everything he earns "I don't really care about money other than its value in helping people" he got a $10 million bonus early in his career, his response: "I don't want it, give it to charity" the full story is in this 57-minute interview ↓

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Dividend Diplomats
Dividend Diplomats@DvdndDiplomats·
What is the investment thesis for META? Outside of ad revenue, why should we invest in $META over other tech stocks?
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ckthoms
ckthoms@ckthoms·
What are your top 10 investor letters, blog posts or similar (publicly accessible)? I'll submit Sam Hinkie resignation letter and Nomad letters. Think library for a young investor. Cc @compound248
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Compound248 💰
Compound248 💰@compound248·
@AdamB1438 @ckthoms It’s clear in laying out a differentiated and logical philosophy and in the potential cost (to the philosopher) of the requisite belief and discipline.
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FreeFromMatrix
FreeFromMatrix@ViralMuzik1989·
People mocked @DavidSacks when he said a 1 GW data center could be worth ~$50 Billion. Then Anthropic just agreed to pay "$15 Billion per year" to SpaceX for compute. At these economics, $IREN’s Sweetwater site alone (1.4 GW) could be worth "$300B–$500B+" in potential market value. The power layer is becoming insanely valuable. ⚡
David Sacks@DavidSacks

Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.

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Compound248 💰
Compound248 💰@compound248·
@ViralMuzik1989 @DavidSacks We can comment easily on two things: 1) It costs ~$50 billion to develop and build a GW. That is a well accepted industry number. 2) AI companies have a gigaton of costs beyond electricity.
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FreeFromMatrix
FreeFromMatrix@ViralMuzik1989·
Well, from what I saw, people called him out with Mr. Burry's stats around GPU depreciation time. Also, would you say the compute returns will remain the same with the scale of scarcity that's going to cause a crunch for all hyperscalers soon? So I'm not sure we are really in a place to comment unless we are from the future.
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GoodHouse
GoodHouse@GoodHouseCap·
$CARS generates 80%+ gross margins, high-20s EBITDA margins, and gobs of free cash flow, 60% of which is going towards repurchasing shares. Top line flat/up. Equity currently trades at a Fcf yield north of 20%. Debt very manageable at less than 2.5x, TEV around 4.3x forward 👀
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Compound248 💰
Compound248 💰@compound248·
@DimitryNakhla Wouldn’t it make more sense to reverse the order of those? The lower the PEG, the “cheaper.” So $MU should actually be ranked #1.
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Dimitry Nakhla | Babylon Capital®
Dimitry Nakhla | Babylon Capital®@DimitryNakhla·
20 Quality Stocks PEG <2.00x 💸 1. $ICE 1.89x 2. $NDAQ 1.72x 3. $ASML 1.66x 4. $APH 1.65x 5. $AMZN 1.57x 6. $SAF.PA 1.55x 7. $MA 1.54x 8. $META 1.48x 9. $SPGI 1.43x 10. $MSFT 1.44x 11. $WING 1.13x 12. $NOW 1.09x 13. $FICO 1.08x 14. $MELI 1.00x 15. $APP 0.99x 16. $TSM 0.85x 17. $NVR 0.84x 18. $DLO 0.72x 19. $NVDA 0.69x 20. $MU 0.38x
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bentreynolds
bentreynolds@BenTReynolds·
@compound248 @ConsensusGurus Bleeding out? The drop was just an overhaul of the ad platform. Says so right there in the notes. I have no doubt all is well otherwise.
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Consensus Media
Consensus Media@ConsensusGurus·
How did XAi only grow revenue 12.5% Y/Y in this environment lmfao
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Curtis
Curtis@DirtyCurty001·
@compound248 @thomasunise @pmarca My guess is they drilled onsite well to avoid using municipal water and not have that fight. In the process of drilling the hole before they got it lined the walls sloughed off into the aquifer and it’ll clear up in a few days after the sediment settles.
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Gwegowy Bovino
Gwegowy Bovino@c7227dpr·
@compound248 @thomasunise @pmarca explain to me then why in Memphis, in Georgia, in Virginia time and time again residents living near data centers being constructed have dealt with water contamination, air and noise pollution. oh what its one big coincidence? pls learn before you speak
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Keşfet

@rhunterh @AlexNoonan6 @pmarca @RHouseResearch @carm1nee @AveMisha @DvdndDiplomats @AdamB1438