Fahi

Amazon Supply Chain Services—our freight, distribution, fulfillment, and parcel shipping network—can now be used by any business. Was built over nearly three decades to move, store, and deliver products across land, air, and sea. All one network, so no need to piece together different providers at every stage. Same reliability and speed our customers rely on. P&G, 3M, Lands' End, and American Eagle already on board. Gonna help a lot of businesses move faster, save money, and simplify things. aboutamazon.com/news/retail/am…

TODAY: Amazon is opening its entire logistics network—freight, distribution, fulfillment, and parcel shipping capabilities—to every business, of all types and sizes. 📦 Amazon has built one of the most reliable and efficient supply chains on Earth. Now, Amazon Supply Chain Services gives all businesses access to the same infrastructure that moves, stores, and ships goods for hundreds of thousands of Amazon sellers. Healthcare, automotive, manufacturing, retail, and more. Businesses across industries can now tap into Amazon's logistics network. Learn more here. ⬇️

This table is a gold mine. Here's a list of companies that have grown their share price over the last 15 years - not only rapidly, but also with consistency. ⬇️⬇️⬇️ From this list I own Fair Isaac, Cadence, Mastercard and Visa.

Canada rejected his work permit. So He built Canada's most valuable company to cope 🤯 > Meet Tobias Lütke. > Born in Koblenz, Germany. > Had ADHD and dyslexia. Struggled in school. > Dropped out after 10th grade. > Joined a coding apprenticeship instead. Fell in love with programming. > At 17 — writing software for a Siemens subsidiary. > Fell in love with snowboarding too. > Moved to Ottawa, Canada to be with his girlfriend. > Tried to get a normal job. Rejected — no work permit. > Was told he could start a business instead. > So he decided to sell snowboards online. > Found every e-commerce platform clunky and useless. > Spent two months coding his own from scratch. > Working out of coffee shops to save money. > Built the store. Called it Snowdevil. > First customer came from Pennsylvania. He remembered it for years. > Other online merchants saw his software — and wanted it more than his snowboards. > So he forgot about the snowboards. > Spent 18 months rebuilding the software properly. > Launched it in 2006. Named it Shopify — combining "shopping" and "simplify." > 9 million businesses now run on it. 175 countries. 🚀 > Facilitated over $1 trillion in commerce. > Became the most valuable company in Canada. > Worth $220 billion. > Tobi still secretly runs a Shopify store — selling socks. 💀 > Said "I didn't do market research. I just had a problem and I solved it." > No work permit. No plan. Just a problem and a laptop. Absolute legend 🗿🔥

Spend a lot of time this morning on a deep dive comparing $BRK.B with $MKL and $FFH.TO on a number of important metrics. It is by no means an objective analysis but it summarizes how I feel about all three companies. For the record: long all three with about equal sizing.

A for Amazon $AMZN

$AMZN Amazon Q1 FY26: • Revenue +17% Y/Y to $181.5B ($4.3B beat). • Operating margin 13% (+1pp Y/Y). • EPS $2.78 ($1.13 beat). • Q1 FY26 rev guide: +16%–19% Y/Y. ☁️ AWS: • Revenue +28% Y/Y to $37.6B. • Operating margin 38% (-2pp Y/Y).

Is there a better built company in the world? $AMZN

@dividendology Lol Peter Lynch couldn’t care less about dividend stocks.

How Peter Lynch Selects Stocks: 📉 Trailing P/E < 25 🔮 Forward P/E < 15 ⚖️ Debt/Equity < 35% 📈 EPS Growth > 15% 📊 PEG Ratio < 1.2 💰 Market Cap < $5 billion I recently ran this screen, and found only 4 dividend stocks met the criteria:

Mark Carney really wants a permanent rupture with our closest customer and the all the folks in this video in favour of a strategic partnership for a new world order with the dictatorship in Beijing? Seriously unhinged.

@ariaradnia Both will do great, I have a smaller position in Shop than APP because APP is more reasonably valued.

Heavily considering selling the $SHOP watcher position and buying $APP with it The growth + margin profile at *just* 40x earnings is kind of ridiculous...

@FinanceJack44 The only strong buy is amzn

Going in to earnings here are my updated Mag 7 ratings: $NVDA: buy $AAPL: hold $MSFT: strong buy $AMZN: buy $META: strong buy $GOOGL: hold $TSLA: sell What would you change?

$AMZN is a generational buy at $250 Trading at its lowest-ever forward P/E of 25x, while revenue growth is accelerating AWS is expected to reach $600 billion ARR by 2036 At a 40% operating margin and a 30x multiple, AWS alone would be worth $7.2 trillion within 10 years That’s nearly 200% higher than Amazon’s current market cap You could beat the S&P 500 with AWS alone Which means the cumulative value of e-commerce, ads, subscriptions, robotics, and the space economy is all incremental to your expected returns Thoughts?

This is the beginning of something really big

Action is the antidote to anxiety.

Stanley Druckenmiller on investing in China: "We exited China in 2018. We haven’t made a single trade in security there other than their currency once in a while. I will never invest in China as long as the current leader is there. The reason I’ll never say never is if they had a change in leadership, I’d at least consider the situation. I didn’t invest in Russia, and I’m not investing in China."

I’m in love with this sentence: “The best math you can learn is how to calculate the future cost of current decisions.”

Jensen Huang gets into a heated argument over selling chips to China.

“Greatness does not come out of intelligence, it comes from character. Character is not formed out of smart people: it is formed out of people who have suffered.” — Nvidia CEO, Jensen Huang

@atemi1990 @ariaradnia Two of them I know it’s because of the animation job they did was no longer needed because of AI

@fahi778 @ariaradnia Do you know if they were laid off because if Ai does most of what they do or because company maybe over hired in last few years or may the company has less sales ?

$ADBE IS BEING DISRUPTED BY AI!! Meanwhile Adobe: