Aydin

A clear investing philosophy cuts through the noise. If you’re serious about investing, you need one. • PART 0: Different Camps of Value Investing • PART 1: A Silly Example: Grocery Shopping • PART 2: Act like a Business Owner • PART 3: Evolving Definitions of “Cheap” and Accounting Trickery — 3a: Enterprise Value — 3b: Free Cash Flow — 3c: Buffett’s Strict Owner’s Earnings • PART 4: MISC Learnings • PART 5: Management x.com/formerlypeter/…

I wonder how much GDP has been lost by the baboon who made “1”, “I”, and lowercase “L” all a straight line Plus the Roman numeral I 🤬 Almost missed my flight, I thought “terminal I” was terminal 1 but it’s actually International

a lot of people are dunking on Sam for calling this cool, but thinking an AI podcast about your kids' soccer game and birthday is a cool idea is exactly what happens when there’s no mother in the household

@Caseymanos is there a way to connect claude max subscription directly

you have no idea what you’re missing. I cmd+space, type whatever random question I have, hit tab, and get some fast model to answer or web search instantly, and I hit escape and I’m instantly back to what I was doing. No context switch. 30x a day it’s glorious. And the spotlight search is 10x better than apple you’ll never go back calling it slop might be actually just be god tier bait

@spei04 Actually a very useful and cool idea

Today we’re launching Palette! Built by MIT AI researchers, Palette unifies fragmented creative tools into a single multimodal generation engine. Now, enterprise teams and content creators can generate, edit, and automate brand-consistent video, ads, and training media entirely through natural language. Say goodbye to manual, one-off content grinds and hello to scalable media pipelines. Learn more at palettelabs.com and try us out at studio.palettelabs.com @_josephine_l_ @trypalette_ai

@ansh_chokshi @mireyehq @ycombinator Woot woot Congrats on the launch

Today we are launching @mireyehq with @ycombinator The easiest way to build agentic applications for the physical world. AI agents are starting to act in the real world, but they can't reliably understand it. Mireye is one API and MCP that connects agents to the physical world: data, enrichment, tools, and signals that power them to make decisions. One line of code to make your agents street smart. mireye.com

@beratcelik0 Solid 👌🏼

A $100M GPU deal doesn't close on an exchange. It closes in a group chat, off a voice note. Today we're launching Stoa: an RFQ marketplace for GPUs. $300M+ in RFQs in our first month. Post what you need. Vetted dealers bid blind. Firm quotes within 48 hours. We handle KYB, contracts, shipping, and settlement. Every RFQ, firm quote, award, and settlement runs through Stoa, so we see what hardware trades for. That history becomes prices buyers, sellers, and lenders can mark, finance, and hedge against. @stoaexchange

@heythereitsanis Watching this from the toilet targeted af 😔

We just revolutionized a trillion dollar industry. Introducing GutGutGoose: The pill that engineers your microbiome. The only company in the world that creates a personalised probiotic for you, retests to prove we aren't placebo, and if you're not satisfied, you get every single dollar back. @Gutgutgoose

I didn’t even apply to YC and I got in

i don't know who needs to hear this (apparently a lot of women), but if your boyfriend goes to therapy, that's your girlfriend

Folivue is the site. also someone started a Change dot org petition 😂

Everyone hates the new Google Finance UI so much that there someone decided to build a clone of the old one lol

@FabraixHQ Careful, White House might ban you next 👀 But cool launch do you plan on making it available for general public use at some point?

Introducing Nyx, the world’s frontier hacker of AI agents. On AgentHarm, Nyx achieved a 78% attack success rate - compared with 67% for GPT-5.6 Sol. Here’s more about how it works 🧵

@Steve_rahimi @Pango_ai Ecommerce is definitely one of the toughest spaces to scale, would love for you guys to post a case study on the brand that went $6m—>$100m and I’m sure others would enjoy the read too

@Pango_ai (YC S26) makes e-commerce companies scale like tech companies. One brand using Pango scaled from $6M to $100M in 11 months without adding any ops hires. The more an online store sells, the more manual work it creates. Merchants' operations differ from one another, and traditional deterministic tools are siloed, can't support customized workflows, and require additional hiring to scale. Pango is a unified platform that connects to your store, warehouse, and carriers and puts your deliveries and returns on autopilot. From printing a label until you refund a customer, Pango runs it all reliably and autonomously. You can conveniently customize and improve your shipping and returns process by prompting, or ask deep analytical questions about shipments and returns to understand how to protect your margins at all touchpoints. With Pango, 100,000 orders require the same human effort as 1 order. This means merchants can focus on what matters, crafting products and brands that customers love. Book a demo: pango.ai/book-demo Thanks to @ycombinator and my co-founder @_lukres

The important thing is if they can perpetually service that debt. Which means this thesis is built entirely on just how fast their subscriber base shrinks. Due to significant shrink being heavily priced in, even if it just shrinks less than expected you still can win. Play the math out with me on a $10B mkt cap charter that cuts maintenance capex by $1B next year and another $2B the year after and shrinks subscribers less than expected We’d be looking at current buyback levels ($3.6B annualized plus an additional $2-3B in saved capex spend) to go towards buybacks. Thats over $5B, which means they could buy back half of their company in a year. At $10B that would actually be a no brainer. And that’s ignoring synergies with Cox that may come into play. I think even near $12-13B mkt cap this could be a pretty surprising long term play

@formerlypeter the buyback is impressivebut the debt is hard to ignore

$1.8B in buybacks in 6 months for a company at a $13-15B mkt cap is actually impressive That’s a mid 20% buyback yield I’m talking about $CHTR. Debt situation is ass tho ($90B+) But I do wonder if they ever cut back on CapEx from $11B maintenance capex to $8-9B. About to dilute massively with the Cox transaction too. I’m waiting and seeing on this one. $CHTR closer to a $10B mkt cap would be enticing. Would take one more big drop.

@shauryaagg very insightful thank you 👑

"on claude" is wild but i just watched a senior engineer whisper "please" to his terminal so honestly the religion is already here

@NoelWieder Agree with the logic entirely

I'm currently building out my universe of investable stocks from all important markets around the world. I focus on simple and easy to understand businesses. I exclude most financial companies from my list. Some might say, "You're missing out on a lot." Maybe I am. But, as Buffett said, those aren't the easiest businesses to understand. There's more room for failure due to misjudgment. So why focus on those, when there are plenty of simpler businesses out there that are not yet in my universe? Going after complicated businesses now, before I even know all the simple ones, would just be due to laziness. And I won't let laziness get in the way of my returns.

@SFarringtonBKC Holy shit what a banger

$UTZ getting taken private at $14.25

The drone revolution is currently where aircraft were in World War I. Final form is exotically-shaped, invisible drones piloted by advanced AI that fly in impossible-to-predict patterns and let off mini-drone bombs of their own.

I have a new value investment pitch: $DXC . $1.5B mkt cap. pros: $600m-$700m FCF. $250m committed in buybacks in the next two quarters (33% annualized buyback yield). Sum-of-the-parts valuation may be much higher, esp including their growing Insurance Software & Services business that today comprises 10% of revenue. risks: Dying business, management has signaled for another 5-6% decline in organic revenue next 4 quarters. Highly Negative equity. But not as bad as it looks given $1.3B of liabilities are deferred revenue. Compelling enough for a dip