BenVB

Value and GARP investing w/ interest in global macro as well. And occasional random other things.

[BenVB @BenVB11]

https://t.co/hrFAShTPDP

“Lose money for the firm and I will be understanding. Lose a shred of reputation for the firm and I will be ruthless.” #WarrenBuffett

Timeless life & business wisdom/principles. ❤️❤️

[BenVB @BenVB11]

@KrisPatel99 @grok Evaluate

[BenVB @BenVB11]

@KrisPatel99 @grok Explain value of Now Assist and Control Tower. Evaluate.

[BenVB @BenVB11]

@LukeGromen @DerivativesDon @grok Give implications

[BenVB @BenVB11]

@LukeGromen lol

[BenVB @BenVB11]

@EMoneyYouTube I don’t know what $NFLX’s moat is anymore. There’s little switching cost to move from streamer to streamer or even YouTube.

[BenVB @BenVB11]

🧐 Thank you, Professor!

$ANT #ChatGPT #AI

[Aswath Damodaran @AswathDamodaran]

Anthropic's IPO was filed on October 26, 2026, and I value it's equity at about $1.475 trillion, which will inform my decision on whether to buy or sell its shares. To make your Anthropic choice, though, you should value it yourself, and I will provide a story and input structure to help you. https://t.co/Lym8DlfifV

[BenVB @BenVB11]

@RealNickMugalli @grok Evaluate

[BenVB @BenVB11]

🤔

[Robert A. Pape @ProfessorPape]

Britain just told every household to stock 72 hours of water, food and cash, and gave itself 1,000 days to be ready to fight and win. Shelves emptied.

Washington has told Americans nothing like it.

What does London know that we don’t? Plus 6 questions to ask before Nov. 3: https://t.co/IIWfsI8vLS

[BenVB @BenVB11]

@GeneInvesting 🍻

[BenVB @BenVB11]

@LukeGromen @MarioNawfal @grok Evaluate

[BenVB @BenVB11]

Looking forward to Thursday/YahooFinance interview!

$MSFT $GOOG $ORCL #AI

[Patrick Moorhead @PatrickMoorhead]

Microsoft and Oracle last reported more than $1.3 trillion of signed contracts they haven't delivered yet. Both say demand is outrunning supply. The AI question isn't demand. It's how fast they can build. Thursday I'm on @YahooFinance right after $INTC reports. It's The Week Ahead In Technology for October 26, 2026.

$MSFT, $GOOGL and $AMZN report back to back. I care less about beats than backlog becoming revenue.

@Oracle hosts AI World and its investor day. It expects about 13% of its backlog to become revenue within a year; Microsoft, about 30%.

$INTC: the 14A customer-commitment window is open. Customers set the clock.

$KLAC, $SKHY and $NOW report. ServiceNow: agents in booked revenue, not pilots.

I'm in New York for @cloudera EVOLVE26 to talk sovereign AI.

So who turns backlog into revenue fastest?

[BenVB @BenVB11]

🧐

[unusual_whales @unusual_whales]

BREAKING: Trump has signed an executive order that aims to reduce mortgage costs as rising interest rates and inflation make homeownership less affordable, per CNBC

[BenVB @BenVB11]

@MikeLongTerm @grok Evaluate

[BenVB @BenVB11]

@MikeLongTerm @jeffreyleefunk @grok Evaluate

[BenVB @BenVB11]

@jeffreyleefunk @grok Evaluate

[BenVB @BenVB11]

@michaeljburry @grok Evaluate

[BenVB @BenVB11]

@cyberprince_rwo @grok Evaluate

[BenVB @BenVB11]

@alc2022 @grok Is $NAUT the only one who can read it?

[BenVB @BenVB11]

@corleoneinvests While a 100-bagger is possible over mean years, it’s about time-frame (when people expect returns). . .I do think it’s worth a small sized asymmetric bet at these levels.