Block House Investments, LLC

Sewickley PA LO RIA | Focused Equity Model | ~1-5+ Yr Upside | Stay Dynamic, March 2026

[Block House Investments, LLC @BlockHouseInv]

Block House Investments, LLC, “Block House”, is officially approved to do business in the state of PA.

We are a long-only Registered Investment Advisor that runs a well-curated portfolio of publicly traded businesses.

Email [email protected] for more info.

[Tom Noyes @noyesclt]

$V Visa has received approval from the People’s Bank of China (PBOC) for its Application to Prepare, allowing the company to begin formal preparations to establish a bankcard clearing institution in China. As most of you know MA operates as the co-brand badge on the back of other China cards for use outside of China. https://t.co/zchLRVywXH

[John Collison @collision]

Cheeky Pint is back! Mark Zuckerberg @finkd and Alexandr Wang @alexandr_wang came to the pub to discuss their new frontier model, Muse Wonder.

00:00:24 Muse’s breakout use cases
00:07:28 The model is the product
00:14:35 Muse Wonder
00:24:56 How frontier models are built
00:48:26 Betting $100B
01:07:21 Agentic commerce
01:19:34 OpenRouter
01:20:06 Beyond the smartphone
01:27:00 Funding
01:34:06 Why AI won’t be winner-take-all
01:40:46 Meta Superintelligence Labs (MSL)
02:08:11 Working for Mark Zuckerberg

[In Practise @_inpractise]

Former Finance Manager at AWS on cloud becoming a commodity ($AMZN)

[In Practise @_inpractise]

aeroderivative pricing per MW $FTAI

[Block House Investments, LLC @BlockHouseInv]

@WaterworldCapi1 Does it click when you move you arm back and forth?

[Block House Investments, LLC @BlockHouseInv]

@fmcbill @WaterworldCapi1 Yup

[Block House Investments, LLC @BlockHouseInv]

$V Visa

[Block House Investments, LLC @BlockHouseInv]

@riceforthought @P_Remarks Long, but small tracking position…. size for us depends on valuation. Like the business dynamics and capital allocation (hasn’t changed much over the years…)

[Block House Investments, LLC @BlockHouseInv]

People underestimate the rapid pace of technological change. I think it’s important to find industries where it will be beneficial (to margins) and focus there.

[Block House Investments, LLC @BlockHouseInv]

@RockwoodNotes What are people saying is the risk to the business? Don’t just say AI lol

[Block House Investments, LLC @BlockHouseInv]

@riceforthought Markets aren't always complicated!

[Block House Investments, LLC @BlockHouseInv]

Last week we trimmed around 500bps of our $META position, still our largest at 16%

We also sized $MSFT into the last earnings report, still at 15%.

Block House is currently creating the firm composite made up of SMA’s that are taxable and deferred, net of fees (and my personal funds, which will be disclosed given no fees).

BHI’s composite consists of accounts that have been at the firm for 6 months after client inception date that have been invested into our equity model, ensuring maximum portfolio making decisions. The Composite is compiled through Schwab’s Portfolio Connect and our “benchmark” is the Russell 3000 TR Index.

60% of my net worth is invested alongside our client base in the equity model, ensuring alignment long-term.

Looking forward to sharing with all!

#BlockHouse

[Tom Noyes @noyesclt]

New Blog - Meta's Muse. Orchestration without ripping checkout from Merchants. https://t.co/54V1GKcjUi

[Tom Noyes @noyesclt]

Big day for blogging.. next one out is on Meta's Muse (lunch time). I love Meta's strategy here, not tyring to rip checkout away from Merchants and partnering with Stripe. The biggest question seems to be how much trust (and data) consumers will link to Muse.

Stripe's position here is huge and is the very first time I see real heat on US banks to support V/MA agentic efforts, or Stripe can easily innovate around them (assuming merchant support).

[Block House Investments, LLC @BlockHouseInv]

Such a fantastic time to be an investor. Maybe this is the case all the time, but being able to get up and read, digest, and value, never gets old. Markets are dynamic, you need to remain dynamic.

[Mark Zuckerberg @finkd]

We believe superintelligence will create significant new opportunities for all people and businesses. Meta already serves billions of people at scale and helps hundreds of millions of businesses reach customers. Today we are starting the next major pillar of our business, Meta Enterprise Platform, to help businesses use AI to grow and transform in new ways as well.

[Block House Investments, LLC @BlockHouseInv]

$MSFT

https://t.co/VJBOOrTTeN

[Block House Investments, LLC @BlockHouseInv]

Block House Investments, LLC is excited to announce that we have hired our first analyst.

Caio Oliveira is an equity analyst at Block House Investments, LLC. His work centers on security selection and portfolio construction in support of the firm's concentrated, long-only portfolio.

Prior to joining Block House, Caio spent 5+ years in investment banking and private equity in NYC. He holds degrees in Mathematics & Economics from Cornell University.

In his free time, Caio enjoys playing soccer and being heavily involved with philanthropy.