Phil

student

[Jesse Ezell @jezell]

If Dario wants to slow down the pace of AI, he should just move the company to Europe.

[Connor Haley @AltaFoxCapital]

Agreed— I mentioned this same idea in my latest qtrly letter. Decelerating fundamentals + stretched valuations likely to yield disappointing returns over the medium term.

[Phil @Chapt11Capital]

@OtherKindsMoney @IrrationalMrkts Fortunately you can, Constellation Software $CSU.TO

[Other Kinds of Money @OtherKindsMoney]

@IrrationalMrkts Can he have my money! I want to invest now.

[Phil @Chapt11Capital]

@AltaFoxCapital What explains the ~10% drop in GM since early 2000's? Has the business fundamentally changed since then?

[Phil @Chapt11Capital]

Has $GOOGL advertised the Pixel like this before?

[Wasteland Capital @ecommerceshares]

Latest CEO compensation packages:

$AAPL Tim Cook $49m
$MSFT Satya Nadella $55m
$GOOG Sundar Pichai $225m

Something seems off here… 🤔

[Phil @Chapt11Capital]

@SleepwellCap They cancel out. Two negatives = a positive. Adjusted adjusted EBITDA = EBITDA

[Phil @Chapt11Capital]

@erdekian @KobeissiLetter financially literate rich JPM customers care very much so about the interest rate

[Lightning @_____Lightning]

@CliffordAsness Thanks for sharing Cliff.

If anyone is interested in reading what @CliffordAsness is talking about -->
https://t.co/8nP1GDJ4A7

"Buffett’s returns appear to be neither luck nor magic but, rather, a reward for leveraging cheap, safe, high-quality stocks."

[Mark McGrath @MarkMcGrathCFP]

The more you learn about investing, the higher the probability you end up as an index investor.

[Roberto Nickson @rpnickson]

Listen to this AI generated song featuring Drake & The Weeknd.

It goes so damn hard.

It's by "Ghostwriter977" on TikTok and it's blowing up on socials + streaming platforms.

UMG, which controls around 1/3 of the global music market, has already asked streaming platforms to ban AI.

A modern Napster moment.

Will be fascinating to watch this all unfold in real-time.

[Phil @Chapt11Capital]

@Anthemof2112 @ValueStockGeek That’s what I think also. Apple devices are consumer products, chips are commodities.

[Phil @Chapt11Capital]

History has not been kind to Canadian bank shorters

[Daniel Foch @danielfoch]

TD just became the most shorted bank on the world.

[Phil @Chapt11Capital]

😴

[High Yield Harry @HighyieldHarry]

It’s not Goodbye, it’s see you later

[ Q-Cap  @qcapital2020]

Buffett picking which Regional Bank to save this weekend

https://t.co/G0Ii4hTKRw

[Raging Capital Ventures @RagingVentures]

Silicon Valley Bank $SIVB reports earnings tomorrow

Investors have rightfully been fixated on $SIVB's large exposure to the stressed venture world, with the stock down a lot.

However, dig just a little deeper, and you will find a much bigger set of problems at $SIVB... 1/10

[Phil @Chapt11Capital]

@sydneyyyy98 @HonestDueDil @DividendBreeder A lot of other aspects besides earnings growth can explain a higher P/E. Quality and predictability of earnings, for example.