KylΞ M⌾rgan

Financial Economics @columbia & Special Program in Business Management @columbia_biz

[KylΞ M⌾rgan @Kyletmo]

This interview is a must-watch. @howardlutnick is on fire — changing America in the best way possible. Absolute chills. 🇺🇸🇺🇸🇺🇸

Howard Lutnick | All-In in DC! https://t.co/GdgqJlKzEG

[KylΞ M⌾rgan @Kyletmo]

@typesfast @garrytan @connorhelm Innovation at its finest!

[KylΞ M⌾rgan @Kyletmo]

@SpecialSitsNews While Rivian may have missed Q4 delivery estimates by a narrow margin, their 7.6% increase in overall production and surpassing 2023 production guidance by 3,232 vehicles is commendable. In the grand scheme, the deviation in delivered vehicles was minimal.

[KylΞ M⌾rgan @Kyletmo]

@IrrationalMrkts I'm eager to deepen my understanding of Natural Language Processing and Machine Learning. Sharpening my Python coding skills. Additionally, delve into UX/UI design and Full-stack development is on my agenda.

[KylΞ M⌾rgan @Kyletmo]

I couldn't have asked for a better year, and I'm eagerly anticipating the adventures that 2024 has in store.

Wishing everyone a Happy New Year! Here's to bidding farewell to 2023 and welcoming 2024 with open arms! 🎉 #NewYear #2024

[KylΞ M⌾rgan @Kyletmo]

As I reflect on 2023, I'm filled with gratitude for the incredible year it has been. The personal growth I've experienced, from returning to college to completing two degrees and embarking on a new adventure toward my bachelor's, is something I never imagined for myself.

[KylΞ M⌾rgan @Kyletmo]

I'm blessed to have such supportive family and girlfriend who are always right by my side through every challenge. The diverse array of arts experiences, from museums to theater to music, has enriched my life and contributed to my growth this year.

[KylΞ M⌾rgan @Kyletmo]

@long_equity - What is the competitive landscape and market demand for its product or service?
- What is the business's competitive advantage?
- How does the business generate revenue and achieve profitability?

[KylΞ M⌾rgan @Kyletmo]

@marketplunger1 Great snapshot of copper producers! I love the breakdown of production and cash rates, along with the insights into the reasons behind their fluctuations. Excited to see upcoming quarter results.

[KylΞ M⌾rgan @Kyletmo]

Alex Karp's leadership & outlook on how AI must remain subordinate to its creator is essential to the risks presented by AI. I'm excited about the growth and momentum Palantir is having.

Long $PLTR

[KylΞ M⌾rgan @Kyletmo]

Palantir $PLTR 1Q23 Earnings

- Rev $525m +18% YOY
- GAAP IFO $4m +205% YOY 🚀
- Customers +41% YOY to 391
- Contract Value $397m +60% YOY
- FCF $187m +428% YOY 🚀 margin 36%
- EPS $0.05 ($0.01 beat)

[KylΞ M⌾rgan @Kyletmo]

Artificial intelligence is transforming industries, and Palantir is in the right position to capitalize. With AIP enabling the commercial and government sectors to leverage the power of large language models with their own datasets, the future will only remain bright.

[KylΞ M⌾rgan @Kyletmo]

Awesome article by @jasonzweigwsj on a new student investment fund experiment at @UVA & @DelStateUniv . Funded by legendary value investor $MKL CEO Thomas Gayner.

https://t.co/DrfmEqYyow

[KylΞ M⌾rgan @Kyletmo]

@hagaetc 🔥

[KylΞ M⌾rgan @Kyletmo]

@retromanstudio @jaggedsoft 👊

[KylΞ M⌾rgan @Kyletmo]

@grassosteve You understand the amount of years it took Telsa to be profitable? In a zirp environment.. Rivian is in its 3rd yr of car production, obviously they are burning through cash. The real question is the timeframe to 100k vehicles which would drastically change their balance sheet.

[KylΞ M⌾rgan @Kyletmo]

@marketplunger1 This episode was 🔥🔥
Looking forward to the transcript as there was so much knowledge to review.
This is a must listen multiple times.

[KylΞ M⌾rgan @Kyletmo]

@SebKrog @alluvialcapital @eriksen_tim @Fairlight_Cap @praetoriancap @AltaFoxCapital - Akre Capital
- Ensemble Capital
- Giverny Capital
- GMO
- Polen Capital
- Ruane, Cunniff, & Goldfarb
- Southeastern Management
- Oakmark
- Third Point Limited

[KylΞ M⌾rgan @Kyletmo]

@LiebermanAustin He is a value investor. Buys assets that are undervalued then sells assets when they are overvalued. He has no control over https://t.co/vHmn7z9szE. Adjusts when necessary. Occasionally it can happen in a short time frame.