Longwalk Capital

A value investor fishing around the world

[Longwalk Capital @longwalkcapital]

@SupBagholder Heard anyone who uses Meta AI?

[Longwalk Capital @longwalkcapital]

@long_equity @ICinese FCF ex-SBC is 27x, not that far off. They're returning a lot more cash because they're taking on additional debt, but that won't last forever..

[Longwalk Capital @longwalkcapital]

@long_equity @ICinese How's 30x very cheap?

[Longwalk Capital @longwalkcapital]

@arena @Kimi_Moonshot Where’s Gemini 👀

[Longwalk Capital @longwalkcapital]

@MikeFritzell How much earnings and FCF are they making on the $700B annual infra spend?

[Longwalk Capital @longwalkcapital]

@DeepIceValue $IBKR doesn't rely on prediction markets as others though

[Longwalk Capital @longwalkcapital]

@aleabitoreddit Do you think AGI is feasible when upstream is making money like this? While none of the model has much pricing power due to commoditization?

[Longwalk Capital @longwalkcapital]

@FindleysFinance Who's using Meta AI? And you think improving ad algorithm requires >$100B a year?

[Longwalk Capital @longwalkcapital]

@FirstHillcap GRINM's valuation looks very stretched now so not sure if it corrects in the future, RS won't be affected?

[Longwalk Capital @longwalkcapital]

@pequityresearch That’s what people said in 2021 and the quality bubble popped since. AXP is terrific for sure but 21x is ok not dirt cheap

[Longwalk Capital @longwalkcapital]

@rationalaussie Aren't they claiming that it's more powerful than nukes? Surely this must be regulated if true?

[Longwalk Capital @longwalkcapital]

@stockspinoffss If it's trading at 10x, everything else is crashing down like 08.

[Longwalk Capital @longwalkcapital]

@Ross__Hendricks Money to him doesn’t matter that much and no one can vote him out. He’s likely more interested in empire building over shareholders’ return.

[Longwalk Capital @longwalkcapital]

@plumberbutt97 IG/FB are just endless ads now. You won't miss it after quitting it lol.

[Longwalk Capital @longwalkcapital]

@hiddensmallcaps It's not just the AI part. The retail side also has a lot of maintenance capex, way higher than others in the Mag7

[Longwalk Capital @longwalkcapital]

@waterboystocks It’s a better business now given they have scale. Probably more industry consolidation in the future which would be better for all.

[Longwalk Capital @longwalkcapital]

@SeoulHSK @Callum_Thomas It's AI infra that's getting insane valuation now