valueinvestorburner

Investor of 12 years.Hiking cycling fishing.

[Reads with Ravi @readswithravi]

“Discipline is choosing between what you want now and what you want most.”

— Abraham Lincoln

[valueinvestorburner @valueinvestorb1]

@FinPhilosopher Reading 10k’s must pay decent.

[Sundar Pichai @sundarpichai]

Q1 earnings are in: 2026 is off to a terrific start.

Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible momentum, and it was our strongest quarter ever for consumer AI subs, driven by @GeminiApp.

Thanks to our partners + employees around the world. Much more to share on our earnings call in 20 minutes… and at Google I/O in 20 days!

[valueinvestorburner @valueinvestorb1]

@themoviedadsc This also highlights the difference between hard skills and soft skills.

[valueinvestorburner @valueinvestorb1]

@jbulltard1 Iran controlling the straight of Hormuz is not an acceptable outcome. We are committed, back to exporting what we do best since 1941.

[Elon Musk @elonmusk]

Yes

[valueinvestorburner @valueinvestorb1]

@waymoproblems @kejca Rockefeller became much more wealthy after the breakup than while it was together. Most of the subsequent spun off companies still headquartered at 26 broadway for years after the breakup. Hardly fiercely competing. Still not a great analogy albeit.

[Department of State @StateDept]

WATCH: Secretary Rubio Delivers Remarks to the Munich Security Conference in Munich, Germany. https://t.co/MSnxmlRf2w

[Gautam Baid @Gautam__Baid]

“A pin lies in wait for every bubble and when the two eventually meet, a new wave of investors learns some very old lessons.”

— Warren Buffett

[Reads with Ravi @readswithravi]

Teaching is the best way to learn.

Illustration: @junhanchin

[valueinvestorburner @valueinvestorb1]

@FinTwitGL I’m not envious of anyone deliberating on when to do with their Tesla holdings. Very tough decision. Good luck 👍🏼

[valueinvestorburner @valueinvestorb1]

@FinTwitGL Personally I would rather err on the side of letting them run. Depends on the names you hold but any of the big tech besides Netflix and Tesla? I would hold and lose no sleep for the next 10 yrs. 🤷🏼‍♂️

[valueinvestorburner @valueinvestorb1]

@FinTwitGL I’ve never dabbled in levered etfs but the idea has crossed my mind. Obviously it cuts to the downside also. I wouldn’t interrupt any quality companies incurring taxes to do so but my kids will be advised to sell individual names and get into voo when I pass.

[Aria Radnia 🇮🇷 @ariaradnia]

Why PayPal stock hasn't done well in 1 tweet

Manual checkout is going extinct... THIS IS A FACT

$PYPL $V $MA $AAPL $GOOGL

[Inspiration Wiz @Inspirationwiz]

A Short Story Of A Father And his Son...

[Nassim Nicholas Taleb's Wisdom @TalebWisdom]

"If we've been eating animals for > 300 million years & some "study" says it's "unhealthy", odds study is wrong/misspecified." - Nassim Taleb #LindyEffect

[Compounding Quality @QCompounding]

"Someone's sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffett

[Finding Compounders @F_Compounders]

Buffett on why most people can’t emulate his success