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The Stargate Project: Everything You Need To Know
Have you already heard about the Stargate Project? In this post, I would like to talk about one of the biggest AI infrastructure projects in history.
Mar 14
•
Dan
6
2
LTP Notes 013: Apple Needs a New Product, AWS is Losing Market Share, Tobacco is Profitable, and Others
Some investing notes that may help you gain insights or make long-term decisions.
Feb 21
•
Dan
8
1
The Importance of Smart Capital Allocation
Capital allocation, the way a company spends its money to grow, is one of the most important jobs for any CEO and management in general.
Jan 17
•
Dan
8
3
What Destroys Shareholder Returns
Investing in stocks requires more than picking companies with high growth potential. It’s important to watch out for risks like stock dilution, bad…
Jan 10
•
Dan
10
3
LTP Notes 012: Importance Of Population, Data Centers’ Energy Appetite, Uranium Mining Comes Back To Texas, and Others
Some investing notes that may help you gain insights or make long-term decisions.
Jan 3
•
Dan
6
1
Risks Of Passive Investing
Passive investing is simple and popular, but it’s not risk-free. Concentration in a few companies, distorted pricing, and liquidity risks are real…
Dec 20, 2024
•
Dan
9
6
LTP Notes 011: New Home Sales Drop, Semiconductor Sales $1T By 2030, Global Nickel Production, and Others
Some investing notes that may help you gain insights or make long-term decisions.
Dec 6, 2024
•
Dan
5
Crucial Importance of Growing Moats
The best investments are in companies that are actively fortifying and growing their competitive advantages, not ones that rely on past successes.
Nov 29, 2024
•
Dan
8
LTP Notes 010: Very Expensive S&P 500
Some warning signs we should not ignore.
Nov 22, 2024
•
Dan
13
Why Serial Acquirers Outperform
These companies strategically buy other businesses to expand their offerings, enter new markets, and drive long-term value.
Nov 15, 2024
•
Dan
8
1
Trump Won: What It Means For Investors
The new administration will take office on January 20th.
Nov 8, 2024
•
Dan
12
3
LTP Notes 009: Rising Debt Concerns, Global Growth Expectations, Recency Bias, and Others
Some investing notes that may help you gain insights or make long-term decisions.
Oct 25, 2024
•
Dan
7
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