Long-Term Pick

Long-Term Pick

Home
Notes
Archive
About

notes

LTP Notes 017: $600B AI Spending Is Coming, NVIDIA Approaches $1B Per Day, Diversification Works Again, and Others
Some investing notes that may help you gain insights or make long-term decisions.
 • Dan
LTP Notes 016: Raised AI Revenue Outlook, Growing Global Copper Demand, 2026 Growth Outlook, and Others
Some investing notes that may help you gain insights or make long-term decisions.
 • Dan
LTP Notes 015: ASML's Hidden $6B Recurring Revenue, Renewable Energy to Double by 2050, Ad Market Projection by 2030, TSMC Controls 72% of…
Some investing notes that may help you gain insights or make long-term decisions.
 • Dan
LTP Notes 014: 20-Year Valuation Peak, Waymo's Self-Driving Cars Are Safer, TSMC Wins The AI Race No Matter What, Google's 70/20/10 Rule…
Some investing notes that may help you gain insights or make long-term decisions.
 • Dan
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.
 • Dan
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.
 • Dan
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.
 • Dan
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…
 • Dan
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.
 • Dan
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…
 • Dan
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.
 • Dan
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.
 • Dan
© 2026 Dan · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture