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Seems like a good time for an update on a graph from my 2015 post on AI.

Have not been sleeping well on this datapoint from $MCD last week… $MCD saw roughly double digit yoy declines in traffic from low and middle income consumers in Q1. This is pre-Liberation Day and before student loan collections restarted.

Buyback = 20% of Mkt. Cap 6%+ dividend yield w/ another special dividend. 2 quarters of subscriber growth —> turnaround accelerating Writeup In Bio

What allows Chinese EVs to cost half that of US counterparts , even when made by legacy automakers?

"A man is worked on by what he works on." - Frederick Douglass What you shape will shape you. The work isn't about the outcome—it's about who you become in doing it. Choose your work wisely. Because in the end, it will create your destiny. - Sahil Bloom

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$LEAT "Don't look a gift horse in the mouth"-personified. Fortunate to have a decent pay-off in a short period of time. The pivot back to growth is firmly underway (45% topline growth yoy despite US softness). Leatt has the balance sheet and sales & marketing infrastructure

AI is revealing that college isn’t actually the best way to train adults. Rather it’s just a filtering mechanism, Most US industry has adopted.

Agreed

$BNED is surprisingly m underfollowed. They announced doubling of their partnerships growth rate YoY yesterday. The 7 schools they named of the 20 signed would account for a 20% uplift in sticky recurring revenue for the year. This doesn’t include penetration into their

$MKTW Already up about 35% since this post. I’m looking forward to how bookings grow this quarter. Only 1 analyst w/ minimal change in estimates despite the positive Q1 and capital returns

The 5% surcharge on remittances still in the "big beautiful bill" continues to drag on $RELY and the sector. I think all in all $RELY is best positioned for this rule, but in the short term the uncertainty will continue to weigh on the stock. Given the scope of the bill, and the

🧠 Everyone: “Bookstores are dying.” 📊 Reality: This company turned them into a recurring revenue goldmine. 📚 250%+ upside 🧱 Oligopoly dynamics 📈 Exploding adoption 🔒 Locked-in B2B contracts Full Writeup coming tomorrow- link in bio

Sizing bets should be simple: the lower your downside is on your investment while meeting your hurdle rate the bigger you can bet. Ie. Even if you think the expected return is 500% on the upside but the downside is a total loss- you can’t oversize that bet. It could kill your

Great thread on tax efficiency.

New writeup I'm excited about. Link in Bio.

As a value investor first, I’ve often sold when a business I own has reached fair value. Looking back at these sales I would have done much better if I waited for the momentum in the stock to falter before selling. In some cases momentum carried these stocks multiples higher

Thanks for the shout out Yellowbrick Investing

I enjoyed this quick read- often overlooked industry yet has great structural tailwinds