$xpel is an interesting one. a small cap with a true moat. dont see those often

$xpel #1 market leader in paint protection film for cars pioneered the category with self healing film technology, where the top layer repairs itself. ultimate film is the flagship product. in 2011, it was installed on about 2 percent of cars. in 2019, about 5 percent. today,

like to think the market is smarter than me like 99%+ of the time but the $wmt valuation makes no sense

Feels timely given the $AMZN sell-off and the recent buying by Ackman and Baupost.

sonnet 4.6 leading the board for real world agentic capabilities. recursive progress coming soon!!

cursor > codex > claude code

when you invest in index funds and are able to retire with a nice nest egg (dont worry i would never).

Best tweet I’ve seen today

$cvna how has it been 5 years and we are still debating if its a fraud or not. really thought this debate would be over by now.

from gotham's short report on $cvna. shows how wild of a ride this has been: "Morgan Stanley, who had a $1 stock price target in 2022, upgraded its CVNA bull case to $750 on “robotaxi optionality thesis” just a few weeks ago. Yet Gain on loan sales + related party income drive

man. $msft is not one i would bet against but their lack of agentic capabilities are scaring me. claude just keeps eating their lunch in their own ecosystem. if $msft cant leverage the infinite cash flow, geniuses that work there, native OS to get copilot to outperform claude

amazon looking pretty interesting

wow regarding $pypl acquisition rumor. wonder who it is / what assets they are targeting

so fascinating how quickly sentiment shifts / hard to tell what is or isn’t priced in. a few months ago, people were convinced ai was a bubble because of a b2b podcast question about openai’s spending commitments. when they asked altman how he would fund his spending, didn’t

for anyone who wants to understand what the future might look like - or at least could look like - i highly recommend reading the singularity is nearer by ray kurzweil. it feels similar to the @citrini7 piece, but written by someone much closer to the technology and with a

haven’t spent much time on these. if you can disprove this, please do. but if you own or are considering $csu, i’d consider $toi instead. leonard no longer runs $csu. both follow the same acquisition-driven model, but $csu is about 10x larger than topicus, so it must do far more