Cashflow Farming 👨‍🌾 @Cashflowfarming

@Fred_Abyss Yeah, @HowardMarksBook is also elite on the credit side 👌🏻

Brookfield has some counter cyclical characteristics that I really like. When markets panic and everyone needs liquidity, $BN shows up with billions in dry powder and buys infrastructure, and credit at distressed prices. They make money four ways: dividends from assets, recycling capital at higher valuations, carried interest, and management fees that grow with every deal. A hard asset manager that pays you to wait for the next crisis. The best time to own Brookfield is before everyone else needs to sell to it....

@FiniYang ✌🏻

There’s a real cohort of investors out there that equate 35x P/E to being expensive Irrespective of quality, moat, predictability or growth Valuation is NOT one size fits all Company XYZ can trade at 20x and be expensive while company ABC can be cheap at 35x Please understand that there’s a lot more variables to this game than just an absolute P/E ratio

Aria Radnia 🇮🇷 @ariaradnia

2 days ago

One of the only companies on the face of the planet with TRULY infinite cash flows is Hermes An exclusive 200 year old brand that's practically recession proof With massive pricing power given that their products often sell for 2-3x higher on the secondary market And best of

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$AMZN's margin growth is a key part of my thesis. AMZN margin is now hevily inflecting to du the favorable business unit mix and economics of scale in e-commerce. For 25 years retail ran at breakeven and AWS paid for everything. E-commerce is now starting to hit above average sector profitabiliy: robots and scale are cutting fulfillment costs, and the ad business is a high margin layer applied on top of the e-commerce eco-system. Jassy is continuing $AMZN philosophy of not pandering to Wall Street with buybacks. He's reinvesting every single dollar of free cash flow back into the compounding machine. The day Amazon announcs a dividend, I'd have to re-read the thesis. Something might have went very wrong 🤣🤣.

White collar labour deflation is the scenario I’m protecting my portfolio against. AI is completely transforming the economics of knowledge work.👇🏻👇🏻 If agents do the work of knowledge workers at near-zero marginal cost, the price of services collapses. Legal advice, financial analysis, code, design, customer support. All trending toward free. Great for consumers. Terrifying for anyone selling per-seat software or hourly services. The winners in a deflationary AI world: companies that own physical assets, regulated monopolies, and platforms with network effects that don't depend on labor arbitrage. $TDG, $SPGI, $META, $V.

Meta's developing-nation user growth is the most ignored driver in the story. Indonesia, Vietnam, Nigeria, India. Hundreds of millions of people coming online to high speed internet. Fast growing GDP. These users are worth less per ad today than more developed markets. However Meta is the default social layer in these markets. As incomes rise and ad markets mature in these countries, $META's revenue per user has decades of organic growth runway.

@T0M248 @edzitron x.com/cashflowfarmin…

Cashflow Farming 👨‍🌾 @Cashflowfarming

3 days ago

This guy trashes AI the whole time with @edzitron saying theres no use case for it, and that it brings no economic value, yet he has his whole social media automated by an ai agent saving him 100 of hours of manual work (which is great for his biz!)… can’t make this shit up 😂

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@dennisihong Doubao’s live transcription + translation mode is super nice 👌🏻.

$MSFT ‘s biggest strength is also it’s biggest weakness. And I’m sure Super investors a torn on this name (Bill Ackman <> Chris Hohn). $MSFT ‘s biggest strength is that it has a massive intalled based in enterprise applications (basically SaaS) to which they can sell into. In theory plugging in AI to this ecosystem should supercharge the capability of AI agents. Every CIO already runs Windows, Office, Teams, Azure, Entra, Dynamics. Now Microsoft infuses AI upsells into every layer of that stack. Copilot in effect becomes another tax on software they already own. The weakness is that well, it’s installed consists of basically SaaS, which is a business model in question right now. I’m seeing a lot of people slowly drop apps like word or powerpoint in favour of google docs or Claude design for slides, notion etc… the productivity stack is moving rapidly and best of breed setups have never been as easy to set up thanks to MCP. MCP’s are basically destroying walled gardens. On the Azure side, I actually think $AMZN and $GOOG are doing a better job. $GOOG has the TPU and is taking market share and $AMZN has graviton and is accelerating more from a bigger base. ^elite custom silicon and elite growth numbers. I’m actually sensing a little weakness in the Azure story. Good numbers but slightly worse when comparing to the 2 other hyper scalers. Execution and doing the heavy work to stand up and operationalise AI agents for customers will make or break the thesis on how hard $MSFT can keep monetising the software layer IMO.

@CapexAndChill Lol

37% rev growth for AWS. At that size, super solid. $AMZN

Statement on behalf of UEFA and its 55 National Associations

$HPE

Ursula von der Leyen @vonderleyen

3 days ago

AI is the most important technology of our time. Europe wants to become the first AI Continent. For advanced healthcare, for the transport sector and so much more. European AI Gigafactories will provide the necessary computing power to make this possible. Together with our

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@Fred_Abyss Yeah, should've mention Henry Fernandez too, perfect example, buysback shares, open market purchases, doesn't brag too much eventhough $MSCI has every pension fund by the balls 😆.

Man I think $FICO is a great investment. But CEO Will Lansing is extremely arrogant 😡 Given the source of his moat is extreme regulatory capture, for shareholders’ sake he should stay discreet and aim to cause as little controversy as possible, keep his image polished and under the radar. His tone and constant commentary on his own stock movement is unecessary. $SPGI, $MCO, $V & $MA management stay humble and under the radar. They signal pricing power & monopoly strength with subtle “wink wink” expressions instead of flexing. A few earnings call ago $V & $MA even lowkey hint that they have some congress members in their pockets regarding CCCA😂 but keep it super subtle. What do the $FICO owners think of Lansing?

@palmeri_nic His communication style, tone, sarcasm, combativity in interviews. Talking about his own stock price in interviews.