Stocks

INTEL Co.(NYSE:INTL) James Anderson 1. The Core Thesis: “The Amazon of Used Cars” Anderson’s belief in Carvana mirrors his early bet on Amazon at Baillie Gifford. He identifies three “Lollapalooza” effects (as Munger would call them) working in harmony: Vertical Integration & Efficiency: Traditional dealerships are fragmented and burdened by high “bricks-and-mortar” costs and human sales commissions. Carvana’s Inspection and Reconditioning Centers (IRCs) treat car refurbishment like a high-speed factory line, driving unit costs down in a way a local dealer never can.

AAOI Co.(NYSE:AAOI) James Anderson 1. The Core Thesis: “The Amazon of Used Cars” Anderson’s belief in Carvana mirrors his early bet on Amazon at Baillie Gifford. He identifies three “Lollapalooza” effects (as Munger would call them) working in harmony: Vertical Integration & Efficiency: Traditional dealerships are fragmented and burdened by high “bricks-and-mortar” costs and human sales commissions. Carvana’s Inspection and Reconditioning Centers (IRCs) treat car refurbishment like a high-speed factory line, driving unit costs down in a way a local dealer never can.

Carvana Co.(NYSE:CVNA) James Anderson 1. The Core Thesis: “The Amazon of Used Cars” Anderson’s belief in Carvana mirrors his early bet on Amazon at Baillie Gifford. He identifies three “Lollapalooza” effects (as Munger would call them) working in harmony: Vertical Integration & Efficiency: Traditional dealerships are fragmented and burdened by high “bricks-and-mortar” costs and human sales commissions. Carvana’s Inspection and Reconditioning Centers (IRCs) treat car refurbishment like a high-speed factory line, driving unit costs down in a way a local dealer never can.

Cash flow Human resource

Palantir：Ontology title: “Palantir CEO Alex Karp: The Costly Illusion of ‘Buying Models’” date: 2026-03-10 keywords: [“Alex Karp”, “Palantir”, “AI Strategy”, “Enterprise AI”, “Ontology”, “Operating System”] draft: false Palantir CEO Alex Karp: Why “Buying AI Models” is Becoming the Most Expensive Illusion for Enterprises Almost every Fortune 500 company is currently doing the exact same thing: Purchasing AI subscriptions. Plugging into a few Large Language Models (LLMs). Announcing to the board: “We have an AI strategy.” But Alex Karp, CEO of Palantir ($PLTR), offers a blunt assessment of this approach. He says: “Just buying models in an enterprise will eventually become a form of self-pleasuring, and at the expense of the enterprise’s own interests.” This statement is jarring because it strikes at a hard reality: many companies treat “using AI” as a strategy rather than “transforming the business through AI.” What most enterprises are doing right now looks like this:

NVDA Research 📊 Valuation Framework: The PR Ratio (Profitability Ratio) Following the investment philosophy of @ericwarn (Ding Ning) and the principles of James Anderson, I utilize the PR Ratio to evaluate NVIDIA’s valuation beyond simple P/E multiples. Key Formula: PR = (P/E) / (ROE × 100) Strategic Analysis (As of April 2026): Traditional P/E ratios often flag NVIDIA as “expensive.” However, the PR Ratio reveals a different story: The ROE Factor: Driven by the massive shift to the Rubin architecture and the expansion into Physical AI, NVIDIA’s ROE has surged to approximately 75%. The Calculation: With a Forward P/E of 45x and an ROE of 75%, the PR ≈ 0.6. Verdict: According to @ericwarn’s “0.5-1.0-1.5” rule, a PR of 0.6 indicates that the high P/E is fully justified by NVIDIA’s extraordinary capital efficiency. We are paying for earning power, not just speculative growth. Trade 2003

Mark Zeckerberg Cash flow Human resource

Temperiaory

Marriot get back from the Covid Brand

Elon Musk

Jeff Bezos Human resource

Steve Jobs Tim Cook Great Company in the world. Cash flow Human resource