An investing podcast + substack for people who want to compound their wealth over the long run and don't mind sailing analogies
This week we give our perspective on free cash flow growth fro the companies in the 19 page memo. We go deep on the first 7 pages and plan to cover pg…
This week we cover energy markets, political and macroeconomic implications of the US reaching the debt ceiling, the updated memo (attached), and we…
This week we talk politics with a special guest and review the memo (attached) and latest page: UPS/FDX/NKE/COST. We also discuss the implications of…
This week we cover two new pages to the memo and continue our chat about the impact of chatGPT. Page 14 of the memo covers Oil Production (EOG/MGY/PR) …
Putin's surprise, China capitulates, Midstream Oil and Gas, Pharmaceuticals, Tesla, AI, and LLMs
What will power AGI and the next wave of compute? Who will build it?
Energy, Macro, & Tech + this week we cover tech layoffs, impact of ChatGPT, and is Tesla cheap??
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