2023.02 - UPS/FDX/NKE/COST ++ MSFT & ChatGPT
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 LLMs on big tech - specifically ChatGPT on MSFT.
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Supplemental Data
0. The Memo
1. SuperCompounders
2. Macro
3. Energy
4. Tech
Cloud Multiples - Check out the most recent edition of Clouded Judgement for the latest SaaS multiples.
Semiconductors
Semiconductor Industry Association Global Billings Report
Bureau of Economic Analysis Semiconductor Import / Export
Cryptocurrency
UPS 0.00%↑ FDX 0.00%↑ NKE 0.00%↑ COST 0.00%↑ MSFT 0.00%↑ GOOG 0.00%↑ GOOGL 0.00%↑ AAPL 0.00%↑
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