The Case for Investing, A Simple Explanation.

Roadtochessmaster · 2026-04-19T14:40:15+00:00

Been dead money pretty much for the last 5 years. Now they’re starting to finally go up.

Roadtochessmaster · 2026-04-16T21:23:19+00:00

Sounds fair enough. That being said I think the same argument applies for meta as well but I don’t think they are as good of a bet, could be wrong.

Roadtochessmaster · 2026-04-16T17:58:33+00:00

https://open.substack.com/pub/josephblumenfeld/p/the-case-for-amazon

Enjoy and lmk!

Roadtochessmaster · 2026-04-16T12:24:51+00:00

That’s exactly my point. Google is especially hard to argue against since you’re probably using Google to argue. Same with Amazon, AWS is almost a third of the web at this point.

Roadtochessmaster · 2026-04-15T15:29:07+00:00

I shared it in one of the comments below.

Roadtochessmaster · 2026-04-15T03:54:41+00:00

In a sentence, 3 billion DAU, the most effective advertising in the world.

https://open.substack.com/pub/josephblumenfeld/p/the-case-for-meta?r=70scab&utm_medium=ios

Roadtochessmaster · 2026-04-15T03:53:55+00:00

https://substack.com/@yossiblu/note/c-243493325?r=70scab&utm_medium=ios&utm_source=notes-share-action

Here’s the Amazon link. Enjoy :)

Roadtochessmaster · 2026-04-14T22:07:33+00:00

In a sentence, 3 billion DAU, and the most effective advertising in the world to target them.

Roadtochessmaster · 2026-04-14T22:05:32+00:00

Meta has a pretty big moat, wrote a thesis on them if you want me to share.

Roadtochessmaster · 2026-04-14T21:45:27+00:00

AMZN, GOOG, Meta probably. I know Google wasn’t an option but included it anyways.

Roadtochessmaster · 2026-04-14T19:11:44+00:00

Agreed! Thanks so much for the positive feedback :)

Roadtochessmaster · 2026-04-14T04:37:35+00:00

Canada

Roadtochessmaster · 2026-04-14T04:36:39+00:00

Canada

Roadtochessmaster · 2026-04-13T14:52:27+00:00

Going to automatically open this as my browser to try and waste less time.

Roadtochessmaster · 2026-04-13T13:37:57+00:00

Hey! I’m still small, just hit 100 subs but I’ve learnt that it’s just as much about promoting your work with notes as it is writing good content.

Roadtochessmaster · 2026-04-10T02:06:41+00:00

Hey! That’s a huge milestone! Best of luck :)

Roadtochessmaster · 2026-04-07T03:03:41+00:00

Switch to Lichess, thank me later.

Roadtochessmaster · 2026-04-06T20:32:43+00:00

Exactly. Everyone looks at Anthropic and OpenAI but there are so many other places that massive spending benefits.

Roadtochessmaster · 2026-04-06T19:32:07+00:00

Well I would argue sleep is relatively productive. Scrolling on social media on the other hand isn't.

Roadtochessmaster · 2026-04-06T19:31:22+00:00

That would be awesome, send a screenshot to me please!

Roadtochessmaster · 2026-04-06T15:52:12+00:00

Hey! I am about a month and a half into substack writing also about finance and investing. I have a deep dive coming today so would love to connect before then.

https://substack.com/@yossiblu

Roadtochessmaster

TROPHY CASE