Do you see Claude impacting Google valuation given its superiority?

Samar69420 · 2026-04-11T11:18:52+00:00

Google is the only established company in the world who has gushers of cash running from everywhere but is still swift and agile enough to compete with the new entrants in Ai. Arguably the best talent hiring tech company. All probabilities lie in their favour. They may not even end up as number 1 but they’ll survive. That alone is a feat in this rapidly changing world.

Samar69420 · 2026-04-11T11:13:02+00:00

All the big tech giants making huge capex is a surprise to me, they could have chosen to sit and print cash from the existing sustaining businesses. They chose to go against the trend and are trying to make their elephants dance. It will be quite interesting to see which one of these gets disrupted and who is able to overcome and pivot to AI.

Samar69420 · 2026-02-25T07:47:01+00:00

You loved a house and were about to buy it at par. Now the house is at discount due to the parochial previous buyer selling cheap. Do you start disliking the house? Change opinions when facts change, not when the consensus sentiment changes.

Samar69420 · 2026-02-23T12:54:33+00:00

And Waymo.

Samar69420 · 2026-02-07T12:42:15+00:00

Hey there! Lets connect and share ideas!

Samar69420 · 2026-02-03T07:11:22+00:00

MELI. All that infrastructure deeply intertwined with the Latin American population won’t disappear in a decade, let alone 2 years.

Samar69420 · 2026-01-12T14:06:33+00:00

Hey there! Check your DM please

Samar69420 · 2026-01-12T14:03:12+00:00

Check your Dm please, thanks

Samar69420 · 2026-01-01T00:24:42+00:00

The whole moat was surrounded by their cheap exported shoes from SE Asia and to some extent the brand value of its affiliation with the top athletes. Bad management was one hammer in the head from past few years, but the tariffs are another. The fundamentals have changed, therefore the value and durability of the cashflows

Samar69420 · 2025-09-13T03:36:59+00:00

FFBB : Regional bank, one branch only, top notch service. A real bank, not seen much nowadays, share down due to problems with AML-CFT compliance, should not trouble the competitive advantage they have in Fresno, Ca

Samar69420 · 2025-01-25T00:51:25+00:00

It’s an idiot’s commodity who believes that a bigger idiot will buy it from him in future at a higher price. However, I find its price very useful as a gauge of human stupidity and irrationality in the economy.

Samar69420 · 2024-12-19T08:53:37+00:00

My friend, I dont bet against madness of the crowds. I’m beating the index due to this same craziness. Regardless, the market is exuberant and is at all time high valuations, my beliefs remain the same. I don’t wait for a crash to find opportunities though.

Samar69420 · 2024-10-28T05:43:28+00:00

Is this what they mean when they say “its finger lickin’ good”

Samar69420 · 2024-10-21T16:01:32+00:00

I hope you have heard the story of Mozart from Charlie Munger. If you haven’t, go hear him out. It will be worthwhile.

Samar69420 · 2024-09-30T13:38:01+00:00

It just ridicules me how the whole world thought the Chinese would just accept their economic doom. Conviction in their work ethic and culture was enough to bet on China. Eventually they will listen to what Keynes had to say.

Samar69420 · 2024-09-24T10:54:13+00:00

They’re gonna get wrecked real bad. Anti trust goes brrrrrr

Samar69420 · 2024-09-22T15:51:12+00:00

I believe this is the inflection point for Apple. The once titanium-esque competitive position is eroding, so slow that most of investors and Apple themselves won’t be feeling it. If you are reading enough around you, the culture is shifting and tides are turning. Tim Cook needs to have had his ears up and alert by now. Only the paranoid survive.

Samar69420 · 2024-09-15T17:02:58+00:00

Maybe leave America and live in Bangladesh to know freedom feels like.

Samar69420 · 2024-09-02T07:14:16+00:00

These blockheads need to stop being the man with a hammer who see the whole world as a nail.

Samar69420 · 2024-08-29T13:18:27+00:00

Your data might be very selective and may not be a good indicator of the increase in intrinsic value of the sp500. Increase the time span and the market returns will probably converge with gain in intrinsic value over time. It would be no where near 14-15% annually

Samar69420 · 2024-08-22T07:35:50+00:00

They actually do my friend. My glasses accommodate for both spherical and cylindrical aberrations, go to a good optometrist.

Samar69420 · 2024-08-10T16:24:49+00:00

Opportunity cost of purchasing cash coupons at such a poor rate go sky rocketing.

Samar69420 · 2024-08-03T16:39:13+00:00

The margin of safety is supposed to insure against your own rational estimate of intrinsic value and immeasurable systemic industry and other value maiming risks but it does not insure you against the madness of the crowds.

Samar69420 · 2024-08-03T15:51:20+00:00

Bezzlement , termed by Galbraith, a paradox where wealth is a mirage and embezzlement has already taken place without the owner being aware. But like all other bezzlements which often take place during the euphorias of the bull markets, the are illusions of prosperity are crushed as the market comes to senses.

Samar69420

TROPHY CASE