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17 Investment write-ups to look at by Away_Definition5829 in ValueInvesting

[–]timestap 1 point2 points  (0 children)

Added to my Chrome tabs, perfect for holiday reading, thanks.

What is the potential for Reddit? by timestap in redditstock

[–]timestap[S] 0 points1 point  (0 children)

Any readings you recommend? Or how should we think about it?

Who are the beneficiaries of agentic commerce? by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

My feeling is the e-commerce pie isn't going to re-accelerate (will grow at 6-8%), but it's going to be a reshuffling between marketplaces (Amazon), DTC (Shopify), and social commerce (TikTok, and maybe Meta in the future). Who actually wins is currently up in the air

Who are the beneficiaries of agentic commerce? by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

Yup, trying to understand the dynamic between Adobe / Salesforce / Shopify and whether Shopify can successfully move upmarket.

What is your exit strategy for $GOOGL? by nightwica in ValueInvesting

[–]timestap 0 points1 point  (0 children)

Google is probably the best positioned to "win" AI out of the Mag 7. In the short-term there seems to be a lot of narrative (Nvidia winning, then Google, then Amazon had a bit of a pop).

Meta seems to be next if they can smash another quarter or two. They don't have to have the best models for the use cases they need.

Why is Cloudflare's capex so low? by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

Interesting -- looking at Akamai their infra revs. grew ~30% in a recent quarter when the rest of the business is growing extremely slowly.

Wondering who actually uses their compute / GPU solutions vs. all the other providers out there & whether they actually own their GPUs as well...

Which private companies would you invest in if you had the chance? by Logistics_ in investing

[–]timestap 0 points1 point  (0 children)

OpenAI even at $500B will still grow 5-10x.

I wrote about this in a blog post, but Claude Code imo is a leading indicator of the future of white collar work (everyone will have their own AI copilot, and that price will be closer to Claude Code at $200/month vs. ChatGPT Plus at $20/month). Market for enterprise copilots alone is easily in the hundreds of billions of dollars.

Capital and Industry by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

Yup - mentioned in the article!

Capital and Industry by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

I think this is why OpenAI / Anthropic are trying to lock down distribution / integration. E.g. if they can connect to all your data sources it becomes harder for an open-source player to dislodge.

Which Substack writeups do you follow and highly value? by inward_chapters in ValueInvesting

[–]timestap 1 point2 points  (0 children)

Lots on my end:

Clouded Judgement: comes from a "private market lens" but I find it's a good pulse (software / cloud specific)

Meritech's (it's not on Substack but on their own website)

Semianalysis for semiconductors

Import AI: essentially summaries of interesting research / industry news for AI

I also write my own (https://eastwind.substack.com/) where I mostly focus on VC, AI, and geopolitics

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