Insider Stocks · For members
An entry from my investing journal, for members.
Zuck kept Meta's compute instead of renting it out, and a free AI agent came out of it. Twelve days after launch, Amazon blocked it. On who owns the front door to shopping, and why Amazon is defending its own.
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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