_Free_ @_Cash_Flow_
Private business owner, equities, and real estate. Investment notes from personal research. Not investment advice. Anywhere, USA Joined September 2023-
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Marriage: The Bedrock of Civilization - with Fr. Josiah Trenham and @PageauJonathan youtu.be/Udo290RgaBY?si…
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TSMC's $40 Billion Arizona Nightmare youtu.be/cD1jyk3LhA8?si…
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$NVDA is a $4T giant. $POWL is < $4B. Yet no hyperscale MW connects to the grid without $POWL 's switchgear. AI isn’t just GPUs. The bottlenecks are power, cooling, fiber, racks. Hyperscalers will spend $7.9T on datacenters by 2030 and every dollar flows through gear from…
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ @Billgurley95 and @altcap youtu.be/hUJz55AsUz4?si…
Downside Risks to Job Growth Over the Coming Months - Apollo apolloacademy.com/downside-risks…
Alpha School: A New Approach To Education - MacKenzie Price youtu.be/enXA7xepu2U?si…
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Gold is replacing fiat currencies as a reserve currency: Gold's share of global international reserves rose 3 percentage points in Q1 2025, to 24%, the highest in 30 years. This marks the 3rd consecutive annual increase. Meanwhile, the US Dollar's share declined ~2 percentage…
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Shale growth is collapsing. Output growth is down 90% in just 2 years. Every basin except the Permian has already peaked. Now the Permian is flashing the same warning signs. (Thread)
5 Commercial Real Estate Trends To Watch @Forbes forbes.com/sites/jamesnel…
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"Pricing power is the hallmark of a great business." Here are 10 stocks with true pricing power: 1. American Express $AXP
Q2 2025 Letters & Reports : r/SecurityAnalysis reddit.com/r/SecurityAnal…
Alluvial capital management Q2 letter mcusercontent.com/b5aa12c5c889b4…
Bed Bath & Bankrupt - the story of $BBBY restructuringnewsletter.com/p/bed-bath-ban…
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BREAKING NEWS: Out of the top 200 insider trades over the last week (by value). 0/200 were buy orders. I have never seen anything like this in my life.
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NEW: Progressives have a birth rate problem For all the talk of a general fall in births, the drop is overwhelmingly driven by people on the left having fewer kids. By ceding the topic of family and children to the right, progressives risk ushering in a more conservative world.
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Overhead Crane & Lifting Industry - PE investments
Greenhaven Rd Capital Q2 Letter static1.squarespace.com/static/5498841…
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