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“our view going back really from the beginning was that probably most of the value would be created at the application layer. Right. And so that's part of why…”
@Invest Like the Best
Meta wins AI at the application layer, commercializing core products at scale; large position pays off.
METALONG@ $615.48
$565.60-8.10%
since call Mar 12
peak +10.4%
“with the cost of capital coming back and largely going to persist... you're seeing just winners and losers across industries in ways that we have not seen for…”
@Invest Like the Best
Real cost of capital splits winners from losers; long disciplined operators, short the laggards.
DASHLONG@ $186.15
$199.14+6.98%
since call Mar 12
peak +7.0%
“Uber versus Lyft. And, you know, there's there's so many examples of winners and losers getting way more pronounced. And a lot of that's strategic decision. A…”
@Invest Like the Best
Lyft loses to Uber as the cost-of-capital regime exposes the weaker operator; short the laggard.
LYFTSHORT@ $11.51
$16.10-39.85%
since call Mar 12
“we see this now, I would say, like in the alts space, for example, where these businesses are now, you know, they're all mostly public. And that's like…”
@Invest Like the Best
Alternative asset managers re-rate as a new public asset class the market still misvalues; carry is underpriced.
APOLONG@ $132.03
$127.08-3.75%
since call Mar 12
“we have been investors for really two decades almost and continue to be in the aerospace market, both OEM and aftermarket... as people fly more, planes get…”
@Invest Like the Best
Aerospace OEM and aftermarket parts compound on rising air travel; pricing power, sole-source, low capital.
TDGLONG@ $1,313.53
$1,273.00-3.09%
since call Mar 12
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