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“they put their foot on the gas, which they should be when they're as profitable as they are … they increased their policies in force by 5%”
@We Study Billionaires · Chris Bloomstran
GEICO repriced fat margins down as competition returns; Progressive keeps taking auto share without ceding margin.
PGRLONG@ $200.06
$209.31+4.62%
since call Apr 25
peak +16.7%
“these things are rapidly turning into EBITDA stories … the profit margins of what had been cap-light businesses are not only at risk…”
@We Study Billionaires · Chris Bloomstran
Mag 7 margins set to contract as AI CapEx loads depreciation and debt onto cash-light balance sheets
XYZ100SHORT@ $26,741.09
$28,050.36-4.90%
since call Apr 25
“If no single closed-source lab wins AI, the diversified moat wins; Gemini's surge re-rates Alphabet up.”
@We Study Billionaires · Chris Bloomstran
If no single closed-source lab wins AI, the diversified moat wins; Gemini's surge re-rates Alphabet up.
GOOGLLONG@ $345.40
$360.76+4.45%
since call Apr 25
peak +8.9%
63:08LONG
“Anthropic is just, my understanding is, and there's even an article in this morning's journal, they're just killing OpenAI with the success in corporations…”
@We Study Billionaires · Chris Bloomstran
Anthropic is winning enterprise AI on AWS; Amazon, its top backer and primary cloud, rides Claude's surge.
AMZNLONG@ $259.36
$265.49+2.36%
since call Apr 25
peak +3.3%
TIMESTAMPS
13:00
54:57
61:18
63:08