lex-investor.bsky.social
I’m nobody—but I put my dollars to work with a vengeance •Buying well lowers risk, patience gets paid •Investing >50% •Working class millionaire
👤 Joined on 11 November 2024
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If it’s a psychological issue, it means my mental resources have been depleted; much like a physical illness, this requires time for rest and recovery.
Show PostGoogle under 15x seems pretty obvious. Amazon probably trends pretty close to it. Looks like the company will generate over $1T in revenue in a 12 months rotating period pretty soon. Eventually the cash burn capex slows and free cash flow ramps bigly again to do buybacks. Ride not so fun.
Show Postyoutu.be/GDaPdpwA4Iw 🎶🖤 There will be healing, reflection, introspection and renewal 🌱
Show Post@lex-investor.bsky.social There are a couple of zingers in this letter, e.g. "We dispute the idea that the fiduciary who presided over the loss of two-thirds of this company’s value is entitled to acquire its recovery at a price set by the wreckage."
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