Browse Transcripts

Category: Science & Technology

Godel new functions, summit comment oh yeah i updated a bunch of the functionality on godell so it's kind of neat um i don't know if you could see my screen but yeah if you wanted to like look rapid fire at every stock see where it's at you can kind of do that like this okay where's microsoft all right... Read more

Category: Science & Technology

Nvidia nvda earnings first thought they call it taiwan semiconductor it's a beautiful company that's where nvidia's capex goes it's terrific nvidia's out is out 8% revenue 26.3 guidance 322 that's not enough market's not going to like it revenue of 30.0 that's a miss to me that's not enough of a beat... Read more

Category: Science & Technology

Tarsus pharmaceuticals wow that's a lot of revenue all right let's do tarsus all right $26 stock looks like a eye disease company eye disease can be profitable very profitable in fact it's a rather important organ 1 billion market cap every biotech entrepreneurs goal tons of cash i would argue too much... Read more

Category: Science & Technology

Warner brothers and discovery with large cap stocks like a 30% return is good with small cap stocks a 30% time return is not even wor worth your time so it's like a very tricky so warner brothers discovery is like a recent merger gigantic reverse merger basically i really want to eat this bagel that's... Read more

Category: Science & Technology

Boeing 10k all right we're going to look at boeing a lot of people want me to look at boeing let's read the 10k together this is the first thing warren buffett does when he looks at a stock here he's a 10k can't be that bad of a first step right i like to keep my notes in a file does it help you guys... Read more