Patient Compounder | Yuva | Substack

My Portfolio (live)

A detailed breakdown of my current portfolio and how it is performing. All my holdings are long, with a minimum 20 year investment horizon. Short term…

Aug 26, 2020 •

What if Netflix with Ads gets as large as YouTube?

Revisiting Netflix's valuation in 2023. Spitballing a bit here.

Apr 26, 2023 •

Google's Story has Changed

Decreasing Margins Possible in the age of AI powered Search

Feb 12, 2023 •

The Fuel Economics of a Tesla Semi

Not rocket science honestly. It's cheap and every freight company should buy them.

Dec 5, 2022 •

Twilio Valuation in Year 2027. Looks incredibly cheap today

Based on 2022 Investor Day Presentation

Nov 30, 2022 •

Facebook (META) is stupidly cheap

If you clean up the earnings and back out the metaverse capex

Nov 18, 2022 •

Thoughts about the Macro & The Portfolio

Rough but wonderful for accumulating

Sep 23, 2022 •

Five9 vs Twilio Valuation

A comparison of Communications Platforms in this macro environment

Aug 25, 2022 •

Patient Compounder

All about how patience and hard work rewards investors.

Patient Compounder

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