Archive - Patient Compounder

What if Netflix with Ads gets as large as YouTube?

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

Apr 26, 2023 •

February 2023

Google's Story has Changed

Decreasing Margins Possible in the age of AI powered Search

Feb 12, 2023 •

December 2022

The Fuel Economics of a Tesla Semi

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

Dec 5, 2022 •

November 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 •

September 2022

Thoughts about the Macro & The Portfolio

Rough but wonderful for accumulating

Sep 23, 2022 •

August 2022

Five9 vs Twilio Valuation

A comparison of Communications Platforms in this macro environment

Aug 25, 2022 •

KKR's current valuation gives a 14.5% CAGR over 10 years*

*Please note that this is opinion based on the math below which could be wrong. Not investment advice

Aug 9, 2022 •

June 2022

The last time the Fed hiked 0.75%. Been a while eh?

Jun 16, 2022 •

What a glorious market for wealth building

Lower asset prices today = higher long term IRRs

Jun 7, 2022 •

March 2022

Alibaba is almost at IPO pricing

Irrationality or Justified?

Mar 16, 2022 •

February 2022

Peloton has a new CEO

An experienced finance guy

Feb 13, 2022 •

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