Paul’s Substack
Paul GantheilMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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legant03.substack.comLatest Issues
The Hidden Assumption in AI Earnings
In today’s article we’ll dig deeper into an accounting issue that has been heavily debated for years now and that is central to the question of returns on capital on all the AI infrastructure spending happening.
More specifically, it is wh...
Software is NOT dead… yet
Congratulations to all fellow investors who have had the stomach to buy the dip on software earlier during the year when the SaaS-pocalypse was in full swing.
The drawdowns we saw were violent enough to scare the bravest.
However, I’m afr...
Short Thoughts: Hyperscalers' AI CapEx & ROIC
Back in July 2024 right before CapEx was about to explode, Sundar Pichai, Google’s CEO, came out and said the following:
“the risk of under-investing is dramatically greater than the risk of over-investing for us here, even in scenarios wh...
The Most Anticipated Spinoff Of The Year
The most awaited spinoff of the year has finally arrived.
Honeywell has finally spun off its crown jewel business, Honeywell Aerospace.
This business is in one of the best industries that exists with guaranteed demand for decades, has a w...
The Accounting Tricks Holding Up the AI Boom
GMO is one of the few houses to not shy away from speaking their minds. In January 2000, filled with skepticism about the stock market’s performance, they predicted that the S&P500 would deliver real returns of -1.9% a year over the next de...
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