My personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Founded | a year ago | Last Issue | 13 days ago |
| Active | |||||
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legant03.substack.comLatest Issues
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...
ChatGPT’s First Victim
The story of Chegg is a tragic one that shows the brutality of capitalism but filled with rich insights as to the disruption that AI can bring.
Many companies are currently under trial and considered guilty until proven innocent in the eye...
The Most Misunderstood Stock In The Market
As I walked towards the driveway right before writing this article, sipping a freshly made hot coffee on a beautiful sunny day, I thought to myself what a privilege it was to not have my alley blocked by a Waymo or even worse, a whole fleet...
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Authors
The writers behind this newsletter.
Equity Analyst sharing lessons on investing to help you think clearly.
Fundamental stock analyst uncovering quality companies & long-term compounders through deep research. Giving you actionable insights for informed investing.
Timeless principles for the long-term thinker. Deep-dive analyses into exceptional businesses, decoded through management, durable moats, and high-ROIC reinvestment. Seeking to understand the 'why' behind great ideas and great companies.
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