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I don't think it's too crazy to call Amazon the "tech Berkshire". It's not a perfect comparison, but there are some similarities.

Best golfer in the world says no amount of professional success is anywhere as satisfying as having good family relationships. He firmly puts golf below his family, and he’s still the best at golf. That’s a true inspiration.

Palantir is now at 110x revenue. If you didn’t buy it when it was below 100x sales you completely missed the dip. I doubt we ever see it that cheap again.

$NFLX Q2 earnings. They beat on EPS and Revenue, generated $2.2 billion in free cash flow in the quarter, they're raised revenue guidance to grow 17.3% revenue in Q3. They do not say subscriber numbers, but they're seeing "continued growth in members". First impressions is a

Netflix being up +44% YTD then trading flat after earnings is a win. If you expected it to rocket up after a solid report, you're being super greedy.

Netflix had an excellent earnings report with accelerating revenue, expanding margins, growing free cash flow, and continued growth in membership. The stock will be much higher in five years than it is today.

Google will probably post huge profits, solid top line growth, high margins, commentary on their aggressive expansion in AI, and the stock will still trade down due to some reason like cloud came in a tenth of a percent less than expected or something.

Remember when “Streaming is a bad business”? Netflix has a trailing cash flow of $8.5 billion, almost as much as Disney, but with no parks, no cable networks, no cruises, very little merchandise, and very little use of sports rights. The operating leverage inherent in this