It’s my 19th birthday today, and my birthday wish is Bill Ackman sees this! @BillAckman Dear Bill Ackman, My dream is to become the best investor I can possibly be My name is Caleb. I’m going to be a freshman at the University of Oregon studying accounting and finance while running D1 XC and track Since I was 15 years old, I had one dream, to go D1 To get there, I learned true work ethic I skipped hangouts I sacrificed weekends I trained every single day no matter how I felt Running taught me something most people never learn Consistency and hard work beats everyone else Now I want to bring that same obsession, discipline, and competitiveness into investing and business In my investing journey, I’ve really looked up to you. You’ve become an unofficial mentor to me, similar to how Warren Buffett was for you early on. I’m asking for an opportunity. I’m willing to work harder than anyone else in the world I’ll work for free I’ll scrub floors I just want the chance to learn, contribute, and prove myself I just need a shot, you won’t regret it Thank you!

Bill Ackman says investors are repeating the same mistake from 2000 by chasing hot stocks and ignoring quality. Here are 10 quality stocks trading at attractive valuations: 1. $META 5-Year Revenue CAGR: 15.2% Forward P/E: 18 Consensus Price Target: $826 Implied Upside: 39%

Who let the bird out? $DUOL

Bill Ackman is right. - $META at 18x forward earnings - $UBER at 16x forward earnings Two of the strongest companies in the world, trading at no brainer levels. Yet, people prefer owning unprofitable stocks at 100x sales because they are related to AI. Never ends well.

Insane that Bill Ackman's fund is up like 2x since and people still bring this up As a public facing investor people will constantly bring up your losers in isolation and fail to mention the winners on the opposite end Fascinating.

$UBER is only up 69% since their 2019 IPO. 🫤 Meanwhile revenue has compounded at a 24.5% clip annually. ( 340% Total) 🚀 It was probably overpriced. (IPO) Probably not anymore... I'm buying. Are you?

Zuck says $META can create a cloud business if it overspends on compute. Data centers aren’t coming online fast enough as only 17% planned projects have secured power. $META can easily monetize its compute in this environment. Bullish on $META. Still at 19x forward earnings.

$META is the most obvious buy among big tech. The main fear? That they spend hundreds of billions on capex and overbuild. But if $META builds more compute than it needs, it simply becomes a cloud provider alongside $AMZN, $MSFT, and $GOOGL. Zuck already addressed this during earnings: "Almost every week, people come to us asking for compute or API services." "If you got to a point where you overbuilt, you could have that as an option." Now look at reality: Anthropic signed a $45B agreement and will pay SpaceX roughly $1.25B per month through 2029 to rent $NVDA GPUs. Demand for compute is exploding. $META will have no problem finding buyers.

I will be breaking my silence soon & going on TBPN to discuss the future of AI, autonomous defense, robotics and biotech and energy infrastructure @sama, let me know if you want to meet after. We are still in the early innings of American Dynamism. Much to discuss 🤝 🎥

It’s my 19th birthday today, and my birthday wish is Bill Ackman sees this! @BillAckman Dear Bill Ackman, My dream is to become the best investor I can possibly be My name is Caleb. I’m going to be a freshman at the University of Oregon studying accounting and finance while running D1 XC and track Since I was 15 years old, I had one dream, to go D1 To get there, I learned true work ethic I skipped hangouts I sacrificed weekends I trained every single day no matter how I felt Running taught me something most people never learn Consistency and hard work beats everyone else Now I want to bring that same obsession, discipline, and competitiveness into investing and business In my investing journey, I’ve really looked up to you. You’ve become an unofficial mentor to me, similar to how Warren Buffett was for you early on. I’m asking for an opportunity. I’m willing to work harder than anyone else in the world I’ll work for free I’ll scrub floors I just want the chance to learn, contribute, and prove myself I just need a shot, you won’t regret it Thank you!

$META is reportedly testing paid subscription tiers across its apps: • Instagram Plus: $3.99/month • Facebook Plus: $3.99/month • WhatsApp Plus: $2.99/month Meta is turning extra app features into another recurring revenue layer across its massive user base.