Christ follower. Husband and dad. CTO building cloud software. Amateur investor looking for quality companies that compound over long time periods.
Joined January 2022
- Tweets 2,371
- Following 695
- Followers 813
- Likes 4,616
172 Photos and videos
Pinned Tweet
6 Jan 2024
Investment Process:
-Build a portfolio of 10-15 high quality companies with a focus on long-term (decade ) durable growth
-Focus on 3-5 of best industries for diversification. Also helps with biz cycles (Tech, Semis, Comm., Cons. Disc, Industrials, Finance, Healthcare good hist.)
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Looks like Anthropic reset the monthly limits AND we get Fable 5 (Mythos)! Let's go!!!
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In 2026 it's not wars or rumors of war but people employed that spook the markets...
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Added to $TVK. Not a good look and can understand the selloff but the company should be fine long-term unless it's more widespread.
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Guess I freed up some cash at the right time! What a blood bath out there today...
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Some things never change…
5 Sep 2025
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All is fun and games until your 5 year old sees this and won't go back to the ballpark. Don't ask me how I know 😂
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Doing a bit of trimming of the winners today. Lot of compounders in the dumps right now providing good value. I'm sure we will have some bumps in the road on the AI trade in the coming months as well that should provide some good buying opportunities
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$MSFT with some nice announcements at Build yesterday. The models themselves aren't all that interesting but I think Microsoft Frontier Tuning could be big if they can execute. There is a huge opportunity here and it's currently underserved IMO.
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When a self-driving car gets pulled over, who gets the ticket?
Looks like a few more kinks to work out before we are ready to go full autonomous driving. Another reason why this AI talk is still very early:
futurism.com/advanced-transp…
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Looks like a few more kinks to work out before we are ready to go full autonomous driving. Another reason why this AI talk is still very early:
futurism.com/advanced-transp…
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May 29
I guess the pullback was shortlived on Everpure $P. Glad I was able to scoop up some yesterday while it lasted...
May 28
Nice gift on $P pullback today. Should be well positioned in the coming months and years as an AI storage compounder. Confirmed what I was looking for as they gain share in a huge and growing market.
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May 28
Nice gift on $P pullback today. Should be well positioned in the coming months and years as an AI storage compounder. Confirmed what I was looking for as they gain share in a huge and growing market.
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