Currently, it seems like adding AI to your company name will automatically add $10 billion to your company’s market valuation. Businesses are living in a peak FOMO AI boom cycle. Their orders for AI chips, a fancy way of describing GPUs that are used for AI processing, are skyrocketing. The…

Bob Iger will save Disney. Disney’s earnings per share (EPS) has gone from $8.36 in 2018 to $1.72 in 2022. The stock has gone from $114 to $83 in the past five years. That suggests a five-year return of -37%. …

So far, Nvidia’s stock is up 189% this year. Reversion to the mean is a no-brainer. Nvidia is almost sure to trade lower. My suggested range is around $300 to $350 per share by the end of the year. At the current level of $422, this implies a 28.9% downturn. …

Many of the world’s largest companies have pledged to lower emissions and even go emission-free by sometime between 2025 and 2040. As we get closer and closer to these target dates, company’s that have already overpromised and underdelivered are now scaling back their efforts. This is a direct result of…

This article is based on the book “The Most Important Thing Illuminated” by Howard Marks. For a more detailed view on this topic, I recommend reading the book. Howard Marks is one of the greatest investors of all time. He has considered risk management to be the single most important…

This article is based on the book “Investment Banking: Valuation, Leveraged Buyouts, and Mergers and Acquisitions” by Joshua Rosenbaum and Joshua Pearl. For a more detailed view on this topic, I recommend reading the book. Comparable companies analysis (“comparable companies” or “trading comps”) is one of the primary methodologies used…

Recently, I have posted an article on five lessons on wealth I’ve learned from Naval Ravikant. If you haven’t read this yet, go read it here. This is the second part which contains five more lessons on wealth from Naval Ravikant. Naval Ravikant is one of the most well known…

Naval Ravikant is one of the most well known venture capitalists on this earth. He is the co-founder and former CEO of AngelList and has invested in over 200 early-stage companies such as Twitter, Uber, Opendoor, and StackOverflow. I’ve recently read the book “The Almanack of Naval Ravikant” by Eric…

Sebastian Mallaby’s “The Power Law” describes the impact venture capitalists had on building Silicon Valley. Furthermore, he explains how venture capital uses a profitable strategy known as the “Power Law” to achieve outstanding returns despite many failures. The law states that a small amount of outstanding investments will more than…