Includes: Facebook/META, Nvidia a 100 bagger, Fed put/call, Lloyd’s of London.
Roiss on How Facebook killed its moat. Good read, not getting distracted on how cheap META looks… when simply looking at a price chart (anchoring).
Unlearning buying the dip might be necessary. Bireme with a great take in Q3 letter: “But the Fed put is now a Fed call: rather than a limit to how much investors can lose, there is a limit to how much they can make.”
graham-and-dodd-annual-breakfast.
Bronte with a timely re-post FTX and an old blog post.
Swen Lorenz with a weekly dispatch* about Lloyd’s of London.
Chris Mayer with a note on Nvidia becoming a 100 bagger.
Best and happy investing, s4v
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