Analysis of Berkshire’s $5B bet on Google.
Google’s Gemini 3 didn’t use Nvidia GPUs, rather its homegrown TPUs. This infrastructure sovereignty can be a big moat and a differentiator (Openai and Antropic rely on Nvidia which leads to substantially more compute cost vs Google).
Ray Dalio makes an important distinction between Money, Wealth and Credit - and what can lead to the popping of a bubble:
The nuclear energy theme is next big thing nicely explained
I’m a 21-year-old investor, and I’ve been monitoring the market for two years now. I’ve watched numerous investing wisdom videos, and from them I’ve learned one thing that profit comes from 10% luck, 20% knowledge, and 70% courage. When we hear legendary investors say things like ‘I bought it at 2 and sold it at 2000,’ we often think compounding is the whole game, but it isn’t. The real game is holding on to your thought process and ignoring the market noise. Many investors held their hero stocks even when they were down 50–60%.
So whenever I feel like selling because of market sentiment, even though the fundamentals are intact, I watch this video.
https://www.youtube.com/watch?v=u0rs-aO-qtk&list=LL&index=55
Presentation on value investing principles and case studies supporting it.
the discussion on the growth rate would be more relatable, if the ppl who focused on the negatives also noted that the 2012 baseline doesn’t include UPI, GST, EPFO, gig, new services and other transactions which may make GDP an underestimate rather than an over estimate. GST and UPI are hard numbers that are difficult to fake which I believe that the economic numbers are understated.
In fact annual car sales of SUVs which I personally believe is better proxy of wealth generation, is on and up. these cost upward of 15L or higher tells us the growth has been pretty good
Not an article, but happened to find this 120 year history of Dow Jones on Substack
This gives a much needed perspective on the un-interrupted (almost) stock market boom being a recent phenomenon since the 1980s.
Bear markets are bad! But just imagine having to go through the slow grind of a side-ways market for 16 years or 25 years! 
And now a link to an actual article - Buffett had actually written about the 1964-1981 consolidation in an article in 1999. An instructive read:
As your chart is correct the stock indices rose until 2024. Do you have non suv sales and figures until second quarter of 2025?
Does the new gdp growth rate correlate with the revenue of the listed companies you have invested in?
dont know where you’re headed with your thinking. but here’s the data. before ppl start jumping to conclusion, it’s best to read the x-axis correctly. and the tabular data so far for 2025 says we’re on track on 4.2M units of cars.
At end of 2024 we were around 4.3, if we are doing 4.2m it’s not good.
If you see in 2019 the rise was not as big as 2018 and we had a bear market and a drop in gdp growth rate
It has to be much higher than 4.2m cars
Admin deleted my above video post on GDP as spam. Now I am confused. Seems somebody does not like a different point of view.
If this is true, then what is the need of this forum? I thought it was for people like us to share our opinions. The video that he posted, if the guy who deleted it had the courtesy to watch, was not political per se. It was absolutely fact based.
I don’t see posts praising the country, on how it’s the fastest growing economy and 2047 and blah blah getting removed. Then why these?
We should highly condemn the removal of the GDP video post.
I am also of the opinion that, in the past few years, small positive news are amplified 100 Times and a slight negative opinion/news is not remembered by large population. That is completely incorrect as an Investor for me.
In fact, I generally prefer reading negative and contradictory views as an Investor.
Yesterday, there were various news about November manufacturing numbers being lowest in a year or so.. So all such news and opinions matter to me.
Let us be democratic and discuss all views maturely. Simply deleting content just because it is not suitable/acceptable for certain people is not good. Let us stand for facts, not unquestioningly support certain viewpoints (this govt).
“Privacy is a myth, just like democracy” - Family Man Season 1
#ModsDoYourJob
Michael Burry discusses his thought process for his recent short positions on AI among other things
Michael Burry Speaks | Michael Lewis
Some of the KTAs on current market conditions:
“One of the worst things about the internet becoming ‘real life’ is that it’s a place where you perform conversations instead of just having them.”
A macro-focused portfolio built through FoF mutual funds available for retail India —spread across Brazil, India, US tech, and China/Hong Kong—would have delivered stronger compounding and smoother returns over the past year than a so-called “diversified” portfolio limited to India. Compounding improves further with depreciating INR!!
You can explore this concept further in the reads below.
Simply tracking and investing during major corrections across these markets can help achieve better, steadier wealth creation !
