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DISNEY: What If You Could Buy Coca-Cola Together With Buffett In 1988? (Part II)
$DIS is trading at 20x Parks EBIT (ex-Media) ALONE. How is Parks EBIT still growing at 16% CAGR? Pricing Power. And is Streaming at an inflection point…
Dec 3
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Aaron Pek
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DISNEY: What If You Could Buy Coca-Cola Together With Buffett In 1988? (Part II)
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November 2023
MUNGER | Warren Buffett's BFF
“I measure success by how many people love me. And the best way to be loved is to be loveable.” — Warren Buffett
Nov 29
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Aaron Pek
18
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MUNGER | Warren Buffett's BFF
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DISNEY: Bob Chapek Did Nothing Wrong | Streaming Industry Primer
Economies of Scale is still the secret to winning in the Media/Streaming industry... little has changed since John Malone was the The Cable Cowboy
Nov 26
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Aaron Pek
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DISNEY: Bob Chapek Did Nothing Wrong | Streaming Industry Primer
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🇺🇸 Satya Nadella for President 2024 (OpenAI)
The Game Theory behind last week’s drama at OpenAI
Nov 20
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Aaron Pek
10
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🇺🇸 Satya Nadella for President 2024 (OpenAI)
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IGER: Post-Cable Malone | Disney Deep-Dive (Part 1)
Narrator: "Bob Iger is the Neo-Cable Cowboy. DIS is TCI All Over Again. Rebundling to Profitability In 2025" -- ESPN+ AD <Pay to Skip>: Fall In Love…
Nov 19
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Aaron Pek
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IGER: Post-Cable Malone | Disney Deep-Dive (Part 1)
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2nd-Level Thinking: Exploiting Inefficient Share PRICES (Supply vs Demand)
How does one make money in efficient modern-day stock markets? From other shareholders. A 3rd Alternative to Cigar Butts and Compounders for the…
Nov 12
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Aaron Pek
18
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2nd-Level Thinking: Exploiting Inefficient Share PRICES (Supply vs Demand)
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Berkshire Hathaway's Q3 2023 Results — Overview
A high level overview of third quarter results and year-to-date repurchase activity
Published on The Rational Walk
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Nov 6
October 2023
Intel Foundry Services: America’s TSMC (Part 3)
Update: Intel jumps to 17-month high after Mizuho analyst upgrade
Oct 29
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Aaron Pek
7
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Intel Foundry Services: America’s TSMC (Part 3)
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Intel Beyond 2025: 5 Nodes In 4 Years (Part 2)
A Hitchhiker's Guide to RibbonFET, PowerVia, EUV, EMIB and Foveros
Oct 29
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Aaron Pek
2
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Intel Beyond 2025: 5 Nodes In 4 Years (Part 2)
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Why $INTC Only Fell By -3% on Yesterday's Announcement of NVIDIA's ARM-based PC Chips
Warren Buffett's "Rule No. 1: Never Lose Money" In Real Life
Oct 24
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Aaron Pek
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Why $INTC Only Fell By -3% on Yesterday's Announcement of NVIDIA's ARM-based PC Chips
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Intel Beyond 2025: Ultra Broad-Dive Primer - Could Intel One Day Disrupt NVIDIA in AI Hardware? (Part 1)
Centrino Revolution 2 + Edge AI: Raft of Enablement + AI Everywhere + IFS = Lockheed Martin of Tomorrow + AI Rising Tide Lifts All Boats... including…
Oct 23
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Aaron Pek
13
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Intel Beyond 2025: Ultra Broad-Dive Primer - Could Intel One Day Disrupt NVIDIA in AI Hardware? (Part 1)
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Semiconductor Industry Primer
This Semiconductor Industry Primer will help you understand each of the 5 stages of the supply chain in the leading-edge semiconductor industry — and…
Oct 15
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Aaron Pek
31
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Semiconductor Industry Primer
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