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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…
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Aaron Pek
1
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
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Aaron Pek
5
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
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Aaron Pek
1
🇺🇸 Satya Nadella for President 2024 (OpenAI)
The Game Theory behind last week’s drama at OpenAI
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Aaron Pek
2
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…
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Aaron Pek
7
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…
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Aaron Pek
6
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 • 
October 2023
Intel Foundry Services: America’s TSMC (Part 3)
Update: Intel jumps to 17-month high after Mizuho analyst upgrade
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Aaron Pek
Intel Beyond 2025: 5 Nodes In 4 Years (Part 2)
A Hitchhiker's Guide to RibbonFET, PowerVia, EUV, EMIB and Foveros
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Aaron Pek
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
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Aaron Pek
3
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…
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Aaron Pek
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…
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Aaron Pek
1
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