Conch Shell Capital
@TMTMoats
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I Talk About the TMT Sector & Deconstructing the Investment Process. Covering TMT for 15+ years. All Views/Opinions are not Investment Advice.
NYC
Joined March 2023
Investment thesis summarized from Polen U.S. Small Company Growth fund letter (linked below) $BDC slides sourced from the company's IR website
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The transcript above is edited lightly for clarity - the podcast episode below
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Quote from the Art of Value Investing For some reason, this quote stirs up a debate anytime I mention it to co-workers/friends in the industry
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From the Barron's article below - the charts are from $APH's investor relations
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RT @johnwayne12591: DeepSeek has effectively challenged NVIDIA's training moat by demonstrating high-performance models can be trained for…
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Stock thesis from this Barron's article - slides from $PTC's investor relations latest deck
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Frank Slootman on "inherent profitability" in high-growth enterprises
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The quote is taken from the interview below - transcript lightly edited for clarity
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@GuptaRK22 Such a great interview Ravi! Also so great to see how much respect Shane and Coach K have for each other and how Shane is still taking notes when Coach K speaks after all these years. Anyone reading this...try to watch this interview in video format.
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Source: Lakehouse Capital Global Growth Fund November 2024 monthly letter $WIX charts from its last earnings call
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