ContraTurtle
@ContraTurtleX
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Senior Solutions Software Engineer @ North American Tech (8 yrs). Translating Tech field insights to investing edge. š¢21% CAGR since portfolio inceptionš¢
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Joined October 2014
In past 10 yrs, S&P500 biggest winners: 1) Nvidia (+23,671%) 2) AMD (+10,358%) 3) A??N (+3,005%) 4) Arista Networks (+2,750%) 5) Broadcom (+2,510%) No. 3 breaks this pattern, touching neither AI GPU boom nor data center infra. It also isn't part of the Mag7. This company is:
contraturtle.com
Note: This article originates from my Stock Research Vault. At the end of this article, I share my valuation buy levels and next potential moves with this company for premium subscribers. Over the...
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$NFLX buys $WBD - Trap or Opportunity for Growth Investors? Enjoy this free write-up covering the potential scenarios, regulatory risks and likely outcomes I am modelling for. https://t.co/gTsDkA4GSE
contraturtle.com
On 5 December 2025, Netflix announced its acquisition of Warner Bros. Discovery (WBD). Just three days later, Paramount Skydance, led by CEO David Ellison, son of Oracle founder Larry Ellison,...
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Temperament. Big factor that sets investors apart
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Yes.
Li Lu has held a single companyās stock for over 22 years During this period , the stock has dropped more than 50% up to 6 times ! āOnly then is your circle of competence truly tested ā
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wow, did not see this coming š³š¢
DISNEY AND OPENAI DEAL DIsney $DIS just announced an agreement with OpenAI for Disney to become the first major content licensing partner on Sora Disney will make a $1 billion equity investment in OpenAI, and receive warrants to purchase additional equity. "As part of this
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Great summary of Gavin Bakerās interview on AI infra
Just finished Gavin Baker's latest interview with Patrick O'Shaughnessy. It's one of the most insight-dense conversations on AI infrastructure economics I've encountered. Key insights that matter for investors š§µ
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Daddy activated
LARRY ELLISON CALLED TRUMP AFTER NETFLIX DEAL WAS ANNOUNCED, SAID TRANSACTION WOULD HURT COMPETITION: WSJ
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Itās done
šØNETFLIX WINS BIDDING WAR FOR WARNER BROS. DISCOVERY IN DEAL THAT WILL RESHAPE HOLLYWOOD The streaming wars just ended. Netflix won. Deadline reports Netflix has emerged victorious in the bidding war for Warner Bros. Discovery, offering around $28 per share, mostly in cash,
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Wow fun
Did you know that Apple co-founder Steve Wozniak has been using his own custom $2 bills for over 30 years? He doesn't print the money itself, which would be illegal. Instead, he legally purchases large, uncut sheets of genuine $2 bills directly from the U.S. Bureau of Engraving
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The $100B Handoff: After 26 years, Marcos Galperin will be stepping down as CEO of $MELI in 2026. This isn't just a title change. Itās a structural evolution designed to fortify Latin Americaās most dominant ecosystem. Here is the deep dive on the transition, the new CEO, and
Most CEO comp packages are designed to pay out even when shareholders lose. $MELI is structured differently. Let's take a look at their alignment model: 1. The Golden Handcuffs are STRONG (2025 LTRP) Standard tech vesting is 3-4 years. MELIās 2025 Long-Term Retention Program
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The Nomad Partnerships Protocol: $MELI Deep Dive Is $MELI the next $COST? or the next $AMZN? I just spent a significant amount of time combing through MercadoLibre's financials through the lens of Nick Sleep's Scale Economies Shared framework. The verdict? This is arguably the
The $MELI 'Grofit' Paradox: Why Wall Street is getting the Q3 2025 margin compression VERY wrong (IMO š¤£). MELI is down on efficiency concerns. EBIT margins compressed to 9.8%. Net income margin is 5.7%. Bears say the model is breaking. The data says they are building a
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Meta soup for the soul
OpenAIās Mark Chen: - āMeta went after half of my direct reports and they all declined.ā - āMeta has $10 billion of capital per year to deploy towards talent.ā - āZuck hand-cooked and hand-delivered soup to people he was trying to hire from OpenAI.ā Insane AI talent war.
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https://t.co/m0mAROToKy Great video on how DeepMind came to be. From the Imitation Game (Alan Turing) to The Thinking Game (Demis Hassabis). Cambridge alumni are next level when it comes to AI
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This is exactly it! The existence of a long term durable moat and risk of substitutability is far more impt than anything else
Chris Hohn optimizes for durability: Establishment Year: Average: 1938 Median: 1936 He focuses more on the long-term discounted cash flows than on the short-term high growth rates of some companies. He realised that the NPV of a company that outgrows the rest by a few
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AIās a really key unlock for meta glasses. App storeās a matter of time
Metaās CTO recently talked about when we can expect apps on the Meta Ray-Ban Display glasses.
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Knowing how to sell as "opex" instead of "capex" was key to $AXON's success See all 10 lessons from Axon in the link below š
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