52: Substack Having a Moment, Fred Liu's 164% YTD Letter, Okta CEO Interview, AmazonBasics in India, more Apple ARM, COVID19 Vaccines, Unreal 5 Engine, and the Coolest Thing Intel Made Lately
52: Substack Having a Moment, Fred Liu's 164% YTD Letter, Okta CEO Interview, AmazonBasics in India, more Apple ARM, COVID19 Vaccines, Unreal 5 Engine, and the Coolest Thing Intel Made Lately
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"DCFs are great at valuing businesses in the optimization phase"
52: Substack Having a Moment, Fred Liu's 164% YTD Letter, Okta CEO Interview, AmazonBasics in India, more Apple ARM, COVID19 Vaccines, Unreal 5 Engine, and the Coolest Thing Intel Made Lately
52: Substack Having a Moment, Fred Liu's 164…
52: Substack Having a Moment, Fred Liu's 164% YTD Letter, Okta CEO Interview, AmazonBasics in India, more Apple ARM, COVID19 Vaccines, Unreal 5 Engine, and the Coolest Thing Intel Made Lately
"DCFs are great at valuing businesses in the optimization phase"