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Amazon: revenue mix shift; fulfillment losses; sum of parts valuation (w segment commentary)
First, take a moment to enjoy the most beautiful chart in business history: What’s even wilder than how gorgeous this chart is, is the fact that the…
Ben Buchanan
Aug 2
8
2
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Amazon: revenue mix shift; fulfillment losses; sum of parts valuation (w segment commentary)
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7.29.2022 Update
Portfolio Value: $103,000
Ben Buchanan
Jul 29
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7.29.2022 Update
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01 Core Index Update
Current Value: $92,400 a/o 6.21.22
Ben Buchanan
Jun 21
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01 Core Index Update
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The exponential growth of progress
An object in motion. Forecasting the path of an object in motion requires understanding physics: gravity, wind resistance, friction, acceleration. You…
Ben Buchanan
Jun 5
7
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The exponential growth of progress
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01Core Index Update 5.26.2022
Portfolio Value: $97,300
Ben Buchanan
May 26
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01Core Index Update 5.26.2022
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01Core Index Update
Value @ 4.18 Market Close: $110,545.00 Snapshot:
Ben Buchanan
Apr 20
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01Core Index Update
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How big could the cloud get?
If you’ve read my other posts you know that I like to explain things through analogies. The cloud is on its way to becoming as core to life as…
Ben Buchanan
Apr 12
14
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How big could the cloud get?
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NFTs: CryptoPunks vs. the Salvator Mundi, and the use case that’s attracting Instagram.
How big is the market opportunity?
Ben Buchanan
Mar 25
1
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NFTs: CryptoPunks vs. the Salvator Mundi, and the use case that’s attracting Instagram.
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01Core Index Fund: 3.17.2022 Close
The index is live, tomorrow will be its first official day of performance.
Ben Buchanan
Mar 17
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01Core Index Fund: 3.17.2022 Close
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How to beat the QQQs
(and hence the S&P 500, VTI, etc)
Ben Buchanan
Mar 17
16
1
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How to beat the QQQs
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The difference between Russia/Ukraine and China/Taiwan
It's the incentives, stupid
Ben Buchanan
Mar 12
2
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The difference between Russia/Ukraine and China/Taiwan
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Semiconductors Deep Dive (Part 2): Scale and Timeline of 5G Infrastructure
Light travels at 670,616,629 miles per hour. Were it able to travel in an arc it would circumnavigate the globe in about 130 milliseconds (1/1,000th…
Ben Buchanan
Mar 8
3
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Semiconductors Deep Dive (Part 2): Scale and Timeline of 5G Infrastructure
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