Bancroft Sutherland
@bancsutherland.bsky.social
Portfolio manager
Congrats and well deserved, John. And thank you for always posting these here - it was very much appreciated.
November 4, 2025 at 3:32 PM
Congrats and well deserved, John. And thank you for always posting these here - it was very much appreciated.
Look, it's only the second inning of the all-night dance party aboard the train that is leaving the station and is heading for Mars, where we'll see the paradigm shifting arms race for the Crown Jewels of the fourth Industrial Revolution.
November 4, 2025 at 2:26 PM
Look, it's only the second inning of the all-night dance party aboard the train that is leaving the station and is heading for Mars, where we'll see the paradigm shifting arms race for the Crown Jewels of the fourth Industrial Revolution.
From a public market perspective, it has to be the most influential private company ever.
November 3, 2025 at 9:33 PM
From a public market perspective, it has to be the most influential private company ever.
The $5.8 trillion controlled by those 1,135 billionaires is about 38% more than the combined wealth of the bottom half of households in the entire country, per the Federal Reserve.
November 2, 2025 at 10:18 PM
The $5.8 trillion controlled by those 1,135 billionaires is about 38% more than the combined wealth of the bottom half of households in the entire country, per the Federal Reserve.
Maybe it was a “First Half of The Great Gatsby” party.
November 1, 2025 at 1:30 PM
Maybe it was a “First Half of The Great Gatsby” party.
AAPL and COST estimates both have EPS growth at about 10% annualized through FY 2028. Former now at 33x, latter at 46x.
October 31, 2025 at 2:34 PM
AAPL and COST estimates both have EPS growth at about 10% annualized through FY 2028. Former now at 33x, latter at 46x.