$GOOG is the most obvious 2x opportunity in big tech.

• Cloud is exploding.
• YouTube is a sleeping giant.
• AI is accelerating beyond search.

Yet it’s the cheapest of the Magnificent 7—by far.

Here's what everyone is missing:🧵 1. Dominance in Search is STILL unmatched.

Google owns 90%+ of global search.

Even if AI shifts search behavior, Google still has the distribution, user base, and data advantage to adapt.

And let’s not forget: Search ads = high-margin cash cow.

Charlie Munger once said:

“People calculate too much and think too little.”

Most investors obsess over numbers.
(PE ratios, margins, earnings growth)

But the best investors think differently.

Here’s how top investors use mental models to win: 🧵 1) First Principles Thinking

Google’s Waymo built fully autonomous vehicles from scratch instead of improving driver-assist tech like Tesla.

Result: 20M+ driverless miles—leading the race for true self-driving.

Disruptors rethink industries, not just improve them.

Many believe DeepSeek will slow $NVDA ’s demand…

They’re missing some key facts.

Here’s what most people aren’t seeing: 🧵 1. AI is expanding beyond chatbots:

• Multimodal models (video, images, audio) need more compute

• Industry-specific AI (finance, healthcare, robotics) is booming

• Autonomous AI agents are emerging, requiring constant GPU power

Mohnish Pabrai was a personal friend to Charlie Munger.

He turned $1M into $600M using just 3 rules.

Started as an IT engineer, now outperforms 99% of hedge funds.

His strategy is surprisingly simple:🧵 Rule #1: Only invest in businesses you fully understand.

Pabrai spent 6 months studying trucking before his 1st investment in 1994: Motor Cargo.

His reward: A 10x return.

If you can't explain a company in 1 sentence, don't invest.

Buffett says Charlie Munger transformed him, from a value investor into a fortune builder.

Their shared secret?

Munger’s mental models that revolutionized their thinking.

I studied and distilled 15 of the best (out of 100s):

(You’d want to save this)
1) Inversion

Start with what could go wrong.

Analyze potential failures before potential success.

When Munger evaluated BYD, he considered pitfalls like competition with Tesla.

Do this: List their key risks and mitigation strategies before any major decision.

Howard Marks just released his new memo.

Yes, the ones that even Buffett reads.

Here's a 2 min summary of the 5000-word masterpiece:🧵 1) "What is a bubble?"

For Marks, a bubble is not just about high prices; it’s a state of mind.

Key signs:
• "No price too high" thinking
• FOMO driving investments
• Blind faith in "this time is different"

Psychology > numbers.

I analyzed 400+ acquisitions Berkshire made from 1965–2024

And found the exact criteria Buffett uses.

His “secret” checklist is hiding in plain sight.

Let me show you (You might want to save this):
1. Hoard cash years before crashes

In 2006, Berkshire held $43B in cash.

By 2007, it was up to $47B.

By Q3 2024, Berkshire’s cash reserves reached a record $320.3B.

History rhymes.

This is value investor, Allan Mecham.

He dropped out of college at age 22 to start his fund, Arlington Value.

From 2008-2016, they did a CAGR of 30% over 8.5 years!

And in his fund letters, he shared his best frameworks for investing in companies.

Here's a breakdown of each: 1. Adopt a mindset for longevity

He focuses on variables that affect a business' durability.

Stuff like valuation doesn't matter if the business quality is misjudged.

Since a company's value is determined by its future cash flows...

Hence evaluating its future is key

One of the great investors of our time: Li Lu

During his talks at CBS and Peking Uni, he’s shared many of his thoughts on:

- Researching a stock
- Thinking like an owner
- Behaviours of a good investor

Here’s a breakdown of 15 of his investing mental models: 1. Think Like a Business Owner

Your fortunes go up and down with the nature of the business.

You don’t think of yourself as a paper shuffler.

But instead, as a real owner.

And because you only own a small piece, you need a margin of safety before buying in.

How to read an Annual Report in 1 hour.

A step by step guide for busy people:

(also for investing newbies) 1. For me, reading a 10k is purely to understand one thing:

A company's business model.

That's it.

This includes:

- what products they sell
- how they make $$
- basic unit economics

Fine tune your antenna to look for that.

17 life-changing lessons from "Fooled by Randomness" by Nassim Taleb that gave me a mindf**k.

I hope it does the same for you too: 1. Hard work and work ethic is BS

Those who merely work hard generally lose their focus and intellectual energy.

Work ethics draw people to focus on noise rather than the signal.

Secrets on how to find 10-100 baggers

My top 8 tweets: 1. Turning $3.6k into $1M

Someone else shared this, but their account went private.

I don't take any credit for this.

But it's a good lesson.

This guy from Reddit bought 300 shares of $AMZN at $12.50 in 2001. It has now become a 280 bagger.

Read his thought process here:

90% of business acquisitions fail.

But there are exceptions:

Mark Leonard, Founder of Constellation Software $CSU, is one of them.

He's acquired over 500 companies in the last 2 decades...

Turning $25 Million into $39 Billion.

Here's his "Growth by Acquisition" playbook: Okay I'm a jerk.

This is the real photo of Mark Leonard.

Now let's get to the serious stuff...

5 lessons from Mark's "Growth by Acquisition" Playbook:

1. Focus on niche players
2. Focus on sticky softwares
3. Buy founder led companies
4. Decentralization
5. Keep teams small

One of the best investors who bought Amazon in early days: Nick Sleep.

His fund generated over 18% compounded for 12 years.

Legend!

In his 200 page fund letter, he shared 15 powerful investing frameworks for picking high quality companies.

Here's a distillation of each: 1. Customer relationships are king

The wealth you receive as investors come from the relationship that companies' employees (using the company as a conduit) have with their customers.

It is this relationship that is the source of aggregate wealth created in capitalism.

17 life changing lessons from "Fooled by Randomness" by Nassim Taleb.

They gave me a mindf**k.

They made me see that we easily fall victim to stories.

They also showed me how human beings suck at shutting out noise in the stock market.

Let's dive in: 1. Hard work and work ethic is BS

Those who merely work hard generally lose their focus and intellectual energy.

Work ethics draw people to focus on noise rather than the signal.

Don't be fooled by stories of hard work.

Here’s what 99% of people get wrong about stress:

They try to avoid it. WRONG!

The secret: Make stress your best friend.

If you know how to use it, you’ll win at life.

Here’s 17 principles on how to turn stress into your weapon! 1. Don’t avoid or run from stress

Many of the negative outcomes we associate with stress may actually be the consequence of trying to AVOID it.

Trying to avoid stress leads to a significantly reduced sense of well-being, life satisfaction, and happiness.

I recently read over 50 years of Warren Buffett's letters till my eyes nearly popped!

Wow. My head is still spinning.

It taught me more about investing than any business school ever could.

To be specific, I read his letters from 1977 to 2020.

Here are my key insights: 1. Moat is NEVER stagnant

A company's competitive position either grows stronger or weaker each day.

Widening the moat must always take precedence over short-term targets.

I don’t know who needs to hear this.

But if you’re feeling sad/ lost/ angry/ fearful/ frustrated during this long drawdown in the stock market...

Here's 3 mindsets to contemplate deeper on: MINDSET #1: If you can't handle small sums, you can’t handle big sums

Your goal in investing is to build wealth.

So one day you'll be managing larger sums of $$ than you currently are, right?

If you cant handle 5-6 figure losses, you wont be able to handle 7 figures in future.

How to find the next Facebook, Amazon, or Netflix?

Secrets from a top tech analyst: 1. Focus first and foremost on growth

“This is a hijack! Don’t land in Singapore or we will blow the plane up!”

- Terrorist Shahid Hussain Soomro

Lessons on leadership: From the hijacking of Singapore Airline SQ 117

Here's the story... 1. Hijack begins

On March 26, 1991:

Singapore Airlines flight SQ 117 was hijacked by Pakistani terrorists soon after leaving Kuala Lumpur airport.

The plane landed in Singapore’s Changi Airport shortly after at 10.24pm.

With:

* 114 passengers
* 11 crew members on board.

How to evaluate management teams as an investor

23 traits I've observed in the best leaders and CEOs: 1. They don’t rely on external motivation

Not status or money.

Instead, they seem to be driven an inner fire.

Sometimes it’s to make the world a better place.

Other times, it’s to prove themselves right.

And that's why they can keep going even after they're already rich AF.