Hope you all had a great week. Let’s get into the latest developments! Tesla On Monday, Tesla upped its capital expenditures guidance from $6-8 billion to $7-9 billion, presumably from the Mexico plant that the company is breaking ground on by the end of this year. From the 10-q, here is the general justification:

If you haven’t watched the database video from last week, I encourage you to go back and look at it. If you’d just like to find the link to the database, you can find that here .

Let’s get into the news from this week! On March 14th, BILL’s CFO presented at a conference. Here are just a few notable quotes: BILL We had some funds with Silicon Valley Bank that will earn lower float revenue in March. We have a commercial agreement with Silicon Valley Bank in support of their businesses, that agreement obviously terminates. There's 3,000 to 4,000 customers who are on that platform. From a financial standpoint, it's immaterial to build. It's less tha

We are going to take a break from the news flow this week and talk more about our quality checklist. That’s probably what I’ve been spending the most time on and I believe it will bear fruit for years and years to come. We talked about it a few months ago [ HERE ] but I wanted to discuss it a little more. I was recently reading a book called “Get Smarter” by Seymour Schulich, a Canadian billionaire who was an integral part of Franco Nevada, a huge silver mining operation.

The big news over the last week is, of course, the bankruptcy of Silicon Valley Bank (SVB). In its wake, regional banks sold off as much...

Before getting into the news from the week, I’ve been really refining our quality filter. In no particular order, these companies score at the top of my ranking. It’s pretty consistent with that email I sent a while back, with the quality checklist items.

We announced this in the Slack several days ago but just want to make sure everyone hears about this. We are making Business Breakdowns a free newsletter. The main reason is so we can focus more time on you, our Dynasty Members. We have hired someone to help write Business Breakdowns and there won’t be a strict schedule, freeing up my time a bit more. You don’t have to do anything, I’ve already set you all up on the new site: www.business-breakdowns.com Also, I’d like to gi

Hope you had a great week! Let’s get right into it… Transmedics This is a news article about a man in Arizona that got a successful...

My Watchlist I will provide a full update on Cloudflare next week as I want to go over everything in fine detail. My first look through...

You know the drill, let’s get into the developments of the week! BILL I keep wanting to say Bill.com but no, it’s now BILL! Anyway,...

SentinelOne I mentioned last week that Crowdstrike put out a big press release saying they poached two SentinelOne execs. Now,...

Let’s get into the news from this week! Cloudflare Cloudflare announced last Friday it won a $7.2 million contract from the US...

Good morning! Let’s get right into the news for this week! Cloudflare Cloudflare had a pretty eventful week, a CIO week. As part of the...

I hope you have been enjoying the holidays. Merry late Christmas and almost Happy New Year! This week, I'm going to comment on the Tesla...

Happy holidays! I hope you’re enjoying this time of year. I know Amazon has made it much less stressful for our family (no more waiting...

I hope you’re having a very Happy Holidays. Let’s get right into the news for this week! SNOW Snowflake’s CFO attended a recent...

Just a quick note before jumping in – I’m going to start writing a few quick bullet points every day in our main Slack channel about the...

Let’s jump right into the news from this week. SNOW Snowflake held its annual Snowday and they had a few announcements. First, the...

Risk is the probability of permanent loss so limiting it as much as possible is incredibly important. Below are 10 risk filters that I run companies through to increase our odds. Most of these are subjective/qualitative and they can change over time as we uncover more information or new information becomes available.