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Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
Amazon revenue has increased from just under $90B in 2014 to $638B in calendar 2024.
Apr 11
•
Ben Buchanan
7
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Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
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Secular Opportunity Index is LIVE
Starting balance $10,000 on 4.8.2025
Apr 8
•
Ben Buchanan
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Secular Opportunity Index is LIVE
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Index #2: Opportunistic Secular Tailwinds
My first index with a portfolio designed to beat the QQQ is live.
Apr 8
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Ben Buchanan
3
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Index #2: Opportunistic Secular Tailwinds
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Perspective on tariffs + reviewing construction basket
Long term construction costs should start falling…
Apr 5
•
Ben Buchanan
5
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Perspective on tariffs + reviewing construction basket
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QQQ Killer Index Day 1 Starting Allocation
Note starting allocation also has a QQQ position - this is b/c I accidentally transferred $10k twice, once by ACH (which I meant to reverse) and once by…
Apr 4
•
Ben Buchanan
1
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QQQ Killer Index Day 1 Starting Allocation
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01Core Indexes: Modified QQQ
I’ve had a lot of requests for additional information on the modified QQQ and the modified S&P 500 indexes.
Apr 4
•
Ben Buchanan
3
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01Core Indexes: Modified QQQ
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A deep dive on Google
It is quite in vogue these days to predict the death of Google.
Apr 1
•
Ben Buchanan
19
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A deep dive on Google
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March 2025
How AI might destroy apple
Ben Thompson recently interviewed Sam Altman
Mar 27
•
Ben Buchanan
6
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How AI might destroy apple
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2
The difference time makes; Tech bro cognitive dissonance
The difference time makes
Mar 23
•
Ben Buchanan
6
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The difference time makes; Tech bro cognitive dissonance
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What will happen when "Intelligence" is no longer a limiting resource? Does it end cyclicality for chips and energy? Why compute demand…
I’ve been noticing how similar I am to an LLM lately.
Mar 20
•
Ben Buchanan
10
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What will happen when "Intelligence" is no longer a limiting resource? Does it end cyclicality for chips and energy? Why compute demand might increase 12,700% over the next 10 years
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2
Driverless car costs have gotten low enough that we can expect exponential growth from here on out
Driverless Cars are about to start scaling…bigly
Mar 18
•
Ben Buchanan
10
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Driverless car costs have gotten low enough that we can expect exponential growth from here on out
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Homebuilders/construction cos+ semiconductor capital equipment companies - the good kind of cyclical
Cyclicality comes in different flavors.
Mar 15
•
Ben Buchanan
5
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Homebuilders/construction cos+ semiconductor capital equipment companies - the good kind of cyclical
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4
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