Ben Bakhshi
@benbstwits
Nano cap family office manager. Available for lease: 100,000 sqft of warehouse space, 13 ft clear, in Huntingburg Indiana.
Blessed is the True Judge ברוך דיין האמת Jamshid Bakhshi 10/30/1940 - 11/17/2024 I'll love you forever, Dad. Your legacy will live on.
$ASML is going to cure cancer.
Overpriced conviction or discounted future? This list is a Rorschach test for every investor’s risk appetite. 🔹 $ASML is priced like it’s curing cancer. 🔹 $GRAB & $DLO—either 10x or zero. 🔹 $MELI—Amazon envy at LATAM speed. 🔹 $HIMS? One tweet away from a pump or a probe. If…
24 PE for the most important single company in the world, Thank you Donald Trump.
People won't quit crypto until Bitcoin goes to zero, Until then, it's confirmation bias all the way.
I would like to take on a GP or LP who can help me fill warehouses.
You’re comparing network capacity businesses (railroads, telecom) to conversion businesses (AI). A better comparison would be AI to steel. Steel companies take iron ore and convert it to a more useful output. Both types of businesses can suffer from overcapacity. However, this…
$ASML is up only 5% since the week before ChatGPT3 was first launched in November 2022.
I hope one day I can get a moniker as good as: "The Abominable No-Man"
A neighbor at an industrial property has an easement through our property, Part of the easement is a culvert, that runs thourgh a creek, that runs around our property, The pipe that goes through the culvert is not big enough, It's a $100,000+ job to replace this culvert, It's…
Do you think any one stock of the Mag7 plus Visa could 10x over the next 10-15 years? (16-25% compounded gains) $AAPL $AMZN $MSFT $GOOGL $META $NVDA $TSLA $V