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[@tsaicapital](/creator/twitter/tsaicapital)
"It was an honor to speak at this year's Latticework (@manualofideas) conference. Thank you @JMihaljevic for the invitation and for your wonderful questions. Check out part of our conversation about culture valuation multibaggers and moats. Audio recording below. $AMZN $MKL $QXO $TSLA Important Disclosures: Past performance is no indication or guarantee of future results. Portfolio holdings are subject to change"  
[X Link](https://x.com/tsaicapital/status/1979220857177166067) [@tsaicapital](/creator/x/tsaicapital) 2025-10-17T16:19Z 4677 followers, 6384 engagements


"I've known Brad Jacobs ($QXO) and followed his career for 25+ years. My late father Gerald was one of the original (founding) investors in United Rentals. Wall Street consistently underestimates how quickly he transforms industries and builds companiesoften from scratch. With James Hardies $8.7B acquisition of The Azek Company announced today a consolidation frenzy in building products distribution may just be beginning. Expect Brad to move swiftlyyet with his signature discipline"  
[X Link](https://x.com/tsaicapital/status/1904182950280778075) [@tsaicapital](/creator/x/tsaicapital) 2025-03-24T14:46Z 4673 followers, 57.9K engagements


"This photograph was taken with the late Charlie Munger at his home in 2018. He spoke over dinner about simplicity of removing unnecessary motion in investing and life. I'll always remember something he said that day: Its the nature of the world for the large to get larger." Especially in technology you see this dynamic play out. The biggest players typically become even more dominant leading to winner-take-most or winner-take-all outcomes. Theres Google in search Apple in hardware and software ecosystems Nvidia in AI chips or Tesla in electric vehicles. Each started as a disruptor and built"  
[X Link](https://x.com/tsaicapital/status/1978845089389535291) [@tsaicapital](/creator/x/tsaicapital) 2025-10-16T15:26Z 4677 followers, 88.4K engagements


"Despite opposition from ISS Glass Lewis & NY State Comptrollerand skewed Reuters coverageI expect Tesla shareholders to approve the 2025 CEO Performance Award on Nov 6it's a steal Up to 424M shares tied to wild milestones: market cap milestones starting at $2T up to $8.5T (creating $7.5T in shareholder value) $400B EBITDA 1M Robotaxis Level X FSD & more. Elon doesn't take from what's already therehe only gets paid big if he creates trillions in new value @Reuters: That's for massive achievements not for "hitting a handful of the boards easier goals that wont necessarily revolutionize Teslas"  
[X Link](https://x.com/tsaicapital/status/1979260887551689047) [@tsaicapital](/creator/x/tsaicapital) 2025-10-17T18:59Z 4677 followers, 1294 engagements