#PTPM: Buy-Side Insights No. 16

Calendar:

Now Available:

●A Bad Short is a Good Long
●The power of asking
●How I built my IR relationships: hustle and being useful
●3 things you need to be a Buy-Side Analyst
●Why I called my previous fund: Katahdin Capital
● AI Capex Super Cycle deep dive with Doug O’Laughlin, President of Semi Analysis and Michelle Brophy, TMT DoR at AlphaSense. Click to WATCH NOW!
● Westport Alpha is partnering on a private investment in a new insurance brokerage platform led by a 20-year industry veteran. The platform is looking to raise $85mm for its buy-and-build strategy. Platform currently has an M&A pipeline with $20mm of EBITDA. Targeted IRR is 30%+. Minimum equity commitments of $10mm. If interested, ping me at [email protected] 

Coming Soon:

🔜 From Fidelity PM to Hilliards Chocolate - inspired by a car ride with chauffeur Warren Buffett!
🔜 The first annual Pitch The PM stock pitch competition – 3 current HITTERS grilled by 3 former PM’s!

AI Capex Super-Cycle:
A Deep Look at Emerging Tech Trends & Bottlenecks

The AI Capex Super-Cycle is well underway. 

We dive deep with Doug O'Laughlin, the President of SemiAnalysis - the leading field level industry experts and Michelle Brophy, the TMT DoR at AlphaSense. Watch the webinar now.

In this AlphaSense sponsored webinar we dive into all the key debates and which companies and products are winning across the entire AI Capex ecosystem. The SemiAnalysis team goes to 85 industry level conferences a year to get the inside scoop. From Hypersaclers, Neoclouds, Semi's, to E&C's and Industrial Manufacturers anything downstream of AI capex is what is working. And the capital markets are WIDE OPEN on the DCM, ECM and the largest customers, the hyperscalers, are continuing to revise capex higher each quarter to win this race.

In the webinar we dive into:

●What will $NVDA's market share be in a few years? 
●What is the real differentiator of the CUDA system?
●Why $CRWV is winning? 
●Is $GOOG the next IBM?
●What is the opportunity for the TPU and other chips?
●We build on our Hydra Host episode with Aaron Ginn to discuss how the U.S. wins vs China in the AI race.
●What is the rate (and thus economic life) of a GPU after a few years?
●How the shift to inference from training is impacting companies?
●And even dig into the benefits of using copper in the chips. 

Disclosures:
**Not Investment Advice. 
**I have evened out my AI exposure to META vs NVDA. (Thesis is not a call on timing the AI cycle, but a relative value way to play the company that is able to improve their ecosystem returns and customer experience vs a company that is currently generating most of the industry rent that has a history of being cyclical)