The J. Nicholas

The J. Nicholas

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OpenAI in Shambles
Microsoft and OpenAI are fighting, and it'll cost OpenAI billions. The Friday Filter #85.
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Jacob B
2
Assessing Quality Compounders
How to build a thesis, weight your portfolio, deploy cash, and know when to sell a stock
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Jacob B
4
The Unknown AI Compounder
An underlooked AI company. The Friday Filter #84
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Jacob B
Meta's Spending Spree
What the Zuck is he up to? More spending it seems. The Friday Filter #83
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Jacob B
Consider Avoiding Tesla
I won’t be buying Tesla stock anytime soon. Here's why. The Friday Filter #82.
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Jacob B
4

May 2025

Earth, Brought to You by Nvidia
Advanced AI chips are shaping your future. Humanity as a whole, rather. The Friday Filter #81.
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Jacob B
1
Don't Overlook MercadoLibre
MercadoLibre stock report: the Latin American super compounder
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Jacob B
4
Still Bullish On Google
Google I/O '25 strengthened my Google thesis. Plus, a big announcement. The Friday Filter #80.
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Jacob B
3
Weekly Brief #79
UnitedHealth is falling, should you buy?... Plus, Canadian Tire acquires Hudson’s Bay, Middle East invests $2.5 trillion in U.S, Uber launches…
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Jacob B
6
Valuing Quality Compounders
How to find the fair price of a stock
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Jacob B
7
Weekly Brief #78
Is Google dead? Maybe, but probably not.
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Jacob B
2
Weekly Brief #77
Let's talk about Canada's AI leadership... Plus, Nvidia’s $500 billion U.S. investment plan, Palo Alto acquires Protect AI, Gemini to become Apple “AI…
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Jacob B
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