The Chains Buffett Forged
Warren Buffett's discipline built Berkshire's 22.2% book-value compounding but excluded high-growth winners such as Amazon, Netflix, Google…
Wednesday, May 20
Wednesday, May 20, 2026
Everything we published on this day.
12 stories
DOMO Capital Management, LLC on X
Anyone who thinks @ryancohen won't run both $GME and $EBAY ... is wrong.
Charles Frischer on X
@scottwilsonUSD $NN I think there will be a solution that works for all parties. The country needs our spectrum.
Charles Frischer on X
$NN At this point in the process, it doesn't really matter if the NPRM drops in June, July or August. The value of spectrum has dramatically changed over the last 12 months. Direct to device with satellite companies like SpaceX and Amazon have become critical buyers of spectrum.
Charles Frischer on X
$NN Waiting a few extra months to get the NPRM doesn't matter compared to the ultimate value of the spectrum. Plus the NN spectrum can/will be used for many additional vital issues like IOT, drones and other AI uses.
Charles Frischer on X
$NN Finally, check out the comments recently made by Anterix regarding how they are thinking about the value of their spectrum. The numbers are much higher than I had ever imagined. I am long a bit of $ATEX. NN spectrum is far more powerful than the low band spectrum held by ATEX
COUR · long Coursera INC
Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…
IQV · long Iqvia Holdings INC
IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.
NXPI · long Nxp Semiconductors NV
NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.
GLXY · long Galaxy Digital INC
Galaxy Digital (GLXY) is presented as a long investment idea.
PRGLY · long Puregold Price Club INC
PureGold Price Club, the Philippines’ largest food retailer, operates hypermarkets, supermarkets, minimarts and S&R membership warehouses.
catechwilliams on X
$POET $2.5B market cap Canada-based (formerly TSXV-listed) semi component designer. Perennially on the verge of commercialization ($1.4M LTM sales, hemorrhaging cash). Heavily promoted into a $400M offering on 5/18. Dubious order w related party, FEOC, PFIC, among many issues.
