Broken Moats on X
AltCap and Nvidia shareholders face criticism over promoting holdings to retail investors before potential share sales, drawing comparisons with Andrew Left.
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Broken Moats
Everything we have picked from this writer, newest first.
Broken Moats on X
Shake Shack's $4 million AUV and 20% restaurant margins support new stores despite weaker travel and low-end consumers; at roughly 1x sales, the risk-reward is skewed upward.
Broken Moats on X
Amazon’s supply-chain services could pressure UPS, Saia and XPO on domestic parcel and LTL pricing as demand lags, despite trucking support from enforcement and AI-related flatbed demand.
