I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...

I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...

I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...

Key Points Warren Buffett says to look for businesses with a durable competitive advantage. Visa is the world's largest payment processor by a large margin. Visa's business grows organically due to the network effect. 10 stocks we like better than Visa › Warren Buffett made quite a name for himself in the investing world, and one thing I appreciate most about him is that he doesn't shy away from offering advice that the average person can soak in and apply. One particular quote I like from Buffet ...

Doing things with intensity is an underrated competitive advantage. ...

Core Insights - The individual has a B.Tech degree in Mechanical Engineering and nearly twenty-five years of experience in the oil and gas sector, primarily in the Middle East [1] - The investment strategy is informed by traits of efficiency, carefulness, and discipline developed through professional experience [1] - There is a sustained interest in U.S. equity markets, focusing on technology, energy, and healthcare sectors [1] - The investment approach has evolved from growth investing to a blend of value and growth, emphasizing the understanding of business economics and competitive advantages [1] - The individual believes in the importance of allowing time and compounding to enhance investment returns, particularly in high-quality businesses [1] - A moderately conservative orientation is adopted, with a focus on minimizing downside risk as retirement approaches [1] - Recent rebalancing towards income-generating assets such as dividend-paying equities and REITs reflects a shift in investment priorities [1] - Investing is viewed as a means to achieve peace of mind, not just high returns [1] - The individual joined Seeking Alpha to engage with a community of investors interested in real-world business fundamentals and intelligent investing [1] - There is a commitment to investing in ecologically sensitive businesses, as represented by the chosen icon [1]

RT Alex Scott (@afscott)at @superteamAE, we've spent the last 2 years building deep relationships in the UAE. here's a recent example of how that network helps solana founders:> founder trying to setup business in UAE> blocked during background check due to nationality> intro to solana-aligned ex-diplomat> founder unblocked within a dayour founders have a competitive advantage in this region. just one of many reasons to choose to build on the world's most performant blockchain ...

Industry Landscape & Challenges - The tech industry is experiencing intense competition with rapid product launches and well-funded startups across various software categories [1] - Companies are collapsing in months rather than years due to the competitive pressure [1] - Foundational shifts in technology are happening on a monthly basis [4] - The key question for companies is "What do I build and why will it win?" [1] AI Product Strategy - Companies should treat AI like a series of Lego blocks, assembling differentiated AI features and products by integrating available AI capabilities with their data and functionality [12] - Competitive advantage comes from unique data, functionality, and understanding of unmet customer needs, not the AI itself [13] - Data provides context to the AI model to generate a unique output, with uniqueness stemming from real-time, user-specific, domain-specific, and human judgment data [16][17] - Functionality determines how the AI behaves and gives the AI product superpowers through specialized workflows, unique algorithms, business rules, and integrations [18] Granola Case Study - Granola, an AI notetaker, gained 40% market attention and $50 million in funding by focusing on helping users take better notes rather than replacing the entire note-taking process [21][22][24] - Granola assembled Lego blocks by using off-the-shelf AI capabilities (Deepgram for transcription, Anthropic and OpenAI for other functionalities) and combining user notes with transcriptions to enhance notes [25][26]

Core Insights - ConocoPhillips (COP) possesses extensive oil and natural gas resources that can be developed profitably even with declining oil prices [1][2] - The company is confident in its ability to extract and deliver oil profitably, even if West Texas Intermediate (WTI) prices drop to $40 per barrel [2][8] - COP's low-cost resources are primarily located in the U.S. shale regions, particularly the Lower 48, which enhances its resilience in a volatile market [3][8] Group 1: Company Performance - COP's shares have decreased by 13.4% over the past year, compared to a 9.6% decline in the broader industry [7][8] - The company's enterprise value to EBITDA (EV/EBITDA) ratio stands at 5.26X, which is above the industry average of 4.93X [9] Group 2: Earnings Estimates - The Zacks Consensus Estimate for COP's 2025 earnings has remained unchanged over the past week, with projections of $1.38 for the current quarter, $1.33 for the next quarter, and $6.22 for the current year [11][12]

Competitive Advantage - Data is the primary pillar for a durable competitive advantage among model providers [1] - Algorithms are IP that the industry will eventually learn [2] - Compute can be acquired by spending more money [2] - Data is an area where a long-term sustainable competitive advantage can be produced [2]