Robert Cantwell III (@upholdings) header
Robert Cantwell III (@upholdings) profile picture

Robert Cantwell III

@upholdings

Upholdings founder. Contributor to Your Family CFO. Organizing lives and concentrating holdings.

 Nashville, TN
upholdings.com/
Joined December 2018
  • Tweets3.2K
  • Following289
  • Followers5.1K
490Media
Photo by Robert Cantwell III (@upholdings)Photo by Robert Cantwell III (@upholdings)Photo by Robert Cantwell III (@upholdings)Photo by Robert Cantwell III (@upholdings)Photo by Robert Cantwell III (@upholdings)Photo by Robert Cantwell III (@upholdings)Photo by Robert Cantwell III (@upholdings)Photo by Robert Cantwell III (@upholdings)Photo by Robert Cantwell III (@upholdings)Photo by Robert Cantwell III (@upholdings)
Our 3rd quarter letter is up on substack. TL;DR the aggregate bond index is positioned for equity-like returns.
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The crime on this chart is Williamson County is getting majority of the flows. The least Nashville of the Nashville metro counties.
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"Most major Civil War battles happened within 24 miles of a railroad" -- @hanstung
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Digital ad prices strong again going into earnings season $META, $GOOG.
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Robert Cantwell III retweeted
Jerry Capital (@JerryCap) profile picture
Jerry Capital
@JerryCapOct 8
Generational longs
Spencer Walsh (@thespencerwalsh) profile pictureSpencer Walsh
@thespencerwalshOct 7
Payments aren't cool anymore...
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CIO dinner last night: $85B tennessee state pension, $13B vandy endowment, $12B RIA. Majority of their diligence time is still spent meeting active managers.
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The DayOne Data Centers filing has one of the more practical forecasts I've seen from an AI-beneficiary.
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Looks like Cantwell's traveling to europe again soon.
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Stared at this chart the longest this week.
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Can investors no longer distinguish between 1, 10, or 30 year time horizons? I'm surprised to see the long curve move so much with the short one.
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$ADYEN lapped the full year since they punted CashApp. That's all these numbers say.
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As a group, backlog additions remain high. But every quarter there's a new winner. $AMZN $MSFT $GOOG $ORCL
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If this is not a chart crime, it's the purest thing I've seen.
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So it is a crime. It implies a ~1:1 negative correlation. But hyperscaler operating cash doesn't belong in here. It should be hyperscaler capex + private LLM fundings. How much do those investments drop down into semi FCF annually.
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Robert Cantwell III retweeted
Jerry Capital (@JerryCap) profile picture
Jerry Capital
@JerryCapJul 8
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Upslope Capital (@UpslopeCapital) profile pictureUpslope Capital
@UpslopeCapitalJul 8
Need to actually read this Fundsmith letter to believe it - wild stuff
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Image from Upslope Capital (@UpslopeCapital)
Image from Upslope Capital (@UpslopeCapital)
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The real $SPCX offering is still 5 months away: - 4% of company is now public - 11% goes public August (=20% of non-Elon shares) - 20%+ more goes public November Let's talk in November.
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Starlink is the LIV Golf of broadband.
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Robert Cantwell III retweeted
sui (@birdabo) profile picture
sui
@birdaboMay 7
everybody calm down. i got this.
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Bear take on $AAPL. With their smallest share repurchase in 7+ years, might be an easy call. @MarleyKayden and @SchwabNetwork
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$MSFT down 4% after hours on crap copywriting.
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