ASML has critical intellectual property. You can't make a chip without their lithography.
— Invest Like The Best, at 30:53
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Evidence
Creator moments across 110 tracked companies. Quote-backed, audited, review-pending. Timestamp links where transcript offsets exist. Not market-wide coverage.
About this universe
- 110tracked
- 84with evidence
- 98discovered
rule72 tracks a hand-curated universe of 110 companies — the companies it understands today, built from attributed creator evidence. This is not market-wide coverage. 84 of them carry grounded creator evidence in the current dataset.
Beyond it, 98 more companies surface in creator transcripts but aren’t tracked yet — what rule72 may understand next. Discovery is not coverage: a candidate becomes tracked only after an operator-gated review. See discovered candidates →
constructive — active, removes this refinementcriticaldescriptivemixedtimestamped only — active, removes this refinementclear all
3 clips · Invest Like The Best · posture / timestamp refine this page (3 of 7)
When we were buying Nvidia in 2023, we were paying four times earnings.
— Invest Like The Best, at 19:20
When we bought Amazon for AWS, we were getting it for free...we pitched Amazon for AWS at 2013 at the Robin Hood investors conference and we said the bulls have no idea what they're sitting on. Amazon's won the war but before it even started
— Invest Like The Best, at 34:32