The Guesties
PL
Philippe Laffont
Guest on the All-In podcast · 1 scored call
-14.4%
vs S&P +28.7% · -43.1pp
Each call below is scored as if you'd followed it— long a bull, an inverse-sized stake on a bear (capped at −100%) — from the day it aired to today, versus simply buying the S&P over the same window.
Scored calls
| Company | Call | Date | Return | vs S&P |
|---|---|---|---|---|
| MicrosoftMSFT | Bullish | May 9, 2025 | -14.4% | -43.1pp |
In their words
Google→Mixed
“Is this the next IBM? You're going to stick around for a really, really long time, but you're just not going to be like a company growing as fast as you used to... they have this one search business. It's probably 85% of the profits”
E227· May 9, 2025
Microsoft→Bullish
“Microsoft said that in their Q1, they processed 100 trillion tokens, 50 trillion alone in March. And so the tokens are really going basically vertical... That was a really big deal.”
E227· May 9, 2025