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u/Finding-Rumi

2 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AMZNr/ValueInvestingStock Analysisbullish
u/Finding-Rumi · 28d ago1 prior · awaiting results

Two ways to buy Anthropic before the IPO (while paying 50% less)

Amazon owns ~21% of Anthropic through preferred equity conversions at a strike price well below the rumored Anthropic IPO valuation. Buying Amazon stock offers indirect exposure to Anthropic at a 2-20x discount relative to the IPO price, plus diversification across Amazon's other businesses and AI capital allocation.

At post $254.98Now $261.97+2.7% since postedas of Aug 24, 1:28 PM ET
original post →
$GOOGr/ValueInvestingStock Analysisbullish
u/Finding-Rumi · 28d ago1 prior · awaiting results

Two ways to buy Anthropic before the IPO (while paying 50% less)

Alphabet owns ~15% of Anthropic and has unrealized gains embedded in its investment portfolio. Buying Goog at current IPO levels provides exposure to Anthropic at a significant discount (10x-20x cheaper) compared to the rumored future Anthropic IPO price, with additional upside from the company's role as a capital allocator in AI.

At post $347.41Now $346.02-0.4% since postedas of Aug 24, 1:28 PM ET
original post →

End of results.