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Instagram, Heroku, Plan Grid, and that YC company involved in shipping - I forget the name...

• syedkarim 9y ago
  Flexport
• graeme 9y ago
  Those might be good bets, but they're plainly not Buffet companies. Plan grid is still fundraising. Buffet looks for a decades long track record of profits. Almost none of tech except companies from the 80s or 90s can provide that.
  • dirtyaura 9y ago
    Maybe Intel? I couldn’t easily check their full profit history but it seemed that since early 80s they had only one year without profit - 1986. Intel is in many ways Buffett-style bet currently - long history of profits - Low valuation by the market compared to rest of the tech sector (p/e was 12-14 last year before the hike) - There is pressure from AMD and NVIDIA on the otherhand and Apple (own CPUs) and Google (TPUs) on the otherhand. But Intel still have pretty incredible moats in brand and manufacturing capacity I don’t know enough about the management to say if it matches Buffett’s standards for great management
  • tim333 9y ago
    I think Buffett says consistent profits rather than decades worth. I think he'd like Flexport, maybe when they are a little more established.