Sublime
An inspiration engine for ideas
Highest conviction holdings:
Tier 1:
1. $NU
2. $MELI
3. $CRWD
4. $ZS
Tier 2:
5. $DDOG
6. $ASML
7. $SNOW
8. $ADYEY
9. $CPNG
10. $NOW
11.... See more
Frank Slootman’s Abandoned Projectsx.comI am often asked for stock recommendations, but generally don’t share individual names unless I believe the risk versus the reward is extraordinarily compelling.
As we look toward 2025, one investment in our portfolio stands out for large asymmetric upside versus downside so I thought I would share it.... See more
Bill Ackmanx.com
Bill Ackman Manages Over $8.7 Billion in Assets
Achieved 373% accumulative return 2004-2010.
A 58% return in 2019!
He makes all of his Analysts read these 11 books:
📚 https://t.co/XomKpXdDVI
In honor of @BluegrassCap & OG Fintwit
13F Position Tracker across 22 Funds
Criteria:
> 3% position
No China (personal bias)
"Higher concentrated" growth focused funds
Quick notes below https://t.co/yZgJoUbf9Q
Private Equity Titan: Thoma Bravo
Thoma Bravo is one of the world’s leading private equity firms, with $138 billion under Management.
The Secret Sauce of Thoma Bravo: https://t.co/n3ZXtmN0CA
Sequoia Capital, Marc Andreessen and top institutions back New $30m Browder Capital Fund Four:
Today, I’m excited to announce that I’ve raised Browder Capital Fund Four, a $30,000,000 fund backed by Sequoia Capital, Marc Andreessen, Chris Dixon, Arthur Patterson (founder of Accel), Walter Kortschak (founder of... See more
This is my buddy. He’s a billionaire that drives a Honda and sits in coach seats when he travels. This is one of his stock portfolios. At its height it was $63,000,000 a month ago. He does not buy / sell … just HODL. He is the cheapest human I know. https://t.co/6YQe67SyGt