Sublime
An inspiration engine for ideas

Today's net flow of AI tokens by smart money and their performance. https://t.co/NdSTm4hAk1
Christian Angermayer on Investing in Innovation
podcasts.apple.com
Apollo Global, one of the largest alternative asset managers, just had their Investor Day
Here are some of the slides that caught my eye
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1/ Apollo and Private Equity Revenue Growth over 15 years https://t.co/BC1SOMYAEd

My five highest-conviction positions summarized in one sentence 🧐
1. $CRWD | Crowdstrike
• Their Falcon platform uses artificial AI and cloud technology to detect and respond to cyber threats by offering endpoint security, threat intelligence, and cyberattack response services.
___LINEBREA... See more


Shoutout to Oliver Keating, Physics Scientist, who has been running this #microcaps model live and public since 2013 with 23.6% CAGR. A steal at $25 per month. https://t.co/nqEhwZn3T6... See more