Sublime
An inspiration engine for ideas
Bill Ackman manages $18.5B
Here's his latest portfolio presentation: https://t.co/EdXSYnHUD3
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
I'm obsessed with building a Personal Holding Company.
The idea: build dozens of cash-flowing businesses, partner with great operators to run them.
Who is/has done this effectively?
Few people come to mind:
- @jspujji
- @stephenolm... See more
Alex Liebermanx.comBerkshire Hathaway Inc. Annual Report 2024
An annual shareholder letter from Warren Buffett discusses Berkshire Hathaway's performance, investment strategy, management perspectives, company developments, mistakes, and updates on key businesses, emphasizing a long-term approach to capital allocation and growth.
berkshirehathaway.com1/ NY Attorney General vs. DCG @BarrySilbert:
FTX was worse than Madoff.
And, DCG was worse than Enron.
This thread will show how.
And why the NYAG's request will force a sale of Grayscale.
Ram Ahluwalia CFA, Lumidax.com
