Sublime
An inspiration engine for ideas
Piramal Enterprises has the rare distinction of generating annualized shareholder return of 30% over 29 years till 2017. And the architect behind this stunning performance is Ajay Piramal.
https://t.co/oFjhfU2njo
Ian Casselx.com13F largest holdings: Stan Druckenmiller (MSFT, CPNG, TECK), Bill Ackman (CMG, GOOGL/GOOG), Dan Loeb (PCG, AMZN, MSFT), David Tepper (BABA, AMZN, MSFT), Li Lu (GOOGL/GOOG, BAC, BRK.B), Seth Klarman (LBTYK, GOOG, WTW), Warren Buffett (AAPL, BAC, AXP)
David Kassx.com
Gotta love that Buffett’s disciples Combs and Weschler are TMT bros who have blown up backing Malone and Redstone! https://t.co/l01cOsANqr

Notes from @BillAckman's fireside chat in Omaha:
People Underestimate the Power of Checklists
- Pershing Square had the best 6 years of its history since they inscribed their checklist into a piece of "stone"
- "If I ever veer [off this checklist] just hit me... See more
Hermitage CEO Browder: Don't Invest in Russia Today
youtube.com
Accounting Scandal worth $4.5 Bn by Candian Warren Buffet - Prem Wastva 's FairFax Holdings.
He holds stakes in multiple companies worth more than Billions in India too.
A Long thread đź§µon How he cooked the books and fooled investors...
#CorporateGovernance... See more
Family Office
Prashant Patel • 1 card

