Sublime
An inspiration engine for ideas
I’ve been investing for 19 years.
Here are the 9 best FREE investing resources I’ve ever found: https://t.co/vh1MURBxPb
Brian Feroldix.comHighest 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. $DNOPY___LINEBREA... See more
Frank Slootman’s Abandoned Projectsx.comI asked, “What company is worth less than $10 billion today but you think could be worth $500+ billion in a few decades?”
I received 710 answers
Here are 20 top stocks that have 50x+ potential:
Brian Feroldix.com
Wow Klaviyo is a new record for Founder-CEO ownership at IPO: 38.1%
Edges out Atlassian co-founders just a smidge who were at 37.7%
(although Atlassian co-founders together owned more and are still #1)
Really helps to burn almost nothing on the way to IPO (just... See more
I’ve been investing for 20 years.
Here are the 9 best FREE investing resources I’ve ever found: https://t.co/zpJuQwr2Df
Brian Feroldix.comBillionaire investor Dan Loeb believes studying this one company is worth more than a 2-year MBA.
Surprisingly, it isn’t Amazon, Apple, or Berkshire Hathaway.
As one of the all-time best-performing stocks, it’s delivered 4,500%+ returns over the last 25 years.
Le... See more
Sahil Khetpalx.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
The FCF margin is the % of the revenue that converts directly into free cash flow. Here are the Top 20 High-Quality companies in the Tech sector with the highest FCF margins:
🇺🇸 1. $QLYS - Qualys - 63.9%
🇳🇱 2. $BESI - BE Semiconductor - 51.2%
🇺🇸 3. $ANET - Arista Networks - 45.6%___LIN... See more