Sublime
An inspiration engine for ideas
A physical #U3O8 stacking fund that's not getting much attention these days is Swiss Zuri-Invest #Uranium AMCπ¨π that's delivered a +51% return in 6 months since its launch, delivering on their pledge to closely track the daily Spot priceππ²βοΈπ€ π #Nuclear #UraniumSqueeze π π https://t.co/yFP77awBuF
Berkshire Hathaway Portfolio holdings as of June 30, 2021 https://t.co/CPX48b5btf
Boyd Group in Canada has been doing 42% CAGR over the past 17 years π
(26% CAGR over the past 10)
What do they do? Something sexy like software? No, collision repair centers ππ¨π»βπ§ https://t.co/hInXTHyvlh
Benchmarking Multi Product Adoption in Software: $DDOG dominance, Databricks making history, Apps vs Infra π§΅
π New product adoption is critical for revenue + margin expansion + retention. This latest analysis benchmarks new product penetration of ARR vs time since launch & can be a helpful framework when trying to und... See more
$QQQI ETF 15.35% dividend yield πΈ
Hereβs how much you'd earn per year just holding it:
$10 β $1.53
$100 β $15.35
$1,000 β $153.50
$10,000 β $1,535
$100,000 β $15,350
$1,000,000 β $153,500 https://t.co/C5Ud1Uze68
Copart lives up to it's billing as a compounder; 37% cash on cash returns and 59% of CFO reinvested, both over ten years
Capex has more than 4x in most recent 3Yr. period vs. oldest
Secret is out. Trades for 22.6x EV / NTM EBITDA vs. 10Yr. mean of 16.5x
$CPRT https://t.co/FRJ6YVBF6b
Cargill, the largest privately owned company in America, reported net income of $3.57 bn in its 2025 fiscal year, up ~44% from FY2024.
Cargill paid its billionaire family owners a record ~$1.46 bn in dividends β in what appears an acceleration of payouts from historical norm. https://t.co/plYGa8fqu9
