Sublime
An inspiration engine for ideas
While a tad oversimplified, Charlie Munger’s famous one-liner is sort of like the Occam’s Razor of human behavior – especially at scale. People are generally far more driven by self-interest than by any other factor.
Chris Rempel • Part 2: creating the new frontier – Chris Rempel's Blog
Charles Adjovu
@charlesadjovu
Bryan Lawrence: How to beat the market using concentrated value investing
youtu.be
Tomorrow morning, 22,000+ investors will receive simple, data-driven visuals covering stock portfolios for:
🐐 Warren Buffett $AAPL $AXP $BAC $KO
🇨🇳 Michael Burry $BABA $JD $FOUR
📟 Chase Coleman $META $MSFT $GOOGL $NVDA
🌯 Bill Ackman $BN $HLT $CMG
📡 Pat Dorsey $AZO... See more
$GLD outperfoming $SPY since it launched in 2004 is mind-melting.. flies in the face of so much conventional wisdom. https://t.co/skHqSXaDpu
Terravest Industries $TVK.TO
• Boring industry
• Highly synergistic M&A strategy
• Intelligent pivots to adjacent vertical markets
• Superb capital allocation with high insider ownership https://t.co/So3ILw6Qai