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Investment Principles.pdf
drive.google.com
🚨 Le portefeuille (au 31/12/23) de Michael "The Big Short" Burry est dévoilé !
👉 Etonnant de le voir avec autant de positions, lui qui en 2022, ne détenait que une seule position, Geo Group $GEO, comme un de nos membres 😉
🇨🇳 Ces deux plus grosses positions sont désormais : Alibaba $BABA et... See more
Laurent-Perrier $LPE.PA
- 200-year-old family-owned premium champagne maker
- tripled EPS in the past decade
- trades at a historically low multiple (12x FY22 EPS versus 20x mean)
- improved margins despite industry-wide volume decline through offsetting price/mix improvements... See more
The endowment and pension fund agree to invest. Cynthia and Mercedes then form “CynMerc” Ventures, which will invest in early stage private companies. With this first fund—let’s call it CynMerc I, CynMerc Ventures will spend 3-5 years investing the money and 5 more years (8 to 10 years in total) to get the pension and endowment money back plus a
... See moreBradley Miles • #BreakIntoVC: How to Break Into Venture Capital And Think Like an Investor Whether You're a Student, Entrepreneur or Working Professional (Venture Capital Guidebook Book 1)
KLA looks like AMAT, but smaller and better.
74% 10Y cash on cash returns, including their '19 acq. of Orbotech for $1.9Bmm, vs. AMAT's 52% w/o any big acq.
Orbotech was funded 1/2 with newly issued shares but KLAC increased their buyback such that FDSO out actually went down in... See more
CynMerc II will come in when about 75 percent of CynMerc I is committed to deals,
Bradley Miles • #BreakIntoVC: How to Break Into Venture Capital And Think Like an Investor Whether You're a Student, Entrepreneur or Working Professional (Venture Capital Guidebook Book 1)
Sounds like he had five positions:
1. MSFT
2. The Clippers
3. The Clippers Arena
4. A marketing services firm
5. Index fund
BuccoCapital Blokex.com2025 IPO Pipeline, Importance of Brand for GTM, Org Chart Benchmarks, Equity Distribution & More
Insights on IPO pipeline, brand impact for growth strategies, organizational structure benchmarks, equity distribution trends in startups, and SaaS sales seasonality are discussed in this overview.
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