Sublime
An inspiration engine for ideas
I can't remember the last time (if ever) I've seen anything like this.
We know Calumet $CLMT is preparing to spin the MR unit in a few months, targeting > CLMT's current EV. But they recently even dedicated a slide to what they believe is an intrinsic value range for $CLMT's equity; $31-56 p/s (vs ~$19 today).___LINEBRE... See more
However, remember that we want your first ten investments to be $1,000 syndicate-level swings at bat so you can learn at the low-stakes table, where mistakes aren’t devastating. After that, in this book, we talk about making twenty $25,000 bets and quadrupling down on the winners with a $100,000 follow-on investment.
Jason Calacanis • Angel: How to Invest in Technology Startups—Timeless Advice from an Angel Investor Who Turned $100,000 into $100,000,000
Cooper Investor on CME Group $CME US
With this business routinely generating over 50% returns on invested capital and carrying no debt today, CME is far from an average business
(Extract from their Q1 letter) https://t.co/1abxIpuRdH
Public vs. Private Markets
Mark Fishman • 1 card
Banking
Aleksey Polukeyev • 3 cards
NASDAQ
Mo Shafieeha • 1 card
VC & PE
Michael Priddis • 10 cards