Sublime
An inspiration engine for ideas
Mark Leonard's commentary on Veeva Systems. "Penetrate the market with a low-cost strategy, reduce your COGS and then build a moat. We see very few of these". $VEEV $CSU https://t.co/L9a1p8myex
Michael Burry's (@michaeljburry) Investment Strategy One-Pager
- Buy roadkill
- Sell when roadkill's been polished
- Care little about general market
- Focus on FCF & Enterprise Value
- Invest in Rare... See more
I enjoyed this podcast with Keith Lee at Brown Capital Management (Small Cap Growth PM).
His main fund (top holdings below) has a high Tech sector exposure (60%). Keith and the team are focused on finding exceptional growth companies.
Notes from the interview:... See more
Identifying, Structuring, and Sizing a Value Trade
cluseau.com
Kalshi CEO Tarek Mansour: “The core unlock that could happen with prediction markets is if you forecast the future better, you are pricing risk.”
“If you can price risk, then you can make better decisions about the risk.”
“And then also you can transfer it, you can hedge. And I think that's... See more
a16zx.com
Francois Rochon has beaten the market for 30 years by investing in quality market leaders at a fair price.
Let’s break down his strategy:
Financial Strength
Rochon looks for companies with a consistent return on equity above 15%. The earnings per share of the business must grow... See more