Sublime
An inspiration engine for ideas
Good pod w/Joseph Shaposhnik who runs the TCW New America Premier Equities Fund
He is super high quality focused - nice single stock discussions on $AVGO, $CSU, $FICO & $ROP - I also enjoyed hearing his views on capital allocation
Top positions below https://t.co/2J5dvBHDsR
Lukas
@dirzys
Derek Brown
@derek
Kamil
@kamil
Ligita Dumciene
@lige
Dionisis Lialios
@stereo
Tomas Truben
@celador
Dariusz Dziuk
@darius