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Daniel Loeb: https://t.co/ZWK5pD5JOC

Evan

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One of the best investor letters ever written. What a legend. https://t.co/p3LevEmmkt

Fiscal.ai (formerly FinChat)

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Many people have wrestled to explain how Quant King Jim Simmons managed to outperform the S&P500 for 30 years in a row with a reality defying 40% CAGR. The answer is he was given access to classified mathematics, cryptography, and physics in exchange for his LPs getting secret kickbacks to fund black projects for the... See more

Cabana Boy 🌴

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zuck is offering individual researchers the equivalent of Cursor's ENTIRE series B, that's how badly they're bleeding talent https://t.co/vuKmLrl57w

toucan

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Please see my letter today to @Harvard governing boards of directors: December 10, 2023 Dear Members of the Harvard Governing Boards: In her short tenure as President, Claudine Gay has done more damage to the reputation of Harvard University than any individual... See more

Bill Ackman x.com

My favorite special sit. Soho House (SHCO). Chairman Ron Burkle has a $9 per share buyout offer on the table, which Dan Loeb is contesting as too low. https://t.co/cH1MxEcUy9

Randolph Duke 🇺🇸

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Lehman Brothers

Martin Gurri • Revolt of the Public and the Crisis of Authority in the New Millennium

Peter Thiel made $22 Billion investing in American companies. But now, he's moved $50 million and bought 470+ acres in New Zealand. Not for lower taxes or property value. But because of what he knows about America's future economy... ⬇️ https://t.co/CHF0XMZHg2

Hosun

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Private Equity Titan: Thoma Bravo Thoma Bravo is one of the world’s leading private equity firms, with $138 billion under Management. The Secret Sauce of Thoma Bravo: https://t.co/n3ZXtmN0CA

The Icahnist

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