Sublime

Phil Carret : The Security I Like Best https://t.co/hGSBuFlVj0

Another great VIC pitch from 2011. Potential double in Domino's $DPZ stock, turning into a 15-bagger over the next 10+ years. Clearly written one-pager, a testament that a great write-up does not have to be a 40-page deep dive. Full pitch: https://t.co/inBgt4CCV7... See more

Didn’t take convincing, just asking with intention. Here are the notes I sent. (Narrator: everyone was interested in that.) https://t.co/rQZ9EvvO9w

Peter Keefe's letters & interviews: https://t.co/A1Y0MSd29N He's outperformed the S&P by ~3% per year over 33 years He talks relatively freely about his top holdings https://t.co/tAXWKHiyMV

What Do We Mean By Reinvestment - Akre https://t.co/omaWOePlcj

@breadcrumbsre This is one great company run by great people. CC: @packyM https://t.co/aUeOIWs67k

Seek firms that create equity https://t.co/XtdENBvXdF