Sublime
An inspiration engine for ideas
$BABA reverse DCF calculation to see what the market is currently pricing in.
Here's what it would need to achieve a 5 yr 10% annual growth rate from the price today:
- 3% FCF growth
- 4.5% annual buyback
- 10 P/FCF
It looks... See more
Cargill, the largest privately owned company in America, reported net income of $3.57 bn in its 2025 fiscal year, up ~44% from FY2024.
Cargill paid its billionaire family owners a record ~$1.46 bn in dividends — in what appears an acceleration of payouts from historical norm. https://t.co/plYGa8fqu9
72 shares of $VICI will allow you to DRIP 1 share a quarter.
Currently hold 65 🎰
Next goal - 72 shares of $VICI and then next stop 144!
How many shares of VICI Properties do you hold? https://t.co/Z41H4gFSOk
Operating earnings (the good kind for insurers) at Fairfax averaged $1bn per year from 2016-2020. Doubled to $2bn in 2021. Tripled to $3bn in 2022. On pace to quadruple to $4bn in 2023. Do you see a trend? (Not a trick question) $FFH.TO https://t.co/0E0Zu1G8Lr
Todd: “Warren, I have a new company that likely clears our hurdle. We used to own it back in 2011. We made a quick 50% on the stock. It’s Dollar General.”
Buffett: … https://t.co/6j16vwZKmk
Day 58 ✅
Today's $10 went straight to the cash pile ...
💰 Total invested: $480
💰 Total cash: $102.31
💰 Total dividends: $1.99
💰 Total return: $30.99
Positions:
$RIVN 4.36 shares
$SCHD 3.50... See more
No wonder Ken Langone loves capitalism
$250k -> $666M
Investing w/ Stanley Druckenmiller (~30% CAGR over ~30 years) https://t.co/ad79ABdCFZ
🚨 The GOAT Stan Druckenmiller just reshuffled his portfolio in a big way.
He’s managed money through every market regime for 40+ years without a single down year.
This quarter, his portfolio shift says a lot about where smart capital is flowing next.
Here’s what... See more