Sublime
An inspiration engine for ideas
Shoutout to Oliver Keating, Physics Scientist, who has been running this #microcaps model live and public since 2013 with 23.6% CAGR. A steal at $25 per month. https://t.co/nqEhwZn3T6 https://t.co/MIFWSZ4o5b
Investment Wisdom
Isaac Friedman-Heiman • 10 cards
Michael Burry on his stock picking and portfolio management philosophy: https://t.co/Y4dsKOrCBz
My favorite listed BDCs trading at NAV discounts:
FS KKR $FSK: -14.8%
Bain $BCSF: -4.7%
Nuveen Churchill $NCDL: -2.4%
Kayne Anderson $KBDC: -2.5%
Disclosure: Long in $INCM.to
Julian Klymochkox.comSchwab U.S. REIT ETF (SCHH) Indexed to: Dow Jones Equity ALL REIT Capped Index Expense ratio: 0.07 percent Number of holdings: 140 Top five holdings: American Tower Corporation, Prologis, Inc., Crown Castle International Corp., Equinix, Inc., Digital Realty Trust, Inc. Russell’s review: The word “Capped” as it appears in the name of the index means
... See moreRussell Wild • Exchange-Traded Funds for Dummies
The debate over top-down versus bottom-up investing has always seemed a little fuzzy to Inc. I just keep an eve on the economy and ask, where is a sector that's overdue for recognition: