Sublime
An inspiration engine for ideas
Portfolio currently by size
$OPRA - 52% (72% when options exercise)
$AGTHX 14%
$DOCN 12%
$SPVNF 6%
$SG 2%
$CRSP 2%
$ARRY 1%
$NTLA 1%
$FVRR >1%
$BEAM >1%
$NIO >1%
... See more
Reilly McAdamsx.com
Investors should look to buy a small number of high quality, resilient, global growth companies that are of good value and which can be held for a long time.
~Terry Smith
Long: $UPST $SNOW $IOT $NET https://t.co/xQRVJIJAqw
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
Joshua Lu
@jlu
This week we speak with Standpoint's Eric Crittenden about how he builds his personal portfolio
- Maximizing true wealth per unit of risk
- Why the 60-40 portfolio is incomplete
- Factor investing
- Using leverage
- Leaving money to kids
- A lot... See more
Jack Forehandx.com
Chris Mayer's current holdings as of March, 2023
Perhaps a few 100 baggers in here!
What stands out to you? https://t.co/C41LDLkGx9
Harish Chandrasekaran
@chanrish
@gurgavin True, here are his new top 15 positions
Alibaba - 6%
JD .com - 6%
HCA Healthcare - 6%
Oracle - 5%
Citi - 5%
CVS - 5%
Nexstar Media - 5%
Google - 5%
Star Bulk Carriers - 5%
Amazon -... See more
Michael Burry Stock Tracker ♟x.com