Sublime
An inspiration engine for ideas
Byrne Hobart is one of the most interesting & wide-ranging writers out there right now
Here's a thread of some of his ideas on globalization, financial bubbles, social capital & more
His old work here: https://t.co/uYSfQ3gbcS
Sign up for new work here:... See more
Erik Torenbergx.comThis is John Arnold, the best trader you've probably never heard of
Starting w/ just $8M, he grew his fund to ~$5B before retiring at 38
From 2002 - 2012, his fund compounded 100%+ a year 🤯
In 06 alone, they famously made 300%+
In... See more
Triple Net Investorx.comHistoric demand for non-linear exposure to short-duration U.S. government bonds, innit
Brian Gierkex.com



Must read
The 400% Man
An article on Allan Mecham - a college dropout who went on to beat the market https://t.co/nThagmw5ze
Matt Caron
@martcarno
Peter Kulseth
@pbk
Carey
@sublime23

There’s a fund manager out there I have been following for a few years who consistently nails biotech buyouts. Here are his new buys https://t.co/oLwSS0am8Y