Sublime
An inspiration engine for ideas
"strong opinions, deeply researched, moderately tightly held"
this is a quite interesting, and mad thoughtful, venture firm https://t.co/rr9z5EqsS0
References
Ashleigh Parker • 1 card
Buffett filters, per Todd Combs convo with Michael Mauboussin:
- NTM PE < 15
- 90% confidence the biz will higher earnings in 5 years
- 50% confidence the biz will CAGR earnings 7% over next 5 years
Simple, but not easy filters to find potential investments.... See more
Composability
sari and • 8 cards
LLMs
Riley Brown • 1 card
Looking for linear compounders?
Here are the top 20 small, mid and large-cap companies with the most linear share prices over the last 5 years.
Which do you own?
⬇️⬇️⬇️ https://t.co/qhuNjJV4zm
EXECUTIVE SUMMARY: Latest reported quarter 13F filing for SITUATIONAL AWARENESS LP
Total reported long equity portfolio value was $4.138B, a QoQ increase of 94.9% from $2.123B. The filing reported 28 line-item positions (25 unique tickers). Concentration based on combined underlying exposures showed top 5 weights at... See more
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