Sublime
An inspiration engine for ideas
Louis Simpson was able to average a 20% annual gain over the 24yrs he was in charge of GEICO’s $4 billion portfolio.
In this Washington Post interview he laid down his investment philosophy https://t.co/y8HZ0c3ZEM
Buy 10 carefully selected one-bedroom apartments at good prices with a 3-million investment.
You will earn a 7–10% annual return for the rest of your life, with the potential for your real estate portfolio to grow to over 4.5 million in the next 10 years, if bought in a correct way.
Your rental income will cover your li... See more
Noodlesx.comBy contrast, professional angel investors, who follow the approach described in this book, invest calmly, steadily, relatively rationally, over a long period of time, with a strong knowledge of both investment math and early-stage realities. They tend not only to make money, but do quite well: in fact, the average return for a comprehensive, well-m
... See moreDavid S. Rose • Angel Investing: The Gust Guide to Making Money and Having Fun Investing in Startups
Oaktree’s investment philosophy doesn’t prohibit having opinions, just acting as if they’re right.
Howard Marks • Sea Change
$NRP is a royalty business with no capital needs and consistent FCF.
I think it's a case study on effective capital allocation and management stewardship.
I wrote some notes on its evolution: "hardly recognizable to anyone who hadn't followed the transformation" -COO
Link in bio https://t.co/GyWHsqnCLJ
Eric Peters at One River Capital, he argued that we live in a period of social upheaval, where young people are keen to invest in technologies that disrupt (and potentially bankrupt) older generations’ preferred institutions, while pushing investments that benefit themselves at the expense oF the old guard. The best part about being young and broke... See more
Ryan Selkis • Crypto Theses for 2022
The Key to Successful Investing by Giverny Capital
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/I5J712uHgk
If you invested $10,000 in NVR $NVR at its 1994 lows, you’d have roughly $13 million today.
That’s a 27% CAGR for 30 years🤯
Here’s the blueprint behind this ~130 bagger.
Bankruptcy: That’s probably not the first word that comes to mind for most investors when st... See more