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A 🤯🤯🤯 episode If you love investing, you will not find someone as passionate AND knowledgeable as @GavinSBaker I call him often with investing ?s because his thinking is so clear Today, you get to hear him absolutely cook on semis, data centers, leaders & a ton... See more

Patrick OShaughnessy

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Mike Speiser is one of the most unique investors who isn't as well known outside the valley. At Sutter Hill, he incubates one startup at a time, acts as founding CEO and gets it off the ground. His track record is insane, creating $70B of value from 5 companies over 15yrs!... See more

Deedy

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Founder mode, public markets edition https://t.co/iQUDcoGO1t

Yuri Sagalov

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Yesterday we published a piece on VC fund stacks on @signatureblock_. Here's ours... https://t.co/L5pojwXuMs

Ryan Hoover

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The Visions of Neil Mehta

Jeremy Stern joincolossus.com

Excellent from ⁦@JohnStCapital⁩ On DeFi https://t.co/F22I287ALU

Gavin Baker x.com

In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently... See more

Patrick OShaughnessy x.com

The net worth of Ray Dalio, founder of Bridgewater Associates: $22,000,000,000 Bridgewater is one of the biggest hedge funds on Earth. How did it get so big? A portfolio strategy 100s of PhDs developed over 10+... See more

PyQuant News 🐍

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@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