Sublime
An inspiration engine for ideas
A đ€Żđ€Żđ€Ż 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 &... See more
Wow. a16z hiring a full-time person just to keep track of carry. https://t.co/WDzfFXpDB6... See more
In itâs heyday, Goldmanâs special situations group was the navy SEALs of money making. Todayâs 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 w... See more
Patrick OShaughnessyx.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+ years.
__... See more
@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 - 5%__... See more
Michael Burry Stock Tracker âx.com
The Future 50 is here.
5 months ago, we asked +200 of the worldâs best VCs to pick the 2 companies with the highest ceilings. The only rule: they had to be valued under $200M.
After months of research, we chose the 50 we believe are best-positioned to dominate.
___LINEBREAK__... See more
Neil Mehtaâs Greenoaks: The $15 Billion Silent Fund Betting on S&P 500 Caliber Founders
When Neil Mehta left D.E. Shaw at 27, he launched Greenoaks Capital with no brand, no firm history, and just one goal: investing big in businesses that could reshape the world.
Within months, he put 40% o... See more