Sublime

Motilal Oswal released 2023 wealth Creation study Sharing my old Curation of the Motilal Oswal Wealth Creation Studies (27 in total) in one place. {1996 to 2022} https://t.co/4a6qtXFCWc

Interesting pitch on $TVK.TO by Plural Investing👇 Terravest is a roll-up play with a 30% TSR p.a. over the last decade. Currently, trading at just 13x EV/2024 NOPAT with a large runway for growth remaining. 35 page deep dive here: https://t.co/1IGii2Piwl

VCs are facing the "Big Budget Effect" that is plaguing Hollywood studios right now. In the year 2000 you had just three movies that had made $1B+. Titanic, Jurassic Park, and Star Wars Episode I. Today you have 45+ movies that have made over $1B, and some of them have made $2B+ like Avengers and Avatar.

How does Greenblatt invest his PA? One example: Calls options on “growing service businesses” when they trade for “close to 10 times cash earnings.” Here’s a writeup and his bio from 2000: https://t.co/87YcVFyI5R

Burry is all in on China Last week he reported that he upped his stake in 3 Chinese stocks JD $JD - added 100% Baidu $BIDU - added 66.7% Alibaba $BABA - added 29% David Tepper, who is extremely bullish on China, owns all three of... See more