Sublime
An inspiration engine for ideas
This is Bill Perkins.
He's worth 100s of millions, a hedge fund manager, poker player, asymmetric thinker...
And my smartest mentor.
Steal his 7 principles on how the rich think differently: https://t.co/NWqJZAVMZY
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
There's a gentleman who manages a $115 million aum fund with annualized returns of 35% (before fees) since inception.
And he wrote a 3,150-word letter for those who dream of compounding their money at 20-25% per year over the course of their careers.
1. Your chance of becoming a great invest... See more
PrivateEquityGuy (Mikk Markus)x.comSpent 7 hours researching a true master of small cap private equity:
- 586 transactions
- Acquire $1 million to $10 million EBITDA companies
- Average deal $12 million
- 72% IRR
- 7x cash on cash returns
He had two rare public appearanc... See more
PrivateEquityGuy (Mikk Markus)x.comThere are some important changes underfoot in private markets:
1. Returns are compressing - few funds are able to consistently achieve the necessary spread over the risk-free rate to justify fees and illiquidity.
2. LPs are segregating bi-modally: 1) a growing group of smaller family office... See more
Chamath Palihapitiyax.com🐐 Buffett once claimed he knew he could make 50% on 10m.
❌ Yet very few small-cap investors meet this challenge.
🤯 Today, I will study one incredible investor who even surpassed Buffett's expectations!
Find his 3 most amazing pitches below 🧵 https://t.co/uRpto88brr
Iggy on Investingx.comPatrick OShaughnessy @patrick_oshag
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