Sublime
An inspiration engine for ideas
Luke Lyman
@lukelyman
Charles D, Ellis just absolutely rips through diversification. https://t.co/DXk0KaYa5q
Munger has 3 primary investments:
1. Costco
2. Himalaya Fund
3. Berkshire Hathaway
Out of these, Li Lu's Himalaya Capital is the shortest owned at "only" 20 years or so.
Kyle Grievex.comHere’s a list of the top 15 funds with impeccable investor letters for idea generation and a track record of at least 12% annual performance since inception, net of fees.
1) Greenlight Capital
2) Cedar Creek Partners - @eriksen_tim
3) Gator Capital - @gatorcapital
4) VOSS Capita... See more
Dalius - Special Sitsx.com
Gary Lin
@wanderhisway
Laurent-Perrier $LPE.PA
- 200-year-old family-owned premium champagne maker
- tripled EPS in the past decade
- trades at a historically low multiple (12x FY22 EPS versus 20x mean)
- improved margins despite industry-wide volume decline through offsetting price/mix improvements https://t.co/NYPNYvQim1
Fisher wrote in his book Common Stocks and Uncommon Profits:
Gautam Baid • The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Revised and Updated (Heilbrunn Center for Graham & Dodd Investing Series)
Cheryl Kellond
@xxfounder