Sublime

One of the most legendary shareholder letters there ever was. Lahde Capital, 2008. If you read anything today, make it this.

Burry's investment one sheet worth reading for any investor https://t.co/ZqFn52xLsv

Michael Burry's investment strategy: https://t.co/uSXBRvq7fL

⬇️ Full Transcript with Slides below ⬇️ 1/ On April 3, 2024, Sapient Capital's Tom Morgan gave a presentation at the Sohn Conference titled "The Most Offensively Taboo Idea in Western Civilization" where he distilled 10 years of curiosity research into a 5 minute talk. I found this... See more