Sublime

Secondary players market mapping by Rothschild & Co (Five Arrows) https://t.co/TQLHV8Qiyd

Daniel Loeb of Third Point on $BN "We believe Brookfield is a business that has both a rerating opportunity and strong earnings compounding in the underlying asset." https://t.co/nYTtQEN3D5

Nick Train on the one company he would buy and hold for 20 years if the market closed H/t @FT https://t.co/jRLHytZExL

Li Lu Has Compounded at a 30% Annual Return Since 1998 He is the only person Charlie Munger trusts to manage his money. Li Lu's fund manages $14 billion in assets. Here are its top US holdings: 🧵 https://t.co/sAunHCQDhQ

Interesting holding list from Harding Loevner: https://t.co/DDxaefpgUl