Sublime
An inspiration engine for ideas
institutional LPs will be less motivated to invest in emerging managers directly if they receive sufficient exposure to them through their existing fund investment
Geri Kirilova ā¢ Enmeshment in Venture ā Laconia
Equity Markets
Emi Gal ā¢ 1 card
š Railway sector one pager
š The railway sector is expected to grow between 5 and 6% a year in the next years
š Some stocks to watch in the sector
š«š· Alstom $ALO ā ļø current issues
šØš¦ Canadian Nat. Railway $CNR
šØš¦ Canadian Pacific $CP___LINEB... See more
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
Louise Tiernan
@ltrn
Business models identified by Nick Sleep and Qais Zakaria:
1. Scale-economics shared
2. Discounts to replacement cost with pricing power
3. Hated agencies
4. Super high quality thinkers https://t.co/cJa9IrHljb
LLM
Justin ā¢ 3 cards
Wow seems that Donville and Alluvial found the same company almost simultaneously, may be worth taking a look
See abstracts from their latest letters
$HPS.A
Hammond Power Solutions Inc. https://t.co/I56MvJxYTy
Nick Sleep once used the services of an Investment Bank.
He asked them to run a screen( which I mention in my newsletter post ) and it yielded 7 companies .
To know these companies check out my newsletter. - Link in Bio https://t.co/6Epjl0GVfM