Sublime
An inspiration engine for ideas
“I love going to the Investment Masters Class website. You can discover great money managers and read their annual letters."
- Francois Rochon
Some of my favourite Investor Letters ..
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https://t.co/TBVjok7MSp
@patrick_oshag @beyroutey The smartest person I know
If anyone wants to see him in action, here’s an interview we did a few months ago:
https://t.co/QEwrkkhkba
Dan Shipper 📧x.comIn each of our Show Us Your Portfolio episodes, we ask our guests about their portfolio construction framework.
As someone who has always looked at that question from a traditional perspective, I found @jam_croissant's answer unique and insightful.
Full episode in comment ⬇️ https://t.co/ynBabW3J1e
Jack Forehandx.com
Brookfield Asset Management has $750B in assets under management & 100+ yrs experience investing in the backbone of the economy
They call this “a hinge moment in history” w/profound implications for inflation, interest rates, & investing
Their macro update & investment plan…
Austin Liebermanx.com
“Entry-level” Patek Philippe Nautilus 5711 secondary market value.. 3 bagger in 5 years, outpacing the S&P 500.
Easy money inflating prices in even the most arcane markets https://t.co/FCyxHJftcS
The WSJ called him the "Hedge-Fund World's One-Man Wealth Machine" and Seth Klarman called him "smart as a whip."
David Abrams is the Founder and Managing Partner of Abrams Capital. Prior to founding Abrams Capital, David spent a decade at Seth Klarman’s Baupost Group, where he was the third investment professional. Bef... See more
Private Equity Titan: Thoma Bravo
Thoma Bravo is one of the world’s leading private equity firms, with $138 billion under Management.
The Secret Sauce of Thoma Bravo: https://t.co/n3ZXtmN0CA
Price is the maximally compressed signal of economically relevant information.