Sublime
An inspiration engine for ideas
.@MarioGabelli laying out the sports franchise thesis for $BATRA and $MSGS. https://t.co/AdUCwhxFOZ
Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
open.spotify.com
Rick Guerin’s write up for: The Security I Like Best
Personal Property Leasing Company
( I’m sure @MohnishPabrai would be interested in this one ) https://t.co/NI9QO9hnPN
Billionaire investor Dan Loeb believes studying this one company is worth more than a 2-year MBA.
Surprisingly, it isn’t Amazon, Apple, or Berkshire Hathaway.
As one of the all-time best-performing stocks, it’s delivered 4,500%+ returns over the last 25... See more
Sahil Khetpalx.com
Druckenmiller saw Javier Milei’s viral speech at Davos and immediately said “give me the five most liquid Argentina ADRs" and sent it…
Shoot first, ask questions later.
That’s why he’s the GOAT. 🐐 https://t.co/yGGlB7RVBV
2: Mohnish Pabrai - Pabrai Investments
68% of his portfolio is $AMR https://t.co/kWA1Akq9Sj
Embracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
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