Sublime
An inspiration engine for ideas
Richard Frank
@richardfrk

2023 @PermanentEquity Annual Letter is live: https://t.co/pRCrmugDtP
1) Partnership with Rylee + Cru (https://t.co/wrroulp5uB)
2) Challenges of career risk, shifting markets, and buying the misunderstood
3) Fitness journey update
4) Perils of false self
5) Goodbye... See more




Allan Mecham ran Arlington Value Capital where he achieved a CAGR of 30% over 8.5 years.
Here is his 2013 fund letter https://t.co/3P8OnvLjmY

Mark Mahaney has covered Internet stocks on Wall Street since 1998.
He is in the top 1% of all professional analysts, w/ an avg annual return of 26.9%.
In his book, Nothing But Net, he shares these 10 tech investment lessons he's learned after 25 years of making calls.... See more
Mark Blair
@markblair
Jason Rusovick
@jrusovick

François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993.
During his talk at Google, he listed the stock selection process he uses. https://t.co/9imxOOEWT4


