Sublime
An inspiration engine for ideas
Akre Focus Fund Top 10 Holdings as of Q1 2025
$CSU $MA $V $MCO $BN $ORLY $KKR $ROP $CSGP $TOI https://t.co/a7feqPgwig
BREAKING: Warren Buffett just updated his investment portfolio.
He has $280 Billion invested in these 41 stocks: https://t.co/SCUirNG3Gj
Added 38 new pitches to the website, including (pt 2):
@LatamStocks - $NEXA
@WolfOfOakville - $HASH.V
@BigBullCap - $BRZE (JPM overweight)
@realLigerCub - $LFCR
@k_ristovski - $MANU https://t.co/0WyKo36sZ5
There is only one US company that is profitable (both FCF + GAAP EBIT) and consensus revenue growth estimates are at least 30% for the next 3 years https://t.co/f71ptEOrok
Equity Markets
Emi Gal • 1 card
Burry deleted this tweet a few minutes ago. Anyone around to replicate this screen on Bloomberg, CapIQ, or FactSet? Need on my desk before market open on Monday, thx https://t.co/zEpHWkpMh3
Recent leading names have shown their hands in the past few days.
That's why you must monitor what was supported and prepare for the next bull run on pullbacks like these.
Here is my last 3M-RS top name list, sorted by weekly performance. These are the stronger leading names of the past... See more