Sublime
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Value Investing
Daniel Bakalarz and • 11 cards
Building an Outlier Firm: What Makes Amplify Different | Amplify Partners
Mike Dauberamplifypartners.com

After 25 years of solitude, the most influential tech billionaire you've never heard of broke his silence to talk to @JeremySternLA about what he calls “the single best product I’ve ever built, in four decades, by far.”
Colossus can report for the first time that Trilogy founder Joe Liemandt is the product guy behind Al... See more

Bill Ackman on $BN valuation
"Considering the composition of BN’s future cash flows and using a weighted-average multiple, we anticipate Brookfield should generate 25%-plus compounded returns for shareholders, assuming conservative assumptions on an exit-multiple for the business."

Here are 3 Quant strategy types taught by a PhD professor worth $26,160.
For free: https://t.co/nfTnOMxm8V
This guy literally shows the code for a fully automated algorithmic trading system he's using for his hedge fund. https://t.co/43EUlCkyII
Quant Sciencex.com
I love investors that invest differently than the norm that have incredible track records.
25 years at 20% compounded.
"We are continuously optimizing the portfolio (buying/selling)."
"We shoot our winners."
Turtle Creek Annual Meet... See more



@avansteenweghen There is also this guy, Russian crazy math guy
Yakov Perelman https://t.co/9IazCq6JyW