Sublime

@ActivelyManaged https://t.co/7GanVdgdoO

Bill Miller on the three competitive advantages an investor can have: 1) Informational advantage 2) Analytical advantage 3) Behavioural advantage https://t.co/yIFLi4fy86

Koyfin

x.com

Capital Allocators: How the world’s elite money managers lead and invest

Ted Seides

amazon.com

Cover of Capital Allocators: How the world’s elite money managers lead and invest

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Notes from a Seth Klarman MBA Lecture https://t.co/jA4UOyYAgD

Finding Compounders

x.com

Stockcircle - Analyse Portfolios of Investment Gurus

stockcircle.com

Linkfest: 27 May, 2024

Raoji alphaideas.in

David Senra's Ideas from the Greatest Founders in History [Updated 2025] — Eric Jorgenson

Eric Jorgenson ejorgenson.com

Areas of opportunity; hiring, creating products for founders like NFX's Signal, and processes such as indexing people instead of companies.

Erik Torenberg • Productizing Venture

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Guy Spier mentions who he would invest him money with if he wasn’t managing money himself https://t.co/5TeakQsG5V

Finding Compounders

x.com