Sublime
An inspiration engine for ideas

Here are all of my public investment write-ups so far: https://t.co/Cai2NO88dJ

We saw Burry’s new big short position yesterday but here’s a list of his recent portfolio additions.
In summary, he is long bulk shippers, oil and gas companies, prisons, banks, media companies and short tech. https://t.co/jlUjIUZl3F
Michael Backes
@michaelbackes


Peter Keefe's letters & interviews:
https://t.co/A1Y0MSd29N
He's outperformed the S&P by ~3% per year over 33 years
He talks relatively freely about his top holdings https://t.co/tAXWKHiyMV
There is a relatively unknown man in Switzerland who invests capital in a particular way that makes almost any investor who learns about it jealous.
Time for a thread 👇🏽👇🏽
Anthony Pompliano 🌪x.com
Portfolio Update:
$HITI — up 67% 🟢
$HIMS — up 319% 🟢
$RKLB — up 503% 🟢
$NBIS — up 12% 🟢
The strongest candidate for my 5th position:
$DLO
It would break my founder-led rule, but I really think... See more