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The elite compounder bro portfolio.
$FICO
$SPGI
$MA
$MCO
$V
$INTU
$AZPN
$ASML
Recently Sold
$ADBE
$ADSK https://t.co/uOadRvovd1
Top 5 positions of Howard Marks
▪️Torm PLC (20.3%)
▪️Chesapeake Energy (10.8%)
▪️Vistra (7.8%)
▪️Star Bulk Carriers (6.6%)
▪️Sitio Royalties (4.9%) https://t.co/omXlQ2Yall
@APompliano Andreas Lechner, private investor who lives in Switzerland. Compounded at around 100% pa from 1994-2000. https://t.co/Ac09HLOYQR
Franklin Bergx.comAll the Tiger boys loading up on $PM
First noticed it in Q4. Back for more in Q1.
- Lone Pine in for another ~ 3.7MM shares
- Viking in for another ~ 3.4MM shares
- D1 in for another ~ 2.5MM shares
- Maverick is a rounding error here
Chris Pavesex.comM+C Morgan
@mcmorgan
Starting today I began a systematic trading program to bet against Bitcoin treasury programs against a basket of core crypto spot longs.
I do not buy MSTR’s financial engineering framework as value accrual and believe excessive issuance will de-rate the sector
goodalexanderx.com
Another great investor letter by @Whit_Huguley. Recommend a read.
https://t.co/K5F0Q2e9of... See more