Sublime
An inspiration engine for ideas
Allan Mecham explains how he generates investment ideas.
How do you generate your investment ideas ? Screening seems unfruitful. https://t.co/JmDLsthvm0
It’s been almost five years to the day since the idea first hit me.
I was working at Goldman Sachs, watching wealthy clients grow their fortunes. There was nothing magical about it — they just had the one thing that mattered most: capital to compound. https://t.co/265uCx1GJW
Abdul Al-Asaadx.com
I’m fascinated with history’s thinker-doers: Cicero, Marcus Aurelius, Benjamin Franklin. There’s no greater achievement than calling your shots: laying out a theoretical worldview, then executing ruthlessly to bend reality.
There exist people like this today, who write a manifesto and go build a $100B company on top.... See more
Johnathan Bix.com
The Double Whammy - Above average growth plus an above average P/E
Case study - $SCHW https://t.co/aehOP37Pyn
You can find more info on Lou and Punch Card here: https://t.co/CZwKyeRHLH
You can find his current portfolio here: https://t.co/tS3fYYIIT4. https://t.co/syGJSW4gU7
Charlie Munger
Adrien • 1 card
For curiosity's sake, I've decided to start tracking the performance of fintwit favorites (based on my feed experience)
Here are 20 darlings that I will equally weigh at 5% and then check their performance over a one and three-year timeframe
Feel free to give me some recommendations on how I... See more
Mikro Kap Davidx.com
Today I am pitching a new stock that I believe is extremely undervalued with:
💎Founder-led
💎P/E of 3
💎Equity CAGR: 15%+
💎P/B = 2/3
🔥Consistent market share taker
To learn more, read on👇👇👇 https://t.co/26rePtSjH4