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Inspiration Capital

Paulina Paucic • 5 cards

Thumbnail of www-x-com-tmtmoats-status-1779527344618631196-a94fa3a2f1db4bed

Good pod w/Joseph Shaposhnik who runs the TCW New America Premier Equities Fund He is super high quality focused - nice single stock discussions on $AVGO, $CSU, $FICO & $ROP - I also enjoyed hearing his views on capital allocation Top positions below https://t.co/2J5dvBHDsR

Conch Shell Capital

Equity Markets

Emi Gal • 1 card

J

Jonathan Morgan

@jbm

Alternative Asset Investing

Alternative Asset Investing

sari and • 68 cards

Thumbnail of www-x-com-bkaellner-status-1757780638847975841-a93bf4da20be46cd

Mohnish continues to circle the coal wagon 🔥 https://t.co/A4b1xlan1P

M

Mike McGee

@mkmcg

Investment

Gary Moore • 5 cards

Bonds 2025

Ashleigh Parker • 1 card