Sublime

Michael Burry's investment strategy: https://t.co/uSXBRvq7fL

In 2012, Pat Dorsey, legendary investor and author, sat down with the MOI to discuss moats. What followed was a masterclass in understanding, discovering, and analysing moats. 🧵 Here are 8 of our favourite takeaways. https://t.co/nQWKiZ5gR7

Todd: “Warren, I have a new company that likely clears our hurdle. We used to own it back in 2011. We made a quick 50% on the stock. It’s Dollar General.” Buffett: … https://t.co/6j16vwZKmk

Mike Speiser is one of the most unique investors who isn't as well known outside the valley. At Sutter Hill, he incubates one startup at a time, acts as founding CEO and gets it off the ground. His track record is insane, creating $70B of value from 5 companies over 15yrs!... See more

This month marks 40 years since Danaher was founded. And over those 40 years, Danaher has delivered total shareholder returns over 180,000% and is the only US publicly traded company that has outperformed the S&P 500 in every five year period. Today, I wanted to share with you their very first shareholder... See more

Burry's investment one sheet worth reading for any investor https://t.co/ZqFn52xLsv