Sublime
An inspiration engine for ideas
Q2 2023 13F Compounder Watchlist
h/t @bluegrasscap created original
h/t @sleepwellcap sparked revival https://t.co/pujqG3bMRx
Given the outlook of prolonged high rates -- zeroing in on companies are FCF positive becomes crucial. Quality of business & defensive MOAT often justify their premium valuation 🧐
$CFLT, $HCP, $NET, $MDB, $SHOP, $HUBS, $ESTC, $SNOW, $BILL, $DDOG, $MNDY, $PLTR, $TEAM, $ZS, $U https://t.co/a194E4GF1u
Kumar Rao
@whamsee
What is the essential reading list for a hedge fund analyst?
Dr. Parik Patel, BA, CFA, ACCA Esq.x.comPortfolio
Baptiste • 35 cards
Madhav Chadha
@madhav