Sublime
An inspiration engine for ideas
The fund, now managing $10 billion, had posted average returns of about 45 percent a year, after fees, since 1988, returns that outpaced those of Warren Buffett and every other investing star. (At that point, Buffett’s Berkshire Hathaway had gained 20 percent annually since he took over in 1965.)
Gregory Zuckerman • The Man Who Solved the Market
I just came across this Nick Sleep gem.
Here is an interview Nick Sleep did back in 2013.
Nick Sleep and Qais Zakaria ran Nomad Investment Management which over 12 years compounded at 18%. https://t.co/llJ7i41aEm
Is AI a bubble? Exhibit A.
August 10 – Wall Street Journal (Peter Rudegeair): “Leopold Aschenbrenner emerged last year as a precocious artificial-intelligence influencer after publishing a widely read manifesto. Then he decided to try his hand at stock picking. The 23-year-old with no professional investing experience... See more
Lawrence Lepard, "fix the money, fix the world"x.com
Here’s a list of the top 15 funds with impeccable investor letters for idea generation and a track record of at least 12% annual performance since inception, net of fees.
1) Greenlight Capital
2) Cedar Creek Partners - @eriksen_tim
3) Gator Capital - @gatorcapital
4) VOSS... See more
Dalius - Special Sitsx.comThe massive shift to index funds over the past 15 years or so drove the valuations of the largest index components to levels which guarantee poor returns going forward. Poor returns, in turn, will guarantee these inflows will turn to outflows and the virtuous cycle will become a vicious one.” Or as Nassim Taleb says, “We have been fragilizing the
... See moreDaniel Crosby • The Behavioral Investor
Howard Marks
Shubham • 1 card