Sublime
An inspiration engine for ideas
1/ Releasing a redacted Lux quarterly letter to LPs.
Some strong views of
-a catalog of an excess of excesses
-what catalysts cause the current market frenzy to end
(preview: LP indigestion)
-what we are advising our Lux family companies
-much more…... See more
🚨🚨🚨 Coatue argued in a private presentation that it believed that Robinhood has "zero valuation support" and a "broken business model" https://t.co/QuiEa3IwGg
Gentleman’s Idea #1:
Stonex Group $SNEX
Allocation: $30,000
Current Price: $98
Target: $120
Stonex Group, preciously INTL FC Stone, is a sleepy Futures Brokerage that has rapidly evolved into one of the largest agricultural and metals... See more
GLG can be viewed as a "tax" on the global knowledge economy. S-1 numbers are fascinating:
- 21k network members
- $520k annual contract value
- $290mm in recurring revs (as of 6/30/21)
- 102%+ "wallet retention" (completed one project in 90... See more
Dave Ambrosetwitter.com
Big move in $RZLV today: –10% (last ~$5.23), now –32% from its peak after a new short-seller report from Fuzzy Panda Research.
(We exited our $NODE position near $7.25, tax-efficiently, after a ~143% gain, thinking the run-up was too far, too fast.
The Fuzzy Panda report is provocative:... See more
$SMLR Semler Scientific needs to be on your radar as a high growth, ROIC, ROA opportunity
300 million market cap:
- 17x trailing earnings, 10x projected earnings for 2024
- 10 year trailing revenue growth of 25%
- Highly profitable... See more