Sublime
An inspiration engine for ideas
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
Seth Klarman's Net Worth is over $1.5 billion
Copies of his book "Margin of Safety" have sold for $3,000. No reprints & hard to get a copy.
20 Investing Lessons from Seth Klarman: https://t.co/VLaY5Am3Ak
Stanley Druckenmiller files his Q1 13F, sells 71% of $NVDA stake while buying $IWM calls:
Top 5 positions:
1. $IWM calls, 15.14%
2. $MSFT, 10.67%
3. $CPNG, 9.11%
4. $TECK 4.75%
5. $VST 4.17%
-New Position... See more
Spent 7 hours researching a true master of small cap private equity:
- 586 transactions
- Acquire $1 million to $10 million EBITDA companies
- Average deal $12 million
- 72% IRR
- 7x cash on cash returns
He had two rare public appearanc... See more
PrivateEquityGuy (Mikk Markus)x.com1/ NY Attorney General vs. DCG @BarrySilbert:
FTX was worse than Madoff.
And, DCG was worse than Enron.
This thread will show how.
And why the NYAG's request will force a sale of Grayscale.
Ram Ahluwalia CFA, Lumidax.com