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The New Gold Stock Investing Essentials: Supercharge Your Portfolio With Precious Metals And Our Top Mining Stocks
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Memes by Night https://t.co/umwgSBhovX
SemiAnalysisx.comListen to Gene CAREFULLY if your a $TSLA holder. He also dominated $MELI. He is a legend. I hosted him here in BA a few years ago. So. Much. Knowledge.
Fede Sandlerx.com
Great to see Valley Forge finally enter the world of semiconductors. As a SAAS investor, I’m surprised Dev didn’t go for Cadence or Synopsys.
He’s also sold out of Adobe and Autodesk, but still holds in Intuit. https://t.co/YCVRDUDTXy
hedge funds
Juan Orbea and • 5 cards
Investors
Ben Moe • 3 cards
Apollo Global, one of the largest alternative asset managers, just had their Investor Day
Here are some of the slides that caught my eye
🧵
1/ Apollo and Private Equity Revenue Growth over 15 years https://t.co/BC1SOMYAEd
Steve Chiles
@stevechiles