Sublime
An inspiration engine for ideas
Good pod w/Joseph Shaposhnik who runs the TCW New America Premier Equities Fund
He is super high quality focused - nice single stock discussions on $AVGO, $CSU, $FICO & $ROP - I also enjoyed hearing his views on capital allocation
Top positions below https://t.co/2J5dvBHDsR
Thomas
@thomas-5f3b00a23aba41a8
Marc-Antoine Parent
@maparent
Tom Parish
@tparish
Thomas Officer
@tfo
Tom Carney
@tcar
Tom Costello
@thomasracker