Sublime

Joel Greenblatt would always hand out charlie479’s(Nobert Lou) first three write ups to his students a Columbia to show them what a brilliant investment thesis looks like. Here is one of the VIC write ups that Joel Greenblatt hands out to his students: $NVR https://t.co/HiemeJWYtL

Repeat after me Cold email is the cheapest way to get your agency to $10k/mo in 2025 Here's the complete technical SOP to send over 1k emails per day (bookmark for later): https://t.co/zDZuT64fVz

$NRP is a royalty business with no capital needs and consistent FCF. I think it's a case study on effective capital allocation and management stewardship. I wrote some notes on its evolution: "hardly recognizable to anyone who hadn't followed the transformation" -COO Link in bio https://t.co/GyWHsqnCLJ

Joel Greenblatt would always hand out charlie479’s(Nobert Lou) first three write ups to his students a Columbia to show them what a brilliant investment thesis looks like. Here is one of the VIC write ups that Joel Greenblatt hands out to his students: $NVR https://t.co/H8XRisPivd

Rick Guerin’s write up for: The Security I Like Best Personal Property Leasing Company ( I’m sure @MohnishPabrai would be interested in this one ) https://t.co/NI9QO9hnPN

Terravest Industries $TVK.TO • Boring industry • Highly synergistic M&A strategy • Intelligent pivots to adjacent vertical markets • Superb capital allocation with high insider ownership https://t.co/So3ILw6Qai

According to the SEC, an accredited investor includes anyone who: earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary resi

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