Sublime
An inspiration engine for ideas
$BWEL is NO BRAINER cheap. It is unleveraged and trading at mere fraction of liquidation value. Some will call it a value trap - I think it's at an incredibly interesting inflection point. I have attached a write-up (sorry for the format) and welcome your feedback. https://t.co/Ky7HaJ0EiM
Berkshire Hathaway Inc. Annual Report 2024
An annual shareholder letter from Warren Buffett discusses Berkshire Hathaway's performance, investment strategy, management perspectives, company developments, mistakes, and updates on key businesses, emphasizing a long-term approach to capital allocation and growth.
berkshirehathaway.comMonkey promised to deliver a minimum 14 percent share in the highly competitive mid-level imported dairy solids market, and Monkey further promised that such success would last at least seven weeks, positioning this new cheese before the forthcoming holiday entertainment season. In exchange, Hamster granted that Llewellyn Foods would reward Monkey
... See moreChuck Palahniuk • Make Something Up
Whitebrook Capital on Portillos $PTLO US
The Company’s valuation is exceptionally cheap, the near term issues, addressable, and White Brook’s target price is over $22 in the short to medium term
(Extract from their report, link in SAC#42) https://t.co/cqbDyzZlxG
Winter Mead of Coolwater on Building the YC for GPs
youtube.com
$WULF with one of the most explosive bitcoin miner setups...
AI/Data center exposure provides a second powerful tailwind.
$2B market cap. 16% short interest 🍋
Stanley Druckenmiller's family office owned 2.1m shares of WULF as of latest 13-F filing.___LINEBREAK_... See more
The Pomp Podcast: #510: Jesse Walden on the Ownership Economy
podcasts.apple.com