Sublime
An inspiration engine for ideas
Scott Bessent — Trump's pick for Treasury Secretary — is one of the top macro investors of our time.
@TotemMacro was mentored by Bessent and explains some of the concepts and frameworks that made him an elite investor. https://t.co/sn6ahZfstz
American Optimistx.com
🚨 The GOAT Stan Druckenmiller just reshuffled his portfolio in a big way.
He’s managed money through every market regime for 40+ years without a single down year.
This quarter, his portfolio shift says a lot about where smart capital is flowing next.
Here’s what... See more
Finance App
Alden Huschle • 3 cards
Michael Mauboussin is one of the best investment teachers of all-time.
In his 2022 white paper called "Understanding Competitive Advantage Through Market Power" he shares a complete list of Wide Moat Businesses spanning the globe.
Here's the most important metric for each one👇... See more
The MARTIN ZWEIGS and CHARLIE D are classics
Book recommendation/educational primers are linked below 🤝🏻 https://t.co/BozoTVzMjg