Sublime

Ikarian Capital- Bio Hedge Fund Q1 Holdings Top Holdings: $SRPT $ITCI $RXDX $IMVT $ATXS $MRK $BBIO $AXSM $BBIO $RETA $BMEA $TERN $PCVX___LI... See more

Allan Mecham ran Arlington Value Capital where he achieved a CAGR of 30% over 8.5 years. Here is his 2013 fund letter https://t.co/A9hSeF2f7Z

In honor of @BluegrassCap & OG Fintwit 13F Position Tracker across 22 Funds Criteria: > 3% position No China (personal bias) "Higher concentrated" growth focused funds Quick notes below https://t.co/yZgJoUbf9Q

François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. During his talk at Google, he listed the stock selection process he uses. https://t.co/9imxOOEWT4

Shoutout to Oliver Keating, Physics Scientist, who has been running this #microcaps model live and public since 2013 with 23.6% CAGR. A steal at $25 per month. https://t.co/nqEhwZn3T6... See more

Here are the Japanese companies currently featuring in MSCI's World Quality index. Which Japanese companies are you bullish on? I'm currently researching: • Tokyo Electron • Advantest • Lasertec (my favourite) • Disco Corp___LINEBREAK__... See more

Here is a public and free Wes Gray 'Quantitative Momentum' screen I made for microcaps. This one includes slippage. I built it around his ideals and put my own spin on it. A more lengthy write-up on the changes I made can be found on my StinkedIn page as I cannot seem to upload PDFs on X. L... See more