Sublime
An inspiration engine for ideas
Les Sinclair
@lespublicstuff
The Everything Guide to Investing in Your 20s & 30s: Your Step-by-Step Guide to: * Understanding Stocks, Bonds, and Mutual Funds * Maximizing Your 401(k) ... Your Investment Tax Liability (Everything®)
amazon.com
Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers
The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.
LinkStockcircle - Analyse Portfolios of Investment Gurus
stockcircle.com
speaking of portfolio overlap! here are my current weights, not counting a 30% $BOXX position https://t.co/XFSolS9TGI
Relic’s Top 10 Holdings 12/31/23
1. Berkshire $BRK - 26.7%
2. Lionsgate $LGF - 7.0%
3. Teekay $TK $TNK - 5.4%
4. Imperial Oil $IMO - 4.3%
5. U-Haul $UHAL - 3.6%
6. Fairfax $FFH - 3.0%
7. Bunge $BG - 2.6%
8. Nintendo $NTDOY - 2.3%___LIN... See more
Relic Phillipsx.com
This is a really interesting idea that Einhorn has been talking about recently. I've noticed many companies (what I'd call stealth high quality; Japan is one of numerous examples) where the stocks are so cheap and there is just "no one home" as a friend likes to say.
What's great about these is the capital returns can provide tremend... See more
Vincent
withvincent.com
