iinvested
1Q'24 Miller Deep Value on $TPC, $GTN, $FOSL

https://t.co/1VNN4tyLN1

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/Ll8Q0bbHqZ
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The Long Investor
The two greatest contributions to wealth creation in the US came from:

1. The S&P 500 and the strict criteria it has to enter and exit the Top 500

2. John C Bogles Vanguard ETF.

Nothing else comes closes
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Antonio Linares
RT @alc2022: @XFactZone Bought SolarCity, then $TSLA bought it at a 50% discount. Been holding since, with multiple 50%+ drops.
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Giuliano
I'll finish with Adam Smith this week.

These past weeks have been tougher for deeply reading, generally suggesting I need a break.

I wish I had more literature books to read thereafter.
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Antonio Linares
The problem with working in a traditional work setting is that you spend 90% of your time worrying about things that are not investment theses.

I believe this is why most funds don’t work. Groups of people can’t produce good investment ideas.
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Antonio Linares
RT @mindthelongterm: @alc2022 X is great for the discoverability of ideas, the work still has to be done...this will never change.
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Giuliano
"If everybody is thinking alike, then somebody isn't thinking"
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Antonio Linares
$SPOT and $PLTR shareholders during 2022, only to then rise above the ashes https://t.co/jLlSxIHX1q
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Giuliano
Fascinating read.

The scientific approach is a key to finding the truth.

While finance is not technically a science, taking the scientific (or "evidence") approach to understanding its many puzzles can be helpful.

A great read Richard Feynman (1974):

h/t @Giuliano_Mana

https://t.co/Vvi5qT1hhY - Ryan Telford
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Giuliano
I think this is the best book I’ve read. https://t.co/5JvrwFkW4d
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The Long Investor
$SPY results https://t.co/Ryd14eyeSY
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Antonio Linares
To compete with $TSLA in AI, you have to get as good in manufacturing as them.

This is near impossible at this stage and only gets harder.
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The Institutional Limited Partner
Q1 2024 - Secondary Market Update
~20% growth in deal volume vs Q1 2023. Volume is estimated between $27-32 billion, according to PJT Park Hill. FY2024E projected at $135Bn.

LP-led deals account for 65%, GP-led deals for 30%, and Structured solutions for 5% of the market volume.

Pricing slightly improved for LP-led deals depending on the asset class.
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