⁠The Institutional Limited Partner
Q1 2024 Private Market Performance
Listed GPs (notably Blackstone, KKR, Carlyle & Apollo) have published Q1 funds gross performance. We will get more precise data from providers such as Preqin or Burgiss in the coming weeks.

Average gross perf / (range)
Private Equity: +2.5% (0 - 5%)
Infra: +3.9% (2 - 5%)
Private Credit: +3.25% (2 - 4.1%)
Real Estate: +0.9% (0.3% - 2%)

Blackstone

KKR
Carlyle
Apollo
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⁠The Long Investor
RT @StockMKTNewz: Peter Lynch talking about pullbacks in the Stock Market

https://t.co/rz1OOyDudP
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⁠Giuliano
Les agradezco muchísimo por tomarse el tiempo de escuchar!

Personalmente, estoy haciendo todo lo posible para que las conversaciones sean interesantes y el contenido sustansioso. https://t.co/NsuQ1QEAcg
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⁠The Long Investor
The medal for outstanding contribution to stock picking.

The vision, the execution, the inside knowledge, the psychology to hold, a real trail blazer.

Biden has awarded the Medal of Freedom to Nancy Pelosi.

The Pelosi portfolio is nearly at an all time high, up 84%. https://t.co/p6VPsT30fX - unusual_whales
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⁠The Long Investor
100% correlation between a share price and its Revenue and its Free Cash Flow

$AMZN https://t.co/lDYEH7ZrKE
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⁠The Long Investor
$PLTR this is why you buy and hold $PLTR for long term https://t.co/Fy5DBLKw7Y
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⁠Antonio Linares
A recipe for creating wealth is buying excellent companies when no one wants them.

This doesn’t happen often, but it happens.
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⁠The Long Investor
The market if CPI comes in hot this week. https://t.co/aJKTQ0zap1
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⁠Brandon Beylo
“He’s not broke, he’s just early in the commodity super cycle.” https://t.co/MQLoLfBwW3
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⁠The Long Investor
What is one lie you hear all the time that is simply not true?

I’ll start:

- ‘You can’t do it alone.’

Nonsense.
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⁠Giuliano
I find it much easier to focus when editing than when writing.
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AkhenOsiris
RT @ScroogeCap: WFC brings out an interesting point today and this is massive. Bullets below:

1. Taiwan's April 2024 exports of Automated Data Processing Machines (servers) were $8.218 billion, +298% YoY.

2. This is down from March 2024's $8.715 billion (+465% YoY), suggesting an inflection which many reports have tied to the shipments of #AI servers.

3. Q1 2024 exports for these machines totaled $19.647 billion, +336% YoY and +23.5% QoQ.

4. Exports for the 3 months ending April 2024 (potentially tied to NVDA F1Q25) were $22.240 billion, +363% YoY and +33% QoQ.

5. Historically, this data correlates highly (R² = 0.98) with Nvidia's Datacenter revenue.

6. Based on this correlation, $NVDA DC revenue could be $25B+ vs. your estimate of $20.6B (Street: $21.1B).

7. $TSM also has revenues up 60% YoY, don't see that often.
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