Offshore
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Finding Compounders
Ed Thorp on gaining an edge in the market and in life https://t.co/YcsR0p4vjP
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Ed Thorp on gaining an edge in the market and in life https://t.co/YcsR0p4vjP
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Quiver Quantitative
RT @unusual_whales: Sorry to post this, but I am looking for some help!
Someone has somehow accessed our Tiktok and deleted our unusual_whales account this morning.
It would be of great help if anyone reading can get me in contact or know someone who can help @tiktok_us or @TikTokSupport.
Please!
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RT @unusual_whales: Sorry to post this, but I am looking for some help!
Someone has somehow accessed our Tiktok and deleted our unusual_whales account this morning.
It would be of great help if anyone reading can get me in contact or know someone who can help @tiktok_us or @TikTokSupport.
Please!
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Offshore
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Finding Compounders
When Todd Combs was asked who he considers a good investor he mentioned Tom Bancroft .
Tom , who now runs Makaira Partners , worked at GEICO for 13 years under Lou Simpson and Warren Buffett; where he was the portfolio manager of a $3.5 billion equity portfolio
Thoughts ? https://t.co/YLYancjoWW
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When Todd Combs was asked who he considers a good investor he mentioned Tom Bancroft .
Tom , who now runs Makaira Partners , worked at GEICO for 13 years under Lou Simpson and Warren Buffett; where he was the portfolio manager of a $3.5 billion equity portfolio
Thoughts ? https://t.co/YLYancjoWW
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Offshore
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iinvested
2Q'24 Patient Capital Management on $EVRI
https://t.co/TLcjBZLJgl
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/KYJe84Tmci
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2Q'24 Patient Capital Management on $EVRI
https://t.co/TLcjBZLJgl
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/KYJe84Tmci
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: GMO highlighted the key differences between the Top 10 stocks today and in 2000:
🧵👇🏼
1️⃣ “In 2000, the price-to-earnings ratio of the top 10 was 60x. Earnings had increased by 22% pa in the previous 5 years. Even if the fundamental return expectation of 19% p.a. had been delivered and stock prices held, the top 10’s multiple would have still exceeded 25x by 2005.”
1/4
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RT @HiddenValueGems: GMO highlighted the key differences between the Top 10 stocks today and in 2000:
🧵👇🏼
1️⃣ “In 2000, the price-to-earnings ratio of the top 10 was 60x. Earnings had increased by 22% pa in the previous 5 years. Even if the fundamental return expectation of 19% p.a. had been delivered and stock prices held, the top 10’s multiple would have still exceeded 25x by 2005.”
1/4
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Offshore
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Librarian Capital
Smithson (Fundsmith SMID fund) NAV gained 3.7% in Jul-24, vs. benchmark +3.9% (£)
NAV now +1.8% YTD vs. benchmark +7.5%
Fevertree $FEVR listed first among top detractors
Spirax* $SPX still listed #5 in top 10
* Rebranded from Spirax-Sarco in Feb-24 https://t.co/NxNDrWJDyJ
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Smithson (Fundsmith SMID fund) NAV gained 3.7% in Jul-24, vs. benchmark +3.9% (£)
NAV now +1.8% YTD vs. benchmark +7.5%
Fevertree $FEVR listed first among top detractors
Spirax* $SPX still listed #5 in top 10
* Rebranded from Spirax-Sarco in Feb-24 https://t.co/NxNDrWJDyJ
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: Quote of the day #56
#CapitalAllocation #Investing #Stocks https://t.co/ygl7JDBWM6
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RT @HiddenValueGems: Quote of the day #56
#CapitalAllocation #Investing #Stocks https://t.co/ygl7JDBWM6
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Offshore
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Librarian Capital
$TPB CEO on their new nicotine pouch FRE
"Based on our initial successes, we recently launched a 6-mg product on our website ... You can expect to start to see the 6-milligram product on retail shelves this fall"
cc $PM $MO https://t.co/ORMmaJ2Iax
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$TPB CEO on their new nicotine pouch FRE
"Based on our initial successes, we recently launched a 6-mg product on our website ... You can expect to start to see the 6-milligram product on retail shelves this fall"
cc $PM $MO https://t.co/ORMmaJ2Iax
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Offshore
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Librarian Capital
Berkshire Hathaway reducing Apple in Q2
$BRK.B also reduced $AAPL in Q1, and Warren Buffett explicitly attributed this to tax
"If I’m doing it at 21% this year and we’re doing it a little higher percentage later on, I don’t think you’ll actually mind"
https://t.co/yX6c8ooZ7V https://t.co/7763Xsuhtz
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Berkshire Hathaway reducing Apple in Q2
$BRK.B also reduced $AAPL in Q1, and Warren Buffett explicitly attributed this to tax
"If I’m doing it at 21% this year and we’re doing it a little higher percentage later on, I don’t think you’ll actually mind"
https://t.co/yX6c8ooZ7V https://t.co/7763Xsuhtz
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