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Finding Compounders
Walter Schloss returned 15.7% per year over 45years.
He wrote this paper explaining why he invests the way he does.
“Why We Invest The Way We Do” by Walter Schloss https://t.co/vu34bawqQL
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Walter Schloss returned 15.7% per year over 45years.
He wrote this paper explaining why he invests the way he does.
“Why We Invest The Way We Do” by Walter Schloss https://t.co/vu34bawqQL
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Stock Analysis Compilation
Gemway on Xiaomi Corporation $1810 HK
Thesis: Xiaomi is a leading global technology company known for its high-quality, affordable smartphones and innovative products, with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base.
(Extract from their Q4 letter)
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Gemway on Xiaomi Corporation $1810 HK
Thesis: Xiaomi is a leading global technology company known for its high-quality, affordable smartphones and innovative products, with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base.
(Extract from their Q4 letter)
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Quiver Quantitative
Wow.
We recently reported on a January purchase of Palantir stock by Representative Julie Johnson.
Johnson sits on the House Committee on Homeland Security.
$PLTR has now risen 81% since her trade. https://t.co/NDrJdocGMQ
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Wow.
We recently reported on a January purchase of Palantir stock by Representative Julie Johnson.
Johnson sits on the House Committee on Homeland Security.
$PLTR has now risen 81% since her trade. https://t.co/NDrJdocGMQ
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App Economy Insights
🇫🇷 Luxury leaders, visualized.
These giants have a certain je ne sais quoi—yet most had a tough year.
👜 LVMH
🐎 Hermès
💄 L’Oréal
🕶️ EssilorLuxottica
👗 Kering
Let’s dive in. 👇
https://t.co/wJrJL29QCi
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🇫🇷 Luxury leaders, visualized.
These giants have a certain je ne sais quoi—yet most had a tough year.
👜 LVMH
🐎 Hermès
💄 L’Oréal
🕶️ EssilorLuxottica
👗 Kering
Let’s dive in. 👇
https://t.co/wJrJL29QCi
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Quiver Quantitative
JUST IN: We have received data on the portfolio of Michael Kratsios - Trump's pick for the director of the Office of Science and Technology Policy.
He owns up to $250,000 of Bitcoin and $50,000 of Ethereum. https://t.co/QQKqhA71OE
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JUST IN: We have received data on the portfolio of Michael Kratsios - Trump's pick for the director of the Office of Science and Technology Policy.
He owns up to $250,000 of Bitcoin and $50,000 of Ethereum. https://t.co/QQKqhA71OE
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Investing visuals
I wrote my last post to spark debate on the $GRAB investment thesis.
I cut some corners and jumped to (incorrect) conclusions though. I've got some great feedback and insights from the FinX community, so here’s a detailed $GRAB follow-up 🧵👇 https://t.co/bnIbEphRWj
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I wrote my last post to spark debate on the $GRAB investment thesis.
I cut some corners and jumped to (incorrect) conclusions though. I've got some great feedback and insights from the FinX community, so here’s a detailed $GRAB follow-up 🧵👇 https://t.co/bnIbEphRWj
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Stock Analysis Compilation
AVI Global Special Situations Fund on Chrysalis $CHRY LN
Thesis: Starling Bank is a digital-first UK challenger bank with significant cost advantages and strong profitability prospects, while Klarna is a leading global payments provider expected to IPO in 2024, potentially realizing substantial value for the Chrysalis portfolio.
(Extract from their Q4 letter)
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AVI Global Special Situations Fund on Chrysalis $CHRY LN
Thesis: Starling Bank is a digital-first UK challenger bank with significant cost advantages and strong profitability prospects, while Klarna is a leading global payments provider expected to IPO in 2024, potentially realizing substantial value for the Chrysalis portfolio.
(Extract from their Q4 letter)
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Quiver Quantitative
Wow.
In May, we noticed a U.S. Representative buying stock in a German arms manufacturer.
Rheinmetall stock, $RNMBY, has now risen 66% since.
It's up 28% another this week: https://t.co/1Re2WkkHTb
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Wow.
In May, we noticed a U.S. Representative buying stock in a German arms manufacturer.
Rheinmetall stock, $RNMBY, has now risen 66% since.
It's up 28% another this week: https://t.co/1Re2WkkHTb
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