Offshore
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Finding Compounders
A great investor is a great rejector .
You have to read this !
Source : https://t.co/2OnWw2Gf8c https://t.co/NTmeIDy8ly
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A great investor is a great rejector .
You have to read this !
Source : https://t.co/2OnWw2Gf8c https://t.co/NTmeIDy8ly
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Read
RT @DeportElmoMusk: @kouroshshafi Holy crap. So all the $nvda A100s and H100s bought by hyperscalers in 2H2023 and 1H2024 will need to be upgraded later this year. On top of that, all the new expansion and capex? Fucking evergreen revenue stream for $nvda
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RT @DeportElmoMusk: @kouroshshafi Holy crap. So all the $nvda A100s and H100s bought by hyperscalers in 2H2023 and 1H2024 will need to be upgraded later this year. On top of that, all the new expansion and capex? Fucking evergreen revenue stream for $nvda
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Hidden Value Gems
Buffett's latest letter reads a bit like a farewell, which is quite sad...hopefully, it is just my feeling and we have another decade or more of his great letters and annual meetings in Omaha!
#BRK #WarrenBuffett
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Buffett's latest letter reads a bit like a farewell, which is quite sad...hopefully, it is just my feeling and we have another decade or more of his great letters and annual meetings in Omaha!
#BRK #WarrenBuffett
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Offshore
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Finding Compounders
Must Read.
I need to find more of their letters
Source :@pitdesi https://t.co/Js1H1jdu8q
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Must Read.
I need to find more of their letters
Source :@pitdesi https://t.co/Js1H1jdu8q
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Offshore
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Stock Analysis Compilation
Baron Real Estate Income Fund on Kilroy Realty Corporation $KRC US
Thesis: Kilroy Realty Corporation is a resilient REIT with a high-quality office portfolio positioned for growth in improving market conditions, particularly benefiting from AI industry expansion in the San Francisco Bay Area.
(Extract from their Q4 letter)
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Baron Real Estate Income Fund on Kilroy Realty Corporation $KRC US
Thesis: Kilroy Realty Corporation is a resilient REIT with a high-quality office portfolio positioned for growth in improving market conditions, particularly benefiting from AI industry expansion in the San Francisco Bay Area.
(Extract from their Q4 letter)
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Offshore
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Stock Analysis Compilation
Brown Advisory on B3 S.A. $B3SA3 BZ
Thesis: B3 is the unique sole exchange in Brazil with a solid mid-teens IRR potential, countering depressed cash equity trading with stable derivatives, low competitive risks, and management's strategic share buybacks.
(Extract from their Q4 letter)
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Brown Advisory on B3 S.A. $B3SA3 BZ
Thesis: B3 is the unique sole exchange in Brazil with a solid mid-teens IRR potential, countering depressed cash equity trading with stable derivatives, low competitive risks, and management's strategic share buybacks.
(Extract from their Q4 letter)
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