Finding Compounders
Another great piece by Michael Burry
- Finding Value in Fast Food(1998)

Here he analyses Tricon Global- now known as Yum Brands

He goes through analysing Spin Offs- what should we look for? https://t.co/9c30lOmV7f
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Finding Compounders
Great piece on Walter Schloss https://t.co/10yRR8GHNv
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Finding Compounders
Howard Marks on day traders

Source: r/unusualwhales https://t.co/MnffNcv0x3
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Finding Compounders
I enjoy scrolling through this section of Dataroma https://t.co/sT8ELY5pZJ
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Finding Compounders
I just came across this Nick Sleep gem.

Here is an interview Nick Sleep did back in 2013.

Nick Sleep and Qais Zakaria ran Nomad Investment Management which over 12 years compounded at 18%.

Source: @Poplar_St https://t.co/aKEEhPzOFp
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Quiver Quantitative
This individual just lost $48,000 in less than a day.

They just made a new $40K bet that it won’t fall below $90,000.

Someone on Polymarket just bet $48K that Bitcoin will stay above $95,000 this month.

They will win $118K if they are correct. https://t.co/jpKiVXhJEE - Quiver Quantitative
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Finding Compounders
The importance of scuttlebutt

Source: https://t.co/2OnWw2GMXK https://t.co/TBq7EhlgSo
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