Clark Square Capital
Tyro Capital just filed its first 13f this past quarter.

Very nice. Congrats to @SuperMugatu https://t.co/BuL1ZNvWOc
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Clark Square Capital
Publishing a new write-up in the morning. Be sure to check it out.

https://t.co/VKRKaJwasn
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Hidden Value Gems
Just published my Q1 portfolio performance. I was up +9.1%, fairly modest results partially due to 8% cash position and a few UK small caps that I recently bought.

Since 2020, I am up 69.6% (vs S&P500 +63.2% and MSCI World +51.8%).

The link is in the next tweet.
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Daniel
Li Lu's Top 10 Book Recommendations:
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Hidden Value Gems
What’s behind a truly successful investment? Seven ideas inspired by the visit to the Barcelona Zoo.

🧵👇🏽

1⃣ Avoid group thinking. https://t.co/tmS8ChSmfZ
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The Long Investor
All Top 20 Charts are uploaded now to prepare us for the week ahead:

CPI Print and Earning season kicks off....so it will be a big week ahead.

$SPY
$QQQ
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The Long Investor
$AMZN is destined to touch $188. https://t.co/lSHT7USRuV

$AMZN who has been following this with us since October?

Simple strategy of buying below the green fair value line which has been in place since 2016. https://t.co/1SFubodWOb - The Long Investor
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The Long Investor
$OXY

"dRaWing LiNes on a CHart" https://t.co/nxP9ZGIO97

$OXY has got the breakout... https://t.co/bNbGEat2VK - The Long Investor
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The Long Investor
$DG don't forget about this. https://t.co/7DlyWwsycn

$DG we identified the V shape recovery here in Jan.

Up 25% since then and still potentially a lot more upside.

Earnings next Thursday. https://t.co/lpCBcJ7nvg - The Long Investor
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Brandon Beylo
This morning, my life changed forever.

I’m a father to a beautiful 8lb baby girl.

She has no idea how much she’s already loved. https://t.co/3nwdI3s4px
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