Clark Square Capital
RT @ToffCap: A shout-out to @ClarkSquareCap , one of the highest quality and consistent accounts out there👇👌

At the pre-MIFID II top, I had access to research from >25 research houses, incl all the 'big ones'.

I would happily have traded them all for a few CSCs and Fintwit...

Here are all of my public investment write-ups so far: https://t.co/Cai2NO88dJ - Clark Square Capital
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The Long Investor
I would put a wager on it that it’s either $CP or $SHOP

Warren Buffett hinted that Berkshire Hathaway was evaluating a possible investment opportunity north of the border.

“We do not feel uncomfortable in any way shape or form putting our money into Canada. In fact, we’re actually looking at one thing now,” Buffett said.

Watch the 2024 Berkshire Hathaway annual meeting now: https://t.co/COXUJkb4eW - CNBC
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Dimitry Nakhla | Babylon Capital®
RT @JonErlichman: “Ask yourself who you’d want to spend the last day of your life with and then meet with them as often as you can.”

~ Warren Buffett https://t.co/hw988dh9tq
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The Long Investor
What is common about Billionaires portfolios?

High risk stocks will not be found in their personal portfolios

Slow moving, boring and steady stocks with consistent growth and fundamentals are always found.

Billionaire Chris Hohn is one of the most recognized hedge fund managers in the world.

He is known for his activism as well as charitable donations.

Here is his portfolio👇

$GE $CNI $MCO $CP $V $MSFT $SPGI $GOOG $TMO $FERG $GOOGL https://t.co/vxXwy0mo8Y - carbonfinance
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Giuliano
Warren spoke today about this question of "who would you want to have dinner with, alive or dead."

Charlie met all of them.
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The Long Investor
🥲

Warren Buffett is so used to passing it off to Charlie https://t.co/hTi22ZMiwK - Win Smart, CFA
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The Institutional Limited Partner
Find out more about the critical role of advisors/intermediaries in the private equity secondary market :
https://t.co/IDFgr4mGvj

https://t.co/JJdQsXxzkH - The Institutional Limited Partner
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Brandon Beylo
The backtest vs. live trading https://t.co/pMLCBx8P3s
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Antonio Linares
Although I don’t like the CEO getting into politics, $HIMS can go up 100-fold from here.

$HIMS operates as a telehealth company, bridging the gap between patients and doctors through its digital platform, while simultaneously managing pharmaceutical deliveries via sophisticated automated systems.

Here are the six key drivers of value for $HIMS:

1. Cost Efficiency: $HIMS provides treatments for a growing list of health issues at costs lower than typical insurance deductibles, establishing a strong economic advantage in a notoriously expensive industry.
2. Expansion of Services: With each quarter, $HIMS expands its treatment portfolio, carefully choosing new areas to boost its operational cash flow.
3. Superior Organizational Skills: $HIMS effectively combines its digital app and physical pharmacy operations, thriving in the complex healthcare market. Remarkably, the $HIMS iOS app has risen to the 16th rank among U.S. healthcare apps within just two years of its launch, illustrating its operational prowess.
4. AI-Driven Insights: $HIMS is a leader in integrating AI into its operations, using data analytics to continually refine its healthcare services. This forward-thinking strategy allows $HIMS to stay ahead of the competition.
5. Personalization of Care: As $HIMS broadens its scope of treatable conditions, it anticipates lower acquisition costs and increased customer lifetime value. This move towards customized care strengthens the bond with its users, fostering sustained interaction with its services.
6. Improved Operational Efficiency: By expanding its services and enhancing its pharmacy automation, $HIMS enhances its scalability and economic efficiency, leading to improved cash flow.

See $HIMS's cash flow from operations below👇
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Antonio Linares
You just need to get it right once to become tremendously rich.
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Antonio Linares
$SPOT has thus far proven that it has pricing power, can expand margins and that it has no real competition.

Coming up next, it will demonstrate it can improve unit economics.
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The Long Investor
The 3 most important factors to determine if a company is fundamentally undervalued:

1. Have they got a Moat?
2. How healthy is their Free Cash Flow?
3. Increasing margins
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