The Institutional Limited Partner
Following the CVC IPO, we compare carried interest attributable to employees vs shareholders for different European Private Equity listed management companies https://t.co/uIlosdw5G5
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Brandon Beylo
RT @TinInvestor: $AFM.V #tin

I don't want to get every Tin Baron's hopes up.

But there is a good chance I get Alphamin Resources $AFM CEO Maritz Smith on the podcast.

Will confirm when I get more information. - Brandon Beylo
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Brandon Beylo
Twitter/X, if used properly, is one of the best investment research and networking tools available.

Seriously.

A highly curated feed with high-quality individuals of diverse investment backgrounds is worth $1,000s per month.

There are exceptional people on here.

Go find them.
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Clark Square Capital
How to find a partner like Charlie Munger

h/t @NeckarValue https://t.co/ckRiVtBNZt
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Antonio Linares
The feeling of owning a company that you cannot blindly trust to execute is terrible. The opposite is the foundation for financial freedom.
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Antonio Linares
$HIMS has the essential characteristic of a long term multibagger.

It's solving a growing volume of acute customer pains, at scale, in a way that is increasingly harder to imitate.
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Antonio Linares
Just because a company doesn't achieve stellar results from one quarter to the next doesn't mean that it won't deliver exceptional returns to shareholders over the long term.

Quarterly analyses are important, but they should be done with a long term mindset.
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Antonio Linares
I'm getting this a lot lately:

"You used to really care about being succesful, but now you don't."

Few understand the taming of the ego, so that it becomes a tool instead of something you are fully identified with.

Plus no one cares how much / if you succeed.
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The Long Investor
HSI down -0.6% today, is not a lot but it’s a good start after running 16% over the last 2 weeks

We are watching for $BABA, $BIDU, $JD, $KWEB, $NIO, $YINN to drop down into the buy area this week to add.

The strength of a structure is only confirmed in the pull back

We use Fib levels and Moving Averages to find support levels, when support is found, we add
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Antonio Linares
Apparently the wife of $HIMS CEO Andrew Dudum is Jewish, which would make his kids half Jewish too.
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Antonio Linares
https://t.co/ZlUJEH0ZcE

Down market we go https://t.co/y2Ega4f44T - Jørgen 🐻‍❄️
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Daniel
One of my favorite investing videos out there!

Seth Klarman rarely does interviews. Fortunately, he did this one.

It's only 14 minutes. Watch it before you go to bed tonight. It's worth it: https://t.co/KeHgNMdhzw
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The Long Investor
All popular earnings reports are covered in our group this week.

$HIMS
$PLTR
$CELH
$DIS
$OXY
$RIVN
$WYNN
$UBER
$SHOP
$HOOD
$ARM
$AFRM
$ABNB
$RBLX
$U
$MARA
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Antonio Linares
$HIMS P/S ratio remains at 2.8, which is very cheap for a company with this level of execution. https://t.co/tatYBvcWwf
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