⁠The Institutional Limited Partner
Q1 2024 Private Market Performance
Listed GPs (notably Blackstone, KKR, Carlyle & Apollo) have published Q1 funds gross performance. We will get more precise data from providers such as Preqin or Burgiss in the coming weeks.

Average gross perf / (range)
Private Equity: +2.5% (0 - 5%)
Infra: +3.9% (2 - 5%)
Private Credit: +3.25% (2 - 4.1%)
Real Estate: +0.9% (0.3% - 2%)

Blackstone

KKR
Carlyle
Apollo
tweet

⁠The Long Investor
RT @StockMKTNewz: Peter Lynch talking about pullbacks in the Stock Market

https://t.co/rz1OOyDudP
tweet

⁠Giuliano
Les agradezco muchísimo por tomarse el tiempo de escuchar!

Personalmente, estoy haciendo todo lo posible para que las conversaciones sean interesantes y el contenido sustansioso. https://t.co/NsuQ1QEAcg
tweet

⁠The Long Investor
The medal for outstanding contribution to stock picking.

The vision, the execution, the inside knowledge, the psychology to hold, a real trail blazer.

Biden has awarded the Medal of Freedom to Nancy Pelosi.

The Pelosi portfolio is nearly at an all time high, up 84%. https://t.co/p6VPsT30fX - unusual_whales
tweet

⁠The Long Investor
100% correlation between a share price and its Revenue and its Free Cash Flow

$AMZN https://t.co/lDYEH7ZrKE
tweet

⁠The Long Investor
$PLTR this is why you buy and hold $PLTR for long term https://t.co/Fy5DBLKw7Y
tweet

⁠Antonio Linares
A recipe for creating wealth is buying excellent companies when no one wants them.

This doesn’t happen often, but it happens.
tweet

⁠The Long Investor
The market if CPI comes in hot this week. https://t.co/aJKTQ0zap1
tweet

⁠Brandon Beylo
“He’s not broke, he’s just early in the commodity super cycle.” https://t.co/MQLoLfBwW3
tweet