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Hidden Value Gems
"Just over half of the industry’s total gross performance was eaten away by fees over the past two decades, according to LCH Investments. That compares to about 30% between 1969 and the early 2000s."
"Viewed another way, hedge funds have earned $3.72 trillion since the late 1960s—and kept nearly $1.8 trillion of that in fees."
via @WSJ
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"Just over half of the industry’s total gross performance was eaten away by fees over the past two decades, according to LCH Investments. That compares to about 30% between 1969 and the early 2000s."
"Viewed another way, hedge funds have earned $3.72 trillion since the late 1960s—and kept nearly $1.8 trillion of that in fees."
via @WSJ
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Hidden Value Gems
Tulip Mania in full mode...just be aware
https://t.co/1xtVueBHL5
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Tulip Mania in full mode...just be aware
https://t.co/1xtVueBHL5
The Official Melania Meme is live!
You can buy $MELANIA now.
https://t.co/8FXvlMBhVf
FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P https://t.co/t2vYiahRn6 tweet
Offshore
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Stock Analysis Compilation
REQ on Momentum Group $MMGRB SS
Thesis: Momentum Group’s disciplined focus on profitability and decentralized culture unlocks unparalleled growth potential
(Extract from their Q4 letter) https://t.co/a4JVty0SmU
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REQ on Momentum Group $MMGRB SS
Thesis: Momentum Group’s disciplined focus on profitability and decentralized culture unlocks unparalleled growth potential
(Extract from their Q4 letter) https://t.co/a4JVty0SmU
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Hidden Value Gems
A few intersting ideas for buying "US businesses" at European prices...
h/t @rbrtrmstrng https://t.co/F9mArSeQAx
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A few intersting ideas for buying "US businesses" at European prices...
h/t @rbrtrmstrng https://t.co/F9mArSeQAx
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Stock Analysis Compilation
Night Watch on Allfunds $ALLFG NA
Thesis: Allfunds is Europe's leading fund distribution platform, experiencing slowed growth and a significant drop in P/E ratio, but recent performance indicates a potential recovery despite lack of acquisition success.
(Extract from their Q4 letter)
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Night Watch on Allfunds $ALLFG NA
Thesis: Allfunds is Europe's leading fund distribution platform, experiencing slowed growth and a significant drop in P/E ratio, but recent performance indicates a potential recovery despite lack of acquisition success.
(Extract from their Q4 letter)
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Offshore
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Startup Archive
Marc Andreessen on his Techno-Optimist Manifesto
Marc published his 5,000-word essay in October 2023 titled “The Techno-Optimist Manifesto.” In this Hoover Institution interview from a few days ago, Peter Robinson reads a passage aloud from the essay and asks Marc to read another. The full interview is worth watching (and the essay is worth reading), but here are the two passages quoted in full:
“We are told that technology takes our jobs, reduces our wages, increases inequality and is ever on the verge of ruining everything. But our civilization was built on technology. Technology is the glory of human ambition and achievement, the spearhead of progress, and the realization of our potential. It is time, once again, to raise the technology flag.
“We believe in the romance of technology, of industry. The eros of the train, the car, the electric light, the skyscraper. And the microchip, the neural network, the rocket, the split atom. We believe in adventure. Undertaking the Hero’s Journey, rebelling against the status quo, mapping uncharted territory, conquering dragons, and bringing home the spoils for our community. We believe that we are, have been, and will always be the masters of technology, not mastered by technology. Victim mentality is a curse in every domain of life, including our relationship with technology — both unnecessary and self-defeating. We are not victims, we are conquerors. We believe America and her allies should be strong and not weak. Economic, cultural, and military strength flow from technological strength. A technologically strong America is a force for good in a dangerous world. We believe in greatness.”
Video source: @HooverInst (2025)
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Marc Andreessen on his Techno-Optimist Manifesto
Marc published his 5,000-word essay in October 2023 titled “The Techno-Optimist Manifesto.” In this Hoover Institution interview from a few days ago, Peter Robinson reads a passage aloud from the essay and asks Marc to read another. The full interview is worth watching (and the essay is worth reading), but here are the two passages quoted in full:
“We are told that technology takes our jobs, reduces our wages, increases inequality and is ever on the verge of ruining everything. But our civilization was built on technology. Technology is the glory of human ambition and achievement, the spearhead of progress, and the realization of our potential. It is time, once again, to raise the technology flag.
“We believe in the romance of technology, of industry. The eros of the train, the car, the electric light, the skyscraper. And the microchip, the neural network, the rocket, the split atom. We believe in adventure. Undertaking the Hero’s Journey, rebelling against the status quo, mapping uncharted territory, conquering dragons, and bringing home the spoils for our community. We believe that we are, have been, and will always be the masters of technology, not mastered by technology. Victim mentality is a curse in every domain of life, including our relationship with technology — both unnecessary and self-defeating. We are not victims, we are conquerors. We believe America and her allies should be strong and not weak. Economic, cultural, and military strength flow from technological strength. A technologically strong America is a force for good in a dangerous world. We believe in greatness.”
Video source: @HooverInst (2025)
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Dimitry Nakhla | Babylon Capital®
Novo Nordisk $NVO stock is currently trading near its lowest valuation multiple in the past 5 years 🧬
Notably, the only time it was lower was during the pandemic-driven stock market sell-off in March 2020 https://t.co/RvvOxB7h1H
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Novo Nordisk $NVO stock is currently trading near its lowest valuation multiple in the past 5 years 🧬
Notably, the only time it was lower was during the pandemic-driven stock market sell-off in March 2020 https://t.co/RvvOxB7h1H
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Quiver Quantitative
BREAKING: Nancy Pelosi just filed new trades.
She bought up to:
- $100K in Tempus AI call options, $TEM
- $1M in Vistra Corp call options, $VST
- $500K in Google call options
- $500K in Nvidia call options
Full trade list up on Quiver. https://t.co/uuSjTCM4eY
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BREAKING: Nancy Pelosi just filed new trades.
She bought up to:
- $100K in Tempus AI call options, $TEM
- $1M in Vistra Corp call options, $VST
- $500K in Google call options
- $500K in Nvidia call options
Full trade list up on Quiver. https://t.co/uuSjTCM4eY
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Offshore
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Stock Analysis Compilation
Night Watch on United Airlines (UAL) $UAL US
Thesis: United Airlines is positioned to improve its EBIT margins and benefit from a tightened supply in the US airline market, making it an attractive investment despite the historical challenges faced by the airline industry.
(Extract from their Q4 letter)
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Night Watch on United Airlines (UAL) $UAL US
Thesis: United Airlines is positioned to improve its EBIT margins and benefit from a tightened supply in the US airline market, making it an attractive investment despite the historical challenges faced by the airline industry.
(Extract from their Q4 letter)
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