⁠iinvested
4Q'24 Voss Capital on $MBGYY

Voss's letters are always great read.

Find it below:
https://t.co/dVDkhhvUUk https://t.co/X9pmo8BHbg
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⁠Startup Archive
RT @foundertribune: "Focus & Intensity" by @sama https://t.co/cWQhq0OKj9
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⁠Startup Archive
"I have never, not once, seen a slow-moving founder be really successful."

- Sam Altman

"Focus & Intensity" by @sama https://t.co/cWQhq0OKj9 - The Founders' Tribune
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⁠iinvested
No Street GP LP Top 5 Positions at Q2 2024
% of portfolio, symbol and quarterly change

13.58 $GTLS -5%
9.22 $APP -41%
7.24 $BEEP 49%
6.09 $UBER 239%
5.90 $DESP -1%

https://t.co/ec2wNkyB2Z
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⁠Finding Compounders
Joel Greenblatt co authored this article :

How the small investor can beat the market https://t.co/p88gaZjBa4
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⁠Investing visuals
$HIMS Q4 earnings tomorrow are highly anticipated. Here are 5 visuals breaking down the business 🧵👇 https://t.co/NwpRH922mo
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⁠Stock Analysis Compilation
Clearbridge Canadian Equity Strategy on Constellation Software (CSU) $CSU CN

Thesis: Constellation Software is a compounding success story specializing in acquiring niche vertical market software companies, supported by a strong track record of capital deployment and improved intrinsic valuation.

(Extract from their Q4 letter)
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⁠Quiver Quantitative
Last year, we published a report on a trade filed Senator Tina Smith that caught our eye.

She bought up to $200K of stock in a company called Artivion.

It’s a medical devices company.

Smith is on the Senate Committee on Health.

The stock has now risen 112% since then. https://t.co/g3z5h9tinz
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