⁠Finding Compounders
Ever heard of Bernard Baruch ?

Me neither, till I read this article.

It's a must read, on a great investor https://t.co/keRjsOOmnl
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⁠Mads Capital
gm https://t.co/hPyK5zQbsp
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⁠Mads Capital
American big tech is innovative and all with the AI stuff
But have you thought about European banks? https://t.co/6wC4GKyL1J
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⁠Mads Capital
a company designing graphics cards will decide the fate of the universe today https://t.co/nbdSlxq4Q2
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⁠Mads Capital
https://t.co/y1pCDtPhLa

Someone find me one Wikipedia page where virtually every fact or quote is a complete fabrication. - Joe Weisenthal
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⁠Mads Capital
https://t.co/z7bSEf92FF

1) We are short AppLovin $APP, an AdTech platform for mobile games. Having peaked at $173 billion in market cap, we believe AppLovin could go down as the single largest stock promotion unraveling since at least the GFC. Our full report is now available on our website, https://t.co/RE8Wi3tuti - Culper
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⁠Stock Analysis Compilation
Cooper Investors Endowment Fund on BlueScope Steel (BSL) $BSL AU

Thesis: BlueScope Steel is a strategically positioned steel manufacturer poised to benefit from a rebound in residential construction and favorable tariffs, following its shift to branded products and attractive asset-backed valuations.

(Extract from their Q4 letter)
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