Offshore
Photo
Brandon Beylo
Twitter is amazing.
My friend @dontflytoohigh, who I met on here, sent my daughter a baby gift.
What is it?
A 5oz block of copper.
Incredible.
#copper https://t.co/d9Jiuy0Vqf
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Twitter is amazing.
My friend @dontflytoohigh, who I met on here, sent my daughter a baby gift.
What is it?
A 5oz block of copper.
Incredible.
#copper https://t.co/d9Jiuy0Vqf
tweet
The Institutional Limited Partner
SECONDARY SERIES ARE BACK!
This second article covers this LP-led transactions providing a general overview of the market
https://t.co/rPygnWqCV5
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SECONDARY SERIES ARE BACK!
This second article covers this LP-led transactions providing a general overview of the market
https://t.co/rPygnWqCV5
https://t.co/eaUALeQOeA tweet
X (formerly Twitter)
The Institutional Limited Partner (@holistic_pm) on X
SECONDARY SERIES #2 : LP-led transactions
Offshore
Video
Dimitry Nakhla | Babylon Capital®
RT @altcap: This is a MUST watch. Gov’t over-reach not only slows innovation but in this case killed American jobs & handed over US consumer data to Chinese competitors. FTC acting “outside the bounds of the law” - and the results are not in our natl interests. iRobot insanity. @ajassy https://t.co/IlRnGudzEG
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RT @altcap: This is a MUST watch. Gov’t over-reach not only slows innovation but in this case killed American jobs & handed over US consumer data to Chinese competitors. FTC acting “outside the bounds of the law” - and the results are not in our natl interests. iRobot insanity. @ajassy https://t.co/IlRnGudzEG
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Offshore
Photo
Q-Cap
Found an old article I had sent a friend in 2014 and had told him Blackberry is a zero.
Ok I promise, the next time Kim Kardashian says that she can't live without her iPhone, i will short Apple to zero. https://t.co/i234Dct0Mq
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Found an old article I had sent a friend in 2014 and had told him Blackberry is a zero.
Ok I promise, the next time Kim Kardashian says that she can't live without her iPhone, i will short Apple to zero. https://t.co/i234Dct0Mq
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Brandon Beylo
Old West Capital is one of my favorite quarterly investor reads.
Two friends @brianlaks and @boskovic64 are some of the smartest in the game.
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Old West Capital is one of my favorite quarterly investor reads.
Two friends @brianlaks and @boskovic64 are some of the smartest in the game.
Commodities are seeing increased interest with metal prices at multiyear highs:
https://t.co/3u1Zpa3kh3
Our Q1 letter gives an update on our investments in #uranium, #copper, #tin and #silver
$FIL.TO $NGEX.TO $LUN.TO $AFM.V $MLX.AX $ADT.AX tweet
X (formerly Twitter)
Brian Laks (@brianlaks) on X
Commodities are seeing increased interest with metal prices at multiyear highs:
https://t.co/3u1Zpa3kh3
Our Q1 letter gives an update on our investments in #uranium, #copper, #tin and #silver
$FIL.TO $NGEX.TO $LUN.TO $AFM.V $MLX.AX $ADT.AX
https://t.co/3u1Zpa3kh3
Our Q1 letter gives an update on our investments in #uranium, #copper, #tin and #silver
$FIL.TO $NGEX.TO $LUN.TO $AFM.V $MLX.AX $ADT.AX
Offshore
Video
Q-Cap
He's one of us , a total degen 😭
https://t.co/fiXSZws4oW
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He's one of us , a total degen 😭
https://t.co/fiXSZws4oW
this guy neymar is absolutely finished
bro is gambling on poker in the middle of his daughters birthday 😭😭😭😭 https://t.co/3bQ3MWrIty tweet
Brandon Beylo
Same for investing.
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Same for investing.
Rory on Scottie: "Scottie does such a good job of ... it doesn't look like it's 6-under par, and then at the end of the day it's 6-under par. He's just so efficient with everything.
"If you look at Scottie compared to the rest of the field, the amount of bogey-free rounds he plays and he shoots is phenomenal, and that's the secret to winning major championships and winning big-time golf tournaments is more limiting the mistakes rather than making a ton of birdies." tweet
X (formerly Twitter)
Kyle Porter (@KylePorterCBS) on X
Rory on Scottie: "Scottie does such a good job of ... it doesn't look like it's 6-under par, and then at the end of the day it's 6-under par. He's just so efficient with everything.
"If you look at Scottie compared to the rest of the field, the amount of…
"If you look at Scottie compared to the rest of the field, the amount of…
Brandon Beylo
Great thread on the situation in the DRC and its implications for Alphamin $AFM.V
Disc: we own AFM.
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Great thread on the situation in the DRC and its implications for Alphamin $AFM.V
Disc: we own AFM.
A thread on DRC and Alphamin. I am seeing lots of random people concerned about M23 and potential violence at $AFM. 1/N tweet
X (formerly Twitter)
Will Thomson (@wmthomson22) on X
A thread on DRC and Alphamin. I am seeing lots of random people concerned about M23 and potential violence at $AFM. 1/N
Hidden Value Gems
Joe Tsai, co-founder and chairman of Alibaba, recently spoke to Nicolai Tangen CEO of Norges.
🧵👇🏽
✅“When we look internally and kind of self-reflect over the last several years, we have fallen behind because we forgot about who our real customers are. Our customers are the users that use our apps that are shopping. And we did not give them the best experience.”
$BABA
1/12
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Joe Tsai, co-founder and chairman of Alibaba, recently spoke to Nicolai Tangen CEO of Norges.
🧵👇🏽
✅“When we look internally and kind of self-reflect over the last several years, we have fallen behind because we forgot about who our real customers are. Our customers are the users that use our apps that are shopping. And we did not give them the best experience.”
$BABA
1/12
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