Offshore
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The Institutional Limited Partner
Current private equity environment.
The ratio of distributions to capital calls stands at the lowest level ever. Bain estimates it at 0.7x, but
some investors are well below that; our portfolio was closer to 0.5x in 2023.
This pushes both LPs and GPs to turn to the secondary market to address the lack of liquidity.
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Offshore
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Hidden Value Gems
This was my favourite part

#Omaha #BerkshireHathawayAGM https://t.co/C6IeoApk2Z

My latest post on the seven lessons from learning and following #BerkshireHathaway over many years.

I highlighted the points that helped me to improve my performance the most.

There is also a big lesson on life beyond marking 💰

https://t.co/g5QFTw0Ub8
- Hidden Value Gems
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The Long Investor
C’mon Lando
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Offshore
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The Long Investor
RT @StockMarketNerd: $PLTR on deck: 👀🙂 https://t.co/enAj84U9lv
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Offshore
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The Long Investor
Impulse Wave found on Berkshire Hathaways Cash pile.

Interesting https://t.co/OsUqmUMubS
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Offshore
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 Q-Cap 
Can we just send this guy to jail already https://t.co/CSJ89Zd4mm
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The Long Investor
Buffett carried out a total of 62 buys and sells combined for the whole of 2023

Averaging 1.19 trades a week

He spends 5hours a day reading on average

It takes less than 10 seconds to make a trade

He spends 99.9% of his time researching and preparing and over the last 5 years, he has only beaten the S&P 500 performance by 10%

He is still considered one of the greatest investors of all time.

Stop over trading, stop paying fees, focus on preparation and execution and stop listening to BS accounts on X telling you that you’ll make a fortune over a short period of time trading, you won’t.

Focus on long term.

$SPY $QQQ HSI
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Offshore
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Brandon Beylo
As of tonight, we are long silver futures.

#silver https://t.co/1tmPAZO5Nk

If silver closes at or near its highs today I think it sets up for a face-ripping bull rally.

Will delete if wrong, of course.

#silver
- Brandon Beylo
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The Long Investor
$HIMS up +6% in the PM
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Offshore
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Daniel
Chuck Akre is a superinvestor and leading "High-Quality" Investor.

He significantly outperformed the market over his 23 years as a fund manager.

Here are his Key Investing Concepts👇 https://t.co/o9wxqjAAw4
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Antonio Linares
When I initiated my $PLTR position, no one could see the company productizing.

Now it’s doing so at lightning speed, with margins increasing and free cash flow production trending up.

The leading indicator was the culture. Simple, but not easy to spot.
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