Offshore
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Dimitry Nakhla | Babylon Capital®
Valley Forge Capital | Holdings Q1 2024
Notable Adds: n/a
Notable Trims: $FICO
Dev Kantesaria with minimal activity. As Warren Buffett states:
“Activity is the enemy of investment returns”
#stocks #investing
$MA $SPGI $MCO $INTU $V $AZPN $ASML
Source: dataroma https://t.co/ls3oT7USBr
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Valley Forge Capital | Holdings Q1 2024
Notable Adds: n/a
Notable Trims: $FICO
Dev Kantesaria with minimal activity. As Warren Buffett states:
“Activity is the enemy of investment returns”
#stocks #investing
$MA $SPGI $MCO $INTU $V $AZPN $ASML
Source: dataroma https://t.co/ls3oT7USBr
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The Institutional Limited Partner
Median DPI by Strategy. You'll be stunned that median secondary funds take nearly as long as buyout funds to reach 1.0x DPI. I like it to be faster. Focusing on specialists and niche/smaller funds is undoubtedly a way to improve this metric. Doing direct deals is also a way. https://t.co/f25MdulnlW
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Median DPI by Strategy. You'll be stunned that median secondary funds take nearly as long as buyout funds to reach 1.0x DPI. I like it to be faster. Focusing on specialists and niche/smaller funds is undoubtedly a way to improve this metric. Doing direct deals is also a way. https://t.co/f25MdulnlW
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Clark Square Capital
Great opportunity to work with Mike and his team
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Great opportunity to work with Mike and his team
I am excited to share that we are kicking off a search for another analyst (or two) to join our investment team. Check out the job spec below.
If you know great candidates, please send them our way!
Please email: careers@conversantcap.com https://t.co/pEmgsfG7S4 tweet
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Giuliano
Quite happy to have finished this massively complicated writing.
Make sure to be subscribed! https://t.co/i0MIeKG5YN
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Quite happy to have finished this massively complicated writing.
Make sure to be subscribed! https://t.co/i0MIeKG5YN
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Giuliano
I'm perfectly fine with having only one investment idea over the next year.
Insurance will take time, but I suspect learning all of this will yield massive results. https://t.co/hrO0eqRQYR
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I'm perfectly fine with having only one investment idea over the next year.
Insurance will take time, but I suspect learning all of this will yield massive results. https://t.co/hrO0eqRQYR
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The Long Investor
We are ahead of the market.
$BABA
$BIDU
$JD
$KWEB
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We are ahead of the market.
$BABA
$BIDU
$JD
$KWEB
David Tepper is aggressively buying China.
2x+ on $BABA, $PDD, $BIDU and a new position in $JD, $FXI, $KWEB
Full long Chinese E-commerce https://t.co/3CVn6CzOK6 tweet
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The Long Investor
Why have investors and hedge funds started to pour back into Chinese stocks?
I thought there was a Geo Political risk associated with buying Chinese Stocks? lol
The market does not care about your opinions or bias against China, it buys undervalued positions regardless
The market will always revert a stock back to its mean fair value, this has never failed to happen.
It will be irrational in the short term but never long term.
$BABA
$BIDU
$JD
$YINN
$KWEB
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Why have investors and hedge funds started to pour back into Chinese stocks?
I thought there was a Geo Political risk associated with buying Chinese Stocks? lol
The market does not care about your opinions or bias against China, it buys undervalued positions regardless
The market will always revert a stock back to its mean fair value, this has never failed to happen.
It will be irrational in the short term but never long term.
$BABA
$BIDU
$JD
$YINN
$KWEB
JUST IN:
Michael Burry has updated his portfolio https://t.co/JQgwFBmBgP tweet
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The Long Investor
RT @DeItaone: $TSLA
❖ BAIDU TALKS ABOUT USING TESLA ROBOTAXI IN CHINA
Baidu says that it is considering using Tesla’s upcoming Robotaxi in China as the two major companies appear to be getting closer.
Following Elon Musk’s recent visit to China, Tesla seems to have made progress toward bringing its ‘Supervised Full Self-Driving’ to the country.
https://t.co/q7KWXMFjiS
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RT @DeItaone: $TSLA
❖ BAIDU TALKS ABOUT USING TESLA ROBOTAXI IN CHINA
Baidu says that it is considering using Tesla’s upcoming Robotaxi in China as the two major companies appear to be getting closer.
Following Elon Musk’s recent visit to China, Tesla seems to have made progress toward bringing its ‘Supervised Full Self-Driving’ to the country.
https://t.co/q7KWXMFjiS
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The Long Investor
$GME has just broke the record for creating the most amount of bagholders in one day.
They previously held the record in 2021.
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$GME has just broke the record for creating the most amount of bagholders in one day.
They previously held the record in 2021.
⚠️ JUST IN:
*GAMESTOP PLUNGES 30% AS MEME STOCK RALLY FADES
$GME https://t.co/J4NU2EbmuP tweet
Clark Square Capital
RT @ClarkSquareCap: @atelicinvest You get rich with concentration. You stay rich with diversification.
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RT @ClarkSquareCap: @atelicinvest You get rich with concentration. You stay rich with diversification.
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