⁠iinvested
1Q'24 Baron FinTech Fund on $INTA

https://t.co/cz9p6s0Dbd

More fund letters here:
https://t.co/HhAAZQSpA6 https://t.co/vGGDTeDLnP
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⁠The Long Investor
$BTC is in a unique situation

It does not need to worry about fundamentals to move its price or the added variable of releasing an earnings report every Quarter

When the price touches the 200 MA on the weekly chart, you buy and accumulate underneath with a margin of safety. https://t.co/CKObemxKKs
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⁠Brandon Beylo
Total global copper production in 2023.

H/t @VisualCap

#copper https://t.co/8V4h92qGwE
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⁠Brandon Beylo
The Essential Peter Cundill Investment Philosophy

Buy:

• Undervalued

• Unrecognized

• Neglected

• Out of Fashion

• Misunderstood

Focus on:

Balance sheet > Income Statement https://t.co/4uxQbGOSLM
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⁠Giuliano
If you want to better understand someone, read the books they read. https://t.co/juVSwD6YoT
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⁠Brandon Beylo
https://t.co/PXjL6eiqMc

Christopher Nolan confirms #Interstellar is re-releasing in theaters this year to celebrate its 10th anniversary🍿

(via @empiremagazine) https://t.co/s8H6Pu4HjO - Culture Crave 🍿
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⁠iinvested
1Q'24 Saltlight Capital on:
$TCEHY
$PROSY
- Offshore Oil Suppliers
$TCP.JO
$BLU.JO

Read the full letter here:
https://t.co/HhAAZQSpA6 https://t.co/NeMUADst9r
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⁠Brandon Beylo
Joe Biden: Spent $7B to build ~7 EV Charging Stations.

Thomas Jefferson: Spent $416M to buy the Louisiana Territory from the French.

Tell me, Western man.

Who is the better capital allocator? https://t.co/9SkLfkeIYQ
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