⁠Hidden Value Gems
Elliott in a recent letter to investors:

Many of AI’s supposed uses are “never going to be cost-efficient, are never going to actually work right, will take up too much energy, or will prove to be untrustworthy.” https://t.co/CruKsU9FCp
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⁠Finding Compounders
ROIC Tree https://t.co/EFIxQTTEeE
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⁠Finding Compounders
Characteristics of a Value Trap

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The link is in my bio https://t.co/0Z7dGmzP41
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⁠Invest In Assets 📈
Bill Ackman once said:

"I'm not emotional about investments. Investing is something where you have to be purely rational and not let emotion affect your decision making - just the facts"

Here is Ackman's equity holdings: https://t.co/Q8Oszm8viU
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⁠Librarian Capital
RT @LibrarianCap: Fundsmith initiated position in Atlas Copco $ATCO (Swedish tools/instruments maker) in Jul-24

-3.1% in Jul, vs. MSCI World +0.1% (£)
Now +5.9% YTD, vs. benchmark +12.9%

Mag 7 members were 3 of 5 top Jul detractors: $MSFT, $META, $NOVO, $SYK, $GOOG

$PM among top contributors https://t.co/x1ElpL1lND
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⁠Finding Compounders
Financial World article from 1992 profiling Wall Streets 100 Highest Paid.

Some notable names https://t.co/FYZAkeVepM
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⁠Invest In Assets 📈
True Wealth: https://t.co/nrc7L5aJQ7
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⁠Finding Compounders
I’m preparing a Newsletter post on Position Sizing

If you have any great resources on position sizing please share them in the comments or via DM

Thank You
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