⁠Investing visuals
Honest question: what real value do cryptocurrencies bring?

I see almost no practical usage. https://t.co/BHCB5Qh8IZ
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⁠Quiver Quantitative
BREAKING: We just received new data on Tulsi Gabbard's portfolio.

She owns up to:
- $250,000 of Rumble stock
- $250,000 of Tesla stock, $TSLA
- $50,000 of Bitcoin, $BTC
- $15,000 of Cronos
- $15,000 of Solana
- $15,000 of Ethereum

Track politicians' portfolios on Quiver. https://t.co/fILmiO2827
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⁠Quiver Quantitative
TikTok just got shut down in the US.

We saw multiple politicians buy Facebook stock before the ban.

$META has risen 38% since we posted this: https://t.co/JJTV0lgU6K
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⁠Stock Analysis Compilation
REQ on Idun Industrier $IDUN SS

Thesis: Idun Industrier is a Swedish acquisition-driven compounder with strong management, significant insider ownership, and a resilient portfolio, demonstrating over 30% FCF per share growth since 2015.

(Extract from their Q4 letter) https://t.co/5ltDIpqZa6
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⁠Hidden Value Gems
In my latest Investment Notes, I share some interesting points on:

➡️ Travel
➡️ Luxury Goods
➡️ China
➡️ An E&P stock idea
➡️ Value Investor Calendar 2025

$ABNB $BABA $WOSG.L $HBR.L https://t.co/FpKPC6FdJW
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⁠Stock Analysis Compilation
Protean Funds on Bavarian Nordic $BAVA DC

Thesis: Bavarian Nordic is a Danish vaccine producer with strong growth potential in its travel vaccine franchise, driven by demand for rabies and TBE vaccines, alongside its more volatile smallpox and monkeypox elements.

(Extract from their Q4 letter)
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⁠Startup Archive
Mark Zuckerberg to new-hire Aditya Agarwal : “If I can build Facebook you can build a search engine”

Aditya recalls starting at Facebook in 2005. A few weeks into his new role, Mark Zuckerberg comes up to him and suggests he build a search engine:

“When people come to Facebook, the first thing they want to do is search for people.”

Aditya’s first reaction was that search was a really important thing to get right and he had never built a search engine - wouldn’t it make more sense to just hire somebody from Google or Yahoo to do it?

Mark replied:

“If I can build Facebook, you can build a search engine.”

And he was right - Aditya did end up building search for Facebook. This interaction also left a lasting impression on Aditya:

“All of us can build whatever we put our minds to. And this is the culture that for me still defines Facebook - there is this hacker, can-do, total-ownership culture. If I could tell every startup in the world to take one thing, it would be you can do whatever you want as long as you put your mind to it. It’s probably easier than you think.”

Video source: @southpkcommons (2024)
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⁠iinvested
4Q'24 Aristotle - Small/Mid Cap Equity new buys $COLD, $AXTA, $CMCO, $DOC, $HXL, $NSIT

More fund letters here:
https://t.co/dVDkhhwsJS https://t.co/nKdhqieWSN
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⁠Investing visuals
Booking $BKNG has significantly outperformed Airbnb $ABNB the past 5 years.

Who do you believe will outperform the next 5 years?🤔 https://t.co/yW8wyQcWdY
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⁠Quiver Quantitative
We’ve received data on the stock portfolios of many of Trump’s cabinet appointees.

Almost half of them have significant crypto holdings.

Here’s a breakdown - remember that you can track politicians’ portfolios on Quiver:

Sean Duffy (Transportation) has up to $1.1M in Bitcoin, $BTC.

Scott Bessent (Treasury) has up to $500K in the iShares Bitcoin Trust.

Tulsi Gabbard (DNI) has up to $50K in Bitcoin, $15K in Ethereum, $15K in Cronos, and $15K in Solana.

Pete Hegseth (Defense) has up to $50K in Bitcoin.

Russell Vought (OMB) has up to $15K in Bitcoin.

We have not yet received data on RFK JR (Health), but he recently said that he put most of his wealth into Bitcoin.
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