𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet

⁠Quiver Quantitative
BREAKING: Michael Burry just filed a portfolio update.

Full holdings up on Quiver. https://t.co/wAooWMJwQe
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⁠Investing visuals
50.000 followers milestone!! 🤯❣️

Can’t thank you enough for being part of this amazing journey. Feels like I’m just getting started. The best is yet to come!

I’m always refining my content to bring you the most value. Here’s a quick rundown of my “content resume” so far 🧵👇
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⁠Quiver Quantitative
BREAKING: George Soros just filed a holdings update.

He added approximately $153M of Google, $GOOGL, to his portfolio.

Full portfolio up on Quiver. https://t.co/wnM0L7fiNa
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⁠Quiver Quantitative
BREAKING: Pershing Square just filed a portfolio update.

@BillAckman added about $188M of Nike to his portfolio. https://t.co/Kkk9vPeErk
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⁠Quiver Quantitative
BREAKING: Citadel just revealed a $65M position in Trump Media, $DJT.

They are now the largest hedge fund owner of the stock, per our estimates. https://t.co/PkxUlcP29v
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⁠Quiver Quantitative
BREAKING: Jane Street just filed a portfolio update.

The quant fund disclosed $850M in new Bitcoin ETF holdings: https://t.co/QLAeE5AKdh
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⁠Finding Compounders
The mistake that cost Charlie Munger $200 million!

In 1977, Charlie was offered 300 shares of Belridge Oil.

Charlie's comments on Belridge: " An idiot could have told you that there was no possibility of losing money and a large possibility of making money"

Charlie even exclaimed that this was the most undervalued stock he had seen in his life, as the market was valuing Belridge's oil reserves at 29c/barrel while the going rate was $5-6/ barrel.

Charlie bought those 300 shares at $15/share, however 3 days later he was offered 1500 more shares, which he declined to buy.

The reason for him declining had nothing to do with Belridge as a business, but was due to Charlie not wanting to go through the process of selling something to buy the stock.

If Charlie had gone through the minor inconvenience he would have made $5 487 000, when Belridge was bought by Shell.

Which he would have sunk into buying
Berkshire stock.

Oouchh!
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⁠Hidden Value Gems
Berkshire Hathaway 13F - Q4 ‘25

Just one new position $STZ

Reduced in $BAC $C $CHTR $NU

No change in $AAPL https://t.co/b1u5ydFjf6
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