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Finding Compounders
Walter Schloss returned 15.7% per year over 45years.
He wrote this paper explaining why he invests the way he does.
“Why We Invest The Way We Do” by Walter Schloss https://t.co/vu34bawqQL
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Walter Schloss returned 15.7% per year over 45years.
He wrote this paper explaining why he invests the way he does.
“Why We Invest The Way We Do” by Walter Schloss https://t.co/vu34bawqQL
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Stock Analysis Compilation
Gemway on Xiaomi Corporation $1810 HK
Thesis: Xiaomi is a leading global technology company known for its high-quality, affordable smartphones and innovative products, with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base.
(Extract from their Q4 letter)
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Gemway on Xiaomi Corporation $1810 HK
Thesis: Xiaomi is a leading global technology company known for its high-quality, affordable smartphones and innovative products, with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base.
(Extract from their Q4 letter)
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Quiver Quantitative
Wow.
We recently reported on a January purchase of Palantir stock by Representative Julie Johnson.
Johnson sits on the House Committee on Homeland Security.
$PLTR has now risen 81% since her trade. https://t.co/NDrJdocGMQ
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Wow.
We recently reported on a January purchase of Palantir stock by Representative Julie Johnson.
Johnson sits on the House Committee on Homeland Security.
$PLTR has now risen 81% since her trade. https://t.co/NDrJdocGMQ
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App Economy Insights
🇫🇷 Luxury leaders, visualized.
These giants have a certain je ne sais quoi—yet most had a tough year.
👜 LVMH
🐎 Hermès
💄 L’Oréal
🕶️ EssilorLuxottica
👗 Kering
Let’s dive in. 👇
https://t.co/wJrJL29QCi
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🇫🇷 Luxury leaders, visualized.
These giants have a certain je ne sais quoi—yet most had a tough year.
👜 LVMH
🐎 Hermès
💄 L’Oréal
🕶️ EssilorLuxottica
👗 Kering
Let’s dive in. 👇
https://t.co/wJrJL29QCi
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Quiver Quantitative
JUST IN: We have received data on the portfolio of Michael Kratsios - Trump's pick for the director of the Office of Science and Technology Policy.
He owns up to $250,000 of Bitcoin and $50,000 of Ethereum. https://t.co/QQKqhA71OE
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JUST IN: We have received data on the portfolio of Michael Kratsios - Trump's pick for the director of the Office of Science and Technology Policy.
He owns up to $250,000 of Bitcoin and $50,000 of Ethereum. https://t.co/QQKqhA71OE
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Investing visuals
I wrote my last post to spark debate on the $GRAB investment thesis.
I cut some corners and jumped to (incorrect) conclusions though. I've got some great feedback and insights from the FinX community, so here’s a detailed $GRAB follow-up 🧵👇 https://t.co/bnIbEphRWj
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I wrote my last post to spark debate on the $GRAB investment thesis.
I cut some corners and jumped to (incorrect) conclusions though. I've got some great feedback and insights from the FinX community, so here’s a detailed $GRAB follow-up 🧵👇 https://t.co/bnIbEphRWj
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Offshore
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Stock Analysis Compilation
AVI Global Special Situations Fund on Chrysalis $CHRY LN
Thesis: Starling Bank is a digital-first UK challenger bank with significant cost advantages and strong profitability prospects, while Klarna is a leading global payments provider expected to IPO in 2024, potentially realizing substantial value for the Chrysalis portfolio.
(Extract from their Q4 letter)
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AVI Global Special Situations Fund on Chrysalis $CHRY LN
Thesis: Starling Bank is a digital-first UK challenger bank with significant cost advantages and strong profitability prospects, while Klarna is a leading global payments provider expected to IPO in 2024, potentially realizing substantial value for the Chrysalis portfolio.
(Extract from their Q4 letter)
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Quiver Quantitative
Wow.
In May, we noticed a U.S. Representative buying stock in a German arms manufacturer.
Rheinmetall stock, $RNMBY, has now risen 66% since.
It's up 28% another this week: https://t.co/1Re2WkkHTb
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Wow.
In May, we noticed a U.S. Representative buying stock in a German arms manufacturer.
Rheinmetall stock, $RNMBY, has now risen 66% since.
It's up 28% another this week: https://t.co/1Re2WkkHTb
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Offshore
Video
Startup Archive
Jeff Bezos explains how he decided to quit his job and start Amazon
At 30 years old, Jeff Bezos had great Wall Street job working at the hedge fund D.E. Shaw. When he told his boss David Shaw about his idea to start an internet book store, David replied:
“I think this is a good idea, but it would be an even better idea for somebody who didn’t already have a good job.”
That made logical sense to Jeff, but he ultimately decided that the best way to make a very personal decision like this was to project himself forward to age 80:
“When I’m 80 years old, I want to have minimized the number of regrets that I have. I don’t want to be 80 years old, in a quiet moment of reflection, thinking back over my life and cataloging a bunch of major regrets.”
And Jeff believes that our biggest regrets are acts of omission:
“It’s paths not taken that haunt us. We wonder what would have happened: I loved that person and I never told them, and then they married somebody else.”
Once Jeff thought about it this way, the answer was immediately obvious to him:
“I knew that when I’m 80, I would never regret trying this thing that I was super excited about and failing. If it failed, fine. I would be very proud of the fact when I’m 80 that I tried. And I also knew that it would always haunt me if I didn’t try.”
Jeff believes this regret-minimization framework is a useful lens for any important life decision.
Video source: @Summit (2017)
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Jeff Bezos explains how he decided to quit his job and start Amazon
At 30 years old, Jeff Bezos had great Wall Street job working at the hedge fund D.E. Shaw. When he told his boss David Shaw about his idea to start an internet book store, David replied:
“I think this is a good idea, but it would be an even better idea for somebody who didn’t already have a good job.”
That made logical sense to Jeff, but he ultimately decided that the best way to make a very personal decision like this was to project himself forward to age 80:
“When I’m 80 years old, I want to have minimized the number of regrets that I have. I don’t want to be 80 years old, in a quiet moment of reflection, thinking back over my life and cataloging a bunch of major regrets.”
And Jeff believes that our biggest regrets are acts of omission:
“It’s paths not taken that haunt us. We wonder what would have happened: I loved that person and I never told them, and then they married somebody else.”
Once Jeff thought about it this way, the answer was immediately obvious to him:
“I knew that when I’m 80, I would never regret trying this thing that I was super excited about and failing. If it failed, fine. I would be very proud of the fact when I’m 80 that I tried. And I also knew that it would always haunt me if I didn’t try.”
Jeff believes this regret-minimization framework is a useful lens for any important life decision.
Video source: @Summit (2017)
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