Intrinsic Investing @IntrinsicInv
Focused, fundamental-driven portfolios for private & institutional clients. Blog: https://t.co/tCIo9w1BfO. Disclosures: https://t.co/fjmCVIq6D1 intrinsicinvesting.com San Francisco, CA Joined December 2015-
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Here's the replay of our Q1 client webinar. In addition to discussing the economy and financial markets, we profiled our investments in Ferrari $RACE, IDEX $IEX and Perimeter Solutions $PRM. ensemblecapital.com/event/first-qu…
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Join us today at 1:30pm pacific time for our quarter market and economic update. We'll be profiling our investments in Ferrari $RACE, IDEX $IEX and Perimeter Solutions $PRM. intrinsicinvesting.com/2024/04/04/ens…
Join us on Monday for our quarterly client webinar. We'll be discussing markets and the economy, as well as our portfolio holdings Ferrari $RACE, IDEX $IEX, and Perimeter Solutions $PRM. intrinsicinvesting.com/2024/04/04/ens…
Join us on Monday, 4/8 at 1:30pm pacific time for our quarterly client webinar. We'll be reviewing financial markets and the economy, and discussing our investments in Ferrari $RACE and IDEX $IEX. ensemblecapital.zoom.us/webinar/regist…
Intrinsic Investing retweeted
I keep seeing data that shows mid/small cap businesses are trading at significant discounts to large caps and I get interested. Then I go look at actual mid/small cap businesses and I often get less excited. Most are not great businesses. Any recommendations for quality…
Short and sweet summary of the "Google won't be disrupted" thesis.
Short and sweet summary of the "Google won't be disrupted" thesis.
Intrinsic Investing retweeted
Great l/s fund on the west coast is looking for an analyst (0-3y experience). Preferably some experience on short side but all good if not. DM if interested and I will connect
Intrinsic Investing retweeted
In December we began the Gemini Era, and we’ve continued to make relentless progress since. Today we’re thrilled to introduce the next generation: Gemini 1.5 - hugely enhanced performance, highly efficient architecture & long-context length breakthrough blog.google/technology/ai/…
Of interest to $WSO longs (or shorts if there are any).
Of interest to $WSO longs (or shorts if there are any).
Intrinsic Investing retweeted
Important paper showing the gains to mothers and society from WFH. A 10% increase in WFH is shown to increase mothers employment by 1%. This is particularly true in professions which are more family unfriendly, like finance and marketing. Two implications: 1) WFH is driving…
Ethan is really one of the very best people to follow on AI. His non-technical discussions are ideal for investors.
Ethan is really one of the very best people to follow on AI. His non-technical discussions are ideal for investors.
Thoughtful thread on the big drop in $GOOGL on their as expected earnings report.
Thoughtful thread on the big drop in $GOOGL on their as expected earnings report.
Intrinsic Investing retweeted
IDEA GENERATION (8/N): INVESTOR LETTERS In addition to regulatory filings like 13Fs, some money managers opt to share their investor letters—also known by a whole lot of different names: shareholder letters, hedge fund letters, letters to investors, letters to shareholders,…
Intrinsic Investing retweeted
@MarceloPLima @atelicinvest Here is Google+SGE's response to one of the questions in @kevinroose's article about Perplexity. How is Perplexity better than this? It's basically the same thing, right?
For fans of Perplexity, what are the key features/advantages it provides that Google Search with SGE does not?
This is the big shift to understand. For much of 2022-23 good growth data just triggered inflation worries. Now we’ve flipped back to “normal.” Powell said strong growth and employment wouldn’t prevent Fed from cutting. They are laser focused on inflation.
This is the big shift to understand. For much of 2022-23 good growth data just triggered inflation worries. Now we’ve flipped back to “normal.” Powell said strong growth and employment wouldn’t prevent Fed from cutting. They are laser focused on inflation.
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