The Monocled Mutineer @bestacm
Smth everyone knows at the visceral level ... Global Joined January 2021-
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Solid thread... New fund launches require solving for an LP base. Product market fit FIRST, not last. Fit > returns for the first 3 years. The top 3% of allocators will chase world beating returns early, but will also leave you 5x as fast
Solid thread... New fund launches require solving for an LP base. Product market fit FIRST, not last. Fit > returns for the first 3 years. The top 3% of allocators will chase world beating returns early, but will also leave you 5x as fast
So northwestern mutual writes a $6bn check of capital to sixth street to manage alts. Why then, does Northwestern Mutual have an alts investment team if they just outsource 100% of decision making to a single team?
...
$SOFW.TA continues to deliver with exceptional Q2 results. Big thanks to @pbcinc , @david_katunaric and @pernasresearch for the the idea & research.
This is the decade that exposes and destroys any investment philosophy leaning on reversion-to-the-mean assumptions or hopes.
This mantra only has value to remind investors not to panic and to be cognizant of the LT uptrend of human progress. Beyond that it’s woefully overused/abused.
This mantra only has value to remind investors not to panic and to be cognizant of the LT uptrend of human progress. Beyond that it’s woefully overused/abused.
Interesting 🤔💭
Very interesting discussion here around the future of investment banking and AI Some thoughts > Grok estimates that roughly 18,000 businesses in the U.S. generate $1-10M in profit > Businesses of this size are typically valued at 3-5x EBITDA, on average, based on transaction…
Very interesting discussion here around the future of investment banking and AI Some thoughts > Grok estimates that roughly 18,000 businesses in the U.S. generate $1-10M in profit > Businesses of this size are typically valued at 3-5x EBITDA, on average, based on transaction…
We are a deeply unserious country, but that is exactly what makes America so great
Here are the 3 key investing lessons Buffett learned from Ben Graham after taking his class at Columbia University > A stock is a piece of a business > Always buy with a margin of safety > Use the market as your servant, do not let it become your master
American Eagle shares jump as much as 15% on Monday after President Donald Trump touted the retailer’s advertising campaign featuring actress Sydney Sweeney
As a reminder, this is the guy who claimed to be Head of Macro at Greenlight and got into a legal battle with David Einhorn We are a deeply unserious country
As a reminder, this is the guy who claimed to be Head of Macro at Greenlight and got into a legal battle with David Einhorn We are a deeply unserious country
Many such cases
An entire generation has been priced out of the housing market and the American Dream of owning a home No wonder there is growing resentment against capitalism amongst the youth, even if it might not be the right culprit This needs an immediate fix or it’s only getting worse
People think if you are running an early stage business you could use interns or free/low cost labor but it’s the opposite. You have very little time for mentorship and need to hire people who can hit the ground running…..also I don’t believe in labor that is free.
Family first Love your children unconditionally Do not take your good health for granted agency (I will) > intellect (IQ) You are not your job Keep in touch with good friends good manners > good education Be helpful Fight against a sense of entitlement Consume less sugar Sleep…
One of the better risk reward setups we have seen in awhile. Profitable microcap and under-the-radar beneficiary of natural gas boom, Significant U.S. manufacturing capacity with large optionality from a nearby AI mega data center buildout. Trading at ~4x '26 earnings. Write-up…
Uh so I might know like a whole bunch of talented analysts looking for new homes. Multiple geographic areas. Generalists. DM if you are looking for talent / know anyone who is.
Good site to find investor letters
Good site to find investor letters
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