Cundill Capital
CundillCapital
1/ Everyone seems to love reading about Dan Loeb, so here is a thread about him:This ain't Omaha 2/ The talent he looks for 3/ Etymology of his activism 4/
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Thread on Lee Ainslie, head of Maverick Capital: (1/n)Find what you love to do and you’ll never work a day in your life. Networking with Julian Robertson helps. Network, network,
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Thread on John Armitage, founder of Everton Capital (1/n):30% hurdle rate You don’t need to be an alpha male or genius to become a billionaire. “What we do here is
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