#Oaktree

James Ho

jamesjho_

Thoughts on common misconceptions about “value” vs “growth” investing.Learnings from letters over the years by Buffett, Oaktree, and Third Point - and my own investing career.Thread below 1/ Many

bullnbaisse

bullarbaisse

1/x Short thread on compounders and selling winners. I was inspired by Howard Marks latest memo released earlier today. Hopefully provokes some thought into current >20x sales valuation environment. Oh

Joyce

Joyce_OO4

Quick reminder that the top hedge fund bosses set to cash in on Covid have something in common:Elliot Management- Paul Singer, Zion Shohet, Jesse Cohn, Stephen Taub, Elliot Greenberg and

Richard Chu

richard_chu97

Which DTC telehealth company was the second-fastest startup to join the unicorn club, grew sales (91% recurring) at a 128% CAGR since 2018 with 71% gross margins, can you buy

Sam

stock_trap

(1/21) En attraktiv SPAC vars aktiekurs ännu inte svävat iväg är $OAC. O’et står för Oaktree, en fondförvaltare starkt förknippad med Howard Marks, mest känd för boken The Most Important

Tren Griffin

trengriffin

1/ I've been though several periods when stocks rose very quickly and then "repriced down" very quickly. I didn't read about these periods in a book or papers. The best

Lin

sendoh34

1/ There has been a lot of talks about value losing to growth recently. Here is my take on why value is losing and the fallacy of the value investing

Football Club Geopolitics

FCGeopolitics

LIGUE 2La semaine dernière, le club de Nancy a été racheté par NewCity Capital Avec bientôt Chatearoux c'est près de 10 clubs de Ligue 2 qui seront détenus, tout

Oskar Karlström

KarlstromOskar

Tänkte ge mig på en första bolagsgenomgång, det rör sig om bolaget Hims & Hers $HIMS. Bolaget är inte ännu noterat utan skall snart (Q1 2021?) komma till börsen via

Aakash Thumaty

aakashthumaty

Hims and Hers (HH) is maybe a $100bn company within 10 years (today they're ~$3bn company). Quick thread : For the unfamiliar: Hims and Hers (HH) is an industry disrupting

Aaron Palmer

devilspalm16

>more than half of all robinhood users own some gamestop stockOkay, this is starting to make sense, I'm about to do a massive infodump in the comments, get ready folks.https://twitter.com/motherboard/status/1354798244455395328

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