Another multi-bagger shared to SumZero?
The recent LA wildfires created forced selling in $MCY. Butler Hall joined us to discuss how market overreaction and robust reinsurance have set the stage for an asymmetric risk/reward profile.
https://t.co/PKLdBOKvnT
#ValueInvesting
He's a fountain of investing wisdom. We cover his highly concentrated investments in coal and offshore drilling (through $HCC, $NE, $AMR, $VAL), as well as his thoughts on Mag 7, $brk/b, #Zuck, #Gates, #Satya, and even a dash of geopolitics. Here's the recording:
If you are a CEO, Founder, VC or in any position to take your company public via IPO, please don't hesitate to reach out privately as we would love to chat with you! https://t.co/nGkXVEt2bK
Honored to be an Independent Board Director of Oyster Enterprises II Acquisition Corp working closely with an incredible team of fellow Board Directors Mario Zarazua (CEO), Heath Freeman Jordan Fliegel, Lief Haniford, along with Randall Smith and CFO Mike Rollins.
This will be an awesome discussion on the future of NYC politics . Whitney is a non-politician who doesn't need to be mayor but believes it's time for fresh insights to move NYC forward. David Einhorn is an investing legend with deep ties to the city and razor sharp.
Join us Tomorrow at 2:30pm est as we play host to @davidein who will be interviewing NYC Mayoral candidate, @WhitneyTilson on SZ.
After opening remarks, there will be an extended Q&A period in which both of them will take both political and market-related questions.
Register 👇
Lastly, legendary value investor @MohnishPabrai will join me again this year to discuss his latest thoughts on new market opportunities, his investments in Turkey, #bigtech, and maybe some geopolitics.
He's not only going to talk about his military career but also his battles with insomnia, depression, and even suicidal thoughts. We will be donating a portion of ticket sales to the All Secure Foundation, where Chris is COO and where thousands of veterans have received help.
I will be interviewing former #deltaforce operator Chris VanSant to learn about his work to support special forces soldiers from the trauma of war. Chris was instrumental in capturing Saddam Hussein and many other high value targets throughout his 20 yr career and 600 missions.
Friends, tomorrow (Feb 8th), @SumZero is hosting our annual Top Stocks Virtual Summit where we interview portfolio managers who will be pitching their favorite stock picks for 2024.
On Oct 9th, @SumZero is hosting the largest global investment idea contest for undergrads on behalf of @oxalphafund. If you're a student and want to get noticed for your investing abilities, this is an incredible opportunity. Finalists will pitch their ideas live at the LSE!
Incredibly excited for the upcoming Varsity Pitch Competition that we'll be hosting on @SumZero for undergrads across the globe.
@oxalphafund has once again done an incredible job putting together what is always one of, if not the biggest undergrad competition of the year 🧵👇
@patrick_oshag I'm obviously biased, but for serious investors, @SumZero is the place to be. Members are vetted for buyside experience and there's ample opportunity for members to raise capital given the presence of over 400 family offices and institutional allocators on the platforms.