k2v

[Сarm1ne @carm1nee]

co-founder of KKR bought Safeway for $5.6 billion with just $126 million of equity and turned it into a 50x return

one of the rawest investing masterclasses ever recorded - from getting sent alone to meet Roy Disney as a 23 year old summer trainee to building a $758 billion empire

"I am scared to death to be sitting with Roy Disney - he said you know a lot about my business - I want you to spend the day with me - most analysts haven't even read my annual report"

"he never asked if I was a partner or a summer trainee - all he cared about was that I cared about his company"

"I said I'm going to have to let you go - he said you can't let me go because you'll lose the McDonald's account - I called McDonald's - he laughed"

bookmark & watch the full conversation ↓

[k2v @k2v]

@Anh2Bii "sticky bottle"

[k2v @k2v]

@RudyHavenstein FORE

[k2v @k2v]

@Andre_AGTC @A_May_MD why did you buy $NUVL ?

[Patrick OShaughnessy @patrick_oshag]

My conversation with @DanielSLoeb1, his first ever podcast and one I've been wanting to do for years.

Dan started Third Point in 1995 with $3 million. Today the firm manages over $24 billion across equities, credit, venture, and insurance.

Along the way he wrote some of the most iconic activist letters.

We discuss:
- Why deep value stopped working
- The power of writing
- The Twitter and XAI credit trades
- Lessons from FTX and Danaher
- The Sony and Sotheby's stories
- What makes a great analyst today
- The importance of kindness

I feel lucky we all get to learn from one of the greats.

Enjoy!

Timestamps:
0:00 Intro
2:48 Macro Views and Tech Trends
5:13 The Roots of Third Point
10:30 Evolving to Quality and Thematic Investing
19:07 Market Psychology and Inefficiencies
24:10 Good and Bad Corporate Governance
29:19 Activism
31:23 Sotheby's
41:37 AI
44:28 Sony
52:50 Danaher's Operating System
56:31 Building an Insurance Business
59:25 FTX
1:05:17 What Makes a Great Analyst Today
1:07:24 The Next Decade
1:10:00 Kindest Thing

[Сarm1ne @carm1nee]

At 81 he manages $72 billion, and says markets right now are "just about as risky as I've ever seen" and AI is "way over its skis"

He has never celebrated a winning trade in 47 years, this is the most feared investor on Wall Street

the full story is in this 40-minute interview - every satisfword of it is worth your time ↓

[Dr. Rajiv Doodad @DoodadDoctor]

Top 25 largest Healthcare/ Bio Private Fund managers by assets & each of their largest positions:

$INCY $UTHR $MDGL $PRAX $ASND $TVTX $MIRM $RVMD $ABVX $KYMR $EQTX $ARQT $NUVL $SRRK $CAI $ZYME $KRYS $EWTX

[k2v @k2v]

@RandolphDuke7 my favorite chart !

[Dr. Rajiv Doodad @DoodadDoctor]

Top 25 Biopharma Specialist Managers by AUM, Based on Q1 2026 13F Filings

[Rossium @rossium]

To get paid $650k/year as a quant you need to master not just the basics of Markov Chains, but regime forecasting 12 months ahead.

Part 2 of MIT 6.041 shows the math behind multi-step transition matrices that actually win trades.

Bookmark & watch today. Follow for Part 3.

[Michael Burry Stock Tracker ♟ @burrytracker]

Update: Nvidia is now up +47,000% since Jim Simons first disclosed a $4.6M stake

He opened the $NVDA position in Q1 2011 at ~$0.45 a share

[k2v @k2v]

@jayabacus at what price does the ROIC for the acquirer really make sense ?

[k2v @k2v]

@UpOnlyTraderxyz @RohOnChain time frame matter ?

[Market Rebellion @RebellioMarket]

99% of options traders are gambling because they never learned the fundamentals.

This 1-hour Yale lecture changes everything.

In just 60 minutes, you’ll learn more about options trading than most overpriced trading courses ever teach.

No hype. No fake gurus. Just real knowledge.

Save this and watch it without distractions. 📌

[Goshawk Trades @GoshawkTrades]

in 1985, someone filmed what it actually looked like to trade billions of dollars in currencies across London, New York, and Hong Kong in a single day.

a 24-year-old in Hong Kong trading on pure instinct. a London dealer "bashing" the pound for profit. a New York speculator running 100% pure speculation for wealthy clients.

this is one of the rarest trading documentaries ever made. bookmark it.

[k2v @k2v]

@Zubatrey @Rose_nyla01 its a small cord the Dentist soaks in epinephrine to help contol bleeding and retracts the gum. he is prepping tooth for a crown,🦷

[Сarm1ne @carm1nee]

Paul Tudor Jones predicted the 1987 crash, made $100 million, then spent years trying to destroy this footage

you will watch him lose $6 million in one afternoon, sit in his chair and say "total devastation" then make it all back with 100% interest

This documentary will change how you think about risk forever

Bookmark & watch it. Then read the post below - $90 billion from being right just 54% of the time↓

[Jonathan Draycott Golf Academy @JD_GolfAcademy]

This is why you struggle with FLUSHING your irons + how you can address the issue… 👀

[k2v @k2v]

@A_May_MD Do you persribe any of $INCY's drugs ?
Thoughts on $INCY .

[Patrick OShaughnessy @patrick_oshag]

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time.

He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha.

He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life."

He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett.

But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them.

Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does.

Enjoy!

Timestamps:
0:00 Intro
1:00 The Kindest Thing
13:19 Trading vs. Investing
17:33 Lessons from Warren Buffet
22:24 The Existential Risks of AI
29:54 The Nature of Trading
31:46 Bitcoin
35:55 Bubbles
42:08 A Day in the Life of PTJ
46:00 Information Overload
47:07 Passion for Markets
50:49 The Robin Hood Foundation
54:18 The Workless World
56:03 Journalism
1:00:00 Principal Components of a Great Life
1:05:06 Kill Them With Kindness