Shaun Weick

Portfolio Manager @ Wilson Asset Management. $WAM $WAA $WAX $WMI

[Shaun Weick @shaun_weick]

@RealJimChanos Buy

[Nav Toor @heynavtoor]

BREAKING: AI can now build financial models like Goldman Sachs analysts (for free).

Here are 12 Claude prompts that replace $150K/year investment banking work (Save for later)

[Shaun Weick @shaun_weick]

@ToffCap $360.AX

[Shaun Weick @shaun_weick]

Chart of the day: potential tailwind for equities in the unwinding of money market funds as rates come down.

[Invest In Assets 📈 @InvestInAssets]

Bill Ackman is an American billionaire & hedge fund manager

Ackman instructs his new hires to read 11 books to sharpen their investing skills

Here are 11 books that will elevate your investing game (+ 1 bonus):

[Geoff Wilson @GeoffWilsonWAM]

Thank you Larry @BlackRock for pointing to the Australia's superannuation system as a good model, and saying Australians "likely have more retirement savings per capita than any other country."

We have @PaulJKeating one of our ex prime ministers to thank. He also introduced the Franking Credit System when treasurer in 1985 to stop the double taxation of dividends.

The Franking System has also had significant consequences for all Australians and the Australia Capital Markets by encouraging Australian companies to pay tax in Australia, invest in Australia, employ Australian and it has significantly reduced the cost of capital for Australian companies as it encourages Australian investors and Australian pension funds to invest in Australian companies.

Unfortunately the UK had a similar system which they abandoned. It was called the Advanced Corporation Tax (ACT) introduced in 1973 and stopped in 1999.
This is one of there reasons their stock market has preformed badly as it has lead to $billion and $billions being pulled out of the UK market as Insurance and pension funds' investments in UK shares have fallen from 45.7% ownership in 1997 to 4.2% by 2022 which is the lowest percentage held on record.

The current challenge in Australia at the moment is to stop @AlboMP @JEChalmers and @AustralianLabor from destroying the Franking Credit system

[Dalius - Special Sits @InvestSpecial]

Finished going through all hedge fund pitches made on this account over the last 4 quarters.

Below, you'll find a list of my top 10 favorite picks that are still actionable. 👇

[Business Mindful @BizMindful]

20 Places You Must Visit Before You Die:

1. Machu Picchu, Peru

[Brandon Beylo @marketplunger1]

One of the best ways to learn about the Copper Industry is by studying the Top 10 Global Producers.

I read each of the Top 10 #Copper Producer quarterly reports so you don't have to.

Here's a thread on the most important data and themes from the world's largest players ... 🧵

[Kyle Grieve @IrrationalMrkts]

Twitter offers you the ability to earn a 2-year (and $93,000 dollar) MBA...

In a fraction of the time and for a $93k discount.

But 99.8% miss out on this irresistible offer.

Here are the 8 best threads that will accelerate your investing in 2023:

[WOLF @WOLF_Financial]

I’ve worked at Goldman Sachs and helped manage over $5.5B.

Here are 16 pieces of unconventional investing advice:

1. Price is a terrible way to measure value. If a stock price is low, there’s a reason for it.

[Commonstock @JoinCommonstock]

Stan Druckenmiller is one of the world’s greatest money managers and has traded through market cycles for more than 30 years.

In 2015, he gave what is now a timeless discussion about markets and processes at the Lost Tree Club.

Here are 7 takeaways from his speech.

[Patrick OShaughnessy @patrick_oshag]

What’s the most mind blowing presentation / talk you’ve ever seen?

Bonus if there’s a YouTube or recording available

[Brian Feroldi @BrianFeroldi]

10 Twitter threads that are 100% worth your time:

[Thomas Chua @SteadyCompound]

Before, the only way to learn from investing legends was to get into Columbia Business School.

It featured greats such as Ben Graham, Joel Greenblatt & Bruce Greenwald.

Today, the internet has made education available to all for FREE!

The top 5 'lectures' by fund managers:

[Shaun Weick @shaun_weick]

@Callum_Thomas Lack of inbound migration…Australia in the same boat

[Julien Bittel, CFA @BittelJulien]

Have US 30Y bond yields peaked?

Probably, but let’s look at some data.

Only 8X since the early 1990s have US 30Y bond yields risen >1% YoY.

Over the 12 months that followed, bond yields fell 100% of the time.

Different this time? You decide.

Just here to give you some facts.

[Gavin Baker @GavinSBaker]

1) Exceptional essay from @buckymoore.

Best thing I’ve read on software in a while.

Grateful to @edwards_deming for highlighting it to me.

My summary and thoughts in the rest of the thread 👇

https://t.co/XfDgfNBFHt

[Wilson Asset Management @WilsonAssetMgmt]

The strong market rebound has faced a stress test in recent trading sessions as coronavirus cases rise with the reopening of global economies. We are focused on how markets, governments and central banks will respond. Subscribe to our market updates https://t.co/9pIKjLXL5W

[Macro Charts @MacroCharts]

Precious Metals Positioning.

Since the Feb peak, Funds slashed positions 62% (-$30Bn), one of the largest selling waves of all time.

It was the only time this ever happened while Gold prices went UP.

Could this be the setup for an acceleration move higher, similar to 2010-11?