Thorion Partners

Investor | Hunting for special situations | Ex-Wall Street M&A | Not investment advice DYOR. Nothing for sale

[Thorion Partners @ThorionPartners]

Why I am going all-in on copper. For 75 years, copper demand grew 10x while real prices went basically nowhere. Every spike got crushed by new supply. But we’re now heading into the biggest supply deficit in history — and this time, the cavalry isn’t coming. Here’s why…

[De Caigny Capital @DeCaignyCapital]

Everything Charlie Munger learned about investing, on one page:👇

[As Allocated @AsAllocated]

Goldman Sachs equity research conviction buy list - October update

[JH @CRUDEOIL231]

JPM on oil

#oott #iran

[Thorion Partners @ThorionPartners]

When it comes to digital health @generalcatalyst leads the pack

[Thorion Partners @ThorionPartners]

Biotech "de-risked" investments produce mediocre returns. All the alpha is conviction in early-stage

[Thorion Partners @ThorionPartners]

@GuoRe74638 You too! Meta did a great job with muse!

[Thorion Partners @ThorionPartners]

Get a Billion Free Tokens on Muse, meta’s AI agent! Use Code IW6M01
https://t.co/rByK4rigwN

#meta #MuseAI Muse AI Referral Code

[Thorion Partners @ThorionPartners]

@WorldLogiForum Other the main chat under invites, you’ll get your own code too!

[JH @CRUDEOIL231]

JPM on oil

#oott #iran

[Thorion Partners @ThorionPartners]

Stocks for long-term gains from Value Line. $TMUS $AMZN $L $CNF $MKL $WSP.TO $TW

[Cassandra Unchained @michaeljburry]

Who wants to be the next George Soros?

*BESSENT: BUYBACKS COULD BE BIGGER THAN THE $4B WE ANNOUNCED
*BESSENT: US YIELDS DON'T REFLECT UNDERLYING FUNDAMENTALS
*BESSENT: LIQUIDITY IN 30-YEAR POINT ESPECIALLY POOR

[JH @CRUDEOIL231]

GS oil tracker

#oott #iran

[Adrián, Head of the arena  @adrivalue]

$LMN.V kicks off the $CSU.TO family earnings season:

- Revenue +28% YoY
- Synchronoss acquisition has diluted margins downwards ⚠️
- $500M deployed YTD 🤯
- Maintenance organic growth 1% (CC; Low OG is a feature, not a bug in LMN)

This gem is yours for ~16x NTM EV/FCF

[Thorion Partners @ThorionPartners]

@varuninvesting This is what I follow for 😍

[Thorion Partners @ThorionPartners]

@varuninvesting Missing your posts about $CSU.TO ecosystem

[Thorion Partners @ThorionPartners]

$ANET coin toss earnings today

[ludoonchart @ludoonchart]

Warren Buffett dropped how to have 90% winning trades - here's the full 8-page PDF on his core long-term investing playbook

page 2 covers:

1.the market signal Buffett ignores

2.the boundary he refuses to invest outside of

3.the compounding principle behind decades of returns

4.and the risk that matters more than volatility

bookmark this and read the full breakdown below ↓

[Thorion Partners @ThorionPartners]

@varuninvesting Not sure $LVMH is going to be able to recapture the Asia/Chinese consumer, they’ve lost their biggest growth driver

[AskLivermore @asklivermore]

Technology is down -12% from its peak. 56 days and counting.

The median Tech selloff drops 25.7% and bottoms in 73 days. This one is only 12% deep and 56 days in. It's one of the shallowest on record.

Every single Technology drawdown in history has recovered to new all time highs. Every one.

If this follows the median path, we're looking at a bottom forming in late August - late September.

[Thorion Partners @ThorionPartners]

@joecarlsonshow All serious investors know what @kevinxu does is effectively gambling... "Allin swing trading" = no idea how to sie positions