Intrinsic Investing (@intrinsicinv) 's Twitter Profile
Intrinsic Investing

@intrinsicinv

Focused, fundamental-driven portfolios for private & institutional clients. Blog: IntrinsicInvesting.com. Disclosures: bit.ly/2wOnZw0

ID: 4685386992

linkhttps://intrinsicinvesting.com/ calendar_today31-12-2015 22:16:38

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36,36K Followers

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Intrinsic Investing (@intrinsicinv) 's Twitter Profile Photo

This is the big shift to understand. For much of 2022-23 good growth data just triggered inflation worries. Now we’ve flipped back to “normal.” Powell said strong growth and employment wouldn’t prevent Fed from cutting. They are laser focused on inflation.

Liger Cub (@realligercub) 's Twitter Profile Photo

IDEA GENERATION (8/N): INVESTOR LETTERS In addition to regulatory filings like 13Fs, some money managers opt to share their investor letters—also known by a whole lot of different names: shareholder letters, hedge fund letters, letters to investors, letters to shareholders,

Nick Bloom (@i_am_nickbloom) 's Twitter Profile Photo

Important paper showing the gains to mothers and society from WFH. A 10% increase in WFH is shown to increase mothers employment by 1%. This is particularly true in professions which are more family unfriendly, like finance and marketing. Two implications: 1) WFH is driving

Important paper showing the gains to mothers and society from WFH. A 10% increase in WFH is shown to increase mothers employment by 1%. This is particularly true in professions which are more family unfriendly, like finance and marketing. Two implications:

1) WFH is driving
Demis Hassabis (@demishassabis) 's Twitter Profile Photo

In December we began the Gemini Era, and we’ve continued to make relentless progress since. Today we’re thrilled to introduce the next generation: Gemini 1.5 - hugely enhanced performance, highly efficient architecture & long-context length breakthrough blog.google/technology/ai/…

In December we began the Gemini Era, and we’ve continued to make relentless progress since. Today we’re thrilled to introduce the next generation: Gemini 1.5 - hugely enhanced performance, highly efficient architecture & long-context length breakthrough
blog.google/technology/ai/…
Alex (@badpak) 's Twitter Profile Photo

Great l/s fund on the west coast is looking for an analyst (0-3y experience). Preferably some experience on short side but all good if not. DM if interested and I will connect

Bauncey Chillups (@prefshares) 's Twitter Profile Photo

I keep seeing data that shows mid/small cap businesses are trading at significant discounts to large caps and I get interested. Then I go look at actual mid/small cap businesses and I often get less excited. Most are not great businesses. Any recommendations for quality

Intrinsic Investing (@intrinsicinv) 's Twitter Profile Photo

Join us on Monday, 4/8 at 1:30pm pacific time for our quarterly client webinar. We'll be reviewing financial markets and the economy, and discussing our investments in Ferrari $RACE and IDEX $IEX. ensemblecapital.zoom.us/webinar/regist…

Intrinsic Investing (@intrinsicinv) 's Twitter Profile Photo

Join us on Monday for our quarterly client webinar. We'll be discussing markets and the economy, as well as our portfolio holdings Ferrari $RACE, IDEX $IEX, and Perimeter Solutions $PRM. intrinsicinvesting.com/2024/04/04/ens…

Intrinsic Investing (@intrinsicinv) 's Twitter Profile Photo

Join us today at 1:30pm pacific time for our quarter market and economic update. We'll be profiling our investments in Ferrari $RACE, IDEX $IEX and Perimeter Solutions $PRM. intrinsicinvesting.com/2024/04/04/ens…

Intrinsic Investing (@intrinsicinv) 's Twitter Profile Photo

Here's the replay of our Q1 client webinar. In addition to discussing the economy and financial markets, we profiled our investments in Ferrari $RACE, IDEX $IEX and Perimeter Solutions $PRM. ensemblecapital.com/event/first-qu…