Robbie Sands

@ScarcityTrade fuck yeah, what % of total portfolio?

AMA

Full English Transcript here: sourceresult.substack.com/p/an-inside-lo…

Japan's youngest Billionaire, Founder/CEO of Quants Research Institute Holdings $9552 Rare interview: Talks M&A reform, culture, employee stock options, new consulting biz. English translation below... 🧵 youtube.com/watch?v=XvdiRC…

Bill what was the book you mentioned at VALUExBRK thats the bible on investment companies? @BillAckman

If you're interested, read my full dive into Lomtadze and kaspi here: 🔗sourceresult.substack.com

Lots of kaspi's success has been 1 day at a time

In 2013, $kspi founder, Mikheil Lomtadze, spoke to class of biz school students. It's full of wisdom that 99.9% of folks have never heard before. Here are some of the highlights:

For anyone interested in $KSPI sourceresult.substack.com/p/a-look-into-…

Japanese SME M&A Advisors 🌊 Massive wave for 🇯🇵 M&A and Consolidation. Domestic/Inbound M&A up +313% in 2025. The "Big Four" firms dominate the space, all have been destroyed, 2 down 80%+ from '22 peaks. High ROIC businesses, middle men act as toll bridge on M&A deal.

@calvinfroedge goyslop is a hell of a word to put on this one.

I now own ~half a dozen consumer staple (goyslop) stocks These dividends will feed me

@TimurNegru Give it with a book, written in the cover the promise and its purpose. That way when’s he’s much older he can have a token of that moment.

My son is turning 11 this week and as a gift I’d like to open an investment account for him. The idea is every time we give him money and he decides to put it in the market, we’ll double it. Would appreciate any recommendations about the best way to go about it.

@Codie_Sanchez smb

I was going to charge for this, but f*** it. My team just put together a 40+ page report of everything we’re seeing right now in the small biz economy. What’s inside: → Real market data on SBA lending → Business buyer demand trends → Data on the ownership succession gap → An inside look at what small businesses are doing with AI right now We’ve spent months doing hundreds of surveys and interviewing dozens of owners to put this together. Now it’s yours for free. Just: 1. Like this post 2. Comment “SMB” And I’ll send it over. (Make sure you’re following me so I can DM you.)

Yup

Most interesting slide of Q1. Source: Terry Smith

@ValleyFallsRI lower, why?

$VITL execs and board aside from CEO and CFO buying shares after the big sell off post Q1. While it's great to see I think this stock goes materially lower in the next 12 months.