Stock Picking with a Rifle, Ferrari, Druckenmiller's Nvidia Bet, & A Very Long Hill
The TLDR: June 2024
Hey everyone, welcome to another edition of the TLDR.
This month I am scheduled to age another year. I will no longer be able to say I am in my “mid-20s” as I edge closer to my “late 20s”. This week also marks one year since I joined Koyfin; a milestone that has flown by. I am feeling particularly excited to be heading to India again for a few months in July. I love working from there. Elsewhere, I wanted to say thanks to the folks who emailed me about my write-ups on Campari Group and Laurent Perrier. As I have been exploring the alcohol industry, your input has been greatly appreciated.
Each month in the TLDR you can expect:
5x Favourite Things: 5 favourite reads.
Honourable Mentions: Other worthy reads.
Uncharted Perspective: 5 favourite charts.