CompoundCap (@CompoundCap) profile picture
Joined August 2015
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“CoStar, a publicly traded company with a market value of more than $21B, will add STR's 30-year trove of confidential hotel information to its dominantly positioned commercial real estate data empire.” bisnow.com/national/news/hot…
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Im looking for a job at either a family office or an investment fund. Most interested in team, culture, learning, mentorship; less interested in title, money. Resume pictured. Appreciate your help connecting me with the right group. #retweet
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Interest in orthopedic robotics continues to grow $SYK $ZBH
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Kone SWOT Analysis via MS
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Fundsmith's small-mid cap watch list (via Smithson Investment Trust)...
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Sources of High Returns...
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Sources of Growth...
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GS Affordability Framework for Building Products...
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Global Top 20: 1H 2018 Net New Money (% annualized) $BAM
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Alternatives/Privates and ETFs continue to take lions share...
Zell’s best performing vehicle ($ELS). Strong demand tailwinds and no supply. Blackstone finally realizes and is paying up... bloomberg.com/news/articles/…
Several structural tailwinds in manufactured housing biz: (1) GSEs to revive secondary market in MH loans in 2019; (2) Site-built premium at historical highs and rising; and (3) 'trailer park' stigma likely to fade in medium/long-term as communal benefits become widely accepted.
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Fast fashion threat comes to cosmetics xitter.cf/bof/status/10164121777…
Their dominance of cosmetics may have become as important to the industry as Apple iPhone manufacturer. bit.ly/2N1sw15
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Mgmt incentives - what works...
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Some popular fintwit names with ROC focus in LTIP's.... $EL, $SBUX, $HON, $MA, $SHW Others?
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A few more... AOS, AMT, DG, ECL, PX, HD, QCOM, JEC, LMT, GD, AMGN, BDX, MTB, SCHW, PEP, WMT, MCD
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