value-investing.bsky.social
@value-investing.bsky.social
valueinvesting.substack.com/p/druckenmil...

Stan Druckenmiller is well-known for achieving 30% CAGR over his 30-year career - and never having had a single down year! His latest interview is full of gems for professional value investors.
When Druckenmiller Speaks, We Listen
The closest thing to a god in markets (30% CAGR over 30 years, no down years)
valueinvesting.substack.com
November 29, 2024 at 10:37 AM
Performance since end-2019 peak (approximate):

Russell 2000: 44%

S&P500: 70%

S&P100: 90%

Mag7: up 100% since mid-2023 alone (no earlier ETF data)
November 28, 2024 at 4:21 PM
Performance since end-2019 peak (approximate):

Russell 2000: 44%

S&P500: 70%

S&P100: 90%

Mag7: up 100% since mid-2023 alone (no earlier ETF data)
November 28, 2024 at 4:21 PM
Buffett has (in)famously said that Bitcoin is worth nothing. If so, does that make $MSTR worth Nothing squared? #bitcoin #valueinvesting

valueinvesting.substack.com/p/mstr-38905...
MSTR = Bitcoin (Garbage) Squared
The 0.5x Leveraged Bitcoin ETF
valueinvesting.substack.com
November 27, 2024 at 9:10 AM