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Divergent Capital
3,389 posts
Divergent Capital
@Divergent7651
Private investor. Opinions expressed here are not recommendations or advice. Do your own research.
Joined September 2022
- For those who traveled abroad when they were in their 20s, was it worth it? or did it just set you back financially?
- The masculine urge to start your own Berkshire/Terravest and compound capital at 20%+ for 40 years and change the financial fortunes of the next three generations of your kin.
- For those who have started a fund, how did you go about attracting LPs? What advice would you give to someone wanting to start a fund?
- This is ~90% of my portfolio. I am being tested. Let’s check back in six months. All part of the game.
- Replying to @Basteph_My first trip as an adult was Japan earlier this year. Loved it and miss being there
- For the small/micro cap investors, what’s your largest current position by weighting and what’s the thesis in a nutshell?
- What is your favourite capital-light compounder business that has the potential to increase revenues and earnings without proportionate reinvestments of capital that's undervalued right now?
- $HON today is $GE pre-spin off, though not quite as undervalued as $GE was. Multiple high-quality, peer leading businesses being spun off that are ripe for revaluation to peer P/FCF multiples. Especially aerospace. + potential IPO of Quantinuum. valueinvestorsclub.com/idea/GENERAL_E…
- When management makes the effort to report a business's results in this way for its owners, it says something very positive about them IMO. Every business's annual report should include a 5 year summary with detailed unit economic metrics. Very few do. $AZO
- Replying to @DeepSailCapitalI’ll keep that in mind for my children one day 🙏
- Who are the best microcap investors that you follow on X? If you’d like to recommend someone privately, please feel free to DM me.
