[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  TheStockBro [@TheStockBro](/creator/twitter/TheStockBro) on x 2527 followers Created: 2025-07-20 16:23:31 UTC $AMZN $NVDA $PM $TSM $KVUE $NU $O $MSFT $BAC $DHR $NFLX $DASH $LULU $MU $MNSTR $UNH $SNOW $CPNG $SPY Lee Ainslie & Maverick Management Q1 25’ Strategy - Flexible Value Investing “Part of the art of investing is to be able to recognize which approach is the most appropriate for which situation over a certain period of time… I believe it is a mistake to evaluate a technology company, a financial company, and a retailer all with the same valuation metric... We spend an inordinate amount of time trying to understand the quality, ability, and motivation of a management team... We have made the mistake more than once of not investing in a company with a great management team because of valuation concerns-only to look back a year later and realize we missed an opportunity because the management team made intelligent, strategic decisions that had a significant impact… Risk management is not about avoiding losses entirely-it's about ensuring that when you're wrong, the impact is manageable, and when you're right, you maximize the opportunity.. At the time of maximum pain, you need to maintain your discipline… The market can be irrational for longer than you expect, but if your analysis is sound, patience usually pays off.” -Lee Ainslie CEO, Maverick  XXXXX engagements  **Related Topics** [spy](/topic/spy) [bac](/topic/bac) [msft](/topic/msft) [nvda](/topic/nvda) [amzn](/topic/amzn) [investment](/topic/investment) [$snow](/topic/$snow) [$mnstr](/topic/$mnstr) [Post Link](https://x.com/TheStockBro/status/1946969226935202271)
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TheStockBro @TheStockBro on x 2527 followers
Created: 2025-07-20 16:23:31 UTC
$AMZN $NVDA $PM $TSM $KVUE $NU $O $MSFT $BAC $DHR $NFLX $DASH $LULU $MU $MNSTR $UNH $SNOW $CPNG $SPY
Lee Ainslie & Maverick Management Q1 25’
Strategy - Flexible Value Investing
“Part of the art of investing is to be able to recognize which approach is the most appropriate for which situation over a certain period of time… I believe it is a mistake to evaluate a technology company, a financial company, and a retailer all with the same valuation metric...
We spend an inordinate amount of time trying to understand the quality, ability, and motivation of a management team... We have made the mistake more than once of not investing in a company with a great management team because of valuation concerns-only to look back a year later and realize we missed an opportunity because the management team made intelligent, strategic decisions that had a significant impact…
Risk management is not about avoiding losses entirely-it's about ensuring that when you're wrong, the impact is manageable, and when you're right, you maximize the opportunity..
At the time of maximum pain, you need to maintain your discipline…
The market can be irrational for longer than you expect, but if your analysis is sound, patience usually pays off.” -Lee Ainslie CEO, Maverick
XXXXX engagements
Related Topics spy bac msft nvda amzn investment $snow $mnstr