NoLimit
@NoLimitGains • 1,511,397 subscribers
Value investor | 10+ years of finding undervalued stocks | Founder & CEO @InTheAssembly
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This is Anton Kreil. A kid from Liverpool, raised by a single mom with no money, who walked into Goldman Sachs at 20 and walked out of Wall Street at 28 with the kind of resume nobody believes is real. His prop book at Goldman grew from $25M to over $400M in four years. Lehman headhunted him in 2004. JP Morgan paid him a fortune to run their global pharma, biotech, and chemicals trading franchises in 2006. He retired in May 2007, months before the entire system blew up. The 16 minutes below is the closest thing I've seen to an actual trader explaining how he thinks. No fluff, no charts, just the framework that made three of the biggest banks on Wall Street fight to hire him.
NoLimit1,636,523 views • 3 months ago
Jim Cramer says buy SpaceX $SPCX and put it away for your children and grandchildren.
NoLimit420,563 views • 1 month ago
Nvidia just invested BILLIONS across 7 different companies. Here’s the full list:
NoLimit1,048,882 views • 4 months ago
10 COMPANIES THAT BEAT THE S&P FOR DECADES!!! Save this and send it to whoever is not sure which stocks to buy. First, so you understand what’s actually at stake here. $10,000 compounding at 10% for 30 years becomes $174,000. The same $10,000 at 20% becomes $2.37 million. Twice the return. BUT 13 TIMES THE MONEY. That’s why this matters so much more than people realise. Now the list. 1️⃣ Monster Beverage The best performing US stock of the last 3 decades. Roughly 25% a year for 36 years. $10,000 in the early 90s turned into over $30 million. They sell caffeine in a can. 2️⃣ O'Reilly Automotive Auto parts. Around 20% a year since the early 90s, and they have bought back over half the company along the way. Nobody has ever posted a thread about auto parts. 3️⃣ Copart They run online auctions for wrecked cars. Compounded at roughly 20% a year for 3 decades because they own the land, the logistics and the buyer network, and nobody can rebuild that. 4️⃣ Constellation Software Buys tiny vertical software companies nobody has heard of and never sells them. Around 30% a year since 2006. The most impressive capital allocation record of the last 20 years and most investors can’t even name the CEO. 5️⃣ Fastenal Screws, bolts and industrial fasteners. Decades of double digit compounding from a business that is genuinely as unglamorous as it sounds. 6️⃣ Cintas Uniform rental. They wash your work clothes. Beat the market for 30 years because once a company outsources uniforms, they basically never switch. 7️⃣ TJX Off price retail. Bought the inventory nobody else could sell and beat the S&P through the entire death of retail narrative. 8️⃣ Old Dominion Freight Line Trucking. Actual trucks on actual roads. One of the best performing stocks in the entire market since its IPO, in the most competitive industry imaginable. 9️⃣ Sherwin-Williams Paint. Over a century old. Compounded relentlessly because contractors do not switch paint suppliers and the company kept buying its own stock. 🔟 Berkshire Hathaway 19.9% a year for 60 years against the S&P's 10.4%. That gap turned $100 into over $5 million instead of $37,000. So what do they all have in common? ➡️ Almost none of them are technology ➡️ All of them have pricing power in something people rarely switch away from ➡️ Most of them had somewhere to reinvest for decades, whether that was new stores, new locations or acquisitions ➡️ Most of them bought back enormous amounts of their own stock ➡️ Every single one was available cheap at multiple points, and nobody wanted them at the time That last one is the actual lesson. None of these were secrets. You could have bought any of them in almost any year of the last 20 and done extremely well. The reason people did not is that they were busy looking for something more exciting. One honest caveat, because most lists like this leave it out. This is a list of survivors. For every O'Reilly there were auto parts retailers that went bankrupt, and picking the winner in advance was much harder than it looks from here. That’s exactly why the pattern matters more than the names. High returns on capital, a durable reason customers stay, and somewhere to keep reinvesting. Final thought: nobody gets rich from the stock everybody is talking about. They get rich from the boring one they held for 20 years while everyone else rotated through 6 different ones. If you’re serious about investing, follow me with notifications so you don’t miss the next alert. This is EXTREMELY important because the market moves fast. A lot of people are going to wish they followed me sooner.
NoLimit269,647 views • 1 month ago
Peter Thiel built $5 billion in his Roth IRA without paying a single dollar in tax. The Roth IRA was designed for middle class workers. Contribution limits, tax-free growth, untouchable until 59.5. Most people use it to slowly compound index funds. In 1999 Thiel dropped his $1,700 contribution into PayPal founder shares at fractions of a penny each. By 2019 that account was worth $5 billion. Every dollar of gain is legally tax free for life. Built for the middle class. Used by a billionaire to build the largest tax-free fortune in American history.
NoLimit826,982 views • 3 months ago
🚨 DONALD TRUMP JUST NOW: “I don't think about Americans' financial situations.”
NoLimit425,843 views • 4 months ago
I don’t think you understand what just happened. Look at this video. Those candles aren’t on one Treasury. They’re on the 2yr, the 5yr, the 20yr and the 30yr. ALL AT THE SAME TIME. This is the entire US Treasury yield curve breaking simultaneously. Here’s why it matters: A glitch on one chart is plausible. A glitch across four different maturities at the exact same moment IS NOT. When every part of the curve moves like this in sync, only one thing causes it: A massive seller dumping across the whole curve. Not a hedge fund. Not a bank rebalancing. Hedge funds and banks don’t hold every maturity in size like this. This is the kind of selling profile only a central bank or a sovereign wealth fund has. We’re talking country-level. China holds nearly $700 billion in US Treasuries. Japan holds $1.24 trillion. The UK holds $897 billion. If any of those three decided to start exiting in size today, this is exactly what the chart would look like. The bond market is the largest, deepest, most liquid market on earth. When it starts moving like this, something is fundamentally WRONG. The stock market hasn’t reacted yet, but it will. Watch this week closely. Every new move I make in the market gets shared on The Assembly first. If you’re not following them yet, you’re going to regret it.
NoLimit303,128 views • 4 months ago
Leopold Aschenbrenner fund just reached a new all time high of $20 BILLION. And he’s literally telling you what to buy right now. If you pay attention, you can make a lot of money. Here’s the list: Big long in Bloom Energy (BE), fuel cells for data center power. Heavy in Bitcoin miners pivoting to AI hosting: IREN, Core Scientific (CORZ), Applied Digital (APLD), Riot (RIOT), CleanSpark (CLSK). Recent stake in Nebius (NBIS), AI cloud infrastructure. Private position in Anthropic. By the way, if you’re a serious investor and you care about making money, you need to follow The Assembly with notifications. The door is currently closed but we are reopening access on Monday, for 24 hours only. In 6 months, half of you are going to wish you got in this Monday, June 22nd. Follow The Assembly with notifications or you will regret it later.
NoLimit192,167 views • 3 months ago
Tom Lee says a bear market is coming later this year. Do you think he’s right?
NoLimit241,037 views • 3 months ago
Donald Trump: “A deal with Iran will be signed over the next 48 hours”
NoLimit136,280 views • 3 months ago
🚨 WORLD BANK INSIDER EXPOSES THE FEDERAL RESERVE If you trust the current stability of the Federal Reserve, you need to watch this. He explicitly states that the Fed is no longer acting like a central bank. He argues it has morphed into a giant hedge fund that benefits the financial elite. The concern is that they are carrying over $1 trillion in losses, and that number is growing. They are effectively borrowing at 5.4% to funnel money into government bonds, making public finances look stronger than they really are. This isn’t just an American issue, central banks are doing this globally. If true, what we are seeing isn’t policy. It’s a fragile illusion holding the system together. I’ll keep watching these unrealized losses closely, and I’ll keep you all updated. Btw, when I exit the markets completely, I’ll say it here publicly as usual. Many people will wish they followed me sooner, trust me.
NoLimit288,523 views • 7 months ago
Jensen Huang just laid out the next evolution of AI. Forget crafting the perfect prompt. That was step one. The real skill now is writing loops. Iterative systems where AI researches, reasons, uses tools, verifies its own results, reflects on mistakes, and keeps going until it gets the answer right. In his latest interview Jensen broke down why. AI no longer needs to be pre-coded or have everything recorded for it. It solves problems in real time through smart repeating cycles. That is what turns simple chat into actual autonomous agents that get real work done. It is also why Jensen says everyone should be using AI daily. It closes the tech divide. A carpenter can become a designer. An everyday person can become a creator. And the second-order effect is the part nobody is talking about. Massive job creation in advanced manufacturing. A full re-industrialization of America. Prompt engineering was step one. Loop engineering is the future. If you can build self-improving cycles that keep going until the job is done right, you win the next 5 years. Anyone who does not figure this out is going to fall behind FAST. At The Assembly, we tell you the best stocks to buy RIGHT NOW. We are a team of 10 analysts working FOR YOU with one goal: help you become the best possible investor. Door is currently closed. We reopen Monday, June 22nd. 24 hours only. In 6 months, half of you are going to wish you got in. Follow The Assembly with notifications or you will regret it later.
NoLimit118,521 views • 3 months ago
🚨 RAY DALIO WARNED US A complete breakdown of the monetary system is starting. We’re watching the endgame he predicted play out in real-time right now. Why do you think Gold and Silver are pumping so hard? Most people have no idea what's coming. This isn't just a standard bull market in metals. The market is actively and aggressively re-pricing sovereign risk. The macro reality is simple, but brutal: – Global debt-to-GDP is mathematically unsustainable. – Central banks are trapped. When backed into a corner, policymakers will always choose currency devaluation over a deflationary default. Smart capital sees the writing on the wall. They’re aggressively rotating out of paper promises (bonds & fiat) and into hard assets that hold real value. A true paradigm shift is underway. Position accordingly. I’ll watch his every moves, and I’ll keep you guys updated. The next move is loading, and I’ll be the first to call it here publicly like I always do. Many people will wish they followed me sooner.
NoLimit269,379 views • 7 months ago
This guy sold all his silver at $29/oz. Do you think he regrets it today?
NoLimit258,460 views • 8 months ago