⁠Quiver Quantitative
BREAKING: It appears that the budget bill WILL PASS.

Massie looks like the only GOP no vote, after several members indicated that they wouldn’t vote for the bill earlier today.
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⁠Capital Employed
131 Q4 fund letters now added...
https://t.co/Dndl7wcMwK https://t.co/dJ1EfsMgLu
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⁠Alvin
Ask me ANYTHING about the Galaxy S25 Ultra. https://t.co/1ddf1rBx0X
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⁠Alvin
I will upload my full review of the Galaxy S25 Ultra this Thursday at 7 am EST.

Most of your questions will be answered there.

This will be a long one. 👀 https://t.co/xihRkllTTW
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⁠Hidden Value Gems
Most analysts estimate stock Value based on the next 2-3 years of forecasts, predicting, on average, 10% annual growth in FCF and then rely on Terminal Value (over 70% of total valuation) with just 3% long-term growth assumption.

Interesting study on equity analysts price targets.
h/t Joachim Klement
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⁠Alvin
Huawei Mate X6
Indonesian Launch: March 13th

Pre-order offers:
• IDR 3 mil discount (10%)
• Huawei Watch GT 5 (46 mm)
• Rotating Stand PU Case
• 66W SuperCharger
• 1 Year accidental damage protection
• 1 Year extra warranty (total: 2 years) https://t.co/bNuVDP9lsP
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⁠Hidden Value Gems
The only person I never heard of on the list of 24 super-billionaires (net worth>$50B): Mr Zhong Shanshan, the 70-year old founder of Nongfu Spring (known as a lone wolf). Started as a journalist, tried selling mushrooms, then worked as a sales manager at Wahaca.

Just 3 European entrepreneurs, no 🇬🇧 or 🇩🇪 on the list.
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