⁠Alvin
Indonesians...

Prepare for the (late) launch of the iPhone 16 Series that might be even closer than you think. 👀

The Indonesian government and Apple have reached the deal that lifts the sales restrictions of newer iPhone models.

That also includes the iPhone 16e. 😏 https://t.co/sRIgORYy07
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⁠Quiver Quantitative
DOGE Subcommittee meeting off to a tense start: https://t.co/Zj8HFxn5RN
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⁠Alvin
RT @sondesix: Google Pickle 9 Pro Extra Large https://t.co/djIpZ7DJUs
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⁠Quiver Quantitative
Trump’s cabinet just gave @elonmusk a round of applause, when asked how he was doing: https://t.co/S6ka9TFIzf
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⁠The Investing for Beginners Podcast
What is the biggest value in a DCF?

Surprise, it's terminal value

But most investors don’t understand the importance of terminal value

Here is how to calculate terminal value: 🧵⬇️ https://t.co/CwMzvrw8Yu
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⁠Mads Capital
Juicegate Update:
The Juice is now up 4.2% today and it might go higher
He's unstoppable, his hedges too powerful https://t.co/s6sctOf0bN
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⁠Quiver Quantitative
RFK Jr. was just asked about a recent measles outbreak: https://t.co/5WBOapcdKM
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⁠Mads Capital
does nothing
wins again https://t.co/zlVwi93CeQ

Trump: I will not comment on whether China should not take Taiwan by force. - unusual_whales
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⁠Stock Analysis Compilation
Conestoga on Kadant, Inc. (KAI) $KAI US

Thesis: Kadant, Inc. is a leading supplier of engineered parts for critical industries, with a strong market position, consistent recurring revenue, and a management team known for delivering long-term above-market returns.

(Extract from their Q4 letter)
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⁠The Investing for Beginners Podcast
Contrary to popular belief, Buffett hasn't paid up for businesses.

Back in 2014, Brooklyn Invester looked at some case studies of Buffett buys, including KO, AXP, BNSF, WFC, and IMB.

He found Buffett paid around 10x pre-tax = 14-15x PE after tax, depending on the tax rate.
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