⁠Alvin
Xiaomi Buds 5 Pro
Wi-Fi Edition

They transmit audio through Wi-Fi Direct with a high transmission rate and better interference ability than the regular Bluetooth version. https://t.co/CEa4qNv9w9
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⁠Hidden Value Gems
RT @HiddenValueGems: Good news on #Exor

Selling 4% in $RACE for €1B buyback and a new acquisition.

Makes a lot of sense! https://t.co/WYW9FTOKmj
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⁠App Economy Insights
RT @EconomyApp: $CRM Salesforce Q4 FY25 (January quarter):

• Current RPO +11% Y/Y to $63B.
• Revenue +8% Y/Y to $10B ($50M miss).
• Operating margin 18% (+1pp Y/Y).
• Non-GAAP EPS $2.78 ($0.17 beat).

FY26 guidance:
• Revenue +7-8% to ~$40.7B ($0.7B miss).
• Operating margin 22%. https://t.co/mYRpPS1ltj
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⁠The Investing for Beginners Podcast
Essays of Warren Buffett: https://t.co/jfU99GP3ca
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⁠Quiver Quantitative
BREAKING: Representative Sam Liccardo is introducing a bill to ban politicians from sponsoring meme coins.

It's called the "MEME Act".
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⁠Mads
Juicegaters running wild https://t.co/DAx0J0BR4F
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⁠Mads
https://t.co/mRuVIgYOOG

TRUMP: THINK PUTIN WILL KEEP HIS WORD - *Walter Bloomberg
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⁠Alvin
Now Brief on the Galaxy S25 Ultra

High potential
(Kinda) mid implementation https://t.co/ZTM8kSjS0C
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⁠App Economy Insights
RT @EconomyApp: $NVDA NVIDIA Q4 FY25 (January quarter).

• Revenue +12% Q/Q to $39.3B ($1.2B beat).
• Gross margin 73% (-2pp Q/Q).
• Operating margin 61% (-1pp Q/Q).
• Non-GAAP EPS $0.89 ($0.04 beat).

Q1 FY26 guidance:
• Revenue $43.0B ($1.0B beat). https://t.co/waPkz3ZIMn
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⁠Stock Analysis Compilation
Ennismore European Smaller Companies Fund on IG Group Plc $IGG LN

Thesis: IG Group Plc is a highly profitable UK financial company with a strong global presence in trading financial derivatives, expecting continued growth driven by new leadership and a solid business model.

(Extract from their Q4 letter)
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