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Alvin
RT @sondesix: 2 Weeks with the Galaxy S25 Ultra:
The Art of Perfecting an Old Formula.
Two weeks. That’s all it took for the Galaxy S25 Ultra to either impress me… or leave me wanting for more.
On paper, this phone might be very familiar to some. But just like with all Samsung phones, it’s the detail that matters the most.
I have been using this phone as my true daily driver, and I have uncovered some very interesting stuff. Some changes are significant, some are subtle, and some might just affect your purchase decision.
Now, grab your popcorn as we dive deep into all of the features, improvements, and shortcomings of Samsung’s latest flagship phone of 2025. 🍿
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RT @sondesix: 2 Weeks with the Galaxy S25 Ultra:
The Art of Perfecting an Old Formula.
Two weeks. That’s all it took for the Galaxy S25 Ultra to either impress me… or leave me wanting for more.
On paper, this phone might be very familiar to some. But just like with all Samsung phones, it’s the detail that matters the most.
I have been using this phone as my true daily driver, and I have uncovered some very interesting stuff. Some changes are significant, some are subtle, and some might just affect your purchase decision.
Now, grab your popcorn as we dive deep into all of the features, improvements, and shortcomings of Samsung’s latest flagship phone of 2025. 🍿
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Alvin
The painful process of transferring data from a phone you're about to sell to another phone.... 🙂 https://t.co/m260iZMcGI
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The painful process of transferring data from a phone you're about to sell to another phone.... 🙂 https://t.co/m260iZMcGI
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Stock Analysis Compilation
Diamons Hill Small Cap Fund on Mesa Laboratories $MLAB US
Thesis: Mesa Laboratories is a diversified life sciences company strategically positioned for growth through organic development and acquisitions under CEO Gary Owns, enhancing its value in high-growth market segments.
(Extract from their Q4 letter)
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Diamons Hill Small Cap Fund on Mesa Laboratories $MLAB US
Thesis: Mesa Laboratories is a diversified life sciences company strategically positioned for growth through organic development and acquisitions under CEO Gary Owns, enhancing its value in high-growth market segments.
(Extract from their Q4 letter)
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Alvin
The upcoming OPPO Find X8 Ultra inside an anti-leak case is spotted by someone at an event in China.
✅️ Quad Camera System
✅️ Large Sensor for All Lenses
✅️ Dual Periscope Lenses https://t.co/q9BsGedZ24
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The upcoming OPPO Find X8 Ultra inside an anti-leak case is spotted by someone at an event in China.
✅️ Quad Camera System
✅️ Large Sensor for All Lenses
✅️ Dual Periscope Lenses https://t.co/q9BsGedZ24
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Alvin
OPPO Find X8 Ultra
✅️ Flat edges
✅️ Flat screen
✅️ Ultra-thin symmetrical bezels
It is one of those rare Chinese flagship phones with a flat display. https://t.co/6f1YpvSpRK
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OPPO Find X8 Ultra
✅️ Flat edges
✅️ Flat screen
✅️ Ultra-thin symmetrical bezels
It is one of those rare Chinese flagship phones with a flat display. https://t.co/6f1YpvSpRK
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The Kobeissi Letter
How bad has the US debt crisis become?
US net interest payments as a percentage of federal revenue reached a whopping 18.7% in January, the highest since the 1990s.
This is just 20 basis points below the all-time high of 18.9% posted in 1992.
Furthermore, this share has DOUBLED in just 18 months as interest costs have skyrocketed.
Interest expense hit a record $1.2 trillion over the last 12 months and is the second-largest government outlay after Social Security.
The worst part?
Net interest costs as a percentage of federal revenues are estimated to reach 34% by 2054, assuming there will be no recession over this period.
This is a crisis.
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How bad has the US debt crisis become?
US net interest payments as a percentage of federal revenue reached a whopping 18.7% in January, the highest since the 1990s.
This is just 20 basis points below the all-time high of 18.9% posted in 1992.
Furthermore, this share has DOUBLED in just 18 months as interest costs have skyrocketed.
Interest expense hit a record $1.2 trillion over the last 12 months and is the second-largest government outlay after Social Security.
The worst part?
Net interest costs as a percentage of federal revenues are estimated to reach 34% by 2054, assuming there will be no recession over this period.
This is a crisis.
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Stock Analysis Compilation
Conestoga on Crane NXT Co. $CXT US
Thesis: Crane NXT Co. is a leading provider of trusted technology solutions for securing and authenticating assets, with a strong history and expected double-digit EBITDA growth.
(Extract from their Q4 letter) https://t.co/rFAkH2i8Ln
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Conestoga on Crane NXT Co. $CXT US
Thesis: Crane NXT Co. is a leading provider of trusted technology solutions for securing and authenticating assets, with a strong history and expected double-digit EBITDA growth.
(Extract from their Q4 letter) https://t.co/rFAkH2i8Ln
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The All-In Podcast
Chamath on Trump's Gold Card: "I love that. If I had to do it again, I would have spent $5 million bucks."
On E217, the besties discussed Trump's "Gold Card" or Golden Visa, which would grant card holders permanent residency for $5M.
@chamath:
"What do you guys think about the golden visa? I love that."
@Jason:
"I literally tweeted like six months ago, you know, we should just sell citizenship for $500K a pop, and he added a zero!"
@friedberg:
"The way this is proposed by Trump and Lutnick is it's $5M for basically a green card. You get to live here permanently."
@chamath:
"I will predict that within the next few months after this gets announced, you are going to hear about founders taking $5M of secondary in a round, to make sure that if they are non-Americans, (they) get their visas."
"And Donald Trump said that you would not have to pay any tax on foreign assets."
"If I had to do it again, and this was available to me, I would have spent $5M bucks."
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Chamath on Trump's Gold Card: "I love that. If I had to do it again, I would have spent $5 million bucks."
On E217, the besties discussed Trump's "Gold Card" or Golden Visa, which would grant card holders permanent residency for $5M.
@chamath:
"What do you guys think about the golden visa? I love that."
@Jason:
"I literally tweeted like six months ago, you know, we should just sell citizenship for $500K a pop, and he added a zero!"
@friedberg:
"The way this is proposed by Trump and Lutnick is it's $5M for basically a green card. You get to live here permanently."
@chamath:
"I will predict that within the next few months after this gets announced, you are going to hear about founders taking $5M of secondary in a round, to make sure that if they are non-Americans, (they) get their visas."
"And Donald Trump said that you would not have to pay any tax on foreign assets."
"If I had to do it again, and this was available to me, I would have spent $5M bucks."
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Finding Compounders
Everytime I post about Allan Mecham , I get a couple of comments on if he still runs the fund.
Unfortunately no
Here is the reason he gives : https://t.co/WJ4T2aehlv
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Everytime I post about Allan Mecham , I get a couple of comments on if he still runs the fund.
Unfortunately no
Here is the reason he gives : https://t.co/WJ4T2aehlv
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