⁠Finding Compounders
A Business Week article criticizing Henry Singleton’s aggressive buyback and acquisition approach .

Teledyne achieved 20.4% compounded annual returns over 27 years with Singleton at the helm.

So don’t listen to the press ! https://t.co/lSvBfNrkP3
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⁠The Investing for Beginners Podcast
RT @IFB_podcast: Charlie Munger USC speech

Dropping Charlie wisdom as always https://t.co/vTmt4prSn8
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⁠The Kobeissi Letter
BREAKING: President Trump is going to make "an investment announcement" today at 1:30 PM ET - per the White House.
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⁠Alvin
Xiaomi Modular Optical System 🔥

This concept allows you to mount a detachable camera to a customised Xiaomi 15 using a magnetic attachment mechanism.

Xiaomi combines the camera module's powerful hardware with the phone's processing algorithm.

It is a 100 MP M4/3 camera sensor (Micro Four Thirds or 4/3") with Aperture F/1.4 and 35 mm focal length.
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⁠The Investing for Beginners Podcast
RT @IFB_podcast: How to Analyze Banks: https://t.co/Pt8bIKu82b
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⁠Dimitry Nakhla | Babylon Capital®
Charlie Munger once said:

“IF ALL YOU EVER DID was buy high-quality stocks on the 200-week moving average, you would BEAT ‘most INVESTORS’ by a large margin over time.”

Here are 10 high-quality stocks trading near their 200-week moving average 🧵 https://t.co/usTZ04V9kh
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⁠Hidden Value Gems
As a former equity analyst, I used to build and maintain detailed company models. With about 15 stocks under coverage at any given time, this meant 60 model updates each year 😲

How helpful these spreadsheets were for making intelligent investment decisions?

🧵👇

1/5
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⁠The Kobeissi Letter
BREAKING: @EricTrump says his advice after posting to “Buy the dips” in crypto is to “HOLD long term.” https://t.co/KYTAM4OdJr
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⁠The Investing for Beginners Podcast
5 powerful ratios for value investors:

1. P/E Ratio
2. P/B Ratio
3. Debt to equity
4. Current ratio
5. Dividend yield

With these, we can screen for valuation, liquidity, debt, and dividend strength.

Examples:

$TXN
$TSM
$GOOG
$WSO
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⁠The Kobeissi Letter
Further evidence of a weakening labor market:

The share of US consumers saying there will be fewer jobs over the next 6 months spiked to 26% in February, the highest in 12 years.

This percentage now exceeds 2020 levels and is in-line with 2001 levels.

Furthermore, the share of Americans claiming jobs are hard to get jumped to 16%, the 3rd-highest since 2021.

Americans believe the labor market is deteriorating.
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⁠Investing visuals
I won't be surprise if $AAPL will be the first company to drop out of the top 3 most valuable companies in the world 🧐 https://t.co/eWM2RbEumG
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⁠Stock Analysis Compilation
Conestoga on Old Dominion Freight Line, Inc. $ODFL US

Thesis: Old Dominion Freight Line, Inc. is a leading less-than-truckload carrier in the U.S. with strong competitive advantages, poised to regain market share as the freight industry recovers from a recession.

(Extract from their Q4 letter)
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