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The Kobeissi Letter
BREAKING: Gold prices surge back above $2,900 as volatility rises and geopolitical tensions escalate. https://t.co/HkQgaAkwJX
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BREAKING: Gold prices surge back above $2,900 as volatility rises and geopolitical tensions escalate. https://t.co/HkQgaAkwJX
Something is happening:
The Volatility Index, $VIX, just surged above 20 for its 6th STRAIGHT day.
Since February 14th, the Volatility Index is now up +45% and the S&P 500 has seen near-daily swings of $500B+.
Are you ready for the era of volatility?
(a thread) https://t.co/kh3yp4JjVF tweet
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Alvin
I saw Samsung fans mocking the iPhone 16e while defending phones like the Galaxy S25+.
Then, I saw Apple fans mocking the Galaxy A56 & S25 Series while defending phones like the iPhone 16e.
They are ALL bad deals.
Chinese phones >>>>> https://t.co/tqKyPE4prc
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I saw Samsung fans mocking the iPhone 16e while defending phones like the Galaxy S25+.
Then, I saw Apple fans mocking the Galaxy A56 & S25 Series while defending phones like the iPhone 16e.
They are ALL bad deals.
Chinese phones >>>>> https://t.co/tqKyPE4prc
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The Investing for Beginners Podcast
ROIC measures a company's capital efficiency.
Visualizations like the one below helps us see what drives ROIC.
Pricing, volume, cost controls, and many others drive growth + ROIC. https://t.co/jqqfjWO6UU
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ROIC measures a company's capital efficiency.
Visualizations like the one below helps us see what drives ROIC.
Pricing, volume, cost controls, and many others drive growth + ROIC. https://t.co/jqqfjWO6UU
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Investing visuals
$GOOGL: a business with one of the largest user bases in the world, at a reasonable price👌 https://t.co/htzbRUsD3O
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$GOOGL: a business with one of the largest user bases in the world, at a reasonable price👌 https://t.co/htzbRUsD3O
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The Kobeissi Letter
BREAKING: Nvidia, $NVDA, falls over -8% erasing another $240 billion of market cap today. https://t.co/h0HYeuy3ui
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BREAKING: Nvidia, $NVDA, falls over -8% erasing another $240 billion of market cap today. https://t.co/h0HYeuy3ui
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The Kobeissi Letter
BREAKING: Oil prices crash to a new 3-month low as OPEC+ agrees to proceed with a production increase in April.
OPEC will also hike production beyond April. https://t.co/Z7dD8vJqh1
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BREAKING: Oil prices crash to a new 3-month low as OPEC+ agrees to proceed with a production increase in April.
OPEC will also hike production beyond April. https://t.co/Z7dD8vJqh1
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Stock Analysis Compilation
Artisan US Small Cap Growth Strategy on Integer $ITGR US
Thesis: Integer is a leading manufacturer of medical devices with strong growth potential due to its focus on high-margin implantable devices and transcatheter therapies, benefiting from market trends and operational efficiency.
(Extract from their Q4 letter)
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Artisan US Small Cap Growth Strategy on Integer $ITGR US
Thesis: Integer is a leading manufacturer of medical devices with strong growth potential due to its focus on high-margin implantable devices and transcatheter therapies, benefiting from market trends and operational efficiency.
(Extract from their Q4 letter)
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Hidden Value Gems
RT @HiddenValueGems: Not bad for $CPRI if the deal goes through.
Prada close to offer €1.5B for Versace (20% of Capri's Sales and negative contribution to earnings). Versace has been loss-making for the past 3 quarters. Should be highly accretive for $CPRI.
Capri bought Versace for €1.85B in 2018, its recent asking price was €3B.
“Everyone is looking” at Versace - Miuccia Prada.
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RT @HiddenValueGems: Not bad for $CPRI if the deal goes through.
Prada close to offer €1.5B for Versace (20% of Capri's Sales and negative contribution to earnings). Versace has been loss-making for the past 3 quarters. Should be highly accretive for $CPRI.
Capri bought Versace for €1.85B in 2018, its recent asking price was €3B.
“Everyone is looking” at Versace - Miuccia Prada.
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