⁠The Kobeissi Letter
BREAKING: The Trump Administration is proposing to sell 443 federal properties, including the Department of Justice and FBI's headquarters.

Currently, most US government agencies don't even occupy 50% of their office space. https://t.co/yr8LO5Nxyw
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⁠Finding Compounders
Worth the read

The Loser’s Game

By Charles D Ellis https://t.co/g6exWl8KTX
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⁠The Kobeissi Letter
BREAKING: The S&P 500 officially turns green on the day, erasing its -120 point decline. https://t.co/5P4GplvrYz
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AkhenOsiris
$GENI with a strong FY guide for both revs ($620m vs cons $590m) and Adj EBITDA ($125m)

FY2024 came in at $511m revenue and $86m Adj EBITDA
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AkhenOsiris
Are we expecting the Admin to blink first or the Fed? 😂
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AkhenOsiris
$GENI

Genius Sports Raised to $12 from $10 at Benchmark, Named Top Idea
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⁠Stock Analysis Compilation
Conestoga on Procore Technologies, Inc. $PCOR US

Thesis: Procore Technologies, Inc. (PCOR) is a leading cloud-based construction management software company experiencing strong growth and improving operating margins in an underpenetrated market.

(Extract from their Q4 letter) https://t.co/bofyqPYDoG
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⁠The Kobeissi Letter
Truly incredible:

Heavy selling pressure returns moments after stocks turn green.

The Nasdaq just fell -200 points in 8 minutes without any headlines.

Volatility is an understatement. https://t.co/vhIpgdGUbL
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⁠The Kobeissi Letter
BREAKING: The Nasdaq accelerates its decline and has
now erased -400 points in 27 minutes.

Truly incredible:

Heavy selling pressure returns moments after stocks turn green.

The Nasdaq just fell -200 points in 8 minutes without any headlines.

Volatility is an understatement. https://t.co/vhIpgdGUbL - The Kobeissi Letter
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⁠App Economy Insights
$CRWD CrowdStrike Q4 FY25:

📊 ARR +23% Y/Y to $4.24B.
📈 Net new ARR $224M (+6% Q/Q).
• Revenue +25% to $1.1B ($20M beat).
• Non-GAAP EPS $1.03 ($0.17 beat).
• FY26 revenue guide ~$4.78B (+21% Y/Y). https://t.co/DbcXWSv40C
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