⁠Finding Compounders
Here are a students notes on Seth Klarman’s CFA institute meeting in 2010 https://t.co/Spiq3Af9QU
tweet

⁠Hidden Value Gems
#GAW - short but substantial operating update 🚀 https://t.co/htzLFNMQw5
tweet

⁠Finding Compounders
In this newspaper article, Warren Buffett explains his investment secrets https://t.co/zYeZVug7lW
tweet

⁠Alvin
It's crazy how Nothing managed to put a periscope tele lens with a 1/2" sensor size inside its mid-range Phone (3a) Pro, while Samsung is still stuck with a 1/4" telephoto lens in the high-end Galaxy S25 and S25+. 💀 https://t.co/MkcUqgcdam
tweet

⁠App Economy Insights
RT @EconomyApp: 🎬 Streaming Subs Leaderboard

Q4 2024 gains:
• Netflix: +19M → 302M. $NFLX
• Disney+: Flat → 125M. $DIS
• Max: +6M → 117M. $WBD
• Paramount+: +6M → 78M. $PARA
• Hulu: +2M → 54M. $DIS
• Peacock: Flat → 36M. $CMCSA

The battle below Netflix is heating up. 👀 https://t.co/8y9rXzxVRW
tweet

⁠Alvin
Very helpful changelog, Samsung. https://t.co/8WY9tNYOxU
tweet

⁠Capital Employed
9 Cheap quality small caps to add to your research list... 👇

https://t.co/PG7KIRLTgH https://t.co/By8CcAWuPA
tweet

⁠Finding Compounders
The Dangers of DCF https://t.co/jlB0HYXYYu
tweet