⁠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
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⁠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
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⁠Alvin
Very helpful changelog, Samsung. https://t.co/8WY9tNYOxU
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⁠Capital Employed
9 Cheap quality small caps to add to your research list... 👇

https://t.co/PG7KIRLTgH https://t.co/By8CcAWuPA
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⁠Finding Compounders
The Dangers of DCF https://t.co/jlB0HYXYYu
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⁠The Investing for Beginners Podcast
RT @IFB_podcast: ROIC Drivers Visualized: https://t.co/268wZ9wUbJ
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⁠Dimitry Nakhla | Babylon Capital®
Peter Lynch said in a 1990 Barron’s interview:

“A company growing at 20% with a P/E of 40x isn’t cheap, but it’s not crazy if it can keep up.”

Here are 10 exceptional stocks currently trading with a PEG below 2.00 🧵 https://t.co/OXn0Wtm68Q
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⁠The Kobeissi Letter
BREAKING: President Trump has cut off intelligence-sharing with Ukraine in a move that could seriously hamper the Ukrainian military’s ability to target Russian forces, per FT. https://t.co/MP1QSdO3Kk
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⁠The Kobeissi Letter
BREAKING: Commerce Secretary Lutnick says to expect an announcement this afternoon on Canada and Mexico.

"Trump maybe, maybe will consider giving relief," he says.
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⁠Alvin
"Brand value matters. Not some funny name iQOO"

"I am not against iQOO"

Literally what are you talking about 💀 https://t.co/EQtmD88PyG
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