⁠The Investing for Beginners Podcast
RT @IFB_podcast: How to measure moats?

Use Michael Mauboussin's checklist: https://t.co/m9zQE0fGoO
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⁠The Kobeissi Letter
WOW.

The US saw 172,000 job cuts in February, with YTD government layoffs SURGING +41,300% due to @DOGE.

We have now seen a MASSIVE 221,812 job cuts in 2025, the highest YTD total since 2009.

Are we witnessing the largest federal layoff in US history?

(a thread) https://t.co/VWnAqE2WPr
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⁠The Investing for Beginners Podcast
Cash Flow Statement Green Flags:

• Operating Cash Flow to Sales > 15%
• Free Cash Flow growing > 10%
• Capex of Net Sales < 15%
• SBC of Net Income < 5%
• Cash Flow to Debt > 1

What else?
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⁠The Investing for Beginners Podcast
We were recently lucky to have @Invesquotes join us on the pod to talk all things investing.

I always enjoyed his takes and knew he was smart, but this confirms it.

Great convo on cyclical compounding and much more....

Watch below ⬇️ https://t.co/TIqL4M8rvG
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⁠Investing visuals
A side-by-side of $NVDA vs. $AMD: who do you believe will perform better over the next 5 years? https://t.co/h0JcJxWXfn
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⁠Stock Analysis Compilation
Donville Kent on Zedcore $ZDC CN

Thesis: Zedcor’s operational excellence and rapid tower expansion support long-term growth despite accounting distortions

(Extract from their Q4 letter) https://t.co/tA6gk2W4dE
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⁠The Kobeissi Letter
BREAKING: The Nasdaq 100 falls -350 points on continued trade war concerns and officially enters correction territory.

The Nasdaq is now down -10% from its all time high. https://t.co/9oGQksdyc3
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⁠The Investing for Beginners Podcast
What is EV/Sales?

How can we use it?

- M&A Benchmarking
- Industry comparison
- Market sentiment gauge
- Growth potential assesment

Can provide insights into how the market value's a company sales. https://t.co/5Jb0e0DLgz
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⁠Alvin
I know that this is a fingerprint magnet, but the Xiaomi 15 in Liquid Silver looks AWESOME! https://t.co/pYdFQOYWv8
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⁠The Kobeissi Letter
BREAKING: Commerce Secretary Lutnick says the stock market is "not driving outcomes" for the Trump Administration.

BREAKING: The Nasdaq 100 falls -350 points on continued trade war concerns and officially enters correction territory.

The Nasdaq is now down -10% from its all time high. https://t.co/9oGQksdyc3 - The Kobeissi Letter
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⁠Alvin
Smartphone brands...

Please put a telephoto lens to more of your mid-range phones. https://t.co/pmxNUsrDQd
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