⁠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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⁠Investing visuals
$TTD is now down 🔻52% from its highs, marking one of its biggest declines as a public company. Meanwhile, $TTD:

🔹 Free cash flow grew 171% Y/Y
🔹 Revenue grew 22% Y/Y
🔹 Net retention remains >95%
🔹 Holds $1.6 billion in cash

Smells like opportunity👌 https://t.co/qul00Ah0pQ
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⁠Stock Analysis Compilation
Baron Emerging Markets Fund on MercadoLibre $MELI US

Thesis: MercadoLibre is the largest digital commerce ecosystem in Latin America, offering e-commerce and fintech services, with significant growth opportunities in advertising, financial services, and logistics.

(Extract from their Q4 letter)
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⁠The Investing for Beginners Podcast
Earnings can lie, but cash never does. Try this instead:

FCF Conversion = Free Cash Flow / Net Income

Why it matters:

• Shows earnings quality
• Indicates operational efficiency
• Reflects financial flexibility

Look for 80-100% as a good range.
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⁠Finding Compounders
Here are some highlights from a Lou Simpson interview

He answers on the differences between him and Warren Buffett and the factors he looks for when he is worried an investment might blow up https://t.co/haGMSODq8S
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