⁠iinvested
4Q'24 Bronte Capital on $SPXSF

Find the full letter here:
https://t.co/dVDkhhvUUk https://t.co/r5l4lsiYQC
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⁠iinvested
4Q'24 Ace River Capital on $RICK

More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/Zg89DkE4wl
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⁠The Investing for Beginners Podcast
Simple P/E Ratio Breakdown: https://t.co/wmXb00Nzbh
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⁠Alvin
Smartphone brands...

This is how you do proper update changelogs. https://t.co/3trzXnW82t
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⁠The Kobeissi Letter
Key Events This Week:

1. January JOLTS Job Openings data - Tuesday

2. EIA Short-Term Energy Outlook - Tuesday

3. February CPI Inflation data - Wednesday

4. Initial Jobless Claims data - Thursday

5. February PPI Inflation data - Thursday

6. MI Consumer Sentiment data - Friday

We are now 10 days out from the March Fed meeting.
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⁠The Investing for Beginners Podcast
Warren & Charlie discussing the use of DCFs

Worth your 3 minutes. https://t.co/u112vQUigg
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Warren Buffett memorably said:

“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”

Here are 10 high-quality stocks trading at a fair or better price🧵 https://t.co/sAvCll9Jzf
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⁠The Kobeissi Letter
BREAKING: Crypto markets erase -$100 billion of market cap this morning as Bitcoin falls below $83,000.

Is liquidity drying up? https://t.co/15UvALPKvq
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⁠Stock Analysis Compilation
Baron Emerging Markets Fund on Hanwha Systems Co., Ltd. $003680 KS

Thesis: Hanwha Systems Co., Ltd. is a leading South Korean defense enterprise poised to benefit from rising international defense budgets and increased demand for advanced military systems.

(Extract from their Q4 letter)
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