⁠Hidden Value Gems
Columbia Business School Stock Pitch Challenge is usually a great source of new ideas. Here is the summary of the top 4 ideas that won this year's competition.

🥇 $AOS - the largest US manufacturer of water heaters

🥈 $CNH - the 2nd largest manufacturer of agricultural equipment worldwide

🥉 $GPN - a Top 5 merchant acquirer in the US

🥉 $IBTA - a digital coupon app, connecting brands with retailers via a network
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⁠Finding Compounders
A short gem from Warren Buffett.

Source: I unfortunately forgot from whose article I took this screenshot . If it’s yours please let me know 👍🏽 https://t.co/PRXhtXIQSR
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⁠The Kobeissi Letter
BREAKING: Stock market futures extend overnight losses with the Dow now down -500 points.

Are you ready for another wild week? https://t.co/W8WCbk1Smc

Does the US government WANT a recession?

In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.

The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.

Could the US benefit from a market crash?

(a thread) https://t.co/fjnHcTljFX - The Kobeissi Letter
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⁠The Investing for Beginners Podcast
You will make mistakes:

– Buy stocks when you shouldn't
– Sell winners too soon
– Hold onto losers too long

Try not to make excuses, instead learn from the mistakes so you can improve.
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⁠The Kobeissi Letter
Current state of the market:

1. The Nasdaq 100 is officially in correction territory

2. Gold prices are up +50% over the last 13 months

3. Oil prices are down -20% over the last 2 months

4. 10Y Note Yield is down -60 bps over the last 2 months

5. Crypto has erased -$1 trillion over the last 2 months

6. Markets now expect 3 interest rate cuts in 2025

The market is pricing-in a US recession.
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⁠Finding Compounders
Warren Buffett explains his investment thesis in Oil and Gas property management. https://t.co/JcsiLlMOZt
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⁠CapMrkt KGB
Golub Capital Partners 15, L.P. (Jun-23)

https://t.co/dnVG1w6fbW
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Amazon $AMZN CAGR Estimates, Assuming 2027 EPS Target of $9.49 Is Achieved📦

33x (+17.4%)
32x (+16.1%)
31x (+14.8%)
30x (+13.5%)
29x (+12.2%)
28x (+10.8%)
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Historically, $AMZN’s constant reinvestment made P/E a misleading valuation tool (stronger correlation using OCF) https://t.co/XKZNM5NJyb
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⁠The Investing for Beginners Podcast
RT @IFB_podcast: Cash Flow Cheat Sheet: https://t.co/v2QUTc86uC
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⁠Investing visuals
$AXON: one of a kind business. Not cheap by any means, but I believe it's fairly priced right now👌 https://t.co/hsk6nrseL2
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