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Alvin
MEGA LEAK

OnLeaks and Android Headlines just shared the CAD renders of the upcoming Google Pixel 10 Series.

✅️ Google Pixel 10
✅️ Google Pixel 10 Pro
✅️ Google Pixel 10 Pro XL

If these renders are accurate, then these phones will have a familiar design.

The big change lies in the processor that these phones might use: the new Tensor G5 chip.

This is rumoured to be Google's first chip to use TSMC's 3 nm process instead of Samsung Foundry.
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The Investing for Beginners Podcast
How I got better at valuation:

1. At first, I was terrible
2. Overtime, I became less terrible.

Learn the models:

- DCF
- Reverse DCF
- Relative metrics

Put in the reps and you will improve. https://t.co/T6j4wJACzg
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The Kobeissi Letter
BREAKING: Ukraine says it is ready to accept a US proposal for a 30-day ceasefire deal with Russia, per Bloomberg. https://t.co/eH3wSmPcoC
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The Kobeissi Letter
BREAKING: The US has resumed both military aid and intelligence sharing to Ukraine.

BREAKING: Ukraine says it is ready to accept a US proposal for a 30-day ceasefire deal with Russia, per Bloomberg. https://t.co/eH3wSmPcoC
- The Kobeissi Letter
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Stock Analysis Compilation
Diamond Hill International Fund on MAX Co. $6454 JT

Thesis: MAX Co. is an undervalued Japanese manufacturer of pneumatic tools with strong growth potential due to its efficient Twintier rebar-tying solutions and improved capital allocation practices.

(Extract from their Q4 letter)
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The Kobeissi Letter
RT @KobeissiLetter: The REAL reason markets are crashing:

Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.

We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.

What's happening? Let us explain.

(a thread) https://t.co/uPh9qGWfa5
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Finding Compounders
Great Summary of Joel Greenblatt’s lecture at NYSSA https://t.co/lkb6yGNPSV
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The Kobeissi Letter
BREAKING: Ontario is suspending its 25% tariff on exports of electricity to Michigan, New York, and Minnesota, Premier Ford says.

This comes after US Commerce Secretary Lutnick agreed to meet with Premier Ford on Thursday. https://t.co/vRrruPHB7Q
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