⁠Hidden Value Gems
Any long-term compounders that you bought on the recent pullback? I only added to my $AER position so far.

#StocksToWatch #Investing
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⁠Alvin
Oh look, my second Ultra of the year! 👀 https://t.co/3ak96yKur8
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⁠Alvin
After using the global Xiaomi 14 Ultra variant, I'm switching to the Chinese Xiaomi 15 Ultra variant.

I just want the best experience of using this phone.

Not only that it uses a 6000 mAh battery (vs 5410 mAh global), Chinese HyperOS is just better. https://t.co/AsIlE2RdPj
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⁠Alvin
Meet the Xiaomi 15 Ultra in this beautiful Silver Chrome colourway.

What a gorgeous looking phone. https://t.co/qCspKAG4Ah
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⁠Finding Compounders
Warren Buffett’s letter to National Indemnity regarding GEICO.

He goes into GEICO’s competitive advantage and the issues GEICO was facing. https://t.co/bQV0lMllmm
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⁠Alvin
First X Post with the Xiaomi 15 Ultra! 👀 https://t.co/kR2Fn23iQS
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⁠Finding Compounders
In 2007 , David Einhorn announced Lehman as a short at the Value Investors Conference

Here is his communication with Erin Callan , the then CFO at Lehman. https://t.co/El5mNNVZ0O
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