Offshore
Photo
Alvin
Xiaomi 15 Ultra vs vivo X200 Pro
200 MP periscope telephoto camera
Both taken using the auto mode. 📸
Focal lengths (native on both):
• Xiaomi: 100 mm, Leica Authentic
• vivo: 85 mm, Vivid mode https://t.co/3iX77BxE2l
tweet
Xiaomi 15 Ultra vs vivo X200 Pro
200 MP periscope telephoto camera
Both taken using the auto mode. 📸
Focal lengths (native on both):
• Xiaomi: 100 mm, Leica Authentic
• vivo: 85 mm, Vivid mode https://t.co/3iX77BxE2l
tweet
Offshore
Photo
The Investing for Beginners Podcast
Free Cash Flow is the lifeblood of every company.
But how do we calculate it?
Let's learn how 🧵⬇️ https://t.co/TWiP1CsNfV
tweet
Free Cash Flow is the lifeblood of every company.
But how do we calculate it?
Let's learn how 🧵⬇️ https://t.co/TWiP1CsNfV
tweet
Offshore
Photo
Quiver Quantitative
Representative Tim Moore just disclosed more day-trades.
He bought and sold up to $100K of Harley-Davidson stock, $HOG, on the same day. https://t.co/Lb43o8BUWT
tweet
Representative Tim Moore just disclosed more day-trades.
He bought and sold up to $100K of Harley-Davidson stock, $HOG, on the same day. https://t.co/Lb43o8BUWT
tweet
Offshore
Photo
Finding Compounders
Chuck Akre’s interview on MasterCard and Visa back in 2012 https://t.co/XcbAJQhQJ8
tweet
Chuck Akre’s interview on MasterCard and Visa back in 2012 https://t.co/XcbAJQhQJ8
tweet
Offshore
Photo
Stock Analysis Compilation
Edgewood on TransDigm $TDG US
Thesis: TransDigm’s pricing power, aftermarket dominance, and M&A strategy position it for sustained aerospace growth.
(Extract from their Q4 letter) https://t.co/fabk1JH64h
tweet
Edgewood on TransDigm $TDG US
Thesis: TransDigm’s pricing power, aftermarket dominance, and M&A strategy position it for sustained aerospace growth.
(Extract from their Q4 letter) https://t.co/fabk1JH64h
tweet
Offshore
Photo
Investing visuals
$TSLA in a nutshell:
🐻 Suffering major brand damage
🐻 Competition is catching up
🐻 It’s a political playball
🐂 Energy is growing rapidly
🐂 Optimus will be its next growth leg
🐂 FSD is the margin expansion play
🐂 Cybercab will boom
I’m firmly in the middle. https://t.co/ruFiFfmLKS
tweet
$TSLA in a nutshell:
🐻 Suffering major brand damage
🐻 Competition is catching up
🐻 It’s a political playball
🐂 Energy is growing rapidly
🐂 Optimus will be its next growth leg
🐂 FSD is the margin expansion play
🐂 Cybercab will boom
I’m firmly in the middle. https://t.co/ruFiFfmLKS
tweet
Offshore
Photo
Hidden Value Gems
It used to be ".com" and "e" in the company's name that boosted its valuation. More recently it was Cloud and AI. Today, it is probably defense (at least for European companies).
Surprised the stock is not jumping on this yet 😃
#VW $VOW3.DE https://t.co/HtUomnQJ8d
tweet
It used to be ".com" and "e" in the company's name that boosted its valuation. More recently it was Cloud and AI. Today, it is probably defense (at least for European companies).
Surprised the stock is not jumping on this yet 😃
#VW $VOW3.DE https://t.co/HtUomnQJ8d
tweet
Offshore
Video
Quiver Quantitative
President Trump: "I think the markets are gonna soar" https://t.co/d33puWA1PT
tweet
President Trump: "I think the markets are gonna soar" https://t.co/d33puWA1PT
tweet
Offshore
Photo
Alvin
Xiaomi 15 Ultra vs vivo X200 Pro
Main Camera, Auto mode. 📸
Leica Vibrant on the Xiaomi, Vivid mode on the vivo. https://t.co/9tp0esWWCY
tweet
Xiaomi 15 Ultra vs vivo X200 Pro
Main Camera, Auto mode. 📸
Leica Vibrant on the Xiaomi, Vivid mode on the vivo. https://t.co/9tp0esWWCY
tweet
Offshore
Photo
The Kobeissi Letter
Gold prices are SURGING:
As the S&P 500 has erased $5+ trillion, gold is now set to cross above a record $20 TRILLION in market cap.
Gold has more than QUADRUPLED the S&P 500's return over the last 12 months.
Gold is telling us something. Let us explain.
(a thread) https://t.co/WqihthhhJs
tweet
Gold prices are SURGING:
As the S&P 500 has erased $5+ trillion, gold is now set to cross above a record $20 TRILLION in market cap.
Gold has more than QUADRUPLED the S&P 500's return over the last 12 months.
Gold is telling us something. Let us explain.
(a thread) https://t.co/WqihthhhJs
tweet